Financial Management
Accounting Services in West Palm Beach for Small Businesses
Bookkeeping, reconciliations, payables, receivables, payroll and transaction categorization, run accurately and on time for small businesses in West Palm Beach.
- Service area
- Financial Management
- Buying shape
- Ongoing monthly, three levels
- Typical timeline
- Onboarded in about a week
- Starts with
- A free 30 minute review of your accounts
More than recording transactions
Recording what happened is the minimum, not the service.
Running a business in South Florida takes more than a record of transactions. It takes a partner who reads the record, notices what is moving, and raises it before it becomes a problem. That is the difference between data entry and accounting.
Vendor payments go out late, or twice.
Invoices are raised when somebody remembers, and chased when somebody notices.
Nobody has looked at cash flow in a way that predicts anything.
Your preparer starts every year by asking for things you assumed existed.
Clean books year round means you are ready for the opportunity as well as for the audit.
What our accounting services cover
Bank and credit card reconciliations
Every account matched to its statement each month, so errors surface while they are still small and the balances you make decisions from are real.
Accounts payable
Vendor bills entered, approved and scheduled, so payments go out on time, relationships stay intact and you stop paying late fees for work you already paid for.
Accounts receivable
Invoices raised on time, payments applied accurately, and an aging report that tells you who owes you what and for how long.
Payroll management
Payroll processed on schedule through Gusto or QuickBooks Payroll, with deductions, payroll tax filings and year end W-2s and 1099s handled.
Transaction categorization
Every transaction classified against a chart of accounts that reflects your business, which is what makes a report readable rather than merely accurate.
Month end close
A defined close each month, with reconciliations complete, accruals posted and statements issued on a date you can plan around.
Why owners choose KWM Consulting
Complete financial oversight, from daily bookkeeping through payroll and preparer support.
Solutions shaped to your business rather than a template applied to it.
Outsourced payroll that saves the time and the cost of running it in house.
Peace of mind: fewer expensive mistakes, and attention back on the business.
Clarity. Confidence. Control.
Better businesses begin with better decisions.
Accurate books are the start. What you do with them is the point.
What West Palm Beach owners say
I highly recommend this company! 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. Thank you!!
My experience with KWM has been excellent! I have been working with them for the past nine months and have been so impressed with the quality of the work they performed. I strongly recommend this business for all your accounting needs.
Great accounting firm! We've been very pleased with their services and thoroughness.
TODAY
Book a 30 minute review
We look at how the books are handled now, what software you are on, and what is actually going wrong.
ON THE CALL
We recommend a level
Foundation, Advanced or Strategic, with the reason. If a cleanup needs to happen first, we say so instead of quietly billing for it later.
WITHIN 48 HOURS
You get an itemized proposal
Scope, level, monthly fee and start date, in writing. Month to month, no long term contract.
ONBOARDING WEEK
We take the handover
Secure account access, software configuration, chart of accounts review and an opening review of your existing books. About a week, start to finish.
EVERY MONTH
You get a close you can rely on
Reconciled accounts, financial statements and a plain English summary, on the same date every month.
Where this sits
These are the named capabilities inside Financial Management. Which of them are in scope depends on the level you are on: reconciliations and close are in every level, payables and receivables come in at Advanced, and class, location and program tracking comes in with them.
Financial Advisory
Financial performance and planning
When you need the analysis, not just the accounting.
Answered before you ask.
Accounting built around a Palm Beach County business
We build the accounting around how your business actually runs: your systems, your reporting needs and your schedule.
Clients across Palm Beach County work with us remotely, with reconciled books and clear monthly statements as the standard.
Talk to an accountant.
Thirty minutes on your accounts, and an itemized proposal within two business days.