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Wells, CPA LLC

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Columbus, OH
Wells, CPA LLC

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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.

10/14/2026

Your nonprofit’s annual report is one of its most important communication tools. Waiting until year end to begin planning it can lead to rushed content and overlooked accomplishments. Starting early gives you more opportunities to collect personal impact stories and financial highlights that demonstrate accountability and showcase your mission-driven work. Combining clear financial reporting with compelling storytelling can strengthen relationships with donors, grantmakers, volunteers and other stakeholders. Contact us to help ensure your annual report reflects your nonprofit’s financial strength and achievements.

10/06/2026

Whether you’re developing budgets, processing invoices, closing the books or preparing financial statements, identifying and eliminating inefficiencies can help strengthen your accounting operations. Periodically review key financial processes, including month-end reconciliations and invoice processing. Also, make sure you’re getting the most from your accounting software by leveraging automation and reporting capabilities. As your organization grows and technology evolves, your finance function should evolve, too. Contact us for help evaluating your accounting processes and identifying practical ways to improve efficiency.

09/28/2026

Outsourcing selected HR functions can help your nonprofit improve efficiency and free staff to focus on mission-critical work. The key is determining which responsibilities provide the greatest value when outsourced. Weigh the benefits against potential risks and carefully vet prospective providers. Once an outsourcing arrangement is in place, establish clear performance expectations and regularly evaluate the relationship to ensure it continues to meet your organization’s needs. Contact us for guidance on evaluating vendors and improving operational efficiency.

09/24/2026

A thoughtful spending policy helps nonprofits balance today’s funding needs with tomorrow’s financial stability. Whether your organization uses a fixed-rate, inflation-based, rolling-average, geometric or hybrid approach, each method has distinct advantages and trade-offs. That’s why periodic reviews are essential to ensure your policy continues to align with your mission, financial goals and liquidity needs. If it’s been several years since your organization last reviewed its spending policy — or if your financial circumstances have changed — take another look. Contact us to evaluate your current spending policy and help ensure it supports your mission for years to come.

09/15/2026

A merger of nonprofit organizations can expand mission impact while strengthening operations and improving financial resilience — but success depends on careful planning. Before moving forward, leaders should evaluate donor relationships and gift restrictions, HR and organizational culture, merger-related costs, and succession planning. With clear goals and thorough due diligence, a merger can position your organization to better serve its community for years to come. Contact us for help evaluating merger opportunities and assessing financial readiness.

09/09/2026

Giving circles are an increasingly valuable funding source for nonprofits. These groups pool their charitable dollars and collectively decide which organizations to support. They often provide funding quickly and actively engage with the causes they choose. According to the most recent national research, nearly 4,000 U.S. giving groups mobilized more than $3.1 billion between 2017 and 2023, illustrating the movement’s funding power. Building relationships with giving circles can help nonprofits diversify funding and attract dedicated supporters and volunteers. Contact us to discuss giving circles and other strategies to help increase funding.

08/31/2026

Many nonprofit boards include members with limited financial expertise. The challenge for management is presenting financial information that’s clear, relevant and actionable for everyone at the table. Adding visual elements and dashboard-style reporting to your presentations can help. So can using financial ratios to compare performance with past years or with other nonprofits. Also consider incorporating brief financial education moments into board meetings. These small, consistent efforts can help boost board financial literacy. Need help translating complex financial data into board-friendly insights? Contact us to discuss practical reporting strategies for your nonprofit.

08/25/2026

Insurance is a critical part of a nonprofit’s overall risk-management strategy. Every organization should evaluate core coverage such as general liability, workers’ compensation and property insurance. You might consider additional protections, including auto insurance, cybersecurity coverage, and directors and officers (D&O) liability insurance. But because your budget is likely limited, prioritize your most significant risks and pair insurance with other risk-management practices — such as strong internal controls and ongoing employee training. The goal: Secure the right coverage for your specific risks without paying for unnecessary protection. Contact us to evaluate your insurance needs.

08/19/2026

Many nonprofits experience financial challenges. Even organizations with healthy fundraising can face cash shortages if money isn’t arriving when it’s needed. Whatever your organization’s situation, better cash flow management can enhance your financial stability. Start by improving visibility into your organization’s financial health with cash flow statements and rolling forecasts. Then, build more predictable revenue by prioritizing recurring giving and monthly installment plans. Reduce cash outflows where possible by renegotiating vendor contracts. And strengthen long-term stability through diversified revenue streams. Contact us for help improving your nonprofit’s cash flow management.

08/11/2026

Mission drift can gradually pull nonprofits away from their core purpose and create operational and fundraising challenges. A formal mission change may be necessary to maintain financial stability. First, review your programs and goals. If your mission has drifted, consider revising your mission statement. Then clearly communicate the change to stakeholders. If your nonprofit is considering an intentional mission shift — or is already experiencing unintended mission drift — professional guidance can help you evaluate the financial and tax implications before small changes become larger challenges. Contact us to discuss how to protect your organization’s long-term financial stability.

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

Website

https://www.wellscpaoh.com/

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