The Wellness CFO | Chicago, IL

  • Total Hires: 2 times
  • Service Area: Chicago, IL
  • Team Size: 2 employees
  • Business Duration: 4 years
The Wellness CFO

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Accounting needs

  • Bookkeeping
  • Managing AR and AP
  • Preparing fin. statements
  • Preparing tax returns

Entity type

  • Individual or sole proprietorship
  • Partnership
  • C-Corp / Corporation
  • S-Corp
  • Non-profit

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Other
  • Non-profit

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Xero
  • NolaPro
  • Sage
  • Quicken
  • TurboTax

Work location

  • I travel to my customers
  • My customers travel to me

About

We help you gain back time & finally find comfort in your finances, so you can do what you do best - grow your business!

We offer leading bookkeeping and CFO service for small business owners, requiring minimal effort from your end. You will have full access to a CPA and professional bookkeeper with several years of experience in public tax accounting.

It's stressful running a business and trying to make time to wear the “financial hat”. And our guess is that you didn't become a business owner to play a never-ending game of catch-up with your books.

Each month, we deliver you accurate books on a timely basis. We provide you with a clear picture of your finances so you can make strategic business decisions based on data and grow your profits. We are able to bridge the gap between bookkeeping and taxes.

With our services, we give you:

- More time

- Accuracy

- Financial Clarity

- Stress-Free Tax Season

Bookkeeping Services:

- Monthly Bookkeeping

- Bank Reconciliation

- Receipt Management

- Visual Business Insight Snapshot

- Management Reports

- AR Management

- AP Management

- Payroll

CFO Services:

- Budget-to-Actual & Financial Metrics

- Cash Flow Forecasting & Management

- CFO Financial Review Call

- And More!

As small business owners ourselves, we want to make your job easier by doing what we are passionate about! Let's chat!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Sheridan Pannozzo
    • Completed on 10/24/2021

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