Financial Wellbeing Matters

Maximize your financial health with our expert guidance.

Expert Accounting Services for Your Small Business

Why Choose Financial Well-Being Matters?

Financial Wellbeing Matters, we prioritize our clients' business success, bookkeeping, and overall well-being. We specialize in supporting small, service-based businesses and solopreneurs. Our focus is on managing the behind-the-scenes details, allowing our clients to concentrate on what inspired them to start their businesses.

Every business professional dreams of achieving success without sacrificing what matters most—balancing work and personal life, for instance.

At Financial Wellbeing Matters, we thoroughly understand the unique challenges our clients face. We work collaboratively with them, providing customized solutions tailored to their specific needs. Our team of certified professionals is dedicated to delivering accurate, reliable, and timely financial information, empowering our clients to make informed decisions and confidently reach their financial goals.

Here at Financial Wellbeing Matters, we offer more than just practical assistance and resources. We provide the keys to unlock your business's full growth potential, guiding you every step of the way.

We invite you to set up a consultation to learn more about how we can help you and your business.

Services

Accounting Services

At Financial Wellbeing Matters, we recognize that each business has unique accounting needs. That’s why we offer personalized services tailored to your requirements. Our dedicated team ensures accurate tracking of receivables and payables, effective cash management, and timely payroll processing. With our monthly reconciliations, you can have peace of mind knowing your financial records are up-to-date.

Financial and Business Services

We offer fractional financial controller services that monitor your financial targets and company objectives monthly or quarterly, helping you make informed decisions for success. Our services include financial education and the organization of internal systems.

As independent QuickBooks Advisors, we assist with setting up your QuickBooks database and provide training to ensure effective use. At year-end, we prepare 1099 forms and necessary documents for your CPA, simplifying your tax preparation process.