One minute
Find your starting point.
You do not have to know whether you need Financial Management, Advisory, Consulting or Training. Tell us what is actually going on and we will tell you where to start.
Three questions. No email address required to see the answer.
Where are you right now?
You said: “I need a bookkeeper.”
How current are your books right now?
You said: “I’m behind on my books.”
Once your books are caught up, what do you want to happen?
You said: “I need to get ready for taxes.”
Where do your books stand for the year you need to file?
You said: “I don’t trust my financial reports.”
What makes you doubt them?
You said: “My business has outgrown my current financial setup.”
What has outgrown what?
You said: “I need help understanding my numbers.”
What would help most?
You said: “I need help making a major financial decision.”
What kind of decision are you facing?
You said: “I need a Fractional CFO.”
How much involvement do you need?
You said: “I need to change accounting systems.”
What are you trying to do?
You said: “Our financial processes aren’t working.”
Where does it break down?
You said: “I need QuickBooks training.”
Who is the training for?
You said: “I need financial training for my team or organization.”
What shape does it need to take?
You said: “None of these quite fit.”
Tell us what is going on.
Almost there.
Which of these best describes your business?
Your starting point
Ongoing Financial Management, at the Foundation level.
Foundation
What this includes
- Bookkeeping and accounting
- Bank and credit card reconciliations
- Monthly close
- Financial statements
- Standard financial reporting and analysis
- Payroll management available as an add on
Why this is the right starting point
Your books are current and your operations are straightforward. Foundation covers the recurring record, close and statements without adding financial operations you do not need.
What happens next
- You complete a short form. Six fields, about two minutes.
- We confirm your scope and send your agreement and onboarding checklist the next business day.
- Onboarding takes about a week. You are working with us from there.
Fixed monthly fee, set after a short scoping conversation. Month to month, no long term contract.
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.
Not quite right?
Your starting point
Ongoing Financial Management, at the Momentum level.
Momentum
What this includes
- Everything in Foundation
- Enhanced financial reporting and analysis
- Payroll management included
- Accounts payable and receivable management available
- Class, location and program tracking
- Financial systems and process management
Why this is the right starting point
Your business needs more than an accurate record. Momentum adds payroll, enhanced reporting and process management, with support for tracking classes, locations and programs.
What happens next
- You complete a short form. Six fields, about two minutes.
- We confirm your scope and send your agreement and onboarding checklist the next business day.
- Onboarding takes about a week. You are working with us from there.
Fixed monthly fee, set after a short scoping conversation. Month to month, no long term contract.
I have used KWM Consultants now for over a year to handle the bookkeeping, financial planning, billing, and receivables… Their professionalism and attention to detail have been exceptional.
Not quite right?
Your starting point
Ongoing Financial Management, at the Command level.
Command
What this includes
- Everything in Momentum
- Advanced financial reporting and analysis
- Accounts payable and receivable management included
- Support for complex financial operations
- Multiple entities, locations and funding streams
Why this is the right starting point
Multiple entities, locations or funding streams make the financial work more complex. Command includes advanced reporting and AP and AR management alongside the recurring books and close.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Scoped and priced per engagement. You see the price before you commit.
I was referred to Dom and his team with a 30 day application deadline and wasn’t able to focus on the financials. Their diligence, professionalism and level of communication is outstanding. I gave them two of my entities to start and will be giving them everything moving forward.
Not quite right?
Your starting point
Catch Up and Cleanup, as a one time project.
Project
What this includes
- Every open period brought current
- Bank and credit card accounts reconciled
- Miscoded, duplicated and missing transactions corrected
- A clean set of financial statements for the caught up periods
- A written summary of what was wrong and what was fixed
Why this is the right starting point
You need the books current and correct before deciding what comes next. This is a defined cleanup project, not an ongoing commitment.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Fixed project price, quoted in writing before any work begins.
I highly recommend this company! Dom and his staff helped me out fast when I needed it the most! Top notch service, attention to detail and great communication along the way. Thank you!!
