RECEIVE $50 Referrals for NEW CLIENTS!

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
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
More
  • 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
  • Sign In
  • Create Account

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • 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

Account

  • My Account
  • Sign out

  • Sign In
  • My Account

$15,000

Turnaround Time: 21-30 Days

The Platinum Package is built for established businesses seeking full-scale system infrastructure, automation, and premium branding to accelerate growth and scalability. From a fully custom website and comprehensive SOP suite to multi-platform automations and priority support, this package delivers a powerful foundation for long-term success. 


Services Included:


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


  • Comprehensive Business Systems Consultation: A deep dive into the business structure, identifying key opportunities for efficiency, automation, and growth.
  • Fully Custom Website (Premium): A fully customized, dynamic website (up to 5 pages), integrated with e-commerce functionality, service scheduling platform, advanced SEO, and more.
  • Premium Logo Creation & Branding Kit: A trademarked premium logo design with a complete branding kit (color palette, typography, brand guidelines).
  • Complete SOP Suite (Full Business Processes): Development of a comprehensive suite of SOPs across 7 areas of the business tailored to the specific needs.
  • Full Growth-focused Automation Setup: Setup of automated workflows for up to 7 systems (Onboarding, CRM, project management, invoicing, and email marketing).
  • Policies/Contracts Creation (Up to 7): Creation of up to 7 essential policies/contracts for the business (e.g., non-compete agreements, employee handbooks, vendor contracts).


  • User Training & Documentation
    • 1 live training session (3 hours) for up to 4 users
    • Basic user guide (PDF format) for common tasks and troubleshooting.


  • Post-Launch Support
    • 💬 Support Access (Email, Chat, Phone)
    • 🔧 Support Hours (4 weeks up to 7.5 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

Copyright © 2012 WCFS - All Rights Reserved.

  • Contact Us
  • Terms and Conditions
  • Privacy Policy
  • Consent to Use
  • Refund Policy
  • The Financial Transformer

Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies.

Accept & Close

"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