Wells Group of New York is a 30 FTE consulting firm headquartered in New York City. We are a modular finance department, specializing in interim CFO and Interim Controller services on a part-time, fractional, and loan-out basis for high-growth businesses in SaaS, media, healthcare, fintech, and consumer goods, among other industries.

INTERIM CFO

Financial planning & analysis, cash management/forecasting, audit prep, and financial reporting for pre-seed startups to mid-sized companies.

STRATEGY PROJECTS

Business strategy and financial modeling related short term projects for private equity and venture capital backed companies centered on growth strategy whether profitable or measured growth depending on mandate.

INTERIM CONTROLLER

Accounting services for pre-seed startups to mid-sized companies.

INVESTOR RELATIONS SUPPORT

Presentation preparation and financial modeling for investors, shareholders, and other parties.

Why Choose WGNY?

With years of experience, our team has the capabilities and expertise to take your business to the next level. At Wells Group of New York, we combine our insights and skills to transform your processes and strategies and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their businesses.

Our Services

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