Professional Service Providers & Nonprofits
desiring freedom to grow!

CWBK's clients are predominately professional service providers, including clinics and legal firms, & nonprofits organized for religious, charitable, scientific, or educational purposes. 
Small Business Owners Seeking More Time for Growth: 
  • Sole Proprietors, LLC or small Corporation owners who want to dedicate more time to growing their business rather than managing bookkeeping 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 help 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
  • Real-estate such as
           Short-term Rentals
           Long-term Single Family Home Rental Owners​
           Multi-Unit Apartment Rental Owners
​
Nonprofit clients are typically:
  • those 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 church where the pastor prefers to be a pastor, not be a bookkeeper
  • a small private school looking to keep bookkeeping costs down
  • a growing nonprofit that has added multiple locations, programs or international grants, and needs a bookkeeper that aids in 990 filings, and grant budgeting and reporting
  • nonprofits that are aided by a functional speaker 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, and other services such as clinics, and adult education/training

Why Choose Us?


  • Expertise: Decades of experience in bookkeeping, organizational management, and advising for organizational success.
  • Dependability: Trustworthy and professional service, ensuring your sensitive information is handled
    with care.
  • Tailored Solutions: Customized bookkeeping and advising services that fit your unique needs.
  • Partner in Success: We act as your financial partner, providing the support you need to achieve your goals without the complications of traditional partnerships.
Let us handle your bookkeeping so you can focus on what matters most – growing your business.​Contact us today to learn more about how we can support your professional service business.  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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