Level 01
Foundation
For a business that needs accurate, current books and clean monthly statements it can trust.
Start Foundation
Service area 01
Financial Management
We perform and manage the recurring bookkeeping, accounting, reporting and financial processes of your business, so the numbers are right before anyone has to make a decision with them.
- Best for
- A business that wants the books off its plate for good.
- Shape
- Ongoing monthly, three levels.
- Behind already?
- Start with Catch Up and Cleanup, then move onto a level.
- Typical start
- Onboarded inside a week.
Sound familiar?
If any of this sounds like your month, this is the area you are in.
- You are months behind and the gap keeps growing.
- Your reports do not match what your bank says.
- Your accountant keeps asking for things you cannot find.
- The close takes so long that by the time you see a number it is stale.
- Payroll, bills and invoices all live in different places.
None of that is a character flaw. It is an unowned process.
What we actually do
Nine recurring jobs, done every month, in the same order.
Financial Management is not a monthly report emailed to you. It is the set of processes that produce a report worth reading.
- 01
Bookkeeping and accounting
Every transaction recorded correctly and kept current, so the books reflect what the business actually did.
- 02
Bank and credit card reconciliations
Every account matched to its statement each month, so a discrepancy surfaces in weeks rather than at tax time.
- 03
Monthly close
The recurring processes that close the period properly, so each month can be compared with the last.
- 04
Financial statements
A profit and loss and a balance sheet, on time, in a form you can read without a translator.
- 05
Financial reporting and analysis
The trends, changes and pressure points behind the statements. Depth increases with your level.
- 06
Payroll management
Recurring payroll runs and the financial activity around them, coordinated and recorded.
- 07
Accounts payable and receivable
What you owe and what you are owed, tracked, scheduled and chased before it becomes a cash flow problem.
- 08
Class, location and program tracking
Financial tracking structured so you can see the parts of the business, or the programs of the organization, separately.
- 09
Financial systems and process management
The systems and recurring workflows that make all of the above accurate and repeatable.
Three levels
Three levels. You can see exactly what changes between them.
Every level includes the accounting foundation. What increases as you move up is the depth of the reporting and how much of the financial operation we take on.
Level 02 · Most chosen
Momentum
For a growing business where invoices, bills and multiple revenue streams have outgrown a simple monthly statement.
Start MomentumLevel 03
Command
For an established business or organization with complex financial operations that need managing rather than just recording.
Start CommandSide by side
What you receive at each level.
| Capability | Foundation GOOD | Momentum BETTER | Command BEST |
|---|---|---|---|
| Bookkeeping and accounting | Included | Included | Included |
| Bank and credit card reconciliations | Included | Included | Included |
| Monthly close | Included | Included | Included |
| Financial statements | Included | Included | Included |
| Financial reporting and analysis | Standard | Enhanced | Advanced |
| Payroll management | Available | Included | Included |
| Accounts payable management | Not included | Available | Included |
| Accounts receivable management | Not included | Available | Included |
| Class, location and program tracking | Not included | Included | Included |
| Financial systems and process management | Not included | Included | Included |
| Complex financial operations | Not included | Not included | Included |
Scroll the table sideways on a phone. Nothing is hidden.
Available means we can add it to that level for an agreed fee. Included means it is part of the level.
The part people underrate
Every client gets more than statements.
Standard reporting tells you what happened. Enhanced reporting tells you what changed and where it came from. Advanced reporting tells you which parts of the business are carrying the others.
We expect technology, including AI, to keep making this analysis sharper. What you are buying is the quality of the insight, not the software that helped produce it.
Behind on your books? Start here.
If the books are behind, incomplete or you no longer trust them, cleaning them up is its own project. It is priced separately, it is finished before ongoing work begins, and it is the way most of our Financial Management clients started.
See Catch Up and Cleanup
How engagement works
A clear scope before work begins.
First conversation
A free thirty minute review
Written scope
The work, the price and the next step
Onboarding
Secure access and setup
Delivery
The agreed work, with clear communication
Review
What changed and what comes next
Three minutes
Tell us the shape of your business.
Answer these and we come back with a level, a scope and a fixed monthly price. If a cleanup has to happen first, we say so and price that separately.
Priced on volume and complexity, not on a guess.
Two businesses on the same level can be very different amounts of work. We scope yours from the number of accounts, the transaction volume, the payroll, and how many parts of the business need tracking separately. You get a fixed monthly fee before you commit to anything.
The scoping questions below take about three minutes. There is no obligation attached to answering them.
In their own words
What it is like once the books are handled.
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.
What I value most is Dominique’s eagerness to educate and guide me in making informed decisions. He has helped me stay aligned within budget while keeping a clear eye on gross margins and the bigger financial picture. His support has given me confidence and peace of mind as my business continues to grow.
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.
Clarity. Confidence. Control.
The month closes whether you are ready or not.
We run the close on a schedule you can plan around.
What is included at every level?
Bookkeeping and accounting, bank and credit card reconciliations, monthly close, and financial statements. Financial reporting and analysis increases from Standard to Enhanced to Advanced.
How is Financial Management priced?
Pricing is scoped around the volume, complexity and financial operations of your business. We put the scope and price in writing before work begins.
What is the difference between catch up and cleanup?
Catch up brings missing or overdue periods current. Cleanup corrects inaccurate or unreliable records. A project can include both, and it can be purchased without ongoing support.
Do you handle payroll?
Payroll management is available with Foundation and included with Momentum and Command. Standalone payroll support is also available through Add On Services.
Can you track by class, location or program?
Class, location and program tracking is included with Momentum and Command. The scope is built around the reporting your business needs.
Do you work with nonprofits?
Yes. Nonprofit Financial Management includes support for accurate records, fund and grant reporting, and the financial information leadership and boards need.
Start
Know your numbers. Then decide.
Thirty minutes, free, with a founder. You leave with an honest read on your books whether or not you hire us.
Or call (561) 820-6382