Professional Services

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Professional Services

Overcoming Challenges to Deliver High Quality Services

Selling a service rather than a product comes with a unique set of needs and challenges. As service providers ourselves, we understand the complex and competitive nature of this industry and will use our expertise to ensure healthy and sustainable growth for your business.

WellsColeman frequently partners with other companies to bring better service to their clients.

We currently provide services to a variety of clients including:

Business Attorneys
Estate/Trust Attorneys
Commercial Bankers
Personal Bankers
Financial Advisors
Insurance Agents
Medical Professionals
Mortgage Brokers



Professional Services include:

Advisory Services
  • Business Services & Outsourcing
  • Controllership Services and Outsourced Staffing
  • Financial Benchmarking
  • Financial Simulations
  • Innovation Consulting
  • Interim Financial Management
  • Management & Technology Advisory Services
  • Operational Reviews
  • Profitability Analysis and Optimization Strategies
  • Reinsurance Strategies
  • Research and Development Tax Credits
  • Risk Advisory Services
  • Transaction Advisory Services
Assurance Services
  • Accounting and Auditing
  • Due Diligence
  • Employee Benefit Plan Audits
  • Internal Audit Services
  • Human Capital Solutions
  • Information Systems Assurance
  • IPO Services
  • Sarbanes-Oxley Services and Compliance
  • Service Organization Control Reports
  • SEC Reporting
  • Sustainability Services
  • SysTrust/Webtrust
  • Transaction Services
Consulting Services
  • Cash Flow Analysis and Projections
  • Fraud Inestigation and Forensic Accounting
  • Human Capital Planning
  • Investigations and Compliance
  • IT Auditing and Consulting
  • Litigation and Dispute Resolution
  • Merger and Acquisition Assistance
  • Ownership TransitionRetirement Planning
  • Strategic Planning and Organizational Development
  • Succession Planning
  • Valuation Services
  • Wealth Management
Tax Services
  • Account and Interest Recovery Services
  • Accounting for Income Tax
  • Accounting for Uncertainties in Tax Positions
  • Accounting Methods
  • Compensation and Benefits
  • Corporate/Federal Taxation
  • Cost Segregation
  • Expatriate Tax
  • Fixed Asset Advisory
  • International Tax
  • NOL Carry-forward Analysis
  • Nonprofit Taxation
  • Outsourced Financial Services
  • Pass-through Taxation
  • Private Client Tax Services
  • R&D Credits and Incentives
  • Sales Effectiveness
  • Section 179D Energy Tax Deduction Analysis
  • State and Local Taxation
  • Tax Controversy and Procedures
  • Tax Process Transformation Services
  • Transfer Pricing
  • Value Added Tax

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