CWK Partners
CWK knows we cannot be experts at ALL THE THINGS, as much as we strive to be. So we leverage power and possibilities of both experts and software to add value, accountability, and internal controls. We lead with relationships and end with results! Some of our partners are listed in the space below.
Meet Our Team
Kaylee Spinhirn, CEO of Coaching With Kaylee, is your dedicated CFO. She has worked her entire career in accounting. From investor backed Tech companies in Boston, high profile producers and actors, and taxes in NYC to bookkeeping for 7-11's in Virginia, Kaylee has seen it all!
She started her career in Hawaii working from an Accounts Payable Clerk in 2006 (the bottom of accounting) to a GL Manager within a few short months. With each corporate accounting job she also leveraged her natural organizational skills to develop or improve the hired companies operations department.
It wasn't until she got her 200 hour Yoga Certification in 2014 that she launched Coaching With Kaylee. She combines healing techniques learned through her spiritual practices to better serve entrepreneurs who dedicate their lives to making the world a better place.
She lives and breathes, and loves all things accounting and it shows in her dedication to ongoing education.
Kaylee has done two cross country road trips, traveled all over the world, and loves a good cup of coffee.
Partnerships
CWK outsources specific services with other companies that share the same values: high standards for quality work and transparency. With a working relationship already in place for leveraging experts with their own companies, the transition and support for expansion is an immediate asset for our clients.
Our JV CPA Firm: Nelson CPA covers CWK Clients for Audit. Tax Prep and Tax Consulting needs. Scott (the owner) is a Certified Public Account (CPA) who lives in Florida with his wife and two kids. Nelson CPA, is a virtual, full-service accounting firm serving clients all over the US and specializeing in foreign financial reporting, Taxes, & Audits. Whether your needs are for your personal tax return or a business, they have the expertise to keep you in compliance while mitigating your tax burden!
Affiliates
Ready to learn more about personal finances? At Mana Money School, our mission is simple: to teach financial wellness in a format that sticks. We empower students from every community to grow their knowledge and confidence around money. Mana Money School begins with lessons on money psychology: how to get into the right mindset for a healthy financial life. Whether you’re starting off financially secure, in debt, or overwhelmed, our course will help you build positive money routines and behaviors to grow wealth and live freely. Use the code: kmanamoney on checkout to get a discount!
Gusto is our preferred Payroll provider. CWK has been waiting for a seamless payroll solution with amazing technology and communication, and Gusto is the perfect fit. They make the process simple enough to DIY *or* hire a professional. They have a scalable system that supports you as you grow, from owner payroll to large team management. Gusto makes it easy to onboard, pay, and support your hardworking team.
