Beyond Bookkeeping

A Trusted Partner in Your Business Journey

I’m Brian, a CPA who helps service-based businesses stay organized and make smart money choices. With clean books and clear advice, I help you plan ahead and grow your business. This is more than bookkeeping—it’s a true partnership.

👉 Book a Free Virtual Consultation
Person organizing receipts at a desk with a laptop, calculator, and notebooks.
A laptop keyboard with a paper titled 'Small Business Accounting Checklist' and wearing glasses placed on top of the paper.
A handwritten ledger page with various columns and rows filled with numbers and notes, on graph paper.

Do Any of These Sound Familiar?

If you’ve said any of these things to yourself, you’re not alone. Many small business owners feel stuck when it comes to their finances. The good news? It doesn’t have to stay that way.

Overwhelmed & Unsure

  • “I don’t know if I’m actually making money.”

  • “I’m not sure where my cash is going each month.”

Worried About Growth

  • “I want to grow, but I don’t know if I can afford to hire or invest.”

  • “I can’t tell if I’m charging enough—or too much.”

Time & Energy Drain

  • “Bookkeeping takes up too much of my time.”

  • “I keep putting it off—and now it’s months behind.”

Tax & Trust Anxiety

  • “Tax time is always a panic.”

  • “I never feel confident answering financial questions from my CPA or bank.”

  • “I’m worried something important is falling through the cracks.”

How it Works

1

Book a Free Virtual Consultation

We’ll talk through your needs, your numbers, and your goals.

2

Review Your Books

We’ll review your books together, clarify what’s working, and look for gaps or opportunities that might be holding you back.

3

Get a Clear Proposal

You’ll see exactly what you’re getting—no fluff, no fine print.

4

Have A Financial Plan for the Road Ahead

Together, we’ll keep your books in order and build a plan to support your long-term growth.

Services

Let’s work together to find which service level best fits your needs.

Learn More

1. Essentials

Bookkeeping basics done right—so you don’t have to stress or second-guess your numbers.

2. Strategic Partner

Financial clarity, monthly reviews, and proactive planning to help your business grow stronger.

3. Virtual CFO-lite

High-level support and financial insight—without the cost of a full-time CFO.

Why Work With Me?

I started Wegman Finance to make finances feel less overwhelming for small business owners.

I’m a CPA with years of experience in both public accounting and corporate finance. I’ve seen how confusing the numbers can be when you’re trying to do it all on your own. I help service-based businesses get organized, understand where their money’s going, and make decisions with confidence. You don’t have to figure it out alone anymore. Let’s make a plan that works for you.

Person writing notes on a notepad at a wooden desk with a calculator, laptop, and papers nearby.

Schedule a Free Virtual Consultation

Your numbers should work for you, not against you.

Let’s get them organized, bring clarity to your numbers, and build a plan you can trust.