When the IRS Comes Calling, We Stand With You

Audits happen. But with the right support, they don’t have to shake your confidence or disrupt your life. Whether you’re an individual or a business owner, facing an audit can feel intimidating—but you don’t have to face it alone.

At Well Kept Advisory, we bring calm, clarity, and deep expertise to every audit situation. With a strong command of tax law and regulatory procedures, we provide strategic representation that protects your interests and restores your peace of mind.

What We Cover

We offer comprehensive audit support tailored to your situation:

• Income Tax Audit Representation – We handle IRS and state income tax audits with precision and professionalism.

• Sales & Use Tax Audit Representation – We guide you through complex state tax reviews and help resolve discrepancies.

• Property Tax Audit Representation – We advocate for fair assessments and defend your position with data-backed analysis.

• Tax Notice Consulting – We interpret notices, explain your options, and respond with confidence and clarity.

Calm. Clear. Capable.

When the stakes are high, we help you stay grounded. Our audit defense services are built to protect your financial integrity—and your peace of mind

Clarity Starts Here

You didn’t start your business to become a bookkeeper—but clean, accurate books are the foundation of every smart decision you’ll make. Whether you’re a solo entrepreneur, a growing team, or a contract pro juggling multiple clients, staying on top of your finances shouldn’t feel like a second full-time job.

At Well Kept Advisory, we take bookkeeping off your plate and replace it with clarity, confidence, and control. Using QuickBooks, we build a streamlined system tailored to your business—so you can stop guessing and start growing.

What You Can Expect

Our bookkeeping services are built to keep you organized, audit-ready, and in command of your numbers:

• QuickBooks Setup & Customization – We configure your chart of accounts, workflows, and reporting to match your business model and goals.

• Ongoing Bookkeeping Support – Monthly or quarterly reconciliations, categorization, and reporting to keep your books current and clean.

• Financial Reporting That Makes Sense – Clear, customized reports that help you understand your cash flow, profitability, and trends.

• Expense Tracking & Categorization – Every transaction is properly classified for tax time and strategic planning.

• Bank & Credit Card Reconciliation – We match your statements to your books so nothing slips through the cracks.

• Audit-Ready Recordkeeping – Clean, organized documentation that meets IRS and lender requirements.

• Collaboration with Your CPA or Tax Pro – We keep your books accurate and accessible, making tax season smoother for everyone.

Why QuickBooks?

QuickBooks is powerful, flexible, and built to grow with you. Whether you’re using QuickBooks Online or Desktop, we help you get the most out of it with expert setup, training, and ongoing support.

With Well Kept Advisory, you don’t just get clean books—you get peace of mind, strategic insight, and a partner who’s invested in your success.

Let’s turn your bookkeeping from a burden into a business asset.

Build Smarter. Grow Stronger.

In today’s fast-paced, competitive world, business owners are pulled in every direction—HR headaches, payroll tax compliance, sales and use tax filings. Sound familiar? If you’re spending more time putting out fires than planning for growth, it’s time to shift gears.

At Well Kept Advisory, we help you stop spinning your wheels and start steering with strategy. With deep expertise and a modern, balanced approach, we give you the clarity and confidence to make smart decisions, stay competitive, and build a financially secure future—for yourself and those who count on you.

Your Business Deserves More Than Survival

We combine industry insight with time-tested solutions to create a framework for long-term success. When you leave the planning to us, you get to focus on what you do best—running your business.

Here’s what we bring to the table:

• Strategic Growth Planning – Set a clear path for expansion and scalability

• Performance Metrics – Track what matters and make data-driven decisions

• Internal Controls Review – Strengthen systems and reduce risk

• SAS 112 Compliance – Ensure regulatory alignment and peace of mind

• Business Valuations & Due Diligence – Know your worth and prepare for transitions

• Budget & Cash Flow Management – Stay agile and financially sound

• Entity Selection & Restructuring – Choose the right structure for your goals

• Financial Projections & Forecasts – Plan ahead with confidence

• Debt & Financing Assistance – Navigate funding with clarity

• Expansion & Acquisition Analysis – Evaluate opportunities with expert guidance

• Accounting Software Evaluation & Implementation – Modernize your financial tools

Let’s Turn Today’s Challenges into Tomorrow’s Wins

Business planning isn’t a luxury—it’s a necessity. And with Well Kept Advisory by your side, it becomes a powerful tool for growth.

If you’re ready to lead with intention, let’s build a smarter, more resilient business—together.

Don’t Let Cash Flow Be the Silent Killer

Many businesses don’t fail because they lack talent or drive—they fail because they run out of cash. When money flows out faster than it flows in, even the most promising ventures can stall.

