Stage 1: Catch-Up & Clarity
You feel behind. The numbers don’t feel right. We’ll clean it all up and build a solid foundation.
This is where every client starts. We’ll get your accounts in order, fix any past issues, and set you up with a clean, trustworthy financial system.
What this includes:
- Full cleanup of past months
- Proper categorization of all transactions
- Bank and credit card reconciliation
- Customized BWM Chart of Accounts
- Clear, catch-up reporting to get you current
What you walk away with:
Clean books. Clear numbers. And the confidence to move forward.
Stage 2: Confidence & Control
Now that things are clean, we’ll help you stay that way with steady insights and support.
This is your monthly rhythm: books reconciled, reports delivered, questions answered, and clarity always within reach.
What this includes:
- Categorization of income and expense
- Weekly transaction reviews
- Monthly reconciliation of financial account
- Profit & Loss reporting
- Secure client portal access
- 30 min business consultation
- Monthly plain-language insights
- Basic quarterly business analysis
What you walk away with:
Reliable numbers. Calm operations. And a leadership mindset backed by data.
Stage 3: Growth & Profitability
Your business is stable, now it’s time to grow smarter. We help you find and unlock profit.
With your foundation in place, we start translating your numbers into strategic moves. We’ll help you see what’s working, what’s leaking margin, and how to earn more without overworking.
What this includes:
- Custom KPI dashboard
- Pricing and margin analysis
- Owner pay strategy
- Profitability planning
- Quarterly strategy check-ins
What you walk away with:
Stronger margins. Smarter decisions. A business that works as hard as you do.
Stage 4: Capital-Ready & Scalable
You’re ready to grow and you need your financials to open the right doors.
Whether you’re seeking funding, planning to invest, or organizing a growing company, we help you prepare your business to scale.
What this includes:
- Capital readiness dashboard
- Lender/investor reporting
- Multi-entity and asset tracking
- Strategic cash flow planning
- Financial storytelling for decision-makers
What you walk away with:
Financial clarity that builds trust with investors, lenders, and your future self.