Not quite right?
Your starting point
Catch Up and Cleanup first, then ongoing Financial Management.
Project, then a level
What this includes
- Every open period brought current and reconciled
- Bank and credit card accounts reconciled through today
- Corrections to miscoded, duplicated and missing transactions
- A clean set of financial statements for the caught up periods
- A recommended ongoing level, with the reasoning written down
Why this is the right starting point
Catching up once only helps if the books stay caught up. Scoping the cleanup and the ongoing work together means one onboarding, one chart of accounts and one team, rather than a project that ends and a search that starts again.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Fixed project price, quoted in writing before any work begins.
I was referred to Dom and his team with a 30 day application deadline and wasn’t able to focus on the financials. Their diligence, professionalism and level of communication is outstanding. I gave them two of my entities to start and will be giving them everything moving forward.
Not quite right?
Your starting point
Get your books ready for your tax professional.
Project
What this includes
- The filing year brought current and reconciled
- Corrections to miscoded and duplicated activity
- Financial statements your tax professional can work from
- A tidy, organized handoff package
- A note of anything your tax professional should look at. Plus the standing line: `KWM does not prepare or file tax returns. We get the records right so the person who does can do their job.`
Why this is the right starting point
Your tax professional needs accurate, reconciled records for the filing year. We get the financial records ready; your tax professional prepares and files the return.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Fixed project price, quoted in writing before any work begins.
I highly recommend this company! Dom and his staff helped me out fast when I needed it the most! Top notch service, attention to detail and great communication along the way. Thank you!!
Not quite right?
Your starting point
Financial Advisory, so the numbers finally tell you something.
Advisory engagement
What this includes
- Financial analysis and insights
- KPI and management reporting
- Profitability and performance analysis
- A regular working session to walk through what changed
- Plain language explanations, not accounting jargon
Why this is the right starting point
You have financial information but want to understand what it means for your business. Advisory connects the reports, performance measures and decisions without requiring you to move your bookkeeping.
What happens next
- You pick a 30 minute slot that works for you.
- We talk through your situation and what the engagement would cover.
- You get a written scope within one business day. No obligation to proceed.
Scoped and priced per engagement. You see the price before you commit.
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.
Not quite right?
Your starting point
Decision support for the call you are about to make.
Defined advisory engagement
What this includes
- Scenario and decision analysis
- Cash flow impact of the decision
- Profitability modelling for the options on the table
- A written recommendation with the numbers behind it
Why this is the right starting point
There is a specific decision on the table. We compare the options, cash flow implications and financial scenarios so your next move is supported by numbers.
What happens next
- You pick a 30 minute slot that works for you.
- We talk through your situation and what the engagement would cover.
- You get a written scope within one business day. No obligation to proceed.
Scoped and priced per engagement. You see the price before you commit.
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.
Not quite right?
Your starting point
A Fractional CFO, without the full time hire.
Fractional CFO
What this includes
- Strategic financial planning
- Executive and board reporting
- Finance function oversight
- Forecasting and performance management
- Support on major financial decisions
- Working alongside ownership or the leadership team
Why this is the right starting point
Your leadership team needs strategic financial direction rather than more transaction processing. A Fractional CFO works alongside ownership on planning, oversight, reporting and major decisions.
What happens next
- You pick a 30 minute slot that works for you.
- We talk through your situation and what the engagement would cover.
- You get a written scope within one business day. No obligation to proceed.
Scoped and priced per engagement. You see the price before you commit.
KWM Consultants is a company on the rise, going over and above clients’ expectations. Under the leadership of Mr. Dominique Ricketts, the company’s professionalism and passion stand out.
Not quite right?
Your starting point
A financial systems project with a defined end.
Consulting project
What this includes
- System selection and configuration
- Implementation
- Transition and conversion between systems, with history protected
- Optimization of what you already run
- Integrations and workflow cleanup
Why this is the right starting point
The issue is the system, its setup or the transition between systems. A defined consulting project addresses that problem while protecting the financial history.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Fixed project price, quoted in writing before any work begins.
