BUSINESS BOOKKEEPING & TAXES

Financial well-being is a unique journey for every business and person. We’re here to be your business financial partner and help you grow - to maximize profit from your first dollar earned in your business and minimize tax exposure to the last dollar taxed at the personal level - and help you with the process between.

We proudly serve clients who represent industries including dentistry, orthodontics, therapy, marketing, consulting, commercial and residential real estate, law, psychology, business and personal insurance, not-for profit and others. We reside in the Atlanta area and serve clients throughout the southeast.

BUSINESS & TAX SERVICES

    • System Clean-up and Maintenance

    • Quickbooks Online Certified ProAdvisor

    • Payroll (Setup, Planning, Processing)

    • Invoicing and Collections

    • Bill Pay/Accounts Payable

    • Financial Statement Preparation and Analysis

    • Save on QBO subscriptions by using our wholesale discount

    • Tax IDs for Federal, State, and Local Taxes (Income, Payroll, Sales, etc.)

    • LLC Filing and Federal Entity Structure Elections

    • Set Up Accounting System, Chart of Accounts, Reporting Structure

    • Business Personal Property Tax / Sales and Use Tax / Business Occupational Tax

    • Tax Planning and Preparation for Business and Personal Income Taxes

    • Workers’ Compensation Audit

    • Financial Statement Analysis

    • Service Line / Location Profitability Analysis

    • Employee vs. Contractor Analysis

    • Business Sale or Acquisition Strategy

    • Employee Incentives and Benefits

    • Always looking for ways to help you improve your business and save money

    • We use Google Workspace to fulfill many of our business needs. Try it out and save 10% on your first year:

      https://referworkspace.app.goo.gl/ix4V

Book a Call
Learn More

  • Sarah has been a great help with everything and it can’t be understated that it had been so difficult to find an accountant that we could count on. She has been more than I could have hoped for. Thanks to her team for helping out and sticking with it even after things started to evolve into a direction that they were less familiar with. We appreciate them.

    Rett Thompson, Owner
    Masters of Visual Arts, LLC

  • We are so thankful for Sarah and her team. They are able to give meaning to our numbers, observe trends, and track data efficiently. Sarah always goes the extra mile with her clients and is willing to help fill in the gaps of operating a small business. Great value is brought to our business because of The Well Financial.

    Kelli Hurd, Co-Owner
    Bloom Pediatric Therapy, LLC



  • Georgia ACTE began working with Sarah and her team in 2022, during a time of internal transition. From the very beginning, Sarah stepped in seamlessly and quickly became an invaluable partner in our operations. Her team took the time to understand the unique needs of our nonprofit organization and implemented systems that have greatly refined our processes and improved our efficiency. Her team is responsive, professional, and a true pleasure to work with. Most importantly, they don’t just handle transactions—they help solve problems. They have made my job significantly easier and I highly recommend them.

    Jody Reeves, Executive Director 
    Georgia Association for Career & Technical Education

  • The Well Financial has been a god-send. Our business has grown and Well Financial has been a big part of that. They always go “well” beyond the call of duty to help us navigate the full spectrum of financial management (even when we didn’t know or ask)…all with grace and a “servant” mindset. I highly recommend The Well Financial group…smart, thorough, and professional!!!

    Jason Blain, President
    Entertainment Properties, Inc.

  • I’ve known Sarah for well over ten years and I can honestly say she’s one of the best people I’ve worked with. I’ve come to rely on her not just for her expertise, but for her honesty, calm presence, and genuine care for us as a client. Sarah has this rare combination of being incredibly sharp with numbers while also being down-to-earth and easy to talk to. She doesn’t just keep the books straight—she helps you actually understand what’s going on with your business in a way that makes sense. What I appreciate most is that I trust her completely. She’s a person of high character who always does the right thing.

    Chris Scully, Chief Operating Officer
    Killer Shark Marketing, LLC

  • We have worked with Sarah Fisher for the past few years and couldn’t ask for a better accountant. She is incredibly knowledgeable but also patient, and genuinely invested in helping us succeed with our company. Whether it is sorting out taxes, offering advice on how to grow our business or explaining things in a way that makes sense, she always works hard for us.

    Katherine Gridley M.A. CCC-SLP, Owner
    ACTS Therapy, LLC

WANT TO LEARN MORE?

Let’s Connect.