Financial Advisory
Financial Performance and Planning Services
Custom dashboards, integrated data, performance monitoring and scenario analysis, so you stop making today's decisions from last month's report.
- Service area
- Financial Advisory
- Buying shape
- Defined advisory engagement
- Starts with
- A free 30 minute review
Where the time goes
Make decisions from current information.
Custom dashboards, integrated data, performance monitoring and scenario analysis, so you stop making today's decisions from last month's report.
What outsourcing to KWM includes
Financial Performance and Planning Services
Custom dashboards, integrated data, performance monitoring and scenario analysis, so you stop making today's decisions from last month's report.
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.
Business Financial Planning Services: Scale Your Operation
Financial Performance & Planning Services
Advanced Business Financial Planning Services with Power BI
Custom Dashboards
Data Integration & Transformation
Performance Monitoring
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 Advisory.
Custom dashboards, integrated data, performance monitoring and scenario analysis, so you stop making today's decisions from last month's report.
Answered before you ask.
The detail behind the service.
Financial performance and planning sits within our Financial Advisory service. We build budgets and forecasts, track performance against plan and give you a live view of cash flow, overhead and margins.
That way the next decision is made on current numbers. For deeper, ongoing involvement, the same work scales into a Fractional CFO engagement.
Plan the next decision with clearer numbers.
Thirty minutes, a recommended level, and an itemized proposal within two business days.