Bookkeeping & Financial Advisory
Books in order. Decisions in focus.
Baywell Financial is the finance department for businesses too big for a bookkeeper and too small for a CFO. Clean books, a real monthly close, and numbers you can act on.
The problem
Most owners find out how their business did months too late.
Books done once a year for taxes. Bank accounts that haven’t been reconciled since spring. A gut feeling about which jobs make money.
It works until it doesn’t, and by then the decision has already been made. Baywell closes your books every month, on schedule, so you see what happened while you can still do something about it.
Services
Four ways to put your numbers in order.
Start where your books are today. Add more as the business grows.
Works with
- QuickBooks Online
- Xero
- NetSuite
- Bill.com
- Ramp
- SAP Concur
Monthly Bookkeeping
Every account reconciled. Monthly financials you can trust.
Business Health Check
A three-week diagnostic with a written action plan.
Fractional Controller / CFO
A real close, margin reporting, and cash forecasting.
Cleanup & Catch-Up
Behind or broken books, brought current and correct.
Who we serve
Built for owners who build.
Trades & Services
Know what each job made, not just what it billed.
Learn moreE-commerce & Product Brands
Know what each product earns after fees, freight, and returns, not just what it sells.
Learn moreEstablished Small Businesses
Make decisions on this month’s numbers, not last year’s tax return.
Learn moreHow we work
Four steps, then a steady monthly rhythm.
All work is remote. Clients anywhere in the U.S.
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Discovery call
A 30-minute conversation about the business, its systems, and what you need from the numbers. No charge.
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Proposal
A written scope and a fixed price. No hourly billing surprises.
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Onboarding
Secure access to your accounting system and bank feeds. A Health Check or Cleanup first, if the books need it.
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Ongoing
Books closed on a fixed schedule each month, a financial package delivered, and a standing line for questions.
Your numbers, held to a higher standard.
Thirty minutes, no charge. Tell us about the business and what you need from your numbers.