WeNumerate

Frequently Asked Questions

We specialize in working with QuickBooks Online and Xero, two of the most versatile and user-friendly accounting platforms available for small businesses. Our expertise in these platforms ensures that your financial data is handled accurately, efficiently, and in a way that aligns with your business needs.

No worries at all. We use two great platforms called QuickBooks Online and Xero, then handle the setup of your account, tailoring everything to fit your business. From there, we’ll provide ongoing advisement so you can feel confident and in control of your finances. Our goal is to make the transition smooth and stress-free.

At WeNumerate, we believe that experience and personal attention matter. Your financials will always be handled by or reviewed by our company owner, a seasoned professional with decades of experience helping small businesses thrive. We never outsource your project overseas, ensuring that your sensitive data stays secure and is handled by a dedicated professional who understands your business’s unique needs. Plus, every team member has passed a rigorous background check, providing you with peace of mind that your information is in trustworthy hands.

Getting started is easy! The first step is to schedule a discovery call with us (you can book a time here). During this call, we’ll take the time to understand your business, its unique needs, and how our services can best support you. If we decide to move forward together, you’ll receive a customized proposal and engagement letter outlining our services’ scope and the next steps. From there, we’ll dive into helping your business achieve its financial goals.

Absolutely not! We know how important continuity is when it comes to understanding your business’s financial needs. At WeNumerate, the owner will always be your primary point of contact, ensuring consistent communication and oversight throughout our partnership.

Are you a service-based business with less than $3 million annual revenue? Do you need expert help with accounting, bookkeeping, cash flow management, budgeting, forecasting, or strategic planning? If so, there’s a good chance we’re the right match for your needs. WeNumerate is passionate about supporting small businesses like yours. Let’s have a conversation and see how we can help you reach your goals.

Please note: we do not currently work with businesses in banking, investment, insurance, real estate, medical services, manufacturing, or SaaS sectors.

While WeNumerate doesn’t directly offer tax preparation services, we ensure that your records are organized, accurate, and ready for your tax provider. Clean financial records save them time during tax season, which often translates to cost savings for you. We also offer to work directly with your tax provider, providing them with any necessary documentation and answering their questions to ensure a seamless process. With us, you can enter tax season feeling confident and prepared, knowing that your financial records are in great shape.

Absolutely! We understand that as your business evolves, your financial needs will, too. At WeNumerate, we offer the flexibility to adjust your service package to match your business’s current demands. Whether you need more support during a growth phase or want to scale back when things stabilize, we’ll work with you to ensure you get the right level of service at every stage.

We recognize that time is of the essence when it comes to managing your business’s finances. After our initial discovery call and proposal approval, we can typically complete your onboarding process and get the first tasks underway within one week. We prioritize meeting your accounting and advisory needs quickly and effectively so you can return your focus to what matters most—running your business.

We completely understand the value of personal connection. After our initial discovery call, we’d be delighted to meet with you in person if you’re in the Twin Ports area of Minnesota. We frequently meet with clients in Duluth, Superior, Hermantown, Cloquet, Esko, Carlton, Scanlon, Moose Lake, Barnum, Wrenshall, and Proctor. Let’s connect where you feel most comfortable!

Absolutely! Though we are based in Duluth, Minnesota, and work with many businesses across the region, our services can be provided anywhere in the United States. We leverage secure technology to ensure seamless communication and data handling so you’ll receive the same personalized service and expertise, regardless of location. Distance is never a barrier to excellent accounting support.

At WeNumerate we know that every business has its own goals and problems. That’s why we’re happy to craft a customized package for you. Let’s discuss your specific requirements, and we’ll create a plan that fits your business like a glove.

Click here to schedule your discovery call.

Where We Work

WeNumerate is proud to serve businesses both locally and nationwide. Based in Duluth, Minnesota, we offer services throughout Northeastern Minnesota and Superior, Wisconsin. Whether you’re in the Twin Ports region or beyond, our team is committed to providing personalized accounting, bookkeeping, and advisory support wherever you are.

we are proud to offer our dedicated services across the United States. Using secure technology, we ensure seamless communication, secure data management, and consistent financial oversight—no matter where your business is located.