Financial results crafted for your business

Join 100+ growing businesses who trust WDYB to get their finances right. We’ll work with you to find the price and solution that fits your business.

  • Bookkeeping
  • CFO Services
  • Tax


The best for smaller companies.

$0 in monthly expenses

This includes

Your own financial Professional

P&L, balance sheet, and cash flow statements

Accrual basis accounting
365 day support


The best for mid sized growing businesses.

$0 in monthly expenses

Essentials, plus

Industry Goals
Urgent support
Books delivered by 10th of month
Monthly virtual meeting reviews


The best for large organizations.

Custom Pricing

Add-on options

Support for multiple entities, classes, & locations

AR, AP and inventory tracking

Billable expenses

Fully customizable chart of accounts

CFO Services

Monthly Engagement

Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:

Custom Pricing
$1,050 /mo
3hours of CFO engagement

Typically Includes:

Review your financial health and processes
Maintain and enhance operating budget & financial forecast
Support vendor contract review & negotiations
Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more

Budget vs. actuals variance analysis and insights

Investor and board reporting

Business KPI analysis and reporting

Vendor contract review and negotiation

Competitive landscape analysis

Industry benchmarking

Sales funnel and optimization analysis

Annual Budgeting and Forecasting (savings of $5,000)

Custom CFO engagment

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Annual Budgeting & Forecasting

Accurate budgets and forecasts built for you. Our CFOs will analyze your business drivers to build a custom forecast for:

Starts at $5,000


Personal CFO Consultations
Revenue projections
COGS budget
Headcount budget
Payroll budget
Non-payroll budget
Forecast drivers based on historical trends, financial ratios, or custom inputs
Sensitivity Analysis
Scenario planning
Robust three statement models
*Must be purchased with Monthly Engagement
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For businesses that are just getting started.

Starts at $1,950/year

Federal corporate income tax filing
Delaware Franchise tax filing
Electronic W9 collection, W8 BEN, and W8 BEN-E filing
1099-MISC filing
Email support
Free tax extension
*Must be purchased with Monthly Engagement
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For businesses growing quickly with net income or foreign subsidiaries.

Starts at $4,500/year

Everything in Essentials
Support for entities with net income
Priority support
*Must be purchased with Monthly Engagement
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Additional Services

AP/AR and Payroll Support

To support you in creating and sending invoices and paying bills. We also have a team of payroll experts that can assist with new employee onboarding and processing your payroll.

Additional Support

For custom reporting upon request, communicating with external parties, training new client hires

Controller Support

To help you in overseeing finance operations, financial forecast models, building cash flow forecasting reports, tax compliance support, investment risk and opportunity analyses, performance reports, and more. 

Frequently asked questions

We strive to always provide transparent pricing. If you need any help choosing the plan that is best for you, feel free to reach out and one of our dedicated financial professionals will assist you in selecting a plan that is perfect for the needs of your business.

Are you offering any discounts?

Yes! WDYB will give you a 20% discount off your first month of any service.

How will the pricing change as my company expands?

We believe that transparency is essential for every business. Each month, we’ll calculate the average of your books from the previous 3 months to understand your current expenses, as well as how your special transactions, financial institution connections, and hours of support have changed.

How can I determine my monthly expenses to figure out what my company will owe for your service?

For your pricing purposes, we include in expenses the amount your business spends every month, including cost of sale or cost of goods, payroll, and distributions/owner's draws.

Start We Do Your Bookkeping today

Signing up for We Do Your Bookkeping is easy. We think once you experience truly stress-free financial processes, you won’t want to go back.

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