Select For-Profits & Nonprofits

CWBK's clients are predominately growing professional service providers, including clinics and legal firms, and nonprofits organized for religious, charitable, scientific, or educational purposes. In addition, we provide a range of services to actively growing real estate investors.
 Small Business Owners Seeking to Grow: 
  • Sole Proprietors, LLC or small Corporation owners who want to dedicate more time to growing their business rather than managing financial tasks.
  • Business owners that have a great desire to focus in on their purpose for starting their own business in the first place. 
  • Diversified business owners wanting orderly books and the quality reporting needed to make sound decisions across a diverse portfolio of holdings.

For Profit Client Specialties
  • Service Providers such as
            Therapeutic clinics
            Consultants 
            Legal Service Provider's either using or interested
            in using the Clio practice management system
  • Real-estate Investors such as
           Short-term Rentals
           Long-term Single Family Home Rental Owners​
           Multi-Unit Apartment Rental Owners
​
Nonprofit clients are typically:
  • those having a volunteer doing their bookkeeping (often a board treasurer) that have come to realize the board and ED are best poised to grow the nonprofit with the partnership of a knowlegable 3rd party.  
  • a growing nonprofit that has added multiple locations, programs or international grants, and needs  a clear picture of cash flow
  • nonpfrofits that are graduating to grant budgeting and reporting
  • nonprofits that are aided by a functional speakers of Spanish

Nonprofit Client Specialties 
  • US based nonprofits with restricted funding and grant budgeting and reporting needs
  • US based ministries with operations in other countries, or missionaries located in foreign countries
  • US based organizations providing services to the community such as Schools, afterschool programs, community centers, and other services such as clinics, and adult education/training
  • US based organizations requiring grant readiness, budgeting and careful financial tracking for restricted 

Why Choose Us?

  • Expertise: Decades of experience in bookkeeping, organizational management, and advising for organizational success.
  • Dependability: Trustworthy and professional service, ensuring that your sensitive information is handled with care.
  • Tailored Solutions: Bookkeeping, coaching, and partial CFO services that help you focus on your specified ​growth trajectory.
  • Partner in Success: We seek to partner by providing the support you need to achieve your goals.
Let us be your trusted partner, offering expert guidance and tailored solutions to help your organization flurish!

​​Contact us today to learn more about how we can support your organization.  Contact Me

"Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: Wisdom preserves those who have it. 

- Ecclesiastes 7 : 12

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