At Well Kept Advisory, we help business owners take control of their cash flow before it controls them. With smart systems, strategic forecasting, and proactive planning, we turn financial uncertainty into clarity and confidence.

Cash Flow Isn’t Just a Number—It’s Your Lifeline

Positive cash flow means freedom: to pay your bills, invest in growth, and sleep better at night. Negative cash flow? That’s a warning sign. We help you read the signals, fix the leaks, and build a financial rhythm that supports your goals.

Here’s how we help:

• Short & Long-Term Cash Projections – Know what’s coming and plan accordingly

• Historical Cash Flow Analysis – Understand where your money goes and why

• Monthly, Quarterly & Annual Statements – Stay informed with consistent reporting

• Accelerated Collection Tools – Get paid faster and improve liquidity

• Billing & Payment Policy Updates – Streamline your invoicing and reduce delays

• Line of Credit Assistance – Secure funding when you need it, with confidence

• Maximize Returns on Surplus Cash – Put idle funds to work strategically

Cash Flow Is the Pulse of Your Business—Let’s Keep It Strong

Whether you’re scaling up or stabilizing, cash flow management is non-negotiable. With Well Kept Advisory, you get more than spreadsheets—you get strategy, insight, and a partner who helps you stay financially agile.

Turn Data Into Decisions. Strategy Into Growth.

You’ve built a successful business. The systems are running, the revenue is steady—but maybe you’re wondering: Could we be doing even better?

At Well Kept Advisory, we help you answer that question with clarity and confidence. Our financial planning and analysis services go beyond the basics to uncover opportunities, optimize performance, and support smarter decision-making at every level of your organization.

The Power of Insight-Driven Strategy

We don’t just crunch numbers—we translate them into action. By analyzing, synthesizing, and forecasting your financial data, we help CEOs, CFOs, COOs, and other leaders make informed decisions that drive growth and profitability.

Here’s how we help you level up:

• Financial Reporting & Analysis – Clear, actionable insights that go beyond the spreadsheet

• Trend & Variance Identification – Spot patterns, outliers, and opportunities across your financials

• Forecasting Future Performance – Use historical data to plan ahead with precision

• Profitability Analysis – Understand what’s driving profit—and what’s holding it back

• Strategic Plan Development – Build and maintain growth-focused roadmaps

• Business Modeling – Simulate scenarios and test strategies before you commit

• Budgeting & Financial Forecasting – Align spending with goals and stay agile

• Sales, Marketing & Economic Analysis – Connect financials to market realities

• Performance Management & Benchmarking – Define metrics, track progress, and measure success

You Know Your Business. We Know How to Help It Grow- When you add a financial strategist to your team, you unlock a new level of clarity and control.

With Well Kept Advisory, you get more than reports—you get a partner who understands your business and helps you lead it with foresight.

Protect Your Business. Strengthen Your Systems.

Every business faces risk—but unmanaged risk can lead to fraud, inefficiency, and costly mistakes. Internal controls aren’t just a compliance checkbox—they’re your first line of defense.

At Well Kept Advisory, we help business owners implement smart, scalable internal control systems that protect assets, prevent fraud, and ensure operations run smoothly. Whether you're growing fast or tightening up, we bring clarity, structure, and peace of mind to your financial and operational systems.

Effective Controls. Tailored to Your Business.

We don’t believe in one-size-fits-all. We assess your current controls, identify vulnerabilities, and deliver actionable recommendations that reflect your unique business needs.

Here’s how we help you mitigate risk and build resilience:

• Segregation of Duties – Divide responsibilities so no single person controls all aspects of a transaction

• Transaction Authorization – Delegate approval authority based on policy and available funds

• Routine Review & Reconciliation – Ensure records are reviewed by someone other than the preparer

• Asset Accountability – Track equipment, inventory, cash, and property with precision

• Physical Security & Verification – Secure assets, conduct counts, and match records to reality

• Employee Training & Guidance – Equip your team with the knowledge to follow procedures confidently

• Reporting Channels for Improprieties – Establish safe, clear pathways for whistleblowing and concerns

• Policy Documentation & Accessibility – Make procedures clear, consistent, and easy to follow

• Operational Review & Goal Alignment – Evaluate whether results match objectives—and adjust as needed

Internal Controls Aren’t Just About Compliance—They’re About Confidence

With Well Kept Advisory, you get more than a checklist- You get a strategic partner who helps you build systems that protect your business, empower your team, and support sustainable growth.

Build Boldly. Start Smart.