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.
Not quite right?
Your starting point
Fix the processes, then fix who owns them.
Consulting project
What this includes
- Financial process improvement across close, reporting, payroll, AP and AR
- Finance function design covering roles, systems and structure
- Business financial consulting on the defined problem
- A written set of processes your team can actually follow
Why this is the right starting point
The friction is in the way the finance work is organized. We work on the processes, roles and structure your team needs to make that work reliably.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Fixed project price, quoted in writing before any work begins.
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.
Not quite right?
Your starting point
A confidential forensic accounting engagement.
Consulting project
What this includes
- Investigation of financial records, transactions and discrepancies
- A reconstruction of what occurred
- Documentation prepared for the people who need it
- Complete confidentiality throughout
Why this is the right starting point
Questions about discrepancies or suspected irregularities need a confidential conversation first. The scope is set around the records, investigation and documentation required.
What happens next
- You pick a 30 minute slot that works for you.
- We talk through your situation and what the engagement would cover.
- You get a written scope within one business day. No obligation to proceed.
Scoped and priced per engagement. You see the price before you commit.
We do not publish client names or case details from forensic engagements. The first conversation is confidential.
Not quite right?
Your starting point
QuickBooks training on your own file.
Training sessions
What this includes
- Training on your own QuickBooks file, not a demo file
- One on one or team sessions
- The specific tasks your business actually performs
- Written follow up notes
- Delivered by a Certified QuickBooks Online ProAdvisor
Why this is the right starting point
You need to do the work confidently in your own QuickBooks file. Training focuses on the tasks you actually perform, not a demonstration company.
What happens next
- You complete a short form. Six fields, about two minutes.
- We confirm your scope and send your agreement and onboarding checklist the next business day.
- Onboarding takes about a week. You are working with us from there.
Scoped and priced per engagement. You see the price before you commit.
Dominique is great consulting his clients, he provides communication that works towards building confidence and a relationship with his client. He is always positive and offers assistance that will help get you to the goal! I have appreciated his time so far and look forward to having him part of my growth and journey creating a side business for myself!
Not quite right?
Your starting point
One on one business financial training, built around your numbers.
Training sessions
What this includes
- Reading your own financial statements
- Cash flow, margin and profitability, applied to your numbers
- What to look at monthly and what to ignore
- Practical application rather than theory
Why this is the right starting point
You want to understand and use your own business numbers. Individual training applies financial statements, cash flow, margin and profitability to your situation.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Scoped and priced per engagement. You see the price before you commit.
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.
Not quite right?
Your starting point
A financial training program for your people.
Customized program
What this includes
- Customized training built around your systems and processes
- Financial Foundations Workshops
- Multi session programs for organizations and cohorts
- Speaking engagements for conferences, associations and Chambers
Why this is the right starting point
The learning needs to work for a group, team or organization. We build the format around your people, systems and objectives instead of selling a standard package.
What happens next
- You answer eight questions about the current state of your books.
- We review and send a fixed scope and a fixed price within one business day.
- You approve it and we start. No open ended hourly billing.
Scoped and priced per engagement. You see the price before you commit.
Dominique is great consulting his clients, he provides communication that works towards building confidence and a relationship with his client. He is always positive and offers assistance that will help get you to the goal! I have appreciated his time so far and look forward to having him part of my growth and journey creating a side business for myself!
Not quite right?
Or skip the questions.
Financial Management
Financial Advisory
Consulting
Owners who started exactly here.
I have used KWM Consultants now for over a year to handle the bookkeeping, financial planning, billing, and receivables… Their professionalism and attention to detail have been exceptional.
As a business owner, I have been working with Dominique Ricketts at KWM Consultants for bookkeeping services, and the experience has been phenomenal. He’s detailed, responsive, and has brought so much clarity to our financials.
KWM Consultants is a company on the rise, going over and above clients’ expectations. Under the leadership of Mr. Dominique Ricketts, the company’s professionalism and passion stand out.