Wegman Finance | Financial Partnership for Service Businesses

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

Wegman Finance works with service businesses doing $500K-$5M in revenue to make sure the money coming in is actually turning into profit, and to catch what's going wrong before it gets expensive.

Not just bookkeeping. Not tax prep. A CPA inside your business on an ongoing basis, watching the numbers that determine whether you're ahead.

Schedule a Free Consultation

Currently onboarding a limited number of businesses. The consultation is how we find if this is a fit.

The Problem

The problem isn’t that you’re not working hard enough.

Work is coming in. Jobs are getting done. Revenue is going up.

Cash is tighter than it should be for what you're bringing in
You don’t know which jobs actually made money
You’re not sure if your pricing is right, or if you're winning work you're losing on
You’re making decisions without being able to see the financial impact clearly

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.

The owners who catch this early fix it. The ones who don’t usually find out when it hits cash, after the damage is already done.

Why This Exists

Most business owners treat their numbers like a report card.

A report card tells you what already happened. You get it after the fact. You look at it. You move on.

That’s how most accounting works, backward by design. Books get done. Reports get filed. All of it after the decisions have already been made.

But the decisions that determine whether your business is profitable, pricing, hiring, taking on work, expanding, happen in real time.

I’ve seen businesses win work, stay completely booked, and still lose money. Pricing was off. Costs weren’t fully tracked. Nobody was watching the margin closely enough. The books were clean. The business was bleeding.

That’s not a bookkeeping problem. That’s what happens when numbers exist, but nobody’s using them.

What Changes

What this changes:

You know exactly where your money is going, and what’s quietly eating your margin
You know what you’re actually keeping after real costs, not just what’s coming in
When a decision comes up, you can see the financial impact before you commit
If something starts going wrong, you catch it early, not after it turns into a loss

You’re not handed reports to interpret on your own. You have a CPA inside the business, making sure the numbers are accurate, understood, and used when decisions are made.

The goal is simple: you either know you’re profitable, or you know exactly what’s eating the margin and what to do about it.

Two Levels of Involvement

Depending on how much you want to stay ahead of the numbers.

Core

Ongoing financial clarity, so you always know if you’re making money, and why.

For owners who are done guessing and want to understand what’s actually happening financially.

Books stay current and accurateSo you can trust the numbers when something important comes up.
Plain-language explanation of what the numbers meanSo you don’t have to translate accounting into decisions yourself.
Financial support when real decisions come upSo you understand the financial impact before you commit.
Monthly review of performance and trendsSo issues get caught early, and you’re not surprised by problems that were building over time.

Premium

A documented financial plan — and the discipline to run the business against it.

Premium runs on a plan. The monthly reviews track against it. Quarterly sessions adjust it. Financial modeling stress-tests decisions before they affect it. Not more tools — a documented financial direction, and the discipline to measure against it.

At this level, the business runs against a defined plan — not just past results.

A documented annual financial planThe foundation. Built from your actual numbers — it defines the targets everything else runs against.
Monthly tracking of actual results against the planSo you know whether you’re ahead or behind, and why, before it becomes a problem.
90-180 day forward cash visibilitySo decisions are made based on what’s coming in and going out, not just what’s in the account today.
Financial modeling for major decisionsSo hires, pricing changes, and significant commitments get stress-tested before you commit.
Four quarterly sessions to adjust directionSo the plan gets confirmed or corrected four times a year — not just when something goes wrong.

Pricing discussed in consultation based on business size and complexity.

Illustrative Example | The Kind of Situation This Is Built For

A service business generating around $1.2M per year was consistently running tight on cash. Revenue felt strong. The calendar was full. But after a year of growth, the owner had almost nothing to show for it in the bank.

The problem wasn’t revenue. It was margin, and the fact that nobody was tracking it by job. Material costs had increased. Labor had increased. Pricing hadn’t changed in over two years.

On paper, the business looked fine. In practice, every job was profitable on the estimate and breaking even in reality. The owner had no way to see that because the books were done, but no one was reading them.

This scenario is representative of the pattern this work is built around. Real client results vary, and results depend on your engagement with the process.

How It Works

Four steps from today to financial clarity.

1

Consultation

We walk through your business, how money is coming in, where things feel uncertain, and what you're currently relying on to make decisions. You’ll know by the end of the call whether this makes sense. If it doesn’t, I’ll tell you that directly.

2

Scope & Fit

If it makes sense, I outline what working together looks like and what changes in the first 60-90 days. Pricing is discussed here, 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 have an accurate picture of where you actually stand before anything else moves forward.

4

Ongoing Involvement

From there, the work runs consistently. Numbers stay current. Decisions are supported as they come up. Problems are caught early, not after they show up as cash issues.

The Guarantee

This is a working relationship, not a long-term lock-in.

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.

Here’s what I’m willing to put on it: 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. We’ll sort it out.

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.

The engagement is month-to-month because this should earn your business every month. Not because you signed something.

About

Brian Wegman, CPA

Public accounting, corporate finance, operational accounting.

I’ve spent years inside businesses watching the same pattern: revenue comes in, work gets done, and nobody’s watching what’s actually left over. Not because people don’t care - because the accounting was set up to file taxes, not to run the business.

I’ve seen bids go out without the full cost picture. I’ve seen overhead grow unnoticed for months. I’ve seen a business stay fully booked and still lose ground, because the numbers existed but no one was using them.

That’s the gap this is built to close.

This is not tax prep. This is not surface-level bookkeeping. I work with a small number of businesses at a time because this requires actual involvement, not a report you look at once a month.

If you’re generating revenue and you’re not fully sure whether it’s turning into profit, this is built for that situation.

Who This Is For

This tends to be a fit if:

You’re running a service business doing $500K-$5M in revenue
Work is coming in, but you’re not sure what you’re actually keeping
Decisions about pricing, hiring, or growth feel financially unclear
You have bookkeeping in place, but it’s not helping you run the business

This is not a fit if:

You want the lowest-cost bookkeeping option
You’re looking for tax prep
You want a one-time cleanup, not an ongoing relationship

Most owners who book this call aren’t in trouble.

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. We walk through how your business is structured, where the margin picture feels unclear, and whether working together makes sense.

If it’s not the right fit, I’ll tell you that directly. No pitch. No pressure. Just an honest look at whether this makes sense for your business.