WDS - System Setup & Finance Cleanup

Start with books you can actually trust.

We clean up the past, set up your system, and get your foundation right — so every decision you make sits on numbers you believe.

The stack we run your business on
// 01 - Why it matters

Everything you do sits on financial data.

Pricing a job, taking a loan, deciding if you can afford to hire — every move runs on the numbers in your books. When those numbers are behind or wrong, you're not deciding. You're guessing. And the longer it sits, the more it quietly costs you.

How many of these can you answer?

// 02 - What changes for you

Know exactly where you stand.

When we're done, your books are clean, current, and built to stay that way. No wondering if the numbers are right. No dreading tax season. Just a clear, honest picture of your business you can run on.

Graphic coming soon
// 03 - Our Services

Three services. One clean foundation.

Start from the truth

Data Cleanup

Graphic coming soon

We clean up and catch up your books — whatever's behind, messy, or wrong — so you start from an accurate baseline you can actually trust.

Know how it runs

System Onboarding

Graphic coming soon

We set up your accounting system and show you how it runs month to month — what happens, what we need from you, and how to work inside it.

Tools that work as one.

Implementation

Graphic coming soon

We put the right tools in place and connect them into one system, so your banking, spend, invoicing, and jobs all work together instead of in silos.

// 04 - Tools & Integrations

Six proven tools. One connected system.

We don't make you research, buy, and wire up software. We've already picked the platforms that work, and we run them as one.

Ledger
QuickBooks

your books in one place; the core ledger every other tool connects into.

Banking
Relay

banking built on Profit First; accounts that set aside profit, taxes, and operating cash on their own.

Spend & Bill Pay
Ramp

cards and bill pay with built-in controls; every dollar tracked and coded.

Projects
JobTread

project tracking and job costing; the real profit on every job, start to finish.

Service Work
Jobber

scheduling and invoicing for service jobs; booked and billed without the paperwork.

Payments
Square

take payments in person or online, synced straight to your books.

// 05 — How to start

Getting started is simple.

01

See if we're the right fit

A free 30-minute call. We learn how your business runs, where it hurts, and what you're trying to build — and you see exactly how we work.

What to expect
  • 30-minute video call via Google Meets
  • We learn how your business runs and where it's stuck
  • You see how we work and what we'd build for you

Stop guessing. Start knowing.

Book a free call to see what your numbers are really telling you — or start with free tools that help any business, on us.

Explore Free ResourcesExplore Free Resources