Financial Partnership for Service Businesses

Busy doesn't mean profitable.
A lot of service businesses are learning that right now.

If revenue is going up but cash always feels tight, the problem usually isn't sales. It's that nobody's watching the gap between revenue and what you actually keep.

Wegman Finance works with service businesses doing $500K–$5M to make sure the money coming in is actually turning into profit.

Schedule a Free Consultation

30 minutes. We walk through your business and whether this makes sense.
Currently onboarding a limited number of businesses.

Brian Wegman, CPA
Brian Wegman, CPA

The Problem

Work is coming in. Jobs are getting done. But something doesn't add up.

  • Cash is tighter than it should be for what you're bringing in
  • You don't know which jobs actually made money
  • Pricing hasn't been re-evaluated — and you're not sure it's still right
  • You're making decisions based on gut feel because the numbers aren't usable

You might be operating at thin or negative margins right now and not know it. It shows up in the places nobody is watching: job costs that run over, overhead that crept up, pricing that made sense two years ago but doesn't anymore.

What This Is

Not bookkeeping. Not tax prep. Not a one-time fix.

This is a CPA working inside your business on an ongoing basis — making sure the books are accurate, the numbers are understood, and decisions are supported with real financial information as they come up.

Most businesses already have books. What they don't have is someone using the numbers to actually help run the business.

There are two levels of involvement. Both start from the same foundation — clean books, plain-language interpretation, and decision support. The difference is how far forward the work goes.

Core gives you ongoing financial clarity — you always know if you're making money, and why. Books stay current, you get plain-language interpretation of what the numbers mean, and when a real decision comes up, you have financial support before you commit.

Premium runs on a documented annual plan. At this level, you're not just reviewing results — you're running the business against something defined.

The work follows a clear structure:

  1. Build a documented annual financial plan
  2. Track performance against it every month
  3. Adjust direction through four structured quarterly sessions
  4. Model major decisions before committing to them

Everything else — profitability tracking, forward cash visibility, decision support — operates inside that structure.

Pricing is discussed in the consultation based on your business size and complexity.

The consultation is where we figure out whether it applies to your situation.

Schedule a Free Consultation

How It Works

From first call to ongoing clarity.

1

Consultation

We walk through your business — how money comes in, where things feel uncertain, and what you're currently relying on to make decisions. If it's not the right fit, I'll tell you directly.

2

Scope & Pricing

If it makes sense, I outline what working together looks like and what changes in the first 60–90 days. Pricing is based on your business size and complexity.

3

Clean Starting Point

Books are brought current, accounts connected, and a real baseline is established — so you know exactly where you stand before anything else moves forward.

4

Ongoing Involvement

Numbers stay current. Decisions are supported as they come up. Problems are caught early — not after they show up in the bank account.

The Guarantee

Month-to-month. No long-term contract.

If you're on Premium and need to scale back, you can move to Core at any time with notice.

If you complete onboarding, show up to the review conversations, and engage with the process — and after 90 days you genuinely don't believe this is working — tell me. I'm not going to leave you in a worse position than when you started. If it's not the right fit, the investment converts into continued bookkeeping support, so you're not left with nothing.

You stay because it's working. Not because you signed something.

Book Your Time

Choose a time that works for you.

Select a time for your free consultation below.

Most owners who book this call aren't in crisis.

They're doing well enough — but something about the numbers doesn't add up, and they've been pushing the question off.

This call is 30 minutes. No pitch. No pressure. Just an honest look at whether this makes sense for your business.

Schedule a Free Consultation

You'll know by the end of the call whether this is a fit.

I work with a limited number of businesses at a time.
If you've been thinking about this, now is the right time to find out.