Better Bottom Line
We provide collaborative, clear financial counsel to position business owners for fiscal success. Our clients are well prepared to fulfill their missions, scale for growth and maintain ongoing awareness of organizational performance.
Consultative Approach
Working with business owners as a true partner, WFC expands clients’ financial acumen through one-on-one knowledge-sharing and coaching. Experience with small businesses, not-for-profits, Fortune 500 companies and government agencies enables WFC to effectively develop strategies for clients in any industry.
Better Bottom Line
We provide collaborative, clear financial counsel to position business owners for fiscal success. Our clients are well prepared to fulfill their missions, scale for growth and maintain ongoing awareness of organizational performance.
Consultative Approach
Working with business owners as a true partner, WFC expands clients’ financial acumen through one-on-one knowledge-sharing and coaching. Experience with small businesses, not-for-profits, Fortune 500 companies and government agencies enables WFC to effectively develop strategies for clients in any industry.
Our Phased Approach to Financial Oversight and Management
Phase 1
Business Infrastructure Confirm proper business and banking set-ups, develop/update financial policies and create centralized accounting and filing systems.
Phase 2
Financial Infrastructure Review business needs and customize data and transaction processes, along with tracking and reporting of financial performance.
Phase 3
Accounting & Financial Management Partner to manage all financial matters, develop consistent financial reporting and conduct regular financial check-up meetings to support growth.
Our Phased Approach to Financial Oversight and Management
Phase 1
Business Infrastructure Confirm proper business and banking set-ups, develop/update financial policies and create centralized accounting and filing systems.
Phase 2
Financial Infrastructure Review business needs and customize data and transaction processes, along with tracking and reporting of financial performance.
Phase 3
Accounting & Financial Management Partner to manage all financial matters, develop consistent financial reporting and conduct regular financial check-up meetings to support growth.