Empowering your financial health.
At Sequoia Wealth & Wellness, we believe that financial health is the root of personal wellness. Just as the majestic sequoia stands tall and resilient, we empower you to grow your financial stability. With our expert bookkeeping services you can experience the peace of mind that comes from financial clarity and take the first step towards nurturing your wealth and well-being.
What services does Sequoia Wealth & Wellness offer?
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Our comprehensive bookkeeping services not only keep your finances meticulously organized and compliant, but they also empower you with clarity and control. Leveraging QuickBooks, we handle all transaction tracking, management, and reconciliation, delivering monthly reports and essential tax-filing data. Experience the peace of mind that comes from knowing your financial health is expertly cared for, tailored precisely to your business needs.
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Our Fractional CFO services provide strategic financial guidance without the cost of a full-time CFO. We help businesses and nonprofits understand their numbers, improve cash flow, plan for growth, and make confident financial decisions. Services may include budgeting, forecasting, financial reporting, and strategic financial oversight—giving you the insight needed to move your organization forward.
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Launch your new business with confidence through our comprehensive financial setup services, ensuring a solid foundation from banking essentials to bookkeeping systems. We offer personalized assistance in establishing and organizing your QuickBooks account, empowering you with the knowledge to manage it independently. Or, for ultimate peace of mind, let our expert Bookkeeping Services handle everything for you, allowing you to focus on what you do best—growing your business.
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We're here to personally tackle those pesky uncategorized or miscategorized transactions, straighten out any allocation errors, and tidy up any inaccuracies. By fine-tuning every detail in your QuickBooks account, we ensure your financial records are spot-on. This allows you to make informed decisions with ease, avoid unnecessary errors, and confidently drive your business towards lasting growth.
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Sequoia Wealth & Wellness provides personalized financial coaching for both businesses and individuals, led by a certified expert with a Financial Coaching Master Training Certification. Our personal approach combines strategic planning and practical insights to help clients achieve financial clarity, optimize spending, and plan for sustainable growth. Whether you're navigating personal budgeting or managing business finances, we tailor solutions to meet your unique goals.
“Sequoia trees inspire me to keep growing and work towards building a life of wealth and wellness.” - Kris
FACT: As long as they are alive, they are growing.
TAKEAWAY: Never stop growing.
FACT: They depend on forest fires to regenerate.
TAKEAWAY: Tough times can make us grow if we choose to learn from them. Beauty for ashes.
FACT: Their seeds can be in their cone for 20 years.
TAKEAWAY: Sometimes it takes time to see a harvest. It’s all about timing.
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“She allowed us the freedom and flexibility to run our business the way we wanted, but also understood the nuances of the industry which helped guide our decisions...We can truly say that without Kris’ diligence, expertise, and passion for helping us strengthen our understanding of our finances, we would not be where we are today. ”
“I appreciate Kris’ ability and willingness to help solve problems that arise while running a business. She is creative in her problem solving, as well as dependable in her follow up. Once she takes on a task, she fan always be counted on to complete it successfully and in timely manner.”