Built on a decade of financial leadership experience
Wellman Group was founded to solve a problem we saw firsthand: growing companies outgrow founder-led finance but can't justify a full-time CFO hire. We built a better path. Today, we partner with Atlanta-area businesses in the pre-revenue to $20M range to bring professional financial management, clear reporting, and strategic guidance without the overhead. We also integrate AI tools into everything we do — and help our clients do the same, coaching teams through adoption and making what feels complex feel straightforward.
Growing companies trust Wellman Group
Finance leaders and business owners share how Wellman Group helped them scale with professional financial guidance.
Wellman Group gave us the financial visibility we needed to make better decisions. Their dashboards and forecasting helped us plan our growth confidently.
Jessica Martinez
CEO, SaaS startup ($2.5M ARR)
As a founder, I was doing our books myself and missing the big picture. Having a fractional controller finally freed up my time and improved our cash flow.
David Park
Founder, E-commerce business
Charles understood our scaling challenges immediately. The Controller tier gave us forecasting and controls we didn't have before. Money well spent.
Rachel Thompson
Operations Director, Tech services ($8M revenue)
We needed someone to bridge the gap between founder-led finance and institutional-grade reporting. Wellman Group did exactly that.
Marcus Johnson
Co-founder, Professional services firm
How Wellman Group Helps Businesses Scale
We provide senior-level financial leadership to growing companies in Atlanta. Our clients gain clarity, control, and confidence in their numbers.
10+
Years of financial leadership
Founder Charles Voegeli brings over a decade of experience scaling finance operations.
3
Service tiers designed for growth
From Foundation bookkeeping to Strategic Finance, we match your needs and budget exactly.
pre-revenue to $20M
Ideal revenue range we serve
We specialize in companies ready to scale past founder-led finance with professional guidance.
1
Dedicated finance partner
Direct access to senior-level expertise without hiring a full-time controller.