Starting a business is thrilling—but turning your vision into a profitable, sustainable reality takes more than passion. It takes planning, precision, and the right partner by your side.

At Well Kept Advisory, we help entrepreneurs lay a strong foundation from day one. Whether you’re launching a solo venture or building a team, we guide you through the critical decisions that shape your future—so you can focus on your big picture while we handle the details.

You Dream Big. We Handle the Framework.

From entity selection to tax compliance, we help you build a business that’s structured for success and ready to grow.

Here’s how we help you launch with confidence:

• Entity Selection & Tax Strategy – Choose the right structure to meet your goals and minimize liability

• Partnership Agreements – Set clear terms and protect your interests from the start

• Cash Flow Budgeting – Know what’s coming in, what’s going out, and how to stay profitable

• Business Plan Development – Create a compelling plan to secure financing and guide growth

• Accounting System Setup – Implement software that fits your workflow and supports smart decisions

• Billing & Collections Policies – Build systems that keep cash flowing and clients accountable

• Tax Compliance Support – Stay aligned with federal, state, and local requirements (sales tax, payroll tax, EIN)

• Annual & Quarterly Tax Filing – Avoid surprises and stay ahead of deadlines

• Licensing & Permit Assistance – Navigate paperwork with ease and confidence

• Business Insurance Assessment – Identify coverage needs and protect what you’re building

Success Starts with Structure

The most successful businesses aren’t just built on great ideas—they’re built on smart systems.

With Well Kept Advisory, you get more than startup support. You get a strategic partner who helps you build boldly, plan methodically, and launch with clarity.

Mission-Driven. Detail-Focused. Financially Sound.

Running a nonprofit takes heart, vision, and grit. But it also takes precision. From Form 990 filings to navigating tax-exempt status, nonprofit organizations face unique financial challenges that demand specialized expertise.

At Well Kept Advisory, we help nonprofits stay compliant, accountable, and financially strong—so you can focus on your mission while we handle the numbers. Whether you’re just launching or leading a well-established organization, we’re here to support your impact with clarity and confidence.

We Know Nonprofits. We Know What’s at Stake.

Using technology built for nonprofits and a proactive, communicative approach, we ensure every financial decision aligns with your bylaws, maximizes your funding, and reduces unnecessary costs.

Here’s how we help you stay mission-ready:

• Annual Audit Support – Prepare for and navigate audits with confidence and transparency

• Quarterly & Annual Financial Statements – Stay organized and accountable to your board and funders

• Reviewed or Compiled Financials – Present clean, professional reports for grant applications and compliance

• Form 990 & 990-T Preparation – File accurately and on time to maintain your tax-exempt status

• Supporting Document Preparation – Income, expenses, balance sheets, revenue schedules—we handle the details

• State Law Compliance – Stay aligned with local regulations and avoid costly penalties

• 501(c)(3) Tax-Exempt Status Applications – File Form 1023 and navigate the approval process with expert guidance

Your Mission Deserves a Strong Financial Backbone

Nonprofit work is powerful—but it’s also complex. With Well Kept Advisory, you get more than accounting. You get a strategic partner who understands your purpose, protects your compliance, and helps you build a financially sustainable future.

Would you like to turn this into a branded nonprofit onboarding guide, grant-ready financial checklist, or outreach email for new organizations? I’d love to help you build it out.

Professional. Trustworthy.

Detail-Oriented.

Finalizing important documents should never feel overwhelming. Whether it’s a business contract, a real estate closing, or a personal affidavit, notary services demand precision, confidentiality, and care. At Well Kept Advisory, we make the process seamless, secure, and stress-free—so you can move forward with confidence.

We Know Notary Work. We Know What’s at Stake.

With experienced notaries and a client-first approach, we ensure every signature, seal, and verification meets legal requirements while protecting your privacy. Our flexible options—whether in-office, mobile, or digital where permitted—are designed to fit your schedule and simplify the process.

Here’s how we support your needs:

• Document Authentication – Certifying signatures and verifying identities with precision

• Loan & Real Estate Closings – Smooth transactions for mortgages, deeds, and property transfers

• Business Agreements – Notarized contracts, partnerships, and corporate filings for entrepreneurs and organizations

• Personal Documents – Affidavits, powers of attorney, wills, and more handled with care and confidentiality

• Mobile Notary Options – Flexible appointments at your home, office, or preferred location

Your Documents Deserve Trusted Guidance

Notary services are more than stamps and signatures—they’re about protecting your interests. With Well Kept Advisory, you gain a professional partner who ensures accuracy, safeguards confidentiality, and helps you understand every step of the process.

