Realize Your Potential
Define And Reach Your Goals
Once you're established, WellsColeman works with you to define where you want to go and how to get there.
In this development and growth stage of your business, we help you:
We help you at each stage of your business. Tap each one below to learn more:
![DEFINE](https://www.wellscoleman.com/wp-content/uploads/2021/10/DDD-Cycle-Graphic.jpg)
DEFINE
Your strengths, address issues, take advantage of opportunities and avoid pitfalls
![DEVELOP](https://www.wellscoleman.com/wp-content/uploads/2021/10/DDD-Cycle-Graphic-2.jpg)
DEVELOP
Your people and processes to optimize your business
![DELIVER](https://www.wellscoleman.com/wp-content/uploads/2021/10/DDD-Cycle-Graphic-3.jpg)
DELIVER
Exceptional results that meet your goals and set you up for continued success
Define your strengths, identify and address issues, take advantage of opportunities and avoid pitfalls
Develop your people and processes to optimize your business
Deliver exceptional results that meet your goals and set you up for continued success
We've been there. We've done it. We can help you grow and succeed.
Strategic Planning:
- Management Team Retreats
- Management Planning and Advisory Sessions
- Strategic and Business Planning
- Enterprise and Process Risk Management
People Optimization:
- Helping Teams Function to Their Highest Level
- Improving Team and Enterprise Communication
- Addressing Management Issues and Improving Results
Process Optimization:
- Defining Process Issues and Solutions
- Project Management/Team Management to Address Issues
- Specific Process Optimizations: Controls Review; A/R Tracking; Inventory Process Review
Tax and Accounting:
- Tax Planning
- Trust and Estate Accounting and Tax Preparation and Reporting
- Family Wealth Planning
Assurance:
- Risk Assessments
- Controls Assessments
- Peer Reviews
Client Accounting and Advisory Services:
- Financial Statement Preparation and Analysis
![GDF,-RK,-Jojo three people in conference room talking](https://www.wellscoleman.com/wp-content/uploads/2021/11/GDF-RK-Jojo.jpg)
Ready to learn more?
![George-Headshot George-Headshot](https://www.wellscoleman.com/wp-content/uploads/2015/06/George-Headshot.jpg)
George Forsythe, CPA
Managing Partner