Business Finance and Advisory · West Palm Beach, FL
KWM Consulting runs the bookkeeping, reporting and financial operations that better decisions are built on, for small businesses and nonprofits in Palm Beach County and across the United States.
Prefer to talk now? (561) 820-6382
Where to begin
You should not have to know which service you need before you can get help. Say it the way you would say it out loud and we will take you to the right place.
How we work
Most clients start in one area and add another when they are ready. Nothing here requires you to buy the whole relationship on day one.
Most clients start here
We run the recurring financial work of your business: the books, the close, the statements, the reporting.
We help you and your leadership team read the numbers and use them to decide what to do next.
Project work with a defined objective: build something new, fix what is broken, or bring in specialist expertise.
Practical financial education for owners, teams and organizations. Application first, theory second.
Financial Management
Every level includes the bookkeeping, the reconciliations, the monthly close and the financial statements. What changes is how much of your financial operation we take on and how deep the reporting goes.
The foundation every business needs.
Most common
Complete financial operations with deeper reporting.
Financial management that supports decisions.
Project, not a level
Catch up and cleanup is a defined project, separate from the three ongoing levels and purchasable on its own. Books that are behind, incomplete, inaccurate or unreliable are brought current and correct. Then you decide whether to continue monthly.
Most cleanups finish in 2 to 4 weeks. On a loan or filing deadline we have turned projects around in under 30 days.
Proof
Every quote below is a real Google review and every one of them links back to the original listing, so you can check it rather than take it on trust.
“Dom and his staff helped me out fast when I needed it the most. Top notch service, attention to detail and great communication along the way.”
“He is professional, knowledgeable, and patient, always taking the time to answer my questions and ensure I fully understand my financials.”
“Their diligence, professionalism and level of communication is outstanding.”
No guesswork. No pressure.
You have seen what we do and who we help. This is exactly what the path looks like from here to books you can trust.
Today
Schedule a free 30 minute conversation. No pressure and no commitment, just an honest look at where your finances stand and where you want them to go.
On the call
We take the time to understand your business, your industry, your pain points and your goals, then identify the right fit together.
Within 48 hours
A straightforward proposal with the right level of service, transparent pricing and a defined scope of work. No fine print and no surprises.
Onboarding week
Secure account access, system configuration and a review of your existing books. You stay focused on your business while we do it.
Every month
Your books are reconciled, your reports arrive in plain English, and your team is one call away.
Most clients have a clear read on their finances inside the first week.
Book your free reviewWhat we are for
Our faith informs how we lead, serve and steward what has been entrusted to us. KWM serves businesses and organizations from all backgrounds.
Why KWM
You started your business to do the work you are good at, not to spend weekends reconciling accounts or decoding reports that read like a second language. You deserve a team that handles the detail and hands back the clarity.
Small businesses, service businesses, growing companies, owners who want control, nonprofits and organizations.
See how nonprofits are handledInsights
Bookkeeping
5 min read
QuickBooks
5 min read
Financial Planning
5 min read
Got questions
Financial Management is priced by level and by the complexity of your books: transaction volume, number of accounts, payroll headcount and scope. We give you a transparent, itemized proposal within 48 hours of your free review. What is in the proposal is what you pay.
No hidden fees and no long term lock in. We work month to month because we would rather earn the relationship every month than hold it with a contract.
Yes, and you are not unusual. Catch up and cleanup is a defined project inside Financial Management. We assess the state of your books on the free review and tell you whether to start with a cleanup or move straight into ongoing work.
You will have a proposal within 48 hours of the review. Onboarding usually takes one week: secure account access, system setup and an initial pass over your existing books.
Yes. We are based in West Palm Beach, Florida and we work with clients across the United States operating under US GAAP. Everything from onboarding to monthly reporting is handled remotely.
A bookkeeper keeps the record accurate and current. A Fractional CFO works on what comes next: forecasting, cash flow planning, major decisions, board and executive reporting. At KWM those sit in two different service areas, Financial Management and Financial Advisory, and most clients eventually use both.
KWM Consulting
Thirty minutes, no pressure, and an honest read on where your books actually stand, whether or not you hire us.
Serving West Palm Beach, Palm Beach County and businesses across the United States · (561) 820-6382 · Monday to Friday, 9:00 to 5:00 ET
