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

DEFINE

Your strengths, address issues, take advantage of opportunities and avoid pitfalls

DEVELOP

DEVELOP

Your people and processes to optimize your business

DELIVER

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
three people in conference room talking
George-Headshot

George Forsythe, CPA
Managing Partner