Foundation: bookkeeping and statements
Full-cycle bookkeeping and financial statements for growing businesses at $500K–$3M revenue.
Controller: KPIs and forecasting
KPI dashboards, budget analysis, and cash flow forecasting for businesses scaling to $3M–$15M.
Strategic Finance: FP&A and M&A
Full financial planning, scenario modeling, board reporting, and M&A support for $10M–$30M+ revenue.
Senior-level leadership without the cost
Get fractional controller expertise from Charles Voegeli without hiring a full-time CFO or controller.
Growing businesses trust Wellman Group for financial leadership
See how we've helped companies in the pre-revenue to $20M range scale their finance operations and gain clarity on their numbers.
Wellman Group brought structure to our finances when we needed it most. Their KPI dashboards gave us visibility we didn't have before.
Jennifer Martinez
CEO, Software Services Company
Having a fractional controller meant we could scale without the cost of a full-time hire. Charles understood our growth stage and delivered exactly what we needed.
David Park
Founder, E-commerce Brand
Their cash flow forecasting showed us problems we were about to hit. That insight alone saved us from a cash crunch.
Sarah Chen
Operations Manager, Distribution Company
We went from wondering if we were profitable to having clear month-to-month visibility. The monthly review calls keep us on track.
Marcus Johnson
Owner, Professional Services Firm
Financial leadership that scales with your growth
Wellman Group has helped growing companies in Atlanta establish professional financial management and make smarter decisions faster.
10+
Years of finance leadership
Wellman Group founder brings over a decade of experience managing finances for growing companies.
pre-revenue to $20M
Typical client revenue range
We specialize in serving growing businesses scaling past founder-led finance into professional financial management.
3
Service tiers
From Foundation bookkeeping to Strategic Finance with full FP&A, we match your needs to your growth stage.
Atlanta
Based in Georgia
Wellman Group serves growing businesses in Atlanta and across the region with dedicated support.
Your competitive edge is AI You just need the coaching
We use AI daily to transform financial data into actionable insights. Learn how your team can do the same without the complexity.
Financial leadership built for growing companies
Wellman Group helps Atlanta-based businesses in the pre-revenue to $20M range scale past founder-led finance. We provide senior-level financial strategy without the full-time cost, letting you focus on growth while we handle the numbers.