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Well Business Consulting

Your Partner in Sustainable Business Growth

Scalable Solutions for Small Business Success

Well Business Consulting provides strategic financial and operational support for small businesses navigating growth, complexity, and change.

Our services center on Outsourced CFO and COO advisory, supported by bookkeeping, tax preparation, and operational execution—providing the structure and insight needed to run a more sustainable, well-organized business. This leaves our clients feeling empowered both personally and professionally to lead more balanced lives. 

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Team of business consultants working with small business owners

Well Business Consulting specializes in empowering small businesses with reliable, expert support. Discover how our tailored services can help you streamline operations, manage finances, and fuel sustainable growth.

Our Scalable Business Solutions

Outsourced CFO & COO Support

Gain executive-level financial and operational leadership—without the full-time overhead. Our CFO and COO support includes strategic planning, cash flow management, entity and compensation strategy, systems design, and decision support to help you run your business with confidence and intention.

Common support areas include:

  • Financial strategy & forecasting
  • Cash flow & profitability analysis
  • Operational structure & process design
  • Entity, payroll & owner compensation planning
  • M&A, wind-downs, and transition advisory

Virtual Assistants & Bookkeepers

Hands-on support that keeps your business running smoothly day to day. From bookkeeping and financial organization to administrative and operational execution, our team helps reduce friction, improve accuracy, and create systems that scale with you.

Common support areas include:

  • Bookkeeping & monthly close
  • Receipt, expense & loan tracking
  • Administrative & operational support
  • Systems setup, cleanup & process improvement
  • Ongoing operational coordination

Tax Preparation & Advisory Services

Stay compliant and stress-free during tax season. Our experienced tax preparers ensure your filings are accurate, timely tax preparation—supported by planning-minded insight. We prepare federal, state, and business tax filings, including nonprofits, while helping clients understand obligations, reduce surprises, and stay compliant as their business evolves.

Common support areas include:

  • Individual & business tax preparation
  • Entity filings & annual compliance
  • Estimated tax guidance & vouchers
  • Notices, amendments & clean-up projects
  • Planning coordination with CFO advisory
  • Nonprofit registration
  • 1099 & W-2 support

Getting Started

Initial WBC Catch-up & Alignment

All new engagements begin with an initial catch-up and alignment phase. This phase establishes a clean, accurate, and well-organized foundation across your financials, systems, and records to support effective advisory or project work. Final scope and pricing are determined based on the complexity and historical condition of your records and are documented in a detailed Statement of Work prior to the start of services. This launch phase ensures both parties move forward with clarity, confidence, and aligned expectations.

$2,500(Inital Investment)

What’s Included

  • Reviewing historical bookkeeping, financial statements, and tax filings
  • Resolving inconsistencies, missing data, and misclassifications in accounting records
  • Aligning systems, workflows, and reporting with current business operations
  • Establishing a clear, reliable starting point for ongoing support or project execution
Get Started

Ongoing Retainer Support

For businesses that want consistent, strategic, hands-on support. Our retainer engagements provide ongoing CFO/COO advisory, financial oversight, and operational execution tailored to your business needs. Build the level of support that you need! Retainers are customized based on complexity, pace of growth, and support required, and are structured to evolve as your business evolves. Pricing depends on the complexity of your retainer, and all engagements are governed by a detailed Statement of Work outlining scope, service cadence, and responsibilities.

$500-$1,500(Starting Retainer)

What’s Included

  • Outsourced CFO & COO advisory support
  • Ongoing bookkeeping oversight and financial reporting
  • Tax coordination and compliance support (planning scoped separately)
  • Operational support, systems management, and process improvement
  • Dedicated client portal for secure document sharing and communication
  • Regular check-ins and prioritized response times
Explore Retainer Support

Projects & Strategic Enhancements

Project-based engagements are ideal for businesses navigating a specific milestone, cleanup, or strategic initiative. These engagements are finite in scope, clearly defined, and designed to deliver clarity, structure, and momentum without an ongoing commitment.

Varies(one-time)

What’s Included

  • Systems implementation and process redesign
  • Entity restructuring or ownership changes
  • M&A support, wind-downs, and transitions
  • Nonprofit Setup
  • Loan, investor, or capital tracking setup
  • Tax notices, amendments, or special filings
Learn More About Options

Let's Build Your Foundation!

Most businesses reach a point where growth outpaces structure — where the systems that once worked no longer support the reality of the business. Decisions feel harder. The to-do list never really clears. And there’s a quiet sense that something important needs attention, even if it’s hard to name.

You don’t need to be “ready.” You just need a place to start. This is where we begin — not with pressure or perfection, but with clarity. We slow things down, look at what’s actually happening, and help you understand where things stand. From there, we bring order to what feels scattered and create a steady starting point, so you can move forward with confidence instead of carrying everything alone.

If this feels like the kind of support you’ve been needing, we’re here when you're ready and we love to connect with you! Let us be your steady advisor - helping ou build, one step at a time, what comes next with clarity and care.

 

 

Business consulting team collaborating on financial strategies

Meet Our Team

Kelly Larsson, CPA

Outsourced CFO & COO

Kelly Larsson is the founder of Well Business Consulting, bringing over 12 years of experience in public accounting, tax compliance, business coaching, and financial management. She began her career at PricewaterhouseCoopers and is passionate about helping small businesses thrive through practical, scalable solutions. As an Outsourced CFO and COO, Kelly is dedicated to building strong client relationships and supporting business owners at every stage of their journey.

 

Lexie Prado

Bookkeeper and Virtual Assistant

Lexie Prado has been an integral part of Well Business Consulting team for over 8 years, serving as a dedicated Virtual Assistant and Bookkeeper. Known for her attention to detail and commitment to client success, Lexie supports small businesses with day-to-day operations and account management. She is currently pursuing her associate’s degree in accounting, further strengthening her expertise and passion for helping business owners stay organized and thrive.


 

Get in Touch with Well Business Consulting

Ready to streamline your business operations or need expert financial support? Fill out the form below to connect with our team. We’re here to answer your questions and help your business succeed every step of the way.