Wells, CPA LLC

Wells, CPA LLC Wells, CPA is a provider of accounting and auditing services to small and medium size entities.

As owner of Wells CPA I enjoy helping businesses exceed in their financial potential. I'm a leader in the market of non-profit audit work and business financial planning. I specialize in helping you find opportunities and can assist you in customizing your financial business plan.

When a nonprofit’s finance committee functions effectively, it does more than monitor budgets and financial statements —...
05/28/2026

When a nonprofit’s finance committee functions effectively, it does more than monitor budgets and financial statements — it strengthens the organization’s overall governance. An effective finance committee generally should be involved in: 1) board communication about finances, 2) budgetary planning, 3) financial reporting, 4) internal controls, and 5) financial resource administration. If an organization doesn’t have a separate audit or investment committee, it should be involved with those functions as well. Contact us for help. We can review your finance committee’s structure and suggest possible improvements.

Nonprofit organizations often juggle multiple programs, funding sources and staffing structures, making accurate time tr...
05/19/2026

Nonprofit organizations often juggle multiple programs, funding sources and staffing structures, making accurate time tracking essential. Furthermore, federal and state wage and hour laws require certain records be kept, and grantmakers may impose additional reporting standards. But strong timekeeping practices do more than satisfy compliance requirements. With accurate data, organizations can better evaluate program costs, improve budgeting and make informed decisions about future initiatives and funding opportunities. If you have questions about timekeeping best practices or software, we can help.

Accountability may sound like a management buzzword, but when nonprofits embrace it, it can transform the organization. ...
05/13/2026

Accountability may sound like a management buzzword, but when nonprofits embrace it, it can transform the organization. The process begins with leaders who own their outcomes (whether successes or setbacks) and prioritize ethical conduct, top-down governance and transparent communication. This proactive culture of accountability ripples throughout the organization, strengthening trust, improving collaboration and boosting mission-driven results.

Most nonprofits begin with a deep commitment to serving a mission, not a love of financial management. Yet as organizati...
05/05/2026

Most nonprofits begin with a deep commitment to serving a mission, not a love of financial management. Yet as organizations grow, financial oversight becomes increasingly complex and critical. This often leads to an important question: Is it time to hire a chief financial officer (CFO)? The answer depends on your organization’s size, structure and strategic direction. If your nonprofit needs advanced financial oversight but lacks the size or complexity to justify a full-time CFO, outsourcing may be an effective alternative. Contact us to help assess your organization’s needs and determine the right path forward.

Tension between Accounting and Development teams is more than a simple workplace issue. It can have real financial conse...
04/30/2026

Tension between Accounting and Development teams is more than a simple workplace issue. It can have real financial consequences for a nonprofit organization. Misaligned processes and poor communication can affect financial reporting, compliance and even grant funding. Strengthening coordination between these departments may require refining procedures and fostering collaboration. Regular reconciliations, clear communication and defined procedures help both teams stay coordinated so your nonprofit can protect funding and pursue its mission. We can assist in designing and implementing a collaboration framework that helps ensure your Accounting and Development teams work together effectively.

Enterprise risk management (ERM) isn’t reserved for global organizations with massive budgets. Nonprofits of all sizes c...
04/21/2026

Enterprise risk management (ERM) isn’t reserved for global organizations with massive budgets. Nonprofits of all sizes can build and benefit from an ERM program just the same. At its core, ERM helps organizational leaders identify, prioritize and mitigate the risks most likely to disrupt their nonprofit’s mission. And whether your organization has a handful of staff or multiple departments, the right ERM approach can help you focus your limited time and resources on what matters most. Contact us to learn more.

Your nonprofit receives donations of tangible property (clothing, household goods, artwork, etc.). Great news! Then come...
04/13/2026

Your nonprofit receives donations of tangible property (clothing, household goods, artwork, etc.). Great news! Then comes the challenging part: assigning the right value to these noncash donations. Most tangible property donations are recorded at fair market value (FMV). Some factors considered in an FMV estimate are property condition, comparable sales, use restrictions and replacement value. Understanding the basic rules and navigating specific requirements helps support accurate financial reporting and donor tax compliance. Contact us for help assigning values with greater confidence and consistency.

How many directors does your nonprofit board really need? Smaller boards offer focus and efficiency but risk burnout and...
04/08/2026

How many directors does your nonprofit board really need? Smaller boards offer focus and efficiency but risk burnout and limited perspectives. Larger boards bring diverse expertise and a shared workload but can struggle with engagement and staffing demands. Ultimately, there’s no magic number. Whether you’re forming or resizing your board, consider director responsibilities, desirable skills and expertise, fundraising expectations, and staffing resources to find the right balance.

Although your nonprofit should monitor broader economic conditions to guard against potential external risks, don’t over...
03/31/2026

Although your nonprofit should monitor broader economic conditions to guard against potential external risks, don’t overlook internal red flags that may signal deeper financial health concerns. Key warning signs include budget variances without clear reasons, decreased donor confidence and giving, incomplete or unreliable financial reporting, and unchecked executive authority. These issues usually develop gradually. Boards and leaders who monitor trends, strengthen controls and enforce accountability can take corrective action before small problems become a crisis. We can help.

The use of data analytics isn’t just for large organizations; it’s increasingly within reach for not-for-profits of all ...
03/26/2026

The use of data analytics isn’t just for large organizations; it’s increasingly within reach for not-for-profits of all sizes. By using the right tools and focusing on the right data, your nonprofit can better identify underlying issues, more accurately measure impact, effectively target fundraising efforts and make confident, fact-based decisions. Not sure which metrics would be most meaningful to your organization? Or need to connect with data analytics professionals about affordable solutions? We can help. Contact us to get started.

Address

215 N Front Street Suite 110
Columbus, OH
43229

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 2pm
Sunday 8am - 9pm

Telephone

+16143968974

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