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We don’t just record your past. We use your numbers to help you plan for the future, grow stronger financially, and reach your goals.

Wendy P. Corp Bookkeeping and Financial Health Services

Financial Health

Financial health services that put your numbers to work.

Once your books are accurate, we help you plan income, improve gross profit, move from debt to solvency, and get ahead.

Bookkeeping and financial health, together

Our full name is Wendy P. Corp Bookkeeping and Financial Health Services for a reason. Clean, current books show you what happened. Financial health work uses those same records to decide what to do next.

Our staff has over 25 years of experience as CFO and fractional CFO for companies in the service industry. We bring that experience to owners who want more than a monthly report: a clear view of income, margins and debt, and a practical plan to improve them.

Income planning

We look at where your revenue comes from and when it arrives, so you can plan for slower months and set targets you can actually hit.

What we look at

  • Revenue by customer, job or service line
  • Seasonal patterns and the timing of payments
  • Accounts receivable and how quickly you get paid
  • Owner pay and draws

What you get

  • A monthly income plan you can measure against
  • Realistic revenue targets based on your own history
  • Early notice when income falls behind the plan

Gross profit evaluation and recommendations

We review pricing, job costs and cost of goods to show where you make money, where you lose it, and what to change.

What we look at

  • Gross profit by job, product or service
  • Your pricing compared with true direct costs
  • Labor, materials and subcontractor costs
  • How costs are categorized in your books

What you get

  • A clear picture of your most and least profitable work
  • Specific recommendations on pricing, costs and job mix
  • Monthly reports that track your margins

From debt to solvency

We lay out everything you owe, build a payoff order that fits your cash flow, and track progress until you are on solid ground.

What we look at

  • Loans, credit lines, credit cards and past-due bills
  • Interest rates, payment terms and due dates
  • Cash flow available to pay down debt
  • Spending that can be cut or delayed

What you get

  • One view of everything you owe
  • A payoff plan that fits your cash flow
  • Regular check-ins on your progress toward solvency

Getting ahead and expanding

Once the basics are steady, we help you build reserves and plan the next step, whether that is hiring, new equipment or a new location.

What we look at

  • Cash reserves and working capital
  • Your break-even point and capacity
  • The cost of hiring, equipment or a new location
  • What a lender will want to see

What you get

  • A budget and cash plan for the next step
  • Financial reports ready for future financing needs
  • A way to grow without straining your cash

How it works

A simple, steady process

  1. Step 1: Review your books

    We start with your current records. If they need clean-up, we do that first, so every decision rests on accurate numbers.

  2. Step 2: Find margin and cash issues

    We look for where profit slips away, where cash gets tight, and what is driving your debt.

  3. Step 3: Build a plan

    Together we set priorities and practical next steps for income, pricing, spending and debt.

  4. Step 4: Check in and adjust

    We review your progress against the plan on a regular schedule and adjust it as your business changes.

Good books are the foundation

Every recommendation is only as good as the numbers behind it. That is why financial health work starts with accurate, reconciled bookkeeping. If you already have a bookkeeper, we can work from your records. If not, our bookkeeping services and QuickBooks clean-up can get them in shape first.

Financial health services are advisory and based on your records. We do not provide legal, tax or investment advice. Read our disclaimer.

Want a clearer picture of your financial health?

Tell us where things stand today. We’ll review your numbers with you and talk through the next steps.

Contact UsCall 516-382-0860