Big Decisions Deserve Big Insight—Without the Full-Time Price Tag

Every business needs financial leadership—but not every business needs a full-time CFO. If you’ve been juggling your financials between client calls and late nights, or simply avoiding them altogether, it’s time to bring in a strategic partner who knows the numbers and speaks your language.

At Well Kept Advisory, our outsourced CFO services give you access to high-level financial expertise—without the overhead. Whether you’re a startup, scaling fast, or stabilizing for long-term growth, we help you make smarter decisions, increase profitability, and plan for what’s next.

Financial Strategy Without the Guesswork

You don’t have to be an accounting expert to run a successful business—but you do need one in your corner. We bring clarity, confidence, and control to your financial operations so you can lead with intention.

Here’s what our part-time CFO services include:

• Monthly, Quarterly & Annual Financial Statements – Stay informed with accurate, timely reporting

• Financial Forecasting – Plan ahead with data-driven projections and scenario modeling

• Accounts Payable & Receivable Oversight – Keep cash flowing and vendors paid

• Profitability & Cash Flow Guidance – Identify opportunities to grow margins and reduce waste

• Strategic Tax Planning – Minimize liabilities and align with long-term goals

• Tax Compliance Support – Stay current on sales, use, and payroll tax obligations

• Accounting System Setup & Controls – Build a foundation that scales with your business

The CFO You Need—When You Need It

Whether you’re just getting started, hitting your stride, or preparing to expand, our part-time CFO services give you the insight and support to lead with confidence.

With Well Kept Advisory, you get more than financial oversight—you get a trusted advisor who helps you turn vision into value.

Secure the Legacy. Strengthen the Future.

You’ve built something meaningful—now it’s time to protect it. Whether you plan to pass your business to the next generation or prepare it for sale, a well-crafted succession plan is essential to preserving your legacy and ensuring long-term financial security.

At Well Kept Advisory, we help business owners transition with clarity, confidence, and control. Because succession isn’t just about stepping away—it’s about setting the next chapter up for success.

Are You One of the 1 in 8?

While 85% of family-owned businesses identify a successor, only 1 in 8 has a formal plan in place. If you’re one of them, you’re already ahead. If not, we’re here to help you get there.

Succession Planning: The Cornerstone of Your Financial Future

We work closely with business owners and their families to design succession strategies that reflect your values, maximize your business’s value, and support a smooth transition—whether to family, leadership, or a buyer.

Here’s how we help you plan with purpose:

• Internal Transfers to Family Members – Navigate the emotional and financial complexities of keeping it in the family

• Buyer Identification & Vetting – Find the right buyer and prepare your business for a successful sale

• Business Valuations – Understand your worth and position your company for maximum value

• Buy-Sell Agreements – Protect all parties with clear, legally sound agreements

• Estate & Trust Tax Planning – Preserve wealth and minimize tax exposure across generations

• Gift Tax Planning – Strategically transfer ownership while staying compliant

• Retirement Planning & Tax Projections – Align your exit with your personal financial goals

• Business Restructuring – Optimize your structure for transition, growth, or sale

Don’t Leave Your Legacy to Chance

Succession planning isn’t just about exit—it’s about intention.

With Well Kept Advisory, you get a trusted partner who helps you protect what you’ve built and plan what’s next.

Keep More of What You Earn—Strategically

If you feel like your tax bill is too high, you’re not alone. But here’s the good news: it doesn’t have to be. At Well Kept Advisory, we help business owners move beyond reactive tax filing and into proactive tax strategy—so you can keep more of your income, reinvest in growth, and build a stronger financial future.

Tax Planning Isn’t Just for April—It’s for Every Quarter

We don’t just fill out forms. We dig deep into your business, understand your goals, and design tax strategies that align with your long-term vision. Whether you’re scaling up, stabilizing, or preparing for transition, we help you make smarter decisions all year long.

Here’s how we help you stay ahead:

• Tax Credit & Deduction Optimization – We ensure you claim every deduction you deserve—no missed opportunities

• IRS-Compliant Recordkeeping Systems – Stay audit-ready with clean, organized documentation

• Year-Round Tax Strategy – Plan ahead to minimize liabilities and avoid surprises

• Withholding & Estimated Tax Review – Adjust payments so you keep more of your money in real time

• Tax Deferral Planning – Use pension plans, retirement contributions, and other tools to reduce taxable income

• Tax-Exempt Investment Guidance – Explore federal and state options to generate tax-free income

Your Business Deserves More Than Just Compliance

Tax planning is a powerful tool for profitability, growth, and peace of mind.

With Well Kept Advisory, you get more than a tax preparer—you get a strategic partner who helps you lead with clarity and confidence.