Foundation
Full-cycle bookkeeping, monthly close, and clean financial statements for businesses from pre-revenue through $3M.
Controller
KPI dashboards, budget vs. actual analysis, and cash flow forecasting for businesses in the $3M–$15M range.
Strategic Finance
Full FP&A, scenario modeling, board reporting, and M&A support for companies up to $20M — or earlier-stage businesses preparing for a major strategic shift.
Three tiers of engagement designed to meet you where you are
Every growing business hits a point where spreadsheets and guesswork stop working. You need someone who's been in the seat — someone who can build the financial infrastructure your business needs to scale with confidence. We offer three tiers of engagement designed to meet you where you are and grow with you as your business evolves.
Add-on services when you need them
Extend your Wellman Group engagement with specialized services that support growth, compliance, and financial transformation.
System Implementation
We set up accounting software and integrate financial tools so your team can operate efficiently from day one.
Custom pricing
Audit Preparation
We organize your books, compile required schedules, and prepare documentation to streamline your audit process.
Custom pricing
Financial Model Builds
Custom models for scenarios, forecasting, and strategic planning tailored to your business questions and goals.
Custom pricing
Catch-Up Bookkeeping
We clean up back months or years of disorganized transactions so you can start fresh with accurate records.
Custom pricing
Fractional CFO Support
Strategic financial guidance beyond your core retainer—capital strategy, fundraising prep, and executive reporting.
Custom pricing
Real Results From Growing Businesses
See how Wellman Group helps companies scale their finance function and gain the insights they need to grow.
We needed financial clarity to make better decisions. Wellman Group gave us real-time dashboards and insights we never had before as a founder-led business.
Jennifer Martinez
CEO, Digital Marketing Agency ($2.5M ARR)
Cash flow forecasting was killing us. Now we have a 13-week outlook that actually helps us plan inventory and growth. Game changer for our operations.
David Patel
Founder, E-Commerce Retail ($4.2M ARR)
Getting a fractional controller meant we could finally stop drowning in spreadsheets and focus on scaling. The monthly close process is now seamless.
Rachel Chen
Owner, SaaS Startup ($1.8M ARR)
We needed someone to build our financial controls before investors came calling. Wellman Group got us audit-ready and prepared us for the next round.
Marcus Thompson
Co-Founder, B2B Services ($3.1M ARR)
What Wellman Group delivers
Senior financial leadership for growing businesses — without the cost of a full-time hire. We work inside your business, not around it.
11+
Years of hands-on controller experience
Founded by a finance leader who has been in the controller seat across industries and revenue stages.
3
Service tiers to fit your stage
Foundation, Controller, and Strategic Finance — each built for a specific stage of business growth.
pre-revenue to $20M
Revenue range we serve
We specialize in growth-stage companies ready for professional financial leadership without a full-time hire.
1:1
Personal attention model
Direct access to senior-level expertise. No junior staff or outsourced teams between you and results.