Build Your Foundation

Setting the Stage for Success

Setting the stage for success begins with forming your business and setting up your team and your processes to deliver results.

Build Your Foundation

Realize Your Potential

Establish Your Legacy

At this stage of your business lifecycle, WellsColeman will help you:

We help you at each stage of your business. Tap each one below to learn more:

DEFINE

DEFINE

Your mission,
vision, values,
and strategy

DEVELOP

DEVELOP

Your people and your processes to build a strong foundation

DELIVER

DELIVER

Exceptional results and build the foundation for growth

Define your mission, vision, values and strategy

Develop your people and your processes to build a strong foundation

Deliver exceptional results and build the foundation for growth

We've been there. We've done it.
We can set you up for success.

Business Formation:

  • Entity choice
  • Tax and Accounting Set Up
  • Tax and Accounting Preparation and Planning
  • Business Licensing

Strategic definition:

  • Mission and Vision
  • Initial Business Plan and Strategy
  • Initial Risk Assessments

People Design: 

  • Organizational Structure
  • Roles and Responsibilities Definition
  • Employee Handbooks and Policies

Process Design: 

  • Business Process Design
  • Controls Design
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"The partnership I have formed with the WellsColeman not only helped me establish my business but also achieve growth through their dedication to their clients and their business skill."

Anne Leigh Kerr

President at Kerr Government Strategies

"We chose WellsColeman for the fit and the feel from our initial meeting. Their reputation is what put us in their office. Their persistent communication and above standard care for our company is what has kept them in ours."

Glenn Lewis

Owner at Capital Construction & Capital Fire & Water

Ready to learn more?

Contact George About Advisory Services
George-Headshot

George Forsythe, CPA
Managing Partner