The BWM Framework

What's Included:

• Month-to-Month Agreement
• Complete bookkeeping management
• Monthly financial statements by the 10th
• Weekly Categorization
• Monthly reconciliation
• Annual financial health scorecard
• Email support
• 30 min monthly consultation

Best for: Business owners who need clean, organized books and reliable reporting to start making clearer decisions. No long term contracts. We work from month-to-month commitments to prove our value and deliver your results. For an accurate quote complete a quote submission.

Everything in Essential Clarity, plus:

• Additional 30-minute strategic consultation
• Growth decision support and scenario planning
• Financial literacy education and coaching
• Quarterly deep-dive business reviews
• Advanced KPI dashboard development

Best for: Growth-ready leaders who want to transform their numbers into strategic competitive advantage. No long term contracts. We work from month-to-month commitments to prove our value and deliver your results. For an accurate quote complete a quote submission.

Financial Clarity Intensive: Starting at $2,500 one-time

Comprehensive financial health evaluation, historical cleanup (up to 3 years), strategic planning, and 90-day action plan.

Quarterly Business Review: $500 per session

Deep-dive performance analysis, strategic decision support, growth opportunity identification.

Traditional bookkeepers record transactions. We manage your complete financial operation AND help you understand what the data means for your decisions. Think: bookkeeper records history, we create strategic clarity.

About 80% of clients come to us with messy books. Zero judgment. Our first 1-2 months focus on cleanup. We've seen it all and know how to fix it.

Yes, we work exclusively with QuickBooks Online (QBO) because it provides the clarity and integration capabilities that serve our clients best.

If you're not set up yet: We'll walk you through the setup process and ensure it's optimized for your business from day one.

If you're already in QBO: We'll review your current setup and make sure it's structured to give you the clearest possible financial picture.

No, that's your CPA's role. But we keep your books clean year-round, making your CPA's job much easier. We coordinate with them on tax planning strategies. If you do not have a CPA we can refer you one in our network to interview.

There's no long-term contract. We work month-to-month, so you stay in control.

We believe trust is earned through results, not locked in through legal obligations. Our 95% retention rate comes from delivering genuine value and financial clarity that transforms how our clients lead their businesses.

If you're not getting the clarity and confidence you expected, you should have the freedom to make a different choice. We're confident in our ability to deliver value, so we don't need contracts to keep clients.

We price based on transaction volume, number of accounts, and where you are in the BWM Journey. Every business is different, so we provide customized quotes rather than one-size-fits-all pricing.

Most of our clients invest between $400-$750 per month for complete financial clarity and management. This typically replaces 10-20 hours per week of owner time spent on financial tasks.

Think of it this way: What's your time worth when you're focused on growing your business instead of trying to figure out your finances? Most clients find the clarity and time savings far exceed the investment.

We offer one-time cleanup projects and 30-minute Zoom consults for business owners who need fast, focused help. If you're unsure whether full-service financial management is right for you, we're happy to start small and help you gain clarity about your options.