Financial Management
Advanced Bookkeeping
For a growing business where invoices, bills and multiple revenue streams have outgrown a simple monthly statement.
- Service area
- Financial Management
- Buying shape
- Monthly financial support
- Starts with
- A free 30 minute review
Where the time goes
Find the right level for the work.
For a growing business where invoices, bills and multiple revenue streams have outgrown a simple monthly statement.
What outsourcing to KWM includes
Momentum
For a growing business where invoices, bills and multiple revenue streams have outgrown a simple monthly statement.
Transaction categorization against a chart of accounts built for your business
Bank and credit card reconciliations, every account, every month
The monthly close, run on a published calendar
Financial statements delivered on a date you can plan around
Payroll, payables and receivables, at the Advanced level and above
A named point of contact who knows your file
What the work includes.
Bookkeeping and accounting
Included
Bank and credit card reconciliations
Included
Monthly close
Included
Financial statements
Included
Financial reporting and analysis
Enhanced
Payroll management
Included
Class, location and program tracking
Included
Financial systems and process management
Included
Clarity. Confidence. Control.
Better businesses begin with better decisions.
Accurate books are the start. What you do with them is the point.
Owners who handed the books over
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.
KWM is an awesome company. They are very good at coming in and helping to take the day to day workload off of the team so that they can focus on more revenue generating activities.
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.
This sits inside Financial Management.
For a growing business where invoices, bills and multiple revenue streams have outgrown a simple monthly statement.
Answered before you ask.
Who manages my invoicing and payments under Momentum?
KWM Consultants manages both sides. Momentum covers accounts receivable, so invoices go out on time and payments are tracked, and accounts payable, so vendor bills are entered and scheduled before late fees hit. West Palm Beach owners get predictable cash flow without chasing paperwork. Call (561) 820-6382 to hand it off.
Which reports come with Momentum?
Momentum adds Cash Flow, General Ledger, AR and AP Aging, and Trial Balance reporting to the monthly statements in Foundation, plus custom reports built around your business. KWM Consultants uses these to show Palm Beach County owners where money is tied up. Call (561) 820-6382 to talk through the reports.
How does Momentum handle receipts and supporting documents?
Every transaction is backed by digital documentation. Momentum includes receipt and document management, so KWM Consultants keeps the paper trail attached to your books and ready for tax time or an audit. West Palm Beach owners stop hunting through email for a receipt. Call (561) 820-6382 to get organized.
Is Momentum the right tier if I am applying for a business loan?
Yes, it is built for that. Momentum suits owners preparing for loans or scaling operations, because lenders typically ask for current, reconciled financials. KWM Consultants assembles that record monthly for West Palm Beach businesses so nothing is rushed at application time. Call (561) 820-6382 before you apply.
When should a growing business move from Foundation to Momentum?
When vendors, invoices, or recurring billing start outpacing simple monthly statements. KWM Consultants points West Palm Beach owners to Momentum once multiple clients and suppliers make AR and AP tracking necessary for clear cash flow. The move happens whenever you are ready. Call (561) 820-6382 to review the fit.
The detail behind the service.
Momentum is our second level of Financial Management, built for growing businesses with more vendors, more clients and more moving parts.
It includes everything in Foundation plus enhanced reporting, payroll management, and class, location and program tracking, with accounts payable and receivable available. It fits when invoices and bills start to outpace a simple monthly statement.
Compare the levels. Then choose your scope.
Thirty minutes, a recommended level, and an itemized proposal within two business days.