Our Working Process
Step 1: Discovery & Fit
Step 2: Catch-Up & Clean-Up
Step 2: Catch-Up & Clean-Up
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 BWM Journey.
Most clients begin in Stage 1 needing cleanup, clarity, and a clean baseline.
Step 2: Catch-Up & Clean-Up
Step 2: Catch-Up & Clean-Up
Step 2: Catch-Up & Clean-Up
If you’re behind or unsure about the accuracy of your reports, we handle it all: historical cleanup, categorization, reconciliation, and custom setup using our Blabberworks Chart of Accounts.
You’ll walk away with clean, current books and a clear starting point.
Step 3: Month-to-Month Clarity
Step 4: Strategic Add-Ons (As Needed)
Step 4: Strategic Add-Ons (As Needed)
Once your books are clean, we move into a monthly bookkeeping rhythm. You’ll receive accurate reports, plain-language insights, and calm visibility into your financial position without having to become your own CFO.
Every report helps you lead smarter, not hustle harder.
Step 4: Strategic Add-Ons (As Needed)
Step 4: Strategic Add-Ons (As Needed)
Step 4: Strategic Add-Ons (As Needed)
After 3 months of consistent reports, we’ll identify growth opportunities and offer optional strategic services such as KPI dashboards, Profit margin analysis, A/R and A/P Management, Owner pay planning, Capital readiness packages, Cash Flow Forecasting:.
You decide what fits. We guide you every step of the way.