Accounting beyond the numbers
Business development. Coaching. Financial empowerment.
We invest in building our clients' knowledge so they have the confidence to make the best decisions for their business.
Do the numbers feel like a drainer rather than a driver?
How we help
We look after your numbers, but we’re not only looking after the numbers. We’re looking after your business. For many of our clients, we’re their first phone call when they’re thinking through a business decision. You can do more to reach your vision when you have an advisor relationship you can rely on.
Compliance
For a select number of newer/growing businesses, we've got the compliance covered via monthly retainer. You take care of the books, we square away your taxes and payroll.
- Business taxes
- Individual taxes (owner)
- Safe harbor tax estimates
- Payroll oversight & taxes (via ADP Run)
Performance ($4,600/mo)
Our base level support adds GW to your team for the accountability you need to thrive.
- Monthly bookkeeping and executive report
- Annual internal financial statement
- Entity & owners' tax returns
- Quarterly tax projections
- Subscription certainty (no billing surprises!)
Accelerator ($9,800/mo)
Our highest subscription adds GW to your strategic initiatives to help you grow!
- Everything in Performance, plus
- Monthly all-hands meeting
- Annual financial statement
- Personalized "Take The Lead" Strategic Plan
- Subscription flexibility (move up and down as needed)
GW support is for you if:
- You have a growth mindset and you’re looking for opportunities to evolve
- You realize change is necessary to remain relevant
- You see the value of a succession plan to realize your vision
- You want to both invest in your team and have a life outside the business


But...
- You always feel too busy to work on training leaders and successors
- Cashflow is unpredictable and the changing economy keeps you up at night
- You never know if you've paid in enough to cover taxes
- You’re not sure how to innovate and evolve with the resources you have
Testimonials
