Services
The numbers, and the follow‑through
Wescot gives you reliable numbers, then makes sure the decisions they lead to actually happen. Every service answers at least one of the questions owners lose sleep over.
How the pieces fit
One loop, every month
- 01
Know
Reliable numbers on a fixed day each month.
- 02
Decide
A standing meeting where you and Marcie decide what to do about what the numbers show.
- 03
Assign
Every decision becomes an action item with a named owner and a date, kept in your client portal.
- 04
Follow through
A weekly scorecard and a short team meeting where owners report on their items.
- 05
Check
Next month’s numbers show whether it worked, and the loop starts again.
Most of these services are delivered inside a monthly partnership rather than bought one at a time. Several are also available as fixed‑fee projects. Most owners start with the Clarity Assessment, which tells us which ones matter for you.
Fractional CFO
The numbers
Cash, profit, reporting and controls you can rely on.
See clearly
- Signature
One‑Page KPI Dashboard
The handful of numbers that show how your business is really doing, on one page, every month. Each has a target and an owner, so you see problems coming instead of finding them at year end.
See how it works Monthly Financial Review
Your profit and loss, balance sheet and cash on the same day every month, with a one‑page plain‑English summary. We walk through it together, so you leave with decisions as well as a report.
Answers questions 4, 3, 2 and 10
See how it worksProfit by Job, Service and Customer
A clear view of which jobs, services and customers make money once every cost is counted, and which quietly lose it. Then a plan for each problem area: reprice it, rescope it or stop doing it.
See how it works
Plan ahead
- Signature
12‑Week Cash Flow View
Cash coming in and going out, week by week, for the next 12 weeks. You see a tight week coming a month or more ahead, while there’s still time to act.
See how it works Annual Budget and Plan‑vs‑Actual Tracking
A realistic budget for the year, built with you, then checked against what actually happened every month. When the business drifts off plan, you hear about it early, with a recommended fix.
See how it worksGrowth and Funding Plan
A month‑by‑month forecast for the next 6 to 12 months, with “what if” versions for the decisions on the table, like a new hire or a second location. It shows how much growth the business can pay for itself and how much it would need to borrow.
See how it works
Build a strong base
Clean Books and a Reliable Monthly Close
Books cleaned up, a chart of accounts that matches how your business actually runs, and a month‑end close that finishes on time. Every other number we give you depends on this.
See how it worksControls and Fraud Protection Checkup
A practical review of who can move money, who approves what, and where one person controls a whole process. You get a short list of fixes sized for a small company.
See how it worksBanker‑Ready Financial Package
A clean, organized set of financials you can hand to a banker, landlord, bonding company or investor. It tells the story behind your numbers before they have to ask.
See how it works
Fractional COO
The follow‑through
The rhythm, roles and processes that turn decisions into done.
Run the week
Weekly Scorecard and Meeting Rhythm
A short weekly scorecard and a simple meeting schedule: a weekly check‑in, a monthly numbers meeting and a quarterly planning session. Problems come up while they’re small, and decisions get made once. We set up the rhythm and run it with you until your team owns it.
See how it works
Fix how work gets done
Process and Playbook Design
Your most important processes written down simply enough that a new hire can follow them, starting where money and work meet: quote to invoice to cash, purchasing to payment, payroll and month‑end. Work stops depending on the one person who “just knows.”
See how it worksConnected Systems Setup
The right software for your size, set up properly and connected to QuickBooks, so information is entered once and flows where it needs to go. We choose the tools with you and connect them to your accounting.
See how it works
Organize the team
Clear Roles and Org Chart
A simple org chart and a one‑page card for each key role: what it owns, the numbers it’s measured on, and the decisions it can make without you. You stop being the answer to every question.
Answers question 10
See how it worksCapacity and Hiring Plan
A plan that shows when you’ll need your next hires, what they’ll cost, and when the business can afford them. You hire ahead of the need without hiring ahead of the cash.
See how it works
Where finance and operations meet
Both, together
The work where the money and the operations can’t be separated.
Build and expand
- Marcie’s standout
Capital Project Planning and Oversight
Someone on your side of the table for a new building, expansion, buildout or major equipment project, from the first budget to the final punch list. The goal is a project built to plan that doesn’t drain the rest of the business of cash.
Answers questions 7, 10, 1 and 9
See how it works
Decide with confidence
Big‑Decision Sounding Board
A senior advisor to call before a big decision, like a key hire, a price change, a new lease or a large contract. You get a straight answer backed by your numbers and by how the decision will play out in your operations. Included in every monthly partnership.
Answers question 10
See how it worksFinance and Team Coaching
Coaching for your bookkeeper and finance team so they can do more on their own, and do it well. Your business depends less on any one person, including us.
See how it worksVendor and Contract Review
A clear list of who you pay, on what terms, and whether you’re getting what you pay for. You go into renewals and new bids prepared, with controls that stop fake‑vendor and changed‑bank‑account fraud.
See how it works
Not ready for a monthly partnership?
One‑time projects
Each project has a fixed fee and a written scope.
Cash Flow Quick Start
Your 12‑Week Cash Flow View built in two weeks, then handed over with a one‑hour training session so your team can keep it up.
Clean Books and a Reliable Monthly Close
Usually 30 to 90 days, then folded into a monthly partnership if you’d like.
Controls and Fraud Protection Checkup
Two to three weeks, ending in a one‑page risk summary and fixes in priority order.
Operations Tune‑Up
About 90 days to set up a weekly scorecard, clear roles and playbooks for your three most important processes.
Operations Tune‑UpBanker‑Ready Financial Package
For a specific loan, lease or bonding request.
Capital Project Planning
A full project budget, timing of cash needs and how to pay for it, before you commit.
Good to know
What we don’t do
We’d rather tell you now than surprise you later. For each of these, we’ll work with the person you already have or introduce you to someone we trust.
- Day‑to‑day bookkeeping and payroll processing
- We oversee your bookkeeper, set up the close and review the work each month.
- Tax returns
- We work alongside your tax CPA so year end goes smoothly.
- Audits, reviews or compilations
- Because we work inside your business as your advisor, we’re not independent of it. If your lender needs reviewed or audited statements, we’ll help you get ready for the independent CPA firm that does them.
- Legal, HR or investment advice
- Those go to your attorney, HR provider or financial advisor.
- Recruiting, or running sales and field operations
- We help you plan hires and set up the rhythm. Your managers run the work.
Not sure which of these you need?
Most owners aren’t. Tell us what’s keeping you up at night, and we’ll say plainly where we’d start.