The Works Financial

We support small business owners by handling the financial details that keep everything moving. From bookkeeping and payroll to planning and reporting, our work is designed to bring clarity, confidence, and peace of mind.

Work With Us

Proud to Support Small Businesses Across Industries

Property & Asset-Based Businesses

Retail & Product-Based Businesses

Agricultural & Land-Based Operations

Service-Driven Small Businesses

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What We Offer

We provide dependable financial support designed to bring clarity, structure, and confidence to small business owners. From day-to-day bookkeeping to long-term financial planning, our services are built to support sustainable growth - without unnecessary complexity.

  • We handle the day-to-day financial details that keep your business running smoothly. From accurate bookkeeping and reconciliations to invoicing and bill tracking, we help ensure your numbers are organized, up to date, and reliable — so you always know where your business stands.

    Includes:

    • Bookkeeping & reconciliations

    • Invoicing & accounts receivable

    • Bill payment & expense tracking

  • Managing employees and office operations comes with financial responsibilities that require precision and consistency. We support payroll processing and administrative financial workflows to help businesses stay compliant, organized, and efficient.

    Includes:

    • Payroll services

    • Ongoing financial administration

    • Office-related financial organization

  • Looking ahead matters. We work alongside business owners to support financial planning, goal setting, and reporting — helping align today’s decisions with long-term objectives. Whether you’re preparing for growth or working with outside stakeholders, we help bring clarity to the bigger picture.

    Includes:

    • Financial planning & forecasting

    • Reporting & goal alignment

    • Investor-facing financial support

  • While we are not a CPA firm, we work closely with your tax professional to ensure your records are organized and ready for tax season. Our role is to reduce stress, improve accuracy, and help you feel prepared — not scrambling — when deadlines approach.

    Includes:

    • Tax-ready bookkeeping

    • CPA coordination

    • Year-end financial organization

  • We believe confident business owners make better decisions. Our tutoring and educational support is designed to help clients understand their numbers, processes, and systems — empowering you to engage with your finances, not feel intimidated by them.

    Includes:

    • One-on-one financial tutoring

    • Bookkeeping system education

    • Ongoing clarity and support

    Includes:

    • Tax-ready bookkeeping

    • CPA coordination

    • Year-end financial organization

Financial Tutoring & Education

Not every business owner wants to completely hand off their finances — and many want to better understand what’s happening behind the scenes.

Our financial tutoring and education services are designed for small business owners who want clarity, confidence, and a stronger grasp of their numbers. Whether you’re new to bookkeeping, working in accounting software like QuickBooks, reviewing financial reports, or setting up systems for the first time, we provide one-on-one support that meets you where you are.

We focus on practical education — no jargon, no judgment — so you can make informed decisions and feel confident engaging with your business finances.

New Clients

One-on-one tutoring sessions for business owners who are new to QuickBooks or want guided support setting up and understanding their financial systems.

Schedule a Tutoring Session

Existing Clients

Current clients can schedule review sessions, financial literacy support, or ongoing education as part of their continued work with our team.

Schedule a Review or Education Session
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Our Process

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Plan with Purpose

Every financial relationship starts with understanding your business, your goals, and how you operate day-to-day. We take time to review your current systems, identify gaps, and define a clear path forward that’s realistic, organized, and aligned with how you actually work.

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Collaborate Openly

We believe transparency matters — especially when it comes to finances. You’ll always know what we’re handling, what’s needed from you, and why certain decisions are made. No unnecessary jargon, no hidden steps, and no confusion about where things stand.

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Execute with Care

Once a plan is in place, we move into consistent, thoughtful execution. Whether that’s bookkeeping, payroll, reporting, or financial organization, our focus is accuracy, reliability, and steady support that keeps your business running smoothly behind the scenes.

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Support for the Long Term

Our work doesn’t stop once things are “set up.” We aim to be a long-term partner — providing ongoing support, adjustments as your business grows, and education when needed so you can feel confident and informed about your financial picture.

Frequently Asked Questions

  • We provide bookkeeping and financial support for small businesses, including accounting and money management, financial planning, payroll services, invoicing, bill payment, reporting, and ongoing financial organization. Our goal is to bring clarity to your numbers so you can make informed decisions and run your business with confidence.

  • We work with a wide range of small businesses and organizations, including rental property management, boutiques, ranches and farms, service-based businesses, trades, and growing owner-operated companies. While many of our clients fall within these industries, our systems are adaptable and designed to support businesses across many sectors.

  • Yes. We offer one-on-one financial tutoring and education for business owners who want to better understand their finances. Whether you’re brand new to bookkeeping software, need help reviewing reports, or want to fine-tune your current process, our tutoring sessions meet you where you are — with practical, no-judgment guidance.

  • It can be either. Some clients book tutoring as a standalone service, while others use it alongside ongoing bookkeeping support. We’ll help you decide what makes the most sense based on your experience level and goals.

  • We assist with tax preparation support and coordination. While we are not a CPA firm, we work closely with trusted tax professionals to ensure your books are accurate, organized, and ready for tax season — reducing stress and surprises.

  • We offer menu-based pricing and service packages designed specifically for small businesses. This allows you to choose the level of support that fits your needs today, with the flexibility to grow over time. Pricing is based on scope and complexity, and we’ll walk through options with you before getting started.

  • No. We believe in providing reliable, consistent service without locking clients into unnecessary commitments. Our focus is on building long-term relationships through trust, clarity, and results.

  • We primarily support QuickBooks and similar small-business accounting platforms. If you’re already using software — or need help setting it up for the first time — we’ll help ensure it’s working for you, not against you.

  • If you want someone to manage your financial systems for you, bookkeeping services are likely the best fit. If you want to understand your finances better and stay hands-on, tutoring may be the right place to start. Many clients begin with tutoring and later transition into ongoing support.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

  • You can reach out through our contact form or schedule a tutoring session directly. We’ll review your needs, talk through next steps, and recommend the level of support that best fits your business.

Interested in learning more about our service packages? We’re happy to walk through options and recommend a starting point.

Inquire About Services

  • “Working with The Works brought clarity to our finances and confidence to our decisions. Their support is steady, thoughtful, and genuinely invested in our business.”

    Small Business Owner

  • “Reliable financial support isn’t about quick fixes - it’s about consistency, clarity, and trust over time. That’s the standard we bring to every client relationship.”

    The Works Financial

  • “From property owners to service-based businesses, The Works provides financial support that’s practical, responsive, and built for real-world operations.”

    Current Client

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Let’s Work Together

Whether you’re looking for ongoing support or help in a specific area, we’d love to learn more about your business.

Share a few details below and we’ll follow up within two business days with next steps.