Services by JW Executive Consulting

Ready to get support with your business operations? Click Book Now to schedule a session for operations management, bookkeeping, payroll support, or project and team management. Questions? Contact us and we’ll help you get started.

Operations Management

We consider this our ALL-IN and will encompass everything ran in a business from front to back end & everything in between. We are the Owner/CEO's right hand leading support. Pricing varies depending on the scope of work & business along with industry.

Our Operations Business Management services help small and growing businesses create structure, improve efficiency, and manage daily operations with confidence. We support workflow organization, process improvement, system setup, and operational oversight to ensure business functions run smoothly behind the scenes. By strengthening operational systems and business management processes, we help business owners reduce inefficiencies, improve consistency, and maintain clarity as their business grows. This service is built for the most value of services handled between our firm and the business. This service is on a monthly retainer contract/engagement with
JW Executive Consulting.

Workflow and process organization to improve daily business operations
System setup and optimization for tools used in operations and management
Operational oversight and coordination of business functions
Documentation of processes, procedures, and internal workflows
Support for scaling operations as the business grows

Organization and review of financial records and transactions
Transaction categorization and account organization support
Coordination with accounting software and financial tools
Bookkeeping process and best-practice guidance
Financial clarity support to help business owners understand their records

Payroll Support

This service can be a stand-alone service or apart of the Operations Services as an add-on. Pricing will very depending on business size and industry serviced.

JW Executive Consulting provides payroll support services by working with trusted third-party payroll vendors such as Gusto and QuickBooks Online Payroll Plus and Elite. We assist with payroll coordination, documentation organization, and system support, ensuring all required information is accurate, complete, and readily available. Our payroll support follows IRS and applicable state guidelines, and we work collaboratively with your chosen CPA or accountant to support your business operations. Year-end 1099 and W-2 processing is available as a separate service if completed by our firm. We prefer to work within your existing payroll provider; however, if you do not currently have one, we can assist with setting up a preferred partner.

Payroll coordination using third-party providers such as Gusto and QuickBooks Online Payroll Plus or Elite
Organization and review of required payroll documentation and employee records
Ongoing payroll system support in alignment with IRS and state payroll guidelines
Collaboration with your CPA or accountant to ensure accurate payroll reporting and compliance support
Assistance with payroll setup through a preferred partner when a provider is not already in place

1099 & W-2 Services May Include:
- Review and organization of required contractor and employee documentation
- Preparation of 1099 and W-2 forms based on information provided and approved
- Coordination with payroll systems and third-party vendors when applicable
- Partnership with your CPA or accountant for year-end reporting alignment
- Support for timely filing in accordance with IRS and applicable state guidelines

1099 & W-2 Services Disclaimer

Year-end 1099 and W-2 preparation and filing are not included in standard payroll support services and are offered as a separate service when completed by JW Executive Consulting. These services require additional documentation, verification, and coordination and are priced separately. When requested, we work in partnership with your CPA or accountant and follow all IRS and applicable state reporting guidelines

Project & Team Management

This Service can be stand alone service for a small business and on it's own. If retainer client and have the operations all in- this is included in that all in pricing. Pricing will depend on scope of business and industry the business services.

JW Executive Consulting provides project and team management support to help businesses stay organized, aligned, and on track. We assist with project coordination, task management, timeline tracking, and team communication to ensure work is completed efficiently and consistently. By supporting structured workflows and clear accountability, we help business owners improve collaboration, reduce missed deadlines, and maintain momentum across projects and teams.

Project coordination and task tracking to keep work on schedule
Timeline and milestone management for active projects
Workflow organization within project management tools
Progress monitoring and status updates for business owners
Support for prioritization and project execution consistency

Coordination of team tasks and responsibilities
Support for team communication and workflow alignment
Oversight of workload distribution and follow-through
Documentation of team processes and procedures
Operational support to help teams stay organized and productive

We provide project and team management support designed to keep work organized, timelines clear, and teams aligned. We assist with project coordination, task tracking, workflow organization, and communication support to help ensure projects move forward efficiently. By supporting structured processes and consistent follow-through, we help business owners maintain visibility, reduce missed deadlines, and keep teams focused on priorities without adding unnecessary complexity.

Side and One-Off Projects

These services are offered as project-based engagements through JW Executive Consulting for small businesses that do not require ongoing monthly or long-term retainer services. Project work is billed at an hourly rate starting at $30 per hour, with a deposit required and paid in advance prior to the start of any work. A brief engagement letter outlining the scope of services will be provided and must be acknowledged, along with the invoice, before services begin.
These are just examples of some of the services that could be performed by our firm but is not all inclusive. This can vary depending on business and industry that the business services.

Workflow or process organization for a specific business function
Administrative system setup or cleanup (files, folders, task tools)
Project coordination for a defined initiative or launch
Operational audits or process documentation for internal use
Business system setup or optimization (CRM, task management tools)

Canva design projects with limited revisions (graphics, templates, simple layouts)
Social media moderation and comment management
Content scheduling and platform organization support
Basic landing page or form setup within existing platforms
Email or digital asset organization for marketing workflows

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Frequently Asked Questions

These are questions that have been asked most to our Consulting Firm, however, there may be additional questions that are not here and that is great, then head over a book a session with us!

Question 1: What types of businesses do you work with?

We work with small to growing service-based businesses that need structured support in operations, bookkeeping, payroll coordination, and project and team management. Our services are ideal for business owners who want reliable back-office support without hiring full-time staff.

Question 2: Do you offer ongoing monthly services or one-time projects?

We offer both. Clients may choose ongoing monthly support or one-off, project-based engagements depending on their needs. Project-based services are ideal for businesses that need short-term assistance or support with a specific task or initiative.

Question 3: What bookkeeping services do you provide?

We provide bookkeeping support, including transaction categorization, financial record organization, and bookkeeping process support such as Accounts Receivable & Payable when needed. We do not offer tax preparation or file your taxes with the IRS but we do work in coordination with your CPA or accountant when needed on your behalf.

Question 4: How does payroll support work??

Payroll support is provided through third-party payroll platforms such as Gusto or QuickBooks Online Payroll Plus or Elite. We assist with payroll coordination, documentation organization, and system support while following IRS and state payroll guidelines. We also work collaboratively with your CPA or accountant.

Question 5: Are 1099 and W-2 services included?

If the business is an "All In" Monthly Paying Retainer Client then Yes, Otherwise No. Year-end 1099 and W-2 preparation and filing are offered as a separate service when completed by our firm. These services require additional documentation and are priced separately from standard payroll support.

Question 6: Do I need to sign a contract or engagement letter documentations with your business for services?

If the business is an "All-In" or in any other monthly retainer, Yes. This will be on file for both parties have signed and agreed to the services that will be provided within that scope of engagement. If our firm is hired for the side or one-off projects then no but a deposit and signed agreement letter must be made at the time of the agreement before any work is started for any project or job.

Question 7: How do I request additional services or responsibilities that are not included in my current contract or engagement agreement?

Any additional duties or work requested beyond what is outlined in the signed contract or engagement agreement are considered scope creep. Such requests are not included in the original service terms and will be subject to additional fees billed at our standard hourly rate. The only exception is when a formal revision to the contract or engagement agreement is discussed, documented, and mutually agreed upon by both parties. Any changes to scope must be confirmed in writing and acknowledged by both parties before the additional work begins.

Question 8: How do I know which service is right for my business?

If you’re unsure which service fits your needs, we’re happy to help. You can schedule a consultation or contact us to discuss your goals, and we’ll guide you toward the most appropriate support based on your business operations and priorities.