Select For-Profits & Nonprofits

CWBK's clients are predominately 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 do more of what they love, who are  looking for a partner in their business without all the trappings of normal business partnerships
  • Diversified business owners wanting orderly books and the quality reporting needed to make sound business decisions across a diverse portfolio of business holdings 

For Profit Client Specialties
  • Service Providers such as
            Therapeutic clinics
            Consultants & Coaches
            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 nonprofits that have a volunteer doing their bookkeeping (often a board treasurer) that have come to realize they need a bookkeeper to free up the board and ED to grow the nonprofit. 
  • 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, or is 
  • nonprofits that are aided by a functional speakers of Spanish

Nonprofit Client Specialties 
  • US based nonprofits restricted funding and grant budgeting and  reporting
  • 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 centerrs, and other services such as clinics, and adult education/training
  • US based organizations requiring grant readisness, budgeting and careful financial tracking for restricted 

Why Choose Us?

  • Expertise: Decades of experience in bookkeeping, organizational management, and advising for organizational
    financial success.
  • Dependability: Trustworthy and professional service, ensuring that your sensitive information is handled with care.
  • Tailored Solutions: Bookkeeping, advisory services, and partial CFO services that help you stay on your specified 
    ​growth trajectory.
  • Partner in Success: We act as your financial partner, providing the support you need to achieve your goals.
Let us be your trusted financial partner, offering expert guidance and tailored solutions to help your organization grow without the complications of a traditional business partner.

​​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

Do you want to move from frustrated to freed?

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