How it works

Three steps. The first one is free.

No long onboarding, no software to learn, no 40-page reports. Here's the whole process, start to finish.

STEP 01

Numbers Health Check

A free diagnostic of your current books. Thirty minutes with your existing numbers, then a written read on what's solid, what's murky, and what it's likely costing you. Yours to keep whether or not we work together.

STEP 02

Clean-up & setup

We fix what the Health Check found — miscategorized transactions, unreconciled accounts, missing structure — and set up a monthly rhythm. Every report after this one is built on numbers you can trust.

STEP 03

Monthly signal

Each month: books closed, a plain-English report, and one clear recommendation. You spend zero time in accounting software. The numbers finally work for you.

What you actually receive

The Signal Report.

Below is the shape of it — illustrative numbers, real format, only as long as it needs to be. Every line answers "so what?"

Signal Report[Your business] · [Month]

Busy month. Margin says be careful.

Revenue was up, but gross margin slipped — material costs rose faster than your prices did on two job types. Cash position is healthy and receivables are current, with one exception.

This month's move: revisit pricing on the two job types where materials jumped. Even a small adjustment restores the margin. Details inside.

ILLUSTRATIVE SAMPLE — FIGURES AND FINDINGS SHOWN ARE NOT FROM A REAL CLIENT

Common questions

Fair questions, straight answers.

Do I have to switch away from QuickBooks?

No. QuickBooks (or whatever you use) stays — it's where the data lives. What changes is that you stop being the one who has to interpret it.

My books are a mess. Is that a problem?

It's the most common starting point. The Health Check exists to size the mess honestly, and clean-up is a defined project with an end date — not an open-ended meter.

What if I just need a one-time clean-up?

That's fine. Clean-up can stand alone. Most owners continue monthly once they've seen a Signal Report, but there's no lock-in and no pressure.

Do you do taxes?

NWN prepares your books so tax time is painless and works alongside your tax preparer. If you don't have one, you'll get honest guidance on what kind of preparer fits your situation.

How is this different from a regular bookkeeper?

A bookkeeper's job ends when the transactions are categorized. NWN's job starts there: profitability, cash flow, pricing, and one clear recommendation each month — interpretation is included at every tier, not sold separately.

Start with the free Numbers Health Check.

Thirty minutes, your current books, and an honest written read on where you stand. If we're not the right fit, you keep the findings.

NO OBLIGATION · WRITTEN FINDINGS ARE YOURS EITHER WAY

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