Small Business Services

Small businesses are the backbone of the U.S. economy, but in many ways they fall through the cracks in finding superior financial support.  With our extensive corporate finance experience, WealthWise is in a unique position to make a significant impact to small business clients. Our services are based upon the unique needs of our clients. Although we have consulted on a myriad of topics, some of the services we offer are as follows:

• Providing a Chief Financial Officer function for clients that need a CFO organization on a part-time basis, but does not want the full annual cost of having a CFO (or Accounting and Tax organization) in-house
• Bookkeeping services
• Preparation of financial statements
• Tax planning and preparation
• Review of financial statements
• Analysis and recommendation for benefits plans for employees
• Preparation and presentations to banks and investors for acquisition financing
• Various analyses for independent confirmation of business plans
• Ad-hoc projects as financial expertise is needed