Welcome to
W5
FINANCIAL & CONSULTING
THE W5 STANDARD
Our mission is to make sure you have time to focus on your mission!
Melanie, pictured to the right has a passion for fashion, so she opened a boutique. She never realized all of the hats she would have to wear on a daily basis.
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From the set-up process, to compliance, sales tax, to bookkeeping. The back office tasks started taking more time away from the day to day business activities. As with many business owners these tasks got put on the back burner.
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Before Melanie knew it, all of the, " I will get to it later", tasks were still needing her attention. Melanie also got to a point where she was unable to scale the business as she did not have up-to-date books. So, Melanie reached out to W5 Financial & Consulting to handle all of her back office needs.
After an assessment of her books we were able to put a custom plan of action together. All we do at W5 Financial & Consulting is handle bookkeeping and back office needs, so we were able to cut the time Melanie was spending in half (when she was able to work on her bookkeeping). In addition, Melanie now has accurate books in real time, so she can make the necessary financial decision to grow her business!
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If you can relate to Melanie, or feel like you are drowning in the sea of compliance and bookkeeping click the "GET STARTED" button below to schedule your free Discovery Call.
MEET MELANIE
Discovery
Call or Video Chat
Action Plan
Tailored to your needs
Engagement
Commitment 2 Growth
Execution
From plan to action
THE W5 PROCESS
Chef Kim, pictured to the left, has known since she was a little girl that she would one day own her own restaurant. She also knew through countless hours of research that there was more to owning a restaurant then just making incredible food.
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Chef Kim thought about hiring an employee to handle all of the bookkeeping and back office tasks. But after much consideration, she thought she would also look into outsourcing those tasks.
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After chatting, Chef Kim loved the flexibility that we offered, and that we tailor our services to each phase that her business would go through.
Chef Kim started off with our Strat-up Package, which includes a tailored plan of action that will take you from the conception of thought to GRAND OPENING and BEYOND!