Get more than just bookkeeping…get Wise+Strategic advisory to take your business finances farther.
WistBooks provides comprehensive financial management solutions for growing and established small businesses.
Bookkeeping | Advisory | Financial Management
Wise+Strategies to take your business finances further.
Are you ready to take greater control of your company’s financial health?
Who can benefit from WistBooks' Cloud-based Financial Management?
Small, Growing and Established Businesses
Get the benefit of lean operations. Lower your costs by outsourcing your financial management.
Churches and Nonprofit Organizations
Maintain solid financial management processes and well-documented financial statements.
Entrepreneurs and Startup Businesses
Focus on building your business. We’ll keep our eyes on your finances and help your grow.
Pricing
Startup Package
Get Your Feet Wet!!
$
250*
per Month
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Weekly transaction recording
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Monthly bank reconcilliation
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Monthly reporting
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Bi-monthly financial review
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Quarterly budget review
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Bi-annual business planning
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Annual reports
Get Started
*Starting price
Growing Firms
Growth-oriented financial management
$
450*
per Month
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Everything from Plan 1
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AP Monitoring
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AR Monitoring
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Monthly Financial Review
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Quarterly Analysis & Review
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CFO Annual Review
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Financial Management Process Improvements
Get Started
*Starting price
Best Value!
Established Firms
Advanced Financial Management
$
800*
per Month
-
Everything from Plan 2
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Bi-Weekly Finance Meeting
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Budgeting & Financial Planning
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AP & AR Management
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Executive Dashboard for KPI Tracking
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Inventory Overview
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Coordinate with CPA's on audits & tax returns
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Participate in strategic planning
Get Started
*starting price
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Frequently Asked Questions
What programs do you use?
QuickBooks is North America’s leading small business accounting software. Millions of businesses use QuickBooks to manage their small business accounting.
If you use custom software, as is the case with some non-profit organizations, we work with most leading tools and systems and can put together a custom plan for you.
What's the difference between a bookkeeper and an accountant?
For the simplest answer, it comes down to their day to day tasks and delivery focus.
Your Bookkeeper records and classifies a company's daily financial transactions such as sales, payroll, payment of bills, etc. Their focus is mostly on accurate record keeping and less on the analytics.
Meanwhile. your Accountant takes the next step and analyzes, reviews, and interprets financial information for your company.
How often will I get reports?
Reports are generated monthly, usually within the first or second week of the following month. As to report types, these will depend on your business needs and the options available on your chosen plan. You and your Bookkeeper will discuss the reporting cycle and requirements, to ensure everything you need arrives on time
Do you do Credit Card Reconciliation?
Yes, your Bookkeeper will ensure that your business' credit card is reconciled each month and expenses are assigned a budget line item.
Can I talk to my bookkeeper / accountant anytime if I have questions or concerns?
Yes, definitely! We will even setup and provide several channels of communication for you. You will also have a dedicated Account Manager who will oversee your account and act as check and balance to ensure everything is being taken care of as expected. We want your Bookkeeper and Account Manager to be engaged members of your team
I only need a part/s of your service (ie bank reconciliation only). Is there an hourly rate for that?
For now, we only offer a full-service solution and flat rate pricing.
Do you do Payroll only?
No, we offer a full bookkeeping solution. Payroll services is something that is still in the works. We will let you know as soon as it becomes available.
Do you file the quarterly taxes on P/R and/or income?
The current packages we offer do not include the above listed activities. A CPA should take care of your tax filings. The service or department engaged in serving your payroll needs should be able to file your payroll taxes.
We do have trusted affiliate CPAs that we can refer you to. Talk to your Account Manager about the details and options you can pursue.
Will you file my 990?
We won't, this is something that should be handled by one of your board members or a local CPA.
We do have trusted affiliate CPAs that we can refer you to. Talk to your Account Manager about the details and options you can pursue.
Need more information? We’re here to help!
Click GET STARTED and fill out our short questionnaire to schedule a call with a WistBooks Account Manager. We’ll even recommend the a Bookkeeping plan that best fits your needs.
Or, you can also fill out the form below if you have a question we haven’t covered.