Services

Transformation

 Looking for specialized project-based work? We offer a range of services designed to meet your unique needs:

• Experience Turnarounds – Our expert team will help transform your organization or project, making it more financially viable than ever.
• Strategic Solutions – We’ll turn your company or project’s vision, mission, goals, and values into an actionable plan with measurable success.
• Execution Excellence – Let us guide your team through a results-driven action plan, streamlining policies and procedures, and resolving any gaps along the way.
• Streamlined Back Office – Take the hassle out of finance and human resources integration. Our team will ensure seamless operations, including PEO assessment, legal compliance, and more.
• Make a Social Impact – We’re passionate about helping businesses become forces for good, promoting human flourishing and making a positive difference.
• Tell us what you need – Our expertise extends beyond the listed areas. Let’s have a conversation and tailor our services to your unique requirements!

Fractional CFO

Our fractional CFO services help small businesses and nonprofits level up in many ways.

For small businesses, we offer services such as:

• Develop financial strategy and forecasts
• Advise decision‑making based on financial data

• Manage budgeting and reporting

• Interpret financial data

• Oversee cash flow management

• Establish internal controls

• Assess and mitigate financial risk

• Review and analyze financial statements

• Advise on software (QuickBooks Online, Quicken, etc.) and vendor solutions

• Coordinate with accountants, auditors, attorneys, and financial partners

• Identify and measure KPIs

• Prioritize company goals

• Provide oversight of the accounting function (bookkeeper, CPA, etc.)

• Advise on business and revenue models

• Recommend banking and financing solutions

• Present financial information to the board and stakeholders

For nonprofits, we offer additional services like:

• Prepare organizations to be audit‑ready

• Prepare internal materials for your CPA’s Form 990

• Advise on donor management systems

FIDUCIARY

We offer services as a:

• Trustee/Successor Trustee
• Conservator
• Power of attorney
• Executor
• Daily money manager

all while walking alongside you with wisdom, integrity, and compassion. Please see www.kwfiduciaries.com for more information.