How we work
What working with Wescot looks like, step by step
You’ll know what happens next, what it costs and what we need from you before you commit to anything.
Step 1 · 30 minutes · Free
Introductory call
We spend a few minutes on your business and most of the time on what’s worrying you. In the last few minutes, we’ll tell you whether and how we can help. If we’re not the right fit, we’ll say so, and we’ll point you to someone who is when we can. You don’t need to prepare anything.
Step 2 · 2 to 3 weeks · Fixed fee
Clarity Assessment
Marcie reviews your books, cash, reporting and controls, and how work gets done in your business. You get a one‑page scorecard, the three to five issues that matter most, and a 90‑day roadmap.
Step 3
Proposal and engagement letter
If you’d like to continue, we send a written proposal with a recommended monthly partnership, any one‑time projects, the scope and the fee. You review and accept it online. Nothing starts until you’ve agreed in writing.
Step 4
The first 90 days: building your baseline
- 01
Days 1 to 30
Access set up, your 12‑Week Cash Flow View built, your KPI list agreed, a close calendar set, and cleanup started if the books need it.
- 02
Days 31 to 60
Your first full Monthly Financial Review, the first controls fixes, and in Confident Decisions and above, the scorecard and meeting rhythm started.
- 03
Days 61 to 90
A budget or forecast in place (Confident Decisions and above), your first operations improvement delivered, and a 90‑day review with you of what’s working.
Timings are typical, not promises.
Step 5
A month working together
- Weekly or every two weeks
- Your 12‑Week Cash Flow View, updated with a short note on what changed.
- On a fixed day each month
- Your financials and One‑Page KPI Dashboard, by the business day we agree.
- Each month
- A review meeting where you leave with decisions and an action list.
- Whenever you need it
- A call or email before a big decision. We reply within one business day.
- Each quarter
- A planning conversation, and a check on whether your package is still the right fit.
What you can expect from us
Our side of the deal
You make the decisions
We bring the numbers and a straight recommendation. The choice is always yours.
Deadlines we keep
Your numbers arrive on the day we agreed, every month.
Confidentiality from day one
As a CPA, Marcie is bound by professional confidentiality rules. We never name you as a client or share your information without your written permission.
A secure client portal
Documents and reports are shared through a portal only your people can sign in to, instead of email attachments.
A flat monthly fee
Invoiced through QuickBooks on the 1st. You’ll never get a surprise invoice for extra hours.
What we need from you
Your side
- Read‑only access to your accounting system and bank
- An hour a month for the review meeting, more in Confident Decisions and Profitable Growth
- A named person on your team for day‑to‑day questions
- Honest answers, including the uncomfortable ones
Built to hand over
Success, for us, is a business that needs less of Wescot over time. When your team keeps the cash view, the scorecard and the processes running on its own, that’s a good outcome, and we’ll celebrate it with you.
