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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!
Overview
Hired 2 times
Background checked
2 employees
5 years in business
Business hours
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Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
7 reviews
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Read reviews that mention:
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!!
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.
Colleen H.
Oct 24, 2021
Working with The Wellness CFO was the best decision I’ve made for my business. Not only do I have an idea on my monthly profits and expenses, but I now have more time to actually work on my business. I finally feel confident in making business decisions because I understand the numbers.
Plus bookkeeping was never my favorite thing to do, so I’m happy that I was able to hand it off to a team that actually knows what they are doing. It has made a HUGE difference, way more than I actually thought. Trust me - you won’t regret it.
THANK YOU!!!
Natalie H.
Oct 25, 2021
One of the best choices I've made so far was hiring a bookkeeper. The team at The Wellness CFO is awesome! Super timely and I receive a snapshot each month outlining how my business is doing. It makes running my business much easier with the extra time I used to spend trying to figure out my books.
Would recommend working with The Wellness CFO. They really care about your business and know what they are doing.
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!
Credentials
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!
