Accounting and Bookkeeping
We partner with owners and leaders, like yourself, to up-level your bookkeeping and financial systems, giving you the tools to understand your money and make clear, strategic decisions.
We specialize in the complex, creative, and the sorts of questions that come up for outside-the-box leaders and anyone who describes themselves as “not a numbers person.”
Accounting & Bookkeeping
Our core service includes:
- Monthly, full-cycle bookkeeping, including transaction categorization and account reconciliation
- Customized Chart of Accounts system crafted to tell the story of your business.
- Clear, actionable Monthly Performance Reports focused on the numbers most important to your business
- Seamless integration with your payroll system, including reconciliation, contractor payments and 1099 filings
- Ongoing communication that makes complex financial information accessible and transparent
- For businesses that need it: Quarterly or monthly sales tax planning, organizing, and filing
Each client works with a dedicated accounts manager who becomes a trusted extension of your team, learning the nuances of your business to provide truly personalized support.
Fees start at $700/month for businesses under 500K in revenues; our service tiers scale based on the size and complexity of the business. Fill out our contact form to learn more.
With Integrated Advisory Support
For businesses generating over 750K in annual revenue or smaller businesses in growth mode, we provide forward-looking financial management that bridges day-to-day operations with your bigger business vision. Like a fractional CFO who’s also thinking about the bigger picture with you.
Services include everything above plus,
- Customized performance reports & metrics dashboard to match what matters most in your creative or mission-driven business
- Strategic financial planning with rolling 12-month financial & cash flow projections to support confident decisions
- Vision-aligned guidance through Quarterly or Monthly CFO Sessions with Kate Tyson, our Advisory Practice lead, who helps you balance financial pragmatism with your values and vision
- Systems integration support to ensure your financial processes work smoothly with your overall business operations
Starts at $1500/month
New Financial Systems & Setup
All of our new client relationships begin with a deep dive assessment, where we look under the hood of your financial and bookkeeping systems. This is where our systems expertise truly shines– we look at the architecture of your financial systems, ensuring that the structures support your unique business and that all transactions are tidy and clear.
- Thorough catch-up bookkeeping that transforms messy historical data into clear, organized financial records
- New Systems Setup including QuickBooks Online setup and conversions from desktop systems
- Trusted partner recommendations for complementary services including payroll, benefits, HR, legal, and accounting
- Integrated e-commerce connecting your Shopify, Square, or other merchant accounts with your bookkeeping system
Our Approach
What sets Wanderwell’s bookkeeping services apart is our combination of technical expertise and human-centered and care-driven approach:
- Clear, Proactive Communication: We translate complex financial concepts into clear, actionable language, ensuring you truly understand your numbers
- Systems Approach: We build financial infrastructures that grow with your business and evolving needs.
- Relationships First We collaborate with our clients to understand their goals, and love to be in active conversation about how we can best support them.
- Values-Aligned Partnership: As a values-driven business ourselves, we understand how to build financial practices that honor your commitment to people, community, and purpose
