Getting Started
What is Bookkeeping, and Why Does It Matter?
Bookkeeping is the ongoing work of recording and organizing financial transactions. Done well, it gives you a clear picture of how the business is doing.
3 min read
Bookkeeping · Financial Health · Fractional CFO
Accurate books that help you run a more profitable business.
No idea if you’re profitable? Wonder where the money went? Want a good bookkeeper, but not full-time wages? Our team keeps your books current and accurate, so you know your numbers and can make the right decisions.
- In finance
- 37+ yrs
- Founded
- 2007
- Clients
- US-wide
Having accurate, up-to-date records helps you prepare for:
- Income planning
- Growth planning
- Proper funds allocations
- Managing expense
- Building reserves
- Proper job costing
- End-of-year tax planning
Growth and expansion come from driving income while managing expenses. You focus on growth and delivery, while we manage the collections and expenses.
Financial health services
More Than Bookkeeping. A Partner in Your Future.
Most bookkeepers record what has already happened. At Wendy P Corp, we go further. We keep your books accurate and up to date, and then we use those numbers to help you plan ahead. We look for trends, flag problems early, and turn your financials into clear insight you can act on, so you can make confident decisions, build financial stability, and reach your goals. Your books shouldn’t just tell you where you’ve been. They should help you get where you want to go.
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.
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.
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.
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.
Why outsource your books
You can’t afford to be keeping your own books.
As a business owner or executive, you have more important things to do and leadership functions to perform. Often owners are pushed to hire a full-time bookkeeper when there isn’t enough work for one. We handle it more effectively and efficiently, or supplement the bookkeeping staff you already have.
Information, not just data
Rather than collecting numbers that have no meaning, we process your books so your data becomes another tool for your business, for long- and short-term decisions.
Foresight, not just hindsight
Current, accurate figures let you respond quickly to changing circumstances, instead of finding out a month or two later that the opportunity has passed.
Know how you’re spending
Reconciled data is a solid foundation for budgeting, insurance audits and financial reports, and sets your books up so your accountant saves time at tax time.
What we do
A full range of bookkeeping services
Bookkeeping
Data entry, checkbook reconciliation, job costing, accounts receivable and payable, and proper receipting.
Financial Health
Income planning, gross profit evaluation and recommendations, moving from debt to solvency, and getting ahead and expanding.
Fractional CFO
Financial strategy and planning, cash flow management, reporting, and cost control on a part-time or project basis.
QuickBooks
Initial setup, training for you and your staff, and clean-up when the file has become a mess.
Who we work with
Fluent in job costing, from the shop floor to the job site.
We assist a variety of businesses and not-for-profit organizations throughout the US, including many contractors, builders and manufacturers who need to see what each job really costs. Our team works in QuickBooks and ComputerEase construction software.
Ask About Your Industry- Architects
- Contractors
- Builders
- Electricians
- Plumbers
- Manufacturers
- Distributors
- Building Management
- Doctors
- Theater Companies
- Churches
- Nonprofits
- Grounds Maintenance
- Legal
- IT
- Real Estate
- Retail Sales
- Marketing Services
- And many more
What clients say
We have been in business for 35 years and have utilized the services of a number of talented bookkeepers.
Wendy Patten is the most intelligent, informed, honest and dependable bookkeeper we have ever employed.
Wendy works flawlessly with our accountant and is always on hand to answer our questions and respond to our concerns. She’s great! We recommend her without reservation.
Meet the team
Led by Wendy Patten, in finance since 1989.
Wendy has worked as a CFO, Financial Manager, AR Specialist and Bookkeeper for numerous companies. In 2007 she founded Wendy P. Corp, a remote bookkeeping service with fractional CFO offerings. Today her team includes experienced bookkeepers, among them a Certified QuickBooks ProAdvisor.
Meet Our TeamFrom our articles
Practical bookkeeping guidance
Working With a Bookkeeper
Pros and Cons of Outsourcing Your Bookkeeping
More small businesses outsource bookkeeping for cost and efficiency. Here’s a clear look at the advantages and tradeoffs before you decide.
1 min read
Reports & Cash Flow
What is Gross Profit and Why Is It Important?
Net profit is what remains after expenses, but gross profit tells you how much you keep after the cost of what you sell—and that’s essential for growth.
2 min read
Ready for books you can make decisions with?
Tell us a little about your business. A member of our team will get back to you to talk through what you need.