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Aged Green Shutters

Small

Businesses

Empowering small businesses with the financial tools and entrepreneurial expertise needed for sustainable growth and success in a dynamic market landscape.

Increasing Efficiencies

Small business ownership is one of the most rewarding—and most demanding—things a person can take on. Between daily operations, cash flow, record-keeping, tax deadlines, and everything else, the financial side of the business rarely gets the attention it deserves.

​

WestWize steps in as your financial partner, handling the complexity so you can stay focused on running and growing your business. We bring the tools, the structure, and the expertise that small businesses often lack access to—without the overhead of a full-time hire.​ We take efficiency to the next level by providing tailored operations and financial consulting that tackle your unique challenges head-on. Our team implements strategies that streamline processes, cut costs, and boost overall performance. With a focus on practical solutions, we empower small businesses to make informed financial decisions that drive growth and sustainability.

Challenges We Solve

Bookkeeping

      Messy or outdated books that make decision-making difficult
      No clear system for tracking income, expenses, or cash flow


Accounting

      Tax season surprises—missed deductions, underpayment penalties,
      unpreparedness
      Lack of internal controls, leaving the business exposed to error or
      fraud
      No financial forecasting or budget to guide growth decisions


Operations & Technology
      Inventory controls for organizations managing physical goods or
      supplies
      Software confusion—QuickBooks setup, integration, and
      ongoing use

Our Services

Accounting

  • Accounting Configurations & New Company Setup

  • Annual Budgeting & Revenue Forecasting

  • Accrual & Cash-based Accounting

  • Audit Support

  • Financial & Management Reporting

  • Sales Tax

Operations

  • HR & Employee Benefits Programs

  • Internal Control Policies & Procedures

  • Software Integration Support

Bookkeeping

  • Monthly Reconciliations & Bookkeeping

  • Accounts Payable & Receivable

  • Advance Billing & Pre-Billed Media

  • Payroll

Teal Geometric Design

"Rebecca is a multi-talented financial, HR, and operations professional–and a genuinely personable colleague. She has led PAVLOV through a clean IRS audit, integrated accounted, guided us through Covid-19, reduced payables from 90+ days to 30-60, and digitized our accounting and HR systems. Her value has been exceptional."

Allen Wallach, CEO — PAVLOV

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