Work In Progress Consulting

WIP is a consulting business that helps start ups, non-profits, small businesses, & entrepreneurs with business plans, strategic planning, book keeping, budgeting, tax prep, operations, systems management & more. As of April 1st, 2019, we are not taking any new clients and this booking site is used for current client appointments. Look for openings in November of 2019, or email rachel@workinprogressconsulting.net to get on our waitlist.
Sun
Closed
Mon
Closed
Tue
6:00 PM - 9:00 PM
Wed
6:00 PM - 9:00 PM
Thu
6:00 PM - 9:00 PM
Fri
Closed
Sat
10:00 AM - 1:00 PM

Closed today

Our Services

30 minute Quick Consult
We'll spend 30 minutes discussing your project and see if a consulting relationship would be a good fit. If it is, this $49 will be put toward your next session fee. If it isn't and no advice or referrals are given on the call, your fee will be returned.
1 Hour Consulting or Work Time
This is my 1 hour working or consulting block fee. If you know your project will take longer than one hour, book using the 3 hour option to save $15 on my hourly rates.
90 Minutes Consulting or Work Time
3 hours Consulting or Work Time/ 2 90 minute sessions
This is a block of time for us to discuss your project at length, go over assignments I've given you, etc. You can block 2 of these back to back if you want to have a longer session. Buying 90 minute sessions saves you $15 on my hourly rates.
Tax Prep- Internal Client
Tax Prep IC is available only to those who are my book keeping clients. This includes a 12 month reconciliation of your books, a final profit & loss statement, a draft schedule c, and deductions recommendations for your new tax year.
Tax Prep- Independent Business
Tax Prep IB is for folks who run small businesses that keep their own books or use a book keeper other than myself. This includes a 12 month reconciliation of your books, a final profit & loss statement, a draft schedule c, and deduction recommendations for your new tax year. You can use this prep work to file on your own, or give it to your accountant to save some time & money, since an accountant charges almost triple what I do per hour for this service.
Monthly Bookkeeping- Level 1
Monthly bookkeeping for small businesses & nonprofits that have revenue of $200,000 per year or under. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end.
Monthly Bookkeeping- Level 2
Monthly bookkeeping for small businesses & nonprofits that have revenue of $200,000-500,000 per year. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce a reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end. I work in either Quickbooks or Freshbooks, and you must be able to link your bank account with either of these tools.
Monthly Bookkeeping- Level 3
Monthly bookkeeping for small businesses & nonprofits that have revenue of $500,000-$1 million per year. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce a reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end. I work in either Quickbooks or Freshbooks, and you must be able to link your bank account with either of these tools.
501 c3 Application
This service is for those who are applying for 501c3 charitable status. I will perform name clearance, file your articles of incorporation, help you right appropriate bylaws, produce board minutes forms for your board to use in the future, and expedite your federal tax ID (EIN.) This process generally takes 2 weeks from start to finish, provided you have about 2 hours of time to meet and flesh out your organization's mission statement, board member list, and other internal information. This does not include the state filing fee, which varies by state.
Small Business/Non-Profit Start-Up Package
This package includes a business plan with 3 year projection budget (including a draft for your approval and a final version with changes), a pitch deck you can use to show investors, donors and stakeholders what your new venture is about, 1 brainstorming and 2 business coaching sessions (1 hour each), and an application and retrieval of an EIN and/or a state tax account. This process takes 4-6 weeks depending on our mutual availability. 501c3 application process is available, but separate if required.

Our Staff

R
Rachel Kacenjar
Rachel has experience in successfully buying, running, & selling a small business. She has earned her MPA/MNO & PMP, and has consulted for a portfolio of over 24 small businesses and entrepreneurs in the last 2 years. She currently works full time in operations management and finance for a statewide non-profit.