Essential Accounting
Starting at $450/month- Monthly transaction categorization and bank-feed review
- Up to approximately 3 financial accounts
- Bank and credit-card reconciliations
- Monthly close, P&L, and Balance Sheet
- Tax-ready year-end books
Monthly accounting
Bookkeeping that gives you clarity—not just completed transactions.
Scalable, structured accounting support to keep your books current, strengthen the close, and make financial information more useful.
Growth Accounting
Starting at $750/month- Applicable Essential services
- Up to approximately 6 financial accounts
- Selected balance-sheet reconciliations
- AR/AP aging where supported
- Fixed-asset and loan tracking
- Monthly management summary
Advisory Accounting
Starting at $1,250/month- Applicable Growth services
- Enhanced balance-sheet review
- Trend, cash-flow, and selected KPI analysis
- Customized management reports
- One scheduled monthly CPA financial-review meeting
What is not automatically included
- Historical cleanup or catch-up
- Tax returns or tax planning
- Payroll processing and payroll-tax filings
- Bill payment, collections, or customer invoicing
- Inventory management or detailed job costing
- Assurance, attestation, forensic, legal, or investment services
Important scope note
Exact scope is defined in the written proposal and engagement agreement. Significant historical problems may require a separately scoped cleanup engagement.
Not sure where to start?
You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.