Guiding Your Financial Future

Wheeler Financial partners with businesses as their outsourced CFO to ensure financial goals are established and met. We provide a full range of financial and consulting services.

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Why Hire Wheeler Financial?

As a small business owner, I find that our relationship with Wheeler Financial is invaluable. As my guide through the ins and outs of taxes, government regulations, retirement, payroll, and much more, the overwhelming sentiment that comes through is that Pete and his staff are here for me. That personal service is to me what seperates Wheeler Financial.
Robert LittleBerea Drug Company
I started working with Wheeler Financial 8 years ago ... Being a small business it was not feasible for me to hire full time staff to handle the financial aspects of my business. As the business has grown I feel as though I have a de-facto CFO for my business while not having the burden of carrying staff to support those functions. Our relationship has been a true win-win.
Darril WilburnWilburn Development, LLC
Wheeler Financial has been an adjunct of 24/7 Fitness, LLC’s finance department. We know that Pete and his staff have the necessary skill set to meet the needs we cannot ourselves. Pete truly cares about you and your company’s well being. He will shoot straight with you and proactively dig into the details. Not knowing what I don’t know keeps me awake at night. Having Wheeler Financial on the team helps me sleep.
David Floyd24/7 Fitness

Business owners work with us because we're completely dedicated to our clients and care about their success. Our experience has proven to be a critical component in helping clients grow their business.

What is an Outsourced CFO?

In today's economy, many companies are discovering the need for an experienced CFO for the first time. When employing a full-time CFO is not a realistic step, Wheeler Financial can fulfill this need in a cost effective manner, taking on the role of CFO for your business. 

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How We Help You Grow

Our goal is to help your business grow. We become a strategic financial partner with you, so we are able to take an unbiased look at your financials and develop a plan specifically suited for your growth goals.