Services

At E Wheeler & Company, I understand that every business and individual is unique—and so are their financial needs. That’s why I offer a flexible, personalized suite of virtual services designed to meet you where you are, whether you’re launching a nonprofit, growing your business, or simply seeking clarity in your finances.

Tailored Services for Every Client

Your financial goals are not one-size-fits-all, and neither are my solutions. I take the time to understand your operations, challenges, and goals to deliver support that’s right-sized and right-timed for your success.

Core Services

Fractional CFO Services/ Virtual Controller

High-level financial leadership without the cost of a full-time CFO. Ideal for nonprofits, startups, and growing businesses.

Includes:

  • Financial strategy and forecasting
  • Cash flow and capital planning
  • Oversight of financial systems and controls
  • Board and funder financial communications
  • Grant and funding guidance

Financial Planning & Analysis

Turn financial data into informed decisions with tailored forecasting and analysis—especially valuable for nonprofits and emerging businesses.

Includes:

  • Budget planning and monitoring
  • Forecasting and scenario modeling
  • Custom dashboards and reporting

Bookkeeping

Reliable, organized day-to-day transaction management so you can focus on the work that matters most.

Includes:

  • General ledger maintenance
  • Bank/credit card reconciliation
  • Accounts payable and receivable
  • Month-end close processes

Financial Reporting

Clarity and confidence through timely, accurate reporting.

Includes:

  • Profit & loss statements
  • Balance sheets
  • Cash flow statements
  • Custom board or grant reports
  • Year-end and audit prep

Management Accounting

Actionable insights into your business performance for stronger decision-making and operational efficiency.

Includes:

  • Departmental and program-level reporting
  • Margin and cost analysis
  • Internal process and financial review

Consulting Services

Specialized support for mission-driven and early-stage organizations.

Includes:

  • Nonprofit formation & 501(c)(3) paperwork
  • Grant budget development & compliance
  • Financial policy writing and setup
  • QuickBooks training, setup, or cleanup
  • Internal controls review
  • Executive or board-level advisory
*QuickBooks Included for Clients

Pricing Structure

To ensure flexibility and transparency, I offer the following pricing options based on your needs:

  • Hourly Fee – Great for short-term or occasional support
  • Flat Monthly Fee – Ideal for ongoing services with predictable budgeting
  • Consulting Fee – For project-based or one-time advisory engagements

Let’s find the right structure that works for your organization or personal needs.

QuickBooks Included for Clients

Tired of paying for QuickBooks Online? As my client, you can use my subscription, saving money while gaining expert support. Most clients find that my fees are comparable to the software cost alone—with the added benefit of having an experienced professional do the work for you.