Introducing KWC Client Advisory Services

We are pleased to introduce KWC Client Advisory Services – a new service line in our firm. Unlike traditional assurance, tax, and bookkeeping services, KWC Client Advisory Services moves past the day-to-day accounting functions of bill payment, payroll processing and sales invoicing to delve deeper into our clients’ businesses. We utilize a suite of technology solutions coupled with financial expertise and strategic planning to help our clients meet short and long term financial goals, and to streamline day-to-day operations.

Being a partner and open ear to our clients’ business needs, we’ve encountered owners expressing similar frustrations:

  • Financial reports and information being provided too late to be useful
  • Financial information that isn’t relevant or useful to analyze the key business components
  • The desire for a CFO or Controller position, but lack the ability to bring in house
  • The accounting process takes too much staff time, which is reducing profitability

Based on this feedback, we have built a suite of products that can be tailored to each client’s needs, automating significant portions of the accounting function. This takes the emphasis off data input to free up time for important budgeting, forecasting and analysis that business owners need to make daily decisions.

We are excited about the opportunities this new endeavor will provide both to us as well as to the clients we serve. If you have any questions or have clients that you think would be interested, we would be happy to discuss how KWC Client Advisory Services can add value to their business. Please contact a team member today for more information.