The Wealth Auntie

Introduction: Ignored your bookkeeping all year and now need help cleaning it up? My name is Shellise Rogers, MBA. I am a Financial Management Accountant and business strategy advisor with 13 years of experience - my clients call me their Wealth Auntie. My firm services companies all over the United States virtually. I love working with business owners who need help getting their financials Caught Up & Cleaned Up 💪 As your outsourced CFO, our mission is to ease the overwhelm, anxiety, and stress you may feel managing your finances so you can achieve your goals, identify projects that provide growth opportunities, and increase profits. Here are a few examples of how we've helped our clients with our Best In Class accounting services: • Raise profits by 120% by analyzing existing programs and redesigning budget and spending plans to maximize ROI; • Promptly collected $40,000 in unpaid invoices due; • Clean up $70,000 in accounting mistakes from previous bookkeepers; • Setup QuickBooks, Xero, FreshBooks, and Wave Accounting Systems; • Create budgets, monetary policies, and automated workflow systems that have saved clients over $20,000 annually; • Crafting budgets that help owners strategize how to pay themselves livable wages! • Researched and secured a $3M line of credit, resulting in cash flows to generate an additional $10M per year in revenue; • Develop high-quality business plans + pitch decks ensuring their alignment with objectives such as securing investors or large loans; • Catch up five years of unkept financial books while maximizing tax deductions; • Teamed up with SCORE, SBA, and Ureeka to host 14 workshops in 6 months educating business leaders on how to be 'Money Smart' and providing practical introductions to accounting topics; Communication, Clarity, Patience, Understanding, and Expertise are what you can expect from me as your accounting auntie. I hope to assist you on your path to success! *PLEASE NOTE* We are not taking clients needing personal financial management services or ongoing bookkeeping clients at this time.