The Wellness CFO

Service provided by The Wellness CFO
4.7 (4)
from Chicago, ILmember since September, 2021
Rate: Price by request
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Description:

Do you struggle to juggle your business and finances? We understand running a business is a challenge, which is why we offer bookkeeping and CFO services that require minimal effort on your end. Our team, including a CPA and professional bookkeeper with years of tax accounting experience, delivers accurate and timely financial reports every month.

Don't let the stress of financial management take time away from growing your business. Our services provide financial clarity and give you strategic data to support profit growth. With our expertise, we also bridge the gap between bookkeeping and taxes for stress-free tax seasons.

Our bookkeeping services include monthly bookkeeping, bank reconciliation, receipt management, visual business insights, management reports, and more, while our CFO services offer budget-to-actual financial metrics, cash flow forecasting, and CFO financial review calls.

As fellow small business owners, we want to help you succeed. Let us take care of the finances so you can focus on what you do best – growing your business! Reach out to us today.

Service location:

Remotely

Service Reviews

4.7

4 reviews

Service as described
4.7
Communication
4.7
Punctuality
4.7
AH
Andrew H.
Sheridan and I joined forces when our bookkeeping began to occupy an excessive amount of our time. I was prepared to delegate the task to an outside source, and it turned out to be a brilliant decision. I have already learned a great deal, given that Sheridan is a qualified CPA, and therefore well-versed in the tax consequences of our operations. I have gained an exceptional bookkeeper and a mentor who is genuinely interested in the success of my business. Her recommendations on issues such as budgeting have been invaluable. If you're considering hiring her, don't hesitate any longer! You'll be glad you did!
May 6, 2022
WP
William P.
"Exciting! Sheridan is extremely knowledgeable and explains everything perfectly. I'm thrilled to continue working with them."
January 6, 2022
EW
Emily W.
Working with Sheridan has been a terrific decision for me. She has simplified the bookkeeping process to a great extent. Now, I don't have to fret about missing out on any of my expenses. Besides, I have saved an additional three hours per week, which is a tremendous relief.
November 7, 2021
SK
Stephanie K.
Discovering The Wellness CFO has brought us immense happiness and relief. After facing a tumultuous experience with a previous bookkeeper, we were on the lookout for someone trustworthy and dependable. Seeking guidance and assistance in various matters, The Wellness CFO team proved to be our saviors, uncovering all the necessary information we needed. They were always available, responsive and had a courteous and professional demeanor which made the experience effortless and enjoyable. For anyone looking for a proficient, knowledgeable and compassionate bookkeeper to assist them in their business, I highly recommend The Wellness CFO. We are grateful to have taken the advice of others and have one less worry on our minds. Thank you for all of your hard work and dedication!
October 27, 2021
DK
David K.
Highly recommended! Being a small business owner, I was uncertain about hiring a bookkeeper and whether it was really necessary. However, based on the recommendations of my colleagues, I decided to give The Wellness CFO a try and it turned out to be the best decision I made for my business. The team at Wellness CFO is reliable, diligent and extremely helpful. I am confident that my business is in good hands, and I receive timely monthly summaries to keep me informed about how my business is doing. With Wellness CFO taking care of my monthly profits and expenses, I now have more time to focus on growing my business.
October 26, 2021