Client Accounting & Advisory Services

Financial Management Tools and Reports

Meaningful and well-organized financial records are a critical management tool and can ultimately be the difference between a successful and an unsuccessful business.

Our Client Accounting & Advisory Services (CAAS) provides you with accurate and timely financial statements and a summary of trends to help you manage your business.

Our CAAS team partners with you at every step of your business. When you succeed, we succeed. 

the CAAS team

What We Do

Build Your Foundation

Realize Your Potential

Establish Your Legacy

  • Business Set-up
    • Set-up Accounting Systems and Reports
    • Set-up Payroll with Payroll Providers
  • Set-up and Perform Sales Tax Filings
  • Set-up Financial Systems and Reports
  • Design Controls
  • Financial Statement Preparation and Analysis
  • Management Planning and Advisory Meetings
  • Financial Statement Preparation and Analysis

"I am a veterinarian and a small business owner, and I needed a group that could help me navigate as my practice grew. I knew it was key to the growth of my practice to find a firm that listened to me, saw the vision for my practice and was there when I needed help. WellsColeman is that firm. From my first meeting with WellsColeman, I knew I had found my teammates. They are smart, savvy and kind. They anticipate what I need, are quick to communicate and plan, and they help me be the best veterinarian that I can be. Knowing Wells Coleman is part of my team helps me to focus on what matters, which are my patients."

Dr. Leslie Jones

Owner at Woodlake Animal Hospital

"WellsColeman Client Accounting and Advisory Services are more than my accountants – they are an integral part of my team whose expertise and wide array of professional services allow me to focus my energy on success. 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

Ready to learn more?

Contact Tonya About Client Accounting & Advisory Services
Tonya-Headshot

Tonya D. Futrell, CPA
Partner, Client Accounting and Advisory