Financial Management
Strategic Bookkeeping
For an established business or organization with complex financial operations that need managing rather than just recording.
- 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 an established business or organization with complex financial operations that need managing rather than just recording.
What outsourcing to KWM includes
Command
For an established business or organization with complex financial operations that need managing rather than just recording.
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
Advanced
Payroll management
Included
Accounts payable management
Included
Accounts receivable management
Included
Class, location and program tracking
Included
Financial systems and process management
Included
Complex financial operations
Included
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 an established business or organization with complex financial operations that need managing rather than just recording.
Answered before you ask.
What happens in the Quarterly Strategic Review?
Every quarter, KWM Consultants meets with you to interpret your financials, discuss trends, and plan next steps. It turns reporting into decisions rather than another document to file. West Palm Beach owners use the session to set direction for the coming quarter. Call (561) 820-6382 to see how it works.
Can Command show profit by location or product line?
Yes. Command includes reporting that breaks profitability down by product line, location, or department, so you can see which parts of the business actually earn. KWM Consultants builds this for established Palm Beach County companies with more than one revenue stream. Call (561) 820-6382 to map your segments.
Which KPIs does Command track?
Command tracks a KPI snapshot of your top three to five metrics, chosen because they actually drive your performance rather than filling a dashboard. KWM Consultants sets them with each West Palm Beach client, then keeps them in front of you through the quarterly review. Call (561) 820-6382 to choose yours.
How does budget versus actual tracking work?
You set targets, then KWM Consultants compares them against real results so gaps show up early instead of at year end. Budget versus actual tracking is part of Command and keeps West Palm Beach leadership teams accountable to the plan they agreed on. Call (561) 820-6382 to start tracking.
Do I need Command if I run a single location?
Often not. Command is built for established businesses with multiple departments or revenue streams that need forecasting and accountability. A single location West Palm Beach business is usually well served by Momentum. KWM Consultants will say so plainly rather than upsell. Call (561) 820-6382 for an honest read.
The detail behind the service.
Command is our highest level of Financial Management, built for established businesses and organizations with complex financial operations.
It includes everything in Momentum plus advanced reporting and analysis, full accounts payable and receivable management, and the management of complex financial operations. It suits owners who need their finance function managed, not just recorded.
Compare the levels. Then choose your scope.
Thirty minutes, a recommended level, and an itemized proposal within two business days.