Strategy-Driven Bookkeeping for Purpose-Driven Small Businesses.
We partner with owners and leaders, like yourself, to up-level your bookkeeping and financial systems. Our services give you the tools to understand your money and be able to make clear, strategic decisions.
Our services are designed for small business owners and leaders who want to understand, plan, and make informed decisions. We specialize in the complex, creative, and the sorts of questions that come up for outside-the-box leaders.
Looking for responsive, high-touch financial support?
We’re a great fit for folks looking for strategically-minded, ace problem solvers to partner with in thoughtful finance.
What We Do:
Having the numbers on a regular basis is one half of successful business stewardship, knowing what the numbers mean and using them to inform decisions and strategic direction is the other half. We partner with you to ensure you have clean, up-to-date, and accurate financials to allow you to focus on your vision.
Our bookkeeping team works virtually, using Quickbooks Online and cloud-based systems. We're proactive communicators, so you'll never have to chase down reports or wonder if your books are up to date.
As a strategy-driven service, we provide monthly and quarterly performance reports. You'll receive a report package similar to what a CFO would prepare, providing analysis to better tell the story of your financials.
How it works:
We work on a monthly cycle, taking care of all reconciliations and reports. All clients have access to a personalized dashboard and receive monthly performance reports which include revenue and profit analysis, cash flow and margin detail, as well as your core P&L and balance sheet reports.
Have a question? Your bookkeeper is an email away. We also meet regularly via video call to go over details, and ensure we're synced up with what's happening in your company. At the end of the year, we review and close out the year and work with your accountant to get them everything they need to file your taxes.
Growing? Need a new system? Flummoxed by the inevitable bookkeeping conundrums that will come up? We have a whole team that will put their heads together to solve the issue; we're epic at problem solving.
Our services are billed as a flat, monthly fee based on the size and complexity of your business, with core services starting at $600 a month.
Who We Work With:
Our clients include service, as well as retail and product-based businesses; the creative and number-phobic; and those that have advanced experience and a CFO on their team who need a solid financial support team. We have a ton of experience with sales tax, production companies, and those with complex revenue streams and Cost of Goods and Services.
I wasn’t alone anymore and suddenly an entire space in my brain was free for more creative thinking, personal space, and moving forward the business based on clear, reliable financial data."
Wanderwell has cleaned up and managed our bookkeeping, sales tax filings, inventory adjustments, and become a partner in creating the financial data organization I needed to make thoughtful, sustainable decisions"
A few additional things we can take care of
- Catch up bookkeeping & clean up
- New Quickbooks Online set up, conversions from desktop, & new systems setup
- Quarterly or monthly sales tax planning, organizing, and filing
- Year-End 1099 creation & filing
- Recommendations for payroll services, benefits providers, human resource services, accountants, attorneys, and more
- Bookkeeping integration with Shopify, Square, or other Merchant Accounts & POS systems