Financial Management Expertise Every Real Estate Professional Needs
Our Mission
We’re the financial services expert.
Together, we can help you scale your business to the next level that you’ve always dreamed about.
At W² Bookkeeping & CFO Services, we provide comprehensive bookkeeping and CFO services tailored specifically for real estate teams. Whether you’re managing transactions for properties or navigating complex financial regulations, we have the expertise to simplify your financials, so you can focus on growing your business.
Our Services
We offer a full suite of bookkeeping and CFO services to meet the needs of your real estate brokerage.
Comprehensive Bookkeeping
From bank and credit card reconciliation to expense tracking and accounts payable/receivable management, we handle all your bookkeeping needs to keep your financials organized and up to date.
Payroll Management &
Tax Preparedness
Payroll management and preparing accurate financial documents, including 1099s, ensuring you’re ready for tax season without the stress.
Financial Reporting & Analysis
Receive monthly or quarterly financial statements, including income statements, balance sheets, and cash flow statements, along with custom reports that give you a clear view of your financial health.
CFO-Level Financial Insights
Get expert financial analysis, business insights, and profitability analysis that help you make informed decisions and plan for long-term growth.
Cash Flow Management
We forecast cash flow, and track key financial metrics (KPIs), giving you the tools to stay on top of your finances and maximize profitability.
Audit Support & Compliance
Be prepared for audits with organized financials and expert support. We also manage accruals, deferrals, and general ledger maintenance to ensure compliance with financial regulations.
Need Financial Clarity?
Let W² handle the numbers while you focus on growing your business.
About Us
Meet W² Leadership Whitney Weston
Our W² founder, Whitney Weston spent more than a decade building a career in corporate accounting before pivoting to financial consulting, where she then spent several years focused on helping companies to integrate financial software. Those experiences and the knowledge gained, led Whitney to discover the specialty needs of real estate professionals. W² is here to provide expert advice on the financial services needed by real estate professionals.
Here’s what we bring to the table:
Expertise in Real Estate Markets
Our goal is to provide clear, accurate financials to help you make confident decisions.
Hands-On Financial Management
From bookkeeping and payroll to in-depth financial reporting, we offer full-service support, so you can spend less time on financials and more time on growing your business.
Dedicated Financial Partner
With a deep commitment to accuracy, transparency, and your business’s success, we work to simplify your finances and reduce stress year-round.
Focus on What Matters Most
From bookkeeping to custom CFO services, we handle the financial details, so you can focus on scaling your business, closing more deals, and providing exceptional service to your clients. With W², you’re not just getting a service provider—you’re gaining a trusted partner in financial success.
Contact us today for a free consultation and let us help you take control of your finances!
Our Blog
Forgot About Bookkeeping? You’re Not Alone
At W² Bookkeeping & CFO Services, we help business owners get back on track. Whether you’re three months behind or three years, it’s more common than you think. We don’t judge—we just roll up our sleeves and get started.
Bonus: Right now, we’re offering 50% off all prior months of bookkeeping catch-up or cleanup.
Balancing the Chaos: How Real Estate Brokers Can Master Multitasking Without Losing Focus
Outsourcing tasks like bookkeeping, social media design, or administrative support frees up your time for the work that actually grows your business.
The Top 5 Financial Mistakes Real Estate Brokers Make—and How to Avoid Them
Explore the top five financial mistakes real estate brokers make—and how to avoid them.