Our foundational service offering is designed to instill founders with a focus on key milestones and a disciplined cadence of financially-driven decision making. We provide professional accounting services (not bookkeeping like others) to ensure your accounting records are accurate and ready for any tax and compliance needs.
Bill payment and receipt tracking software (QBO/Xero, Bill.com, Expensify) integrated into your private dashboard
Secure go-to resource for all financial status and reporting with built-in triggers that alert the team to key financial-based events
Establish and track goals for all employees within in your private dashboard
Faciliates request for additional information and work with WEST and/or Strategic Partners
Built into accounting system to flag alerts when an additional action may be required or available
Ongoing reports accessible to investors that build and maintain credibility
Budget reviewed with Account Manager and set up accessed through your private dashboard
Identify key goals and establish milestones needed to advance the business forward
Manages bookkeeping, monitor accounting milestones, pay bills, conduct monthly business reviews
Clean-up of current year financials and set up of chart of accounts including unique record for each type of asset, liability, equity, revenue and expense.
Organized gatherings to facilitate sharing of ideas and best practices between clients and founders
"We strive to be the first point of contact for our clients when they face any question or challenge."
Our primary operating mantra is to be as helpful as possible for our clients. It's critically important that early stage founders address roadblocks and challenges early and efficiently. That is why we make it easy to access our full suite of best-in-class resources and specialists to address any of the myriad challenges that may arise.
If you are interested in learning more about the full range of over fifty (50) WEST Growth service offerings, please submit your request below.