Reimagine school policies and procedures for better financial controls, reporting, workflows and risk assessment, or get support for your budgeting and forecasting needs.

Our Founder began his career in the finance and banking sector, which came to include commercial real estate and independent and charter schools. That said, our operations and finance assessment services encompass a wide range of critical aspects. 

We gather data and conduct in-depth reviews of budgets and budget processes, offer support in forecasting and decision-making, financial controls, as well as support grant administration and compliance. 

We align your strategic goals with precision -- creating, analyzing, and realigning workflows to optimize efficiency. Our data collection, insights and assessment also address the health of departmental coordination and reporting, ensuring seamless operations within your organization. 

We advise on and support:

• budgeting
• business processes
• management systems 
• financial stability
• operational efficiency
• compliance with best practices

Whether guiding leaders through the budgeting process, refining operational strategies, or enhancing communication and workflow processes, WellsFi centers understanding and ownership for the teams we serve.