Stage 1: Catch-Up & Clarity
Foundation • Clean Baseline
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 using our proven BWM Chart of Accounts.
What's Included:
- Historical transaction cleanup & reconciliation
- BWM Chart of Accounts setup
- QuickBooks Online optimization
- Baseline financial health assessment
- System integration & training
What You Walk Away With:
Clean books. Clear numbers. And the confidence to move forward.
Stage 2: Confidence & Control
Operations • Consistent Reporting
This is your monthly rhythm: books reconciled, reports delivered, questions answered, and clarity always within reach. No more weekend QuickBooks sessions.
What's Included:
- Monthly books closed by the 10th
- Profit & Loss and Balance Sheet delivery
- Plain-language financial insights
- 30-minute monthly consultation (optional)
- Weekly check-ins during transition
What You Walk Away With:
Reliable numbers. Calm operations. And a leadership mindset backed by data.
Stage 3: Growth & Profitability
Strategy • Optimization
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's Included:
- Profitability analysis and margin optimization
- Cash flow forecasting and planning
- Owner pay planning and structure
- KPI dashboard development
- Pricing strategy support
What You Walk Away With:
Stronger margins. Smarter decisions. A business that works as hard as you do.
Stage 4: Capital-Ready & Scalable
Investment • Scaling
Whether you're seeking funding, planning to invest, or organizing a growing company, we help you prepare your business to scale with confidence.
What's Included:
- Investment-grade financial reporting
- Data room preparation and organization
- Lender presentation packages
- Strategic advisory and planning
- Exit preparation and valuation support
What You Walk Away With:
Financial clarity that builds trust with investors, lenders, and your future self.
3 simple steps to get started
Step 1: Discovery & Fit
Step 3: Begin Your Journey
Step 2: Custom Assessment
You start with a quote request that comes with 30-minute consult. We learn about your business, review where your books stand today, and determine your starting point in the Blabberworks Journey.
Step 2: Custom Assessment
Step 3: Begin Your Journey
Step 2: Custom Assessment
We'll review your financial systems, send a custom quote based on your volume and needs, and outline exactly what your cleanup and ongoing service will include.
Step 3: Begin Your Journey
Step 3: Begin Your Journey
Step 3: Begin Your Journey
Most clients start in Stage 1 with cleanup and clarity. From there, we move into a steady monthly rhythm that builds toward your strategic goals.
"We believe trust is earned, not locked in. That's why we work month-to-month and let our results speak for themselves."
Diego Hodge, Founder + CEO
