Our Services
Bookkeeping and Cleanup Service
Our Bookkeeping Clean Up & Catch Up Service reviews your current records, corrects errors, categorizes transactions, and reconciles your accounts so you can move forward with clarity and confidence. Whether you’re a few months or years behind we bring your books up to date. Perfect for businesses preparing for tax season, switching systems, or needing a fresh organized start.
Monthly Bookkeeping Services
Stay organized, compliant, and in control of your business finances with our monthly bookkeeping services. We handle your ongoing transaction categorization, account reconciliations, financial reports, and financial maintenance so you always know exactly where your business stands. Each month, you’ll recieve an Income Statement and Balance Sheet, clear insights into your cash flow, and dependable books that are ready for tax time. Great for business owners who want consistent support, fewer financial headaches, and more time focusing on the business you love.
Quarterly Financial Review & Advisory Service
Our Quarterly Financial Review & Advisory Service provides business owners with clear insights into their financial health and actionable guidance for smart decision making. Each quarter, we review you Income Statement, Balance Sheet, and Cash Flow trends, identify areas of concern or opportunity, and walk you through what your numbers mean for you business. This service helps business owners who want more than just data but want direction. We provide clear understanding of performance, plan for taxes, and make informed financial decisions with confidence.
Schedule your appointment
Schedule an appointment with our seasoned accounting and bookkeeping professionals to ensure your financial records are precise and compliant. Our experts are dedicated to providing accurate insights tailored to your business needs.
Please contact us at:
info@wheelerbookkeepingtn.com
423-748-1233
About
our company
At Wheeler Bookkeeping and Consulting, our team of seasoned accounting and bookkeeping professionals is dedicated to delivering precise financial solutions tailored to your business needs. With a steadfast commitment to excellence, we provide insights that help drive informed decision-making and strategic growth.
Stewart Wheeler
Stewart graduated from East Tennessee State University in 2016 with a Bachelor of Business Administration in Accountancy. After graduation, he spent several years working at his family’s accounting firm, where he gained extensive experience supporting both individuals and small businesses through bookkeeping, budgeting, and financial organization.
While bookkeeping is often viewed as detail-oriented and behind the scenes, Stewart has always valued the relationship side of the work. He enjoys working closely with clients to understand how their businesses operate and tailoring bookkeeping systems that meet their specific needs and goals.
Stewart’s approach to bookkeeping grew from helping friends and family organize their finances and gain clarity around their numbers. Over time, he developed practical tools and processes designed to simplify bookkeeping, improve accuracy, and reduce the stress that often comes with managing business finances.
Stewart works with clients to create reliable bookkeeping systems that provide clarity and confidence, allowing business owners to focus more fully on running and growing their businesses.
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