Consulting Services

Guidance For Every Facet of Your Business

As your trusted business partner, our small business consulting and management professionals in Richmond focus on working closely with you to provide expert advice and customized services to assist you in meeting your business objectives.  Our experience with and approach to serving small businesses gives you close, personal attention, as well as, specialized resources to help save you time, money, and frustration with some of your more pressing business decisions. The Richmond small business consulting team at WellsColeman is dedicated to your success every step of the way and always working with your best interests in mind.


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Our Consulting Services

Human Resource Consulting involves services that focus on the process of effectively using your company's personnel to obtain your organizational goals.

Management Consulting helps company's address functional challenges and gain competitive advantage through revised strategies, reconsidered business models, technology innovation, talent investment, growth, effectiveness and efficiency.

Strategic Planning assists organizations in defining their mission, vision, and values through a diversity and inclusion lens, helping define and support control mechanisms for guiding the strategy implementation.

Technology Consulting incorporates services designed to ensure the security and efficiency of your IT environment and operations, which in turn reduce risk of loss, improves the overall flow of business and addresses any required compliance with data regulations in your industry.

Business Consulting

  • Developing a Business Plan
  • Meeting with Investors and Lenders
  • Cash Flow and Budgeting
  • Lease vs. Purchase Decisions
  • Evaluating New Product Lines
  • Financial Analysis
  • Recruitment and Selection of Office Staff
  • Software Support and Training
  • Bookkeeping and Controllership
  • Outsourcing Accounting Services
  • Payroll Services
  • Debt and Financing Services
  • Understanding Financial Statements

Human Resource Consulting

  • Organizational Development
  • Executive Compensation
  • Performance Reviews and Sales Force Effectiveness
  • Employee Benefit Plan Audits
  • Global Employer Services
  • Human Capital Outsourcing
  • Expatriate Tax Services
  • Human Resource Compliance Audits
  • Management Training

Management Consulting

  • Form of Business Selection Process
  • New Business Start-up, Registration and Licensing
  • Assistance in Buying and Selling a Business
  • Cash Flow Analysis
  • Budgeting and Planning
  • Corporate Reorganizations
  • Break-Even Analysis
  • Capital Expenditures and Analysis
  • Credit and Collection Policies
  • Employee Recruitment, Hiring, Evaluation and Training
  • Internal Control Procedures Analysis and Establishment
  • Organizational Structure and Personnel Management Policies
  • Lease/Purchase Analysis
  • Inventory Management and Control
  • Return on Investment Analysis
  • Litigation Support
  • Forensic Accounting

Strategic Planning

  • Profit Analysis
  • Financial Forecasting and projections
  • Business Goal Setting
  • Competition Assessment and Strategy
  • Risk Management and Insurance Analysis
  • Business Negotiations
  • Business Valuations
  • Feasibility studies
  • Business Plan Preparation
  • Retreat Facilitator

Technology Consulting

  • IT Risk and Compliance Optimization (Cybersecurity Strategy, BSA/AML Technology Services)
  • IT Strategy and CIO Advisory Services
  • IT Due Diligence and Maturity Assessment
  • IT Financial Management (ITFM)
  • IT Audit, Infrastructure and Security

For More Information

George D. Forsythe, CPA

Managing Partner
Contact Us About
Consulting Services

“The first time I walked into the Wells Coleman & Co offices, it was 2009 and my mother had just passed away. My broker had recommended them to me and that was the best thing to ever happen to me. Being such an emotional time in my life, they were quick to explain everything very thoroughly to me no matter how many times I needed to be reminded of the steps I needed to take. They were the perfect teachers, the perfect caring company, honest in every way, and had the patience of Job with me. Now it's 6 years later, and I still wouldn't trade them for the world. They are the epitome of perfection in all aspects of accounting and in the personal touch with all of their clients. I highly recommend them not only to my friends but to you, the readers of this review. They deserve an A+++++.”

Jennifer D., Henrico