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Webb Community Financial Services
Home
Coaching
  • Financial Coaching
Business Owners
  • DFY Business System Setup
  • Bookkeeping & Accounting
Tax Clients
  • Free Quote
  • For Tax Clients
  • Resources for Tax Clients
  • Referral Form
  • Client Portal
Tax Office Owners
  • Done For You Tax Office
  • Own Your Tax Office
  • WCFS Back Office
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  • Home
  • Coaching
    • Financial Coaching
  • Business Owners
    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
  • Tax Office Owners
    • Done For You Tax Office
    • Own Your Tax Office
    • WCFS Back Office
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  • Home
  • Coaching
    • Financial Coaching
  • Business Owners
    • DFY Business System Setup
    • Bookkeeping & Accounting
  • Tax Clients
    • Free Quote
    • For Tax Clients
    • Resources for Tax Clients
    • Referral Form
    • Client Portal
  • Tax Office Owners
    • Done For You Tax Office
    • Own Your Tax Office
    • WCFS Back Office

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WebbCFS Done For You Business Systems Setup Basic Package

$7,500

Turnaround Time: 7-14 Days

Perfect for solopreneurs or small businesses ready to establish a strong operational foundation with fast, efficient implementation. Designed to get your core systems up and running smoothly.


Services Included:

  • Client Portal: 
    • Secure Document Repository
    • Up to date Project Journey pipeline details - know where we are with your project at all times
    • Directly communicate with your team
    • All project details in one place


  • Business Systems Consultation: Initial assessment of business processes and pain points to define priorities.
  • Basic Website Design or Redesign: A simple, responsive, and professional website (1 Template based page) built on GoDaddy or Redesigned on a CMS like WordPress or Wix.
  • Basic SOP Templates (Standard Processes): Provide templates (up to 3) for business processes (e.g., customer service, invoicing, etc.), to be customized by the client.
  • Email & Calendar Integrations: Simple automation of email responses and calendar scheduling tools.
  • Identify Policies/Contracts Needed: Assessment of necessary policies and contracts for business compliance.
  • User Training & Documentation
    • 1 live training session (1 hour) for up to 1 user
    • Basic user guide (PDF format) for common tasks and troubleshooting


  • Post-Launch Support
    • 💬 Support Access (Email)
    • 🔧 Support Hours (1 week - total 2 hrs)

Learn More

To see how we can tailor a perfect package for your unique needs, we invite you to book a free, no-obligation Discovery Consultation. It's the best way to explore your options and get your questions answered by our experts.

Book Your Discovery Consultation

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"Done for You" Tax Office Buildout & Systems Setup

- Full Software Setup

- Customer Relationship Management (CRM)

 - Email and Messenger Communication

- Built In Scheduler

- Workflow automations

-Tax Preparer Hiring & Training Systems

-Marketing Tools

- Client Onboarding & Compliance Systems 

AND MUCH MORE

Starting at $999  
Sale Ends 10/1/25 

Book Your Discovery Session