If you haven't heard, most advisors don't act in your best interest. I have committed my business to acting on a Fiduciary standard, which means your interests come first.
People are the most important factor in our business and you need someone you can trust and get along with. In this business, the most value comes from a personal relationship with me.
You never know what challenges you will face next. As an Enrolled Agent, bookeeper, and financial planner, I can help in almost any area of business or personal finance. If I'm not the subject matter expert, I can connect you with someone who is and help guide the interaction. As I always say, if it has to do with money, I can probably help.
While good planning eliminates most fire drills, sometimes you need answers! Having an adviser respond in hours, not days or weeks, is a critical part of business in the new world.
I've elected not to be a "product manager." I charge flat fees only and don't sell products. You'll never be surprised by a bill again and will always know exactly how much you are paying me. Our transaction is simple: you pay the fee; I help answer your questions. That's it! Nothing hidden, no obligations, no expectations.
I know what it takes to do a good job, and every client deserves the time and attention they paid for. I have planned my time and created a limited client roster to ensure I have the time dedicated to serve each client. Once that roster is full, I don't take new clients until someone else drops off. This ensures that you get the time and attention you paid for and that when we do talk I am not over-worked and in a hurry to get on to the next item!
Our relationship goes beyond "tax time." Taxes are an important service to be sure, but my clients all pay a flat, low, monthly subscription, which includes tax preparation. I believe this better reflects your needs and my service. We have just as much work to do in the Fall as we do in "the season."
You can expect for me to give you instructions and deliverables specific to you. You should expect clear guidance, not generic tips. In return, I expect my clients to follow certain procedures so I can deliver this custom service.
Subject to availability, I am free for one-off projects. No commitments, no hassle. Just give me a call, and I can drop in to provide support in whatever way you need
Starting at $55 per month
For individuals or families who want more than a "tax guy". Most people come across financial questions throughout their day-to-day life — and expert answers can be hard to come by! Especially answers that are custom to your situation. With your Personal CFO monthly fee we will develop a personal financial plan, make sure you are on track for tax time, and prepare your return — and your dependent kids' returns — at tax time. And with the complete picture at hand, help and guidance are a phone call or email away all year long. Perfect for the person or family who works a W-2 job (or two) and wants help throughout the year without breaking the bank.
Starting at $120 per month
If you are self-employed or if your main source of income is your own business (regardless of entity type) then this is the package for you. It includes all the same planning throughout the year as the Personal CFO package, but also includes preparation of entity returns (Schedule C, LLC, S Corps, or C Corps) along with your personal return. This package is perfect if your needs go beyond personal questions and all your financial decisions are intertwined between you and your business. Questions about how to run your business are included: entity selection, how to use retirement plans, billing methods, and all the other pitfalls that a self-employed person might encounter.
Starting at $125 per month.
Your business needs books, and you need a CFO! As a JWellsCFO client, you get the care and attention to your finances your company deserves. You can expect full service, from setting up a personalized chart of accounts to helping you publish and break down quarterly and annual reports for investors, creditors, and the IRS. Accurate and informative financial records save you time and money so you can stay focused on your work!
Startup package ($400, plus $150 per historical month)
Building a business? Have a business but don’t have books? Let me help you set up your books and organize your accounts so you don’t miss a payment or lose an invoice. You’ll be ready to collect on accounts, pay off bills, and take your slice of the profits in no time! If you’ve been in business and have records, I can enter them into your books for an additional charge.