Wealth Auntie Consulting

Your books are behind, your numbers aren't making sense, or something is on the line - a loan, an audit, a grant, a tax filing. That's exactly why I exist. My name is Shellise Rogers. My clients call me the Wealth Auntie. I'm a financial strategist and accounting professional with 13+ years of experience working with small businesses and nonprofits. I specialize in one thing: taking disorganized, behind, or broken financial records and rebuilding them into something clean, accurate, and ready for whatever comes next. Here's what that has looked like for real clients: → Recovered $40,000 in unpaid invoices sitting uncollected in aging reports → Corrected $70,000 in errors left behind by a previous bookkeeper → Built the financial package that helped a client secure a $3M line of credit → Caught up five years of unrecorded books while maximizing available tax deductions → Increased client profits by 120% through rebuilt budgets and tighter cash management → Saved clients $20,000+ annually through improved systems and spending controls I work with small businesses and nonprofits that need clean, accurate financials for a specific purpose - a lender review, an annual audit, a grant application, or a major financial decision. I also offer advisory sessions for business owners who have numbers but don't understand what they're telling them. I don't do ongoing monthly bookkeeping, personal financial management, or tax preparation. I focus on cleanup, reconstruction, funding readiness, and financial clarity. Every project starts with The First Look - a $250 paid assessment where I review your actual files before committing to a price, so you get a clear scope, a fixed fee, and no surprises after we start. The $250 is credited toward your project in full if you move forward. If you're not sure whether you need what I do, message me. I'll tell you honestly.