Consulting and Accounting Services for Businesses and Individuals throughout New England, New York, and Beyond
At E Wheeler & Company, I offer personalized, financial services tailored to the unique needs of nonprofits, emerging businesses, small and medium-sized enterprises (SMEs), and individuals. With over 30 years of experience, I bring trusted expertise directly to you—virtually and affordably.
Services
Whether you’re a startup, small business, or nonprofit, my goal is to streamline your financial operations so you can focus on what matters most. Services include:
- Fractional / Virtual CFO
Executive-level financial strategy without the full-time cost.
- Financial Planning & Analysis
Customized insights and forecasting—especially for nonprofits and small businesses.
- Consulting
Guidance for nonprofit formation, 501(c)(3) paperwork, grant-related compliance, and more.
- Bookkeeping
Accurate day-to-day transaction tracking, reconciliations, and account management to keep your business organized.
- Financial Reporting
Monthly, quarterly, or annual reports (P&L, balance sheet, cash flow) to ensure transparency and support better decision-making.
- Management Accounting
Internal performance tracking and analysis to inform smart operational and strategic choices.
QuickBooks Online Subscription Included – Clients benefit from my subscription—no need to pay high monthly QuickBooks fees. After setup and optimization, most clients find my fee is comparable to the cost of a standalone QuickBooks plan—plus you get an expert doing the work.
What Does a Fractional CFO, Virtual CFO, or Controller Do?
A Fractional CFO (also known as a Virtual CFO or Controller) provides high-level financial strategy, oversight, and leadership—without the cost of a full-time hire. This flexible service is ideal for nonprofits, startups, and growing businesses that need financial expertise without the overhead.
Key responsibilities include:
- Ensuring complete and accurate financial records
- Creating and analyzing budgets and forecasts
- Providing strategic advice on growth, funding, and operations
- Preparing financial reports for stakeholders, boards, or grantmakers
With E Wheeler & Company, you gain experienced financial leadership tailored to your size, sector, and goals—giving you the confidence to make informed decisions and move forward with clarity.
Why Work With Emily Wheeler?
With more than three decades of experience, I’ve worked with clients across industries and sizes—from brand-new nonprofits to growing enterprises. I combine deep financial knowledge with personal service to help you reduce financial stress, grow revenue, and improve decision-making.
Let’s simplify your finances—so you can focus on what matters most.
Schedule a Free Consultation
Testimonials
“Since we started NSN in 2008, Emily has been a rock for us. She has always provided great accounting services whether it’s keeping us up to date with long-term forecasting, payroll, or managing any other financial areas of our business. She simply “gets it” where small business is concerned. I have zero doubt that NSN would not have achieved the successes that we have had without her guidance.” — Eric Berry, NSN
E Wheeler and Company has served the Sky High Adventure Center Inc. for the past three years. Emily saved the day for the SHAC Community Center. Emily helped us get our books set up and for our not-for-profit tax filings and she went out of her way to guide us as a new 501(c)(3) with lots of extra assistance as we have been getting off the ground. Our organization highly recommends E Wheeler and Company for professional and dedicated bookkeeping and financial services. — John Slyer, Sky High Adventure Center Inc.
Contact
📧 rickemilydubois1@gmail.com
📞 +1 (518) 756-7004
📬 PO Box 126, New Baltimore, NY 12124
E Wheeler & Company LLC 