The Wellness CFO
The Wellness CFO

The Wellness CFO

contact for price

Sorry this pro can’t do your job, but we know other pros who can.
Introduction: 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!
Overview

Hired 2 times

Background checked

License verified

2 employees

3 years in business

Payment methods

Ask this pro about their preferred payment method.

Social media

Instagram

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

7 reviews

5
100%
4
0%
3
0%
2
0%
1
0%

Read reviews that mention:


pro avatar
Donna F.
May 6, 2022
I started working with Sheridan when our bookkeeping was taking up way too much time, I was ready to outsource. Hands down the best decision. I've learned so much already, especially since Sheridan is also a CPA so she understands the actual tax implications of everything that's happening. I not only have an amazing bookkeeper now but also someone who really cares about my business and advises me on things like my budgeting. If you're thinking about bringing her on, do it NOW! You won't regret it!!
pro avatar
Andrea S.
Jan 6, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Amazing! Explains everything perfectly and is very informed! excited to keep working with Sheridan
Accounting
pro avatar
Jason D.
Nov 7, 2021
I could not be happier with my decision to work with Sheridan. She made the bookkeeping process SO much easier. I no longer worry about whether I am capturing all of my expenses or not. And I have 3 hours per week back in my life.
pro avatar
Haley V.
Oct 27, 2021
We are so happy and relieved to have found The Wellness CFO! We had a very difficult experience with a previous bookkeeper and wanted to find someone we can rely on. We needed assistance and advice about several matters and The Wellness CFO team were quickly able to uncover the information we needed. The Wellness CFO team was available and responsive when we needed them and have such a pleasant, professional manner which made it easy and enjoyable for us. If you’re looking for a smart, experienced, professional and kind bookkeeper to support you and your business, I recommend The Wellness CFO. We’re so glad we took the advice and reviews of others. It’s one less worry! Thank You for all you do!
pro avatar
Hallie S.
Oct 26, 2021
Recommend!!!! As a small business owner, I didn't know if I wanted or needed to hire a bookkeeper. I was recommended to try out The Wellness CFO by other colleagues of mine and it was the best decision I've made for my business. The Wellness CFO team is trusting, hardworking, and very valuable. I know I am in good hands and can rely on this team to send me my monthly summaries about how my business is doing. I also have more time to focus on my business since I can rely on this team to handle my monthly profits and expenses.
Credentials
License

License Type: Certified Public Accountant – Licensed (IL)

License verified on 10/24/2021

Background Check

Sheridan Pannozzo

FAQs

  • What is your typical process for working with a new customer?

    1. Fill Out Our Form! We want to learn more about you and your business! Once we have all of your details, our team will have a better understanding of how we can support you. 2. We will hold a Discovery Call. Let's virtually meet. We will schedule an introductory call to learn more about your wants, needs, and goals. Just call us your new financial confidant! 3. We've Got It From Here! Sit back, relax & let us take care of the heavy lifting! From timely reconciled books to monthly reports outlining your numbers - we handle it all. Say hello to financial peace of mind.

  • What education and/or training do you have that relates to your work?

    Several years of experience in public tax accounting, CPA, and professional bookkeeper.

  • What types of customers have you worked with?

    A variety of small business owners! Reach out to us today!

  • Loading