Whetstone & Co.
Financial Operations and Business Support
Financial Services
Whether you need clean books, reliable financial reporting, or a partner to help you understand what your numbers are telling you, we offer flexible support designed around your business.
Services can be provided monthly, quarterly, or through periodic check-ins depending on the level of support that best fits your goals.
Every engagement begins with a complimentary discovery call. We'll learn about your business, understand your goals, and recommend an approach that aligns with your needs and priorities.
Bookkeeping Essentials
The foundation for organized, accurate, and up-to-date financial records.
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Bookkeeping & best practices
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Bank & credit card reconciliation
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Transaction categorization & review
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Accounts payable/receivable
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Maintaining accurate financial records
Financial Support
Go beyond the books with ongoing financial insight and operational support.
Includes everything in Bookkeeping Essentials, plus:
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Comprehensive month-end close
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Clear financial statements
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Fixed asset tracking
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Inventory oversight
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Sales & use tax management
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Payroll coordination
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Budgeting
Special Projects & Initiatives
Focused support for specific business needs, transitions, and growth opportunities.
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New business set-up & financial foundations
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Account cleanup & catchup projects
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Audit Support
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Standard Operating Procedures (SOP) development
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ERP Transitions
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Temporary bookkeeping support
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Year-end preparation
Additional Services
Available as add-ons or standalone projects:
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Sales & use tax
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Payroll
Experience & Technology
Our finance experience comes from years of supporting growing businesses through complex financial environments, system changes, mergers, and operational challenges.
Experience includes:
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13 years of manufacturing financial workflows, cost tracking and internal operations
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Multi-location fixed asset tracking & reporting
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External audit support
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ERP transition & system implementation
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Multi-state payroll and sales & use tax support
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Process Improvement & SOP development
Technology Experience includes:
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Advanced Certified Quickbooks Online ProAdvisor
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Epicor ERP
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Microsoft 365
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UKG
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Avalara
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Thomson Reuters Fixed Assets CS
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Adobe Acrobat Pro
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Looking for more details?