Say hello, to your WellSpring Account.
Our Focus
We believe in the power of stories, the strength of numbers, and the enduring value of both.
We are dedicated to more than just managing numbers. We are committed to transforming your financial journey into a wellspring of enduring value and prosperity.
We achieve this through dynamic real-time bookkeeping, strategic cash management, and comprehensive insights that not only illuminate your financial history but also provide a clear view of the present and a well-informed forecast for the future.
Bookkeeping & Reports
Quickbooks
Payroll & Taxes
Accounts Receivable & Payable Tracking
Business & Sales Tax
Cash Flow Analysis
Accounting Services
Reports & Reviews
Systems & Processes Assessment
Budget Development & Monitoring
Practical Solutions
Financial Management
Strategic Analysis
Goals Tracking
Smart Forecasting
Capacity Planning
Financial Oversight and Monitoring
Nonprofit Organizations
Program Budget Development
Grant Tracking & Billing
Grant Reporting
What you can expect when working with us:
Profitability, stability, and sanity
Clear communication
Genuine interest in your business
Expense management to increase your profit without compromising your services/products and your team
Tax ready books at the end of each month
State and federal payroll taxes and state business taxes filed timely and accurately
Someone who is watching out for you and your business
Look familiar?
Need a
little help?
We can help you transform all those
pesky numbers into peace of mind.
Is a WellSpring Account right for you?
✓ You need more than just a bookkeeper.
✓ You aren’t ready to hire full-time.
✓ You need dedicated support.
✓ You’re spending too much time on books.
✓ You need accurate and timely reports.
✓ You want a long-term plan for your future.
Clear Path To Cash Members are dedicated to ongoing learning and strategy to solve cash flow problems, secure bank financing or increase the value of a company. Our firm is one of the select few, nationwide, that have received a certification in Clear Path to Cash.
PRICING
Every WellSpring Account is all-inclusive and has full access to all of our client services, resources, and support:
Bookkeeping & Accounting Services
Member Resource Library
Financial Management
Prioritized Support
Expedited Reports
Profit First Method
Clear Path To Cash Strategy
Our approach to pricing sets us apart from many other firms in a way that resonates with businesses of all sizes. We firmly believe in equal access to exceptional services, regardless of your company's dimensions. That's why our pricing model covers the entirety of our specialized bookkeeping and financial offerings, ensuring you receive the comprehensive support you deserve.
Your unique price point is determined by the scale of your business, aligning with your precise needs. Our commitment to transparency and predictability is unwavering – your monthly fee remains consistent, eliminating any unexpected surprises.
The businesses we work with typically manage between $350K to $2M in revenue and represent a range of industries, including:
Retail
e-Commerce
Hospitality
Salon & Beauty
Professional Services
Health & Wellness
Catering & Events
Restaurant
NONPROFIT PRICING
From budgeting to strategic planning to figuring out that formidable grant proposal …that you may or may not have the capacity to execute.
Contact Us for Customized Pricing
Also Includes:
Grant Tracking & Billing
Grant Reporting
Program Budget Development
Your satisfaction and peace of mind are paramount.
At WellSpring Accounts, we stand behind our bookkeeping and financial services with an unwavering guarantee: if you find yourself not feeling adequately informed and free from the strains of business stress, we're here to make it right. Our promise includes a unique approach – should you feel that our services have not met your expectations, we'll adjust your monthly fee with a discount until we've addressed your concerns and ensured that you're receiving the clarity and relief you deserve. This assurance is a testament to our dedication to your success and our confidence in the transformative impact of our services.
SERVICE GUARANTEE
Looking for a new bookkeeper?
Here’s what to look for.
What should you look for in a new bookkeeper or accounting service? Here is a starting point and some questions we think might be helpful for you.
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What is your experience in bookkeeping?
Have you worked with businesses in our industry before?
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What certifications or qualifications do you hold in bookkeeping or accounting?
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What specific bookkeeping services do you offer?
Can you customize your services to fit our business needs?
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What accounting software are you familiar with?
Are you proficient in using the tools we currently use or recommend?
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How do you ensure the security and confidentiality of our financial data?
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What is your communication style?
How often will you provide financial reports, and in what format?
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Can you provide references from current or past clients?
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What is your fee structure?
Are there any additional costs we should be aware of?
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How do you stay updated on changes in tax laws and regulations?
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What is your availability for questions or concerns?
How quickly can we expect a response to our inquiries?
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Can your services scale as our business grows?
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How do you handle challenges or discrepancies in financial records?
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What is your policy if we are not satisfied with your services?
What is the process for terminating the agreement?
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Will you collaborate with our internal team or provide any training if needed?
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Do you have professional liability insurance?
A report from the Small Business Administration stated
“About two-thirds of businesses with employees survive at least 2 years and about half survive at least 5 years.”
The biggest cause of this failure rate is due to poor financial management..