Your Partner in Sustainable Business Growth
At Well Business Consulting, we specialize in empowering small businesses with tailored support. From Outsourced CFO and COO services to expert Virtual Assistants, Bookkeepers, and Tax Preparers, we help you streamline operations and manage finances efficiently. Our mission is to provide sustainable solutions that allow you to focus on what matters most: growing your business and building a legacy.
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.
Ideal for new and growing businesses seeking foundational support. Get access to essential outsourced CFO and COO guidance, plus administrative help, to set your business up for long-term success.
Perfect for established small businesses ready to scale. Enjoy expanded access to financial management, operations expertise, and dedicated bookkeeping.
Designed for businesses seeking comprehensive, hands-on partnership. Receive full-service financial oversight, advanced operational support, and proactive tax planning.
We begin every client engagement with our Well Business Catch-up Plan, delivered at hourly support rates. This initial phase (typically completed within 30–60 days) allows us to address any outstanding bookkeeping, tax returns, business compliance, and operational foundation needs. After the catch-up phase, you’ll transition to a tailored monthly retainer plan designed for ongoing support.
Additionally, we offer one-time tax return support outside of these packages, if needed. Interested in learning more? Please reach out with any questions—we’re here to help!
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.
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.
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.
