Expertise Comes from Experience

JeffersonWells helps you realize cost savings, improve asset management, and resolve technical finance and accounting issues. We help you resolve difficult, time-critical and day-to-day financial issues, bringing proven, consistent approaches and solid techniques to each engagement. If you need technical expertise for a special project, an independent review of your accounting processes and procedures, or additional accounting support, we are the high-value choice.

Account Reconciliations

Today’s finance organization is faced with a myriad of challenges - tightened month-end close deadlines, increased regulatory reporting, and reduced headcount - all while balancing the need for accurate management reporting for decision-making.

Account reconciliations are a critical internal control over financial reporting, yet it is common for finance teams to be challenged with maintaining up-to-date account reconciliations or having a robust account reconciliation function consistently produce high quality, accurate financial statements.

Whether the need is for short term account reconciliation assistance or long-term outsourcing and automation, Jefferson Wells will help you achieve your goals.

Our account reconciliation services …

  • Backfill coverage for account reconciliation peak workload periods – providing one professional or a team of professionals

  • Outsourcing of the account reconciliation function – Assembling a team of professionals with Jefferson Wells management oversight to handle the account reconciliation process from beginning to end - including preparation of reconciliations, metrics and other management reporting

  • Supporting account reconciliation process automation – Whether through use of tools like Excel or assisting you with the implementation of an automated account reconciliation tool

  • Training your team in account reconciliation best practices

Financial Planning and Analysis

Many companies are drowning in data and do not have enough of the right team members to make sense of it all. FP&A functions are struggling to keep up with regular closing, forecasting, and planning cycles let alone providing meaningful insight to decision makers. Jefferson Wells can provide interim resources or help lead initiatives to improve planning and analytic approaches. Our professionals provide the expertise and experience to assist with the following:

  • Budgeting & Forecasting

  • Strategic Decision Support

  • Ad Hoc Analysis

  • Recurring Analysis & Reporting

  • Model Development & Maintenance

  • Data Management

Shared Services Support

We’ve seen over the last year how quickly organizations need to adapt to a new way of thinking and doing business. Businesses need to move quickly and make decisions swiftly and decisively. Many of the traditional business service delivery orthodoxies have changed and been challenged by COVID-19 clearing a path for a new way of thinking. Physical proximity is no longer a requirement to serve the needs of a company, its business partners or its people.


We must now ask ourselves how quickly can we react to interruptions? Do we have the right processes, systems and people in place to manage day-to-day operations? At Jefferson Wells we help organizations achieve its business objectives by providing proven business professionals with years of experience at a time when you need help the most.


Our service offerings include:

  • IT support

  • IT Risk Management and Governance

  • Human Resources support and management

  • Payroll assistance

  • Accounts Payable support and assistance

  • Accounts Receivable support and assistance

  • Financial Statement Consolidation

Interim Accounting and Financial Management

Through the normal course of business, organizations go through periods of time when there just are not enough resources to complete the tasks at hand. This may be during period end close, an ERP implementation, or support for a transaction or significant event. Jefferson Wells has the project professionals who can come in and support you during these increased periods of activity to get you to the next milestone. Our flexible model allows you to bring in resources, whether for days, weeks or months, with regular contact by our seasoned group of project Directors. Often, our professionals are asked to assist a company while they search for a permanent replacement, another service that Jefferson Wells can assist with.

Services include:

  • Financial planning and analysis assistance

  • Audit support and readiness

  • Month, quarter and year-end close

  • Reconciliation assistance

  • Process Documentation

  • Sarbanes Oxley assistance


Risk & Compliance

Tax Services

Business Optimization

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