Shanna Woeller, owner of Woeller Financial Services, LLC

Shanna Woeller, Owner of Woeller Financial Services, LLC

About Woeller Financial Services

Established in 2011 as Woeller Financial Services, In April 2015 the company was restructured as Woeller Financial Services LLC to better serve the Cowlitz County community and beyond with quality bookkeeping for small and mid-sized businesses. Though the primary focus is bookkeeping, other services rendered are: accounting, business tax, notary public, and business exit strategies.

Bookkeeping

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. We also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by your office for accuracy.

Tax Planning

Using knowledge of federal, state, and local tax codes and publications to prepare business tax returns and make sure that our clients do not pay unnecessary taxes.

Notary Public

Notary public services will include the administration of oaths and affirmations, taking affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, and shall provide notary copies.

Exit Strategies

Combining the strengths of WFS LLC with Be Cause Business Resources, an exit plan can be developed to help make retirement a true success.

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