Clarity. Confidence. Control.

A small business owner going through monthly financial statements

Financial Management

Outsourced Bookkeeping Services That Work as Hard as You Do

Hand the books to a team that keeps everything clean, current and ready when you need it. No overhead, no training, no stress.

Service area
Financial Management
Buying shape
Ongoing monthly, month to month, three levels
Typical timeline
Onboarded in about a week
Starts with
A free 30 minute review of your current setup

Where the time goes

Doing your own books is a job. You already have one.

Managing your own bookkeeping takes time, attention and a kind of focus that is hard to switch back from. It is also the work that gets postponed first, because nothing external forces it to happen until something expensive does.

  • It drains hours you would rather spend on the business.

  • It produces errors nobody catches until the year is closed.

  • It slows growth, because you cannot plan from numbers you do not have.

You do not need a full time hire. You need the work done properly.

What outsourcing to KWM includes

A dedicated finance team, without a payroll line for one.

We act as your bookkeeping and accounting function. The same work an in house bookkeeper would do, on a defined monthly rhythm, with a second set of eyes on it and a reporting standard that does not depend on one person staying at your company.

An outsourced bookkeeping team at KWM Consulting handling a client's monthly close.
  • 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 you gain

  • Your week back, minus the evening you were spending on receipts.

  • Consistent, accurate bookkeeping that does not depend on one person's memory.

  • Support that scales up a level when the business does, with no re-onboarding.

  • Lower total cost than a salary, benefits, software and the training time.

  • Reliable financial processes, documented, so nothing is trapped in one head.

Stacked coins arranged as a rising bar graph

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.

Pamela StewartGoogle review · excerptRead on Google (opens on Google)

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.

Cheddi RaiGoogle review · excerptRead on Google (opens on Google)

Great accounting firm! We've been very pleased with their services and thoroughness.

Dan SchlattmanGoogle review · excerptRead on Google (opens on Google)
  1. 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.

  2. 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.

  3. WITHIN 48 HOURS

    You get an itemized proposal

    Scope, level, monthly fee and start date, in writing. Month to month, no long term contract.

  4. 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.

  5. 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 outsourced bookkeeping sits

Outsourced bookkeeping is how most clients buy Financial Management, the area where KWM performs and manages the recurring financial work of the business. Which level you need depends on how complex the operation is, not on how much you are willing to spend.

  • Financial Management

    Foundation

    Categorization, reconciliations, monthly statements.

  • Financial Management

    Momentum

    Adds payables, receivables and deeper reporting.

  • Consulting

    Business process outsourcing

    When you need a finance function, not just a bookkeeper.

Answered before you ask.

Too Much Time Managing Your Books?

Managing your own books takes time, energy, and focus away from what actually grows your business. Our outsourced bookkeeping services give you a dedicated team handling your financials accurately and on time, so you can get back to doing what you do best.

Outsourced bookkeeping for South Florida businesses

Outsourcing the books to KWM Consulting gives you a finance team instead of a single hire: documented processes, monthly reconciliations and reporting on a fixed schedule.

We work with businesses from West Palm Beach to Fort Lauderdale, and remotely across the United States under US GAAP.

Let us handle your books.

Thirty minutes, a recommended level, and an itemized proposal within two business days.