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Wellings & Co

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Wellings & Co
770 Menlo Ave. # 100
Menlo Park, California 94025

650-321-0622 | phone
650-321-9927 | fax

Payment Methods
Please call us for our payment methods.
Hours of Operation
Please contact us for our current hours of operation.
Our Memberships

Our goal is to make our clients more successful. Particular emphasis is placed upon functioning as the chief financial officer for businesses which are not large enough to afford this service on a full-time basis. We recognize that small businesses often fail because they lack professional management and adequate accounting and reporting of operations.

Our aim is to fill this need and assist these small businesses on a part-time basis until such time as the business can grow and prosper to the point of affording its own full-time, in-house financial and management expert. This, in turn, frees the client to do what they do best.

We approach this goal in three ways:

TEAMWORK 
In addition to a partner, each client is assigned a staff accountant. This assures the client three things:

We will be ACTIVELY providing the information and advice you need. Through working with you regularly, we will frequently feedback our insights and helpful strategy.

The information will be TIMELY. You will receive the information in time to make business decisions.

We will be AVAILABLE and RESPONSIVE whenever you call on us with any financial or management question or need.

RESOURCES 
In addition to our staff resources, we maintain a state-of-the-art computer system. Its primary function is to process financial information and provide reports and analysis for our clients. The software used is extremely flexible, allowing us to custom design reports to provide exactly the information you need.

We also maintain a complete library of tax laws, precedents and regulations that is updated weekly so that as tax laws change we know about it. The library also includes many resources for financial and management decisions.

INTEGRATION 
As you can see by the list of services we provide, we are a full service CPA firm. Because of this, we can integrate, for example, your tax objectives with your business objectives. In addition, we work closely with your other advisors such as attorney, bankers.

We have found that this approach has been very effective in working with all of our clients, not just small business clients. It enables us to tailor our services to the individual and do the best possible job.


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