WellAdvised LLC, works closely with emerging to mid-sized businesses to give them all the tools of a traditional accountant combined with political savvy and an entrepreneur’s understanding of how to grow. We deliver clear financial snapshots of a business’ current status, point out challenges and ways to address them, and highlight your areas of greatest growth potential.

Our founder David L. Welliver created WellAdvised as a business resource that makes the numbers talk to you at a strategic level and helps you communicate powerfully to your allies, potential investors, partners and banks. His work in politics makes him the ideal choice when you need to rally others to your side. His history as an entrepreneur and accountant working with start-ups and expanding businesses gives him the skills to help closely-held businesses turn themselves around and grow.

Working with us, you can expect:

Clarity about your business needs

When you want to grow your business or turn it around, you need advisors who will give you the honest lay of the land. We are upbeat but straightforward about business projections and strategies.

Immediate steps to creating growth

With a background working at start-up companies and creating product lines for larger companies, we understand the entrepreneurial landscape. We work with businesses over time to trim unnecessary expenses, improve cash flow, attract allies and promote the areas of business that make you successful.
 

Presentations that encourage action

We aren’t your average behind-the-desk accountants. We shine in board rooms and meetings. We can help you put together your business data and present it to potential investors, banks and partners in ways that encourage them to support you.
 

Data that makes a difference

When we talk about the finances of your business, we do so it in a way that makes sense to you. We won’t deliver reports that bore you to death. Our data is hands-on information that you can use to make a bottom line difference for your company.

For a free consultation or find out more about how WellAdvised can help your business, call or email today.