Our Story

At The Well Financial, our goal has always been to dig deep and live well. We work hard to serve our clients with the dedication and care that we would want for our own families and friends.

Together, we’ve built a practice honoring both professional excellence and family priorities. As we expand our practice, our mission remains clear: to leave a legacy of integrity - family first and exceptional service - so that our clients can also…dig deep and live well.

A woman in a beige blazer and jeans standing with crossed arms in an office or workspace. There is a wooden desk with a green potted plant, an open notebook, and a pen. In the background, there are white walls, a hanging light, and office supplies.
Abstract artistic design with stylized letter 'W' in a two-tone pale mint green color palette.

~ Logo Design ~

The logomark achieves referencing the letters “W” and “F” in our company name and a water droplet, making it a nice visual representation of The Well Financial. Didn’t Cece do an amzing job?

Our Team Is Here To Serve You Well.

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FOUNDER, CEO

Sarah has been a practicing CPA for over 15 years. After graduating with majors in Accounting and Spanish from Wofford College, Sarah worked for a mid-sized local CPA firm just short of a decade before venturing out on her own in 2017. Her work at the firm included financial reviews, audits, preparations of financial statements, and tax planning, strategy and preparations for businesses and individuals.

Sarah believes managing a business is like tending to personal health; it requires regular check-ins, clear metrics, and discipline to ensure goals are being achieved. Think of her as your business fitness coach. She loves translating financial numbers into meaningful insights to help you move your business towards accomplishing your goals.

Sarah and her wonderful husband have three awesome children.

Sarah Fisher, CPA

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  • BOOKKEEPER

    KahMun (“common”) Wong is a detail oriented and dependable bookkeeper for various small businesses and non-profits, who loves witnessing the growth of these companies. She has been working with The Well Financial team since 2023.

    KahMun holds a degree in Industrial Engineering from Georgia Tech, and has worked in IT and actuarial consulting prior to focusing on her family.  She is a wife and mother of 4. KahMun enjoys serving as a board member for a high school band and summer swim team.  She also teaches preschoolers at Bible Study Fellowship and her local church.

Portrait of a woman with long dark brown hair, wearing a black top and small hoop earrings, smiling in front of a white wall and window.

  • MANAGING BOOKKEEPER

    Amelia Turner brings a love of organization and numbers to her role as managing bookkeeper at The Well Financial. With a background in project management and operations, she’s passionate about helping mission-driven teams stay financially organized and focused on their goals.

    Before joining The Well Financial, Amelia worked in client management at Polymath Innovations and on the administrative staff at Perimeter Church in Atlanta. Outside of work, she enjoys reading, spending time with her husband Jared and their three boys, and cheering for the Georgia Bulldogs.

A woman with long brown hair, blue eyes, and fair skin, smiling at the camera, wearing a leopard print blouse and gold jewelry, standing indoors.

  • BOOKKEEPER

    Katie manages several bookkeeping clients, primarily in the medical services industry. She practiced as an RN for years and went on to have a successful background in sales…all while being a super-mom to her young son and daughter. She and her husband (also an accountant) are members of Northside Church in Roswell, GA.

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READY TO GET STARTED?

Let’s Connect.