Business Solutions

We work with directly with small business owners to develop and implement the appropriate solutions that address your specific challenges and goals.

We work closely with business owners to analyze their current financial situation while developing the proper solutions to maximize cash flow, remain informed with an up-to-date balance sheet and profit & loss statements.

Bookkeeping & Accounting

Wealthidian works with your business to properly set up your bookkeeping and accounting systems or review current systems for optimal performance. We offer active or passive accounts receivable, bank and credit card reconciliations, and generate useful monthly or quarterly income statements to help guide your business.


Wealthidian offers payroll services for small businesses that includes printing payroll checks, IRS and state tax reporting, user friendly reports on employee’s vacation and sick leave. We are experienced with managing government reporting including worker’s compensation, unemployment, and social security audits.

Cash Flow Management

Experiencing a cash flow crisis can devastate your business. You should never have to worry about having enough funds to cover payroll or pay vendors. Wealthidian works with you to determine your current cash needs, identify challenges, and prepare solutions to meet your cash needs.

We work with your business to identifying the best sources for obtaining a line of credit, collecting delinquent accounts, and implementing effective collection policies. Wealthidian develops short-term and long-term cash flow projections to help your business develop a strategy that meets your needs.

New Business Startup

Launching a new business can be exciting until you have to handle the formation process alone. We work with clients to establish the proper business structure, complete required state and local licensing forms, obtain a Federal Employer Identification Number, and prepare a strong business plan to detail your management and financial needs.

We focus on protecting your business by creating internal procedures and strategies to control costs and making sure you have the proper insurance. Wealthidian also works with clients to setup digital payments including credit card and e-check payments, establish merchant and business checking accounts, and set up invoice management systems.

Internal Operations Review

We assess your current control systems to determine the effectiveness and efficiency. Wealthidian ensures that all inventory, cash, and other property for your business is accounted for. We determine that all records have been routinely reviews and reconciled and transactions have been processed properly.

Wealthidian works with your business to document all policies and procedures to help the day-to-day operations in the event of staff turnover or extended employee absence. We offer training and guidance needed to perform essential job duties.