Financial Management
Essential Bookkeeping
For a business that needs accurate, current books and clean monthly statements it can trust.
- 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 business that needs accurate, current books and clean monthly statements it can trust.
What outsourcing to KWM includes
Foundation
For a business that needs accurate, current books and clean monthly statements it can trust.
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
Standard
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 business that needs accurate, current books and clean monthly statements it can trust.
Answered before you ask.
Does Foundation include bank and credit card reconciliations?
Yes. Bank and credit card reconciliations are part of Foundation every month at KWM Consultants, matching each statement to your books so errors surface early. West Palm Beach owners also receive transaction categorization and monthly profit and loss and balance sheet statements. Call (561) 820-6382 to review your accounts.
What is not included in Foundation?
Foundation covers categorization, reconciliations, and monthly statements, so accounts receivable and payable management, receipt management, and advanced reporting sit in Momentum instead. Nothing is removed as you move up, each KWM Consultants tier builds on the one before it. Call (561) 820-6382 to compare tiers for your West Palm Beach business.
Is Foundation a good fit for a startup or solo business owner?
Yes. Foundation is built for start-ups, solo entrepreneurs, and small businesses ready to stop doing their own books. KWM Consultants sets up clean records from the start, which is far easier than untangling them later. Palm Beach County owners can start here and upgrade anytime. Call (561) 820-6382.
Will Foundation keep my books ready for my CPA?
Yes. Foundation keeps your records reconciled and organized so your CPA or tax preparer has what they need at filing time for your West Palm Beach business. KWM Consultants is a bookkeeping and fractional finance firm rather than a CPA firm, so we handle the books and coordinate with your preparer. Call (561) 820-6382.
Can KWM Consultants take over the bookkeeping I have been doing myself?
Yes. Many KWM Consultants clients hand off DIY books. We review what you have, correct and reconcile as needed, then run Foundation monthly in QuickBooks Online so nothing slips. Onboarding for West Palm Beach businesses takes about a week. Call (561) 820-6382 to start the handoff.
The detail behind the service.
Foundation is our first level of Financial Management, built for start ups, solo owners and small businesses ready to stop doing their own books.
Every month we record and categorize transactions, reconcile your bank and credit card accounts and deliver a profit and loss statement and a balance sheet. Your records stay organized and ready for your tax professional at filing time.
Compare the levels. Then choose your scope.
Thirty minutes, a recommended level, and an itemized proposal within two business days.