Consulting
Business Process Outsourcing for Your Finance Function
Scale the finance function without scaling in house overhead. Part time accountant support, professional financial analysts, and teams that flex with your business.
- Service area
- Consulting
- Buying shape
- Scoped engagement, staffed to a defined capacity
- Typical timeline
- Team in place within two to three weeks
- Starts with
- A free 30 minute review of the current finance function
When one person is no longer enough
Your finance function outgrew the person doing it.
There is a stage where the work is genuinely too much for one bookkeeper and genuinely too little for a finance department. Hiring into it is expensive, slow and hard to reverse. Ignoring it means the close slips, the reporting arrives late, and the owner becomes the backstop.
The monthly close keeps slipping and nobody owns the calendar.
One person holds every process, and they have not taken a holiday in two years.
Analysis never happens because the transactional work absorbs all the capacity.
Busy season needs three people and the rest of the year needs one.
You do not need headcount. You need capacity you can turn up and down.
Manage daily bookkeeping tasks, so records stay accurate and current
Reconcile accounts on a regular cycle to maintain financial clarity
Prepare monthly financial statements that keep you informed about financial health
What you get
A close that lands on the same date every month, owned by somebody.
Capacity that moves with the season rather than with your hiring cycle.
Analysis that actually happens, because someone is assigned to it.
Documented processes, so the function does not live in one person's head.
Expertise you would not be able to hire at this stage, at a cost you can carry.
Clarity. Confidence. Control.
Better businesses begin with better decisions.
Accurate books are the start. What you do with them is the point.
Businesses that scaled the function instead of the headcount
What I like most about KWM Consultants is their integrity and compassion to better businesses starting with relationship and fairness. They see the bigger picture and meet our expectations.
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.
I recently had the pleasure of working with KWM Consulting for our company’s accounting needs, and I am thoroughly impressed with the service they provided.
TODAY
Book a 30 minute review
Tell us who currently does what, on what system, and where it breaks.
ON THE CALL
We map the function
Every recurring financial process, who owns it, how long it takes and what happens when that person is away.
WITHIN 48 HOURS
You get a staffing and scope proposal
Roles, hours, deliverables, reporting lines and price. In writing, before anything starts.
ONBOARDING WEEK
The team comes in
Access, systems, documented handover of each process, and a published close calendar.
EVERY MONTH
The function runs
The close, the reporting, the analysis, on schedule, with capacity adjusted as the business changes.
Where this sits
Business process outsourcing for finance is a Consulting engagement, because it is built around a defined objective and a defined capacity rather than around a monthly package. It frequently runs alongside Financial Management, and it often follows a Finance Function Design project, which decides what the roles should be before anyone fills them.
Answered before you ask.
Finance operations support for growing companies
As a company grows, the processes that worked at ten people start to break at thirty.
We help growing companies in West Palm Beach and across Palm Beach County redesign their financial processes, systems and reporting so the finance function keeps pace with the business.
Talk through your finance function.
Thirty minutes to map what you have, and a staffing and scope proposal within two business days.