FINANCIAL WELLNESS
 
 

Through:


Executive Coaching and Consulting: Sounding board and experienced idea person to help you reach creative and practical solutions to achieve your goals


Systems Development: cleaning up the “spaghetti” or getting new businesses systems set up and training for you or your support - whether your accounting system, your HR systems or your inventory management


Legal and Accounting Liaison:  Helping you prepare and work with your accountant and legal professionals to get the best use of their skills. Asking the right questions!!


Technical Bookkeeping and Year End review and Preparation - answering those tough bookkeeping questions, setting up systems for complicated transactions, checking your systems and training where gaps exist.


On-call Management: Need to be away for a conference or a holiday? We can cover your day to day operations while you’re gone or cover a position. Want to add a new position? We can fill do that position for you to work out details and job description and systems before you hire permanently.

HELPING YOU ACHIEVE YOUR FINANCIAL GOALS
sOLID
CoMPETENT
EXPERIENCED
dependable
trustworthy
Katie Wells has over 25 years experience in Business, Finance, Management and Entrepreneurship and has helped many business and individuals