Boutique back-office partners
The quiet work
behind bold
businesses.
Wellpath Partners is a husband-and-wife firm offering bookkeeping, QuickBooks, and financial operations for small businesses — so you can do what you love while we tend the numbers and the systems.
- Service tiers
- 7+
- Statements by
- 15th
- Owner-led
- 1:1
- Client-focused
- 100%
BookkeepingQuickBooksSOPsWorkflow DesignCash FlowReconciliationsVendor ManagementKPI TrackingAR / APBookkeepingQuickBooksSOPsWorkflow DesignCash FlowReconciliationsVendor ManagementKPI TrackingAR / APBookkeepingQuickBooksSOPsWorkflow DesignCash FlowReconciliationsVendor ManagementKPI TrackingAR / AP
— About Wellpath
We focus on your business — so you can focus on the work that lit the fire.
We are a husband and wife team. She is an experienced accounting professional. He is a project manager who specializes in SOPs and business systems.
Together we have built and rescued several small businesses, and we have seen the same back-office gaps trip up owners who deserved better. Wellpath exists to close those gaps — quietly, consistently, and with a steady hand you can trust.
A boutique services firm focused on accounting today — with a vision to be the back-office partner of small businesses across operations, HR and marketing. No jargon, no surprise invoices, no chasing answers.
Personable
Professional
Patient
— What we do
A full back-office,
quietly running in the background.
From a single cleanup project to a full financial operations partnership — pick the level of support that fits today, and grow into the next tier when you are ready.
Add-on services
- Historical Financial ReviewFrom $500
- QuickBooks Training$250/hr
- Payroll SetupFrom $300
- SOP DocumentationFrom $1,000
— Monthly retainers
Simple pricing.
Honest scope.
Start where it makes sense — move up only when your business asks you to. We will tell you which tier fits, not which one costs more.
Essential
The reliable monthly rhythm.
$400/ month
- Monthly reconciliations
- Transaction categorization
- Statements by the 15th
- Unlimited email support
Most chosen
Growth
When the numbers need to lead.
$800/ month
- Everything in Essential
- Monthly financial review
- KPI tracking & cash flow
- Quarterly strategy meeting
Financial Operations
A true back-office partner.
$1,500/ month
- Everything in Growth
- SOP creation & process docs
- Workflow improvements
- Vendor mgmt & accountability
Also available: Back Office Management Bundle from $750/mo · Project-based pricing on request.
— A note from the founder
“I have spent years inside small businesses — building them, rescuing them, and watching the same back-office gaps trip up owners who deserved better. Wellpath exists to close those gaps, quietly and well.”
Taylor Bonnell
Founder · Wellpath Partners
— The team
Small, senior,
deeply involved.
You will not be passed down a chain. The people who design your engagement are the people who do the work.
Taylor Bonnell
Founder · Accounting Lead
Experienced accounting professional leading client engagements end-to-end.
Ryan Bonnell
Operations Partner · Systems & SOPs
Project management leader designing workflows, SOPs and back-office systems alongside Taylor.
Ana Silva
Senior Bookkeeper · Monthly Close
Owns the monthly close cadence — reconciliations, categorization, statements.
— In their words
Quietly building trust, one month at a time.
Our books were a year behind. Wellpath untangled everything in three weeks and now the monthly close is something I actually look forward to.
Taylor doesn't just hand over reports — she walks me through what they mean and what to do next. It changed how I run my business.
The SOPs they built saved us from the chaos of every new hire. We finally feel like a real company on the inside.
I went from dreading tax season to having everything ready a month early. The peace of mind is worth every penny.
They caught a vendor overcharging us for two years. The savings paid for their services three times over in the first quarter.
Working with Wellpath feels like having a CFO on speed dial. They're proactive, kind, and genuinely invested in our growth.
Our books were a year behind. Wellpath untangled everything in three weeks and now the monthly close is something I actually look forward to.
Taylor doesn't just hand over reports — she walks me through what they mean and what to do next. It changed how I run my business.
The SOPs they built saved us from the chaos of every new hire. We finally feel like a real company on the inside.
I went from dreading tax season to having everything ready a month early. The peace of mind is worth every penny.
They caught a vendor overcharging us for two years. The savings paid for their services three times over in the first quarter.
Working with Wellpath feels like having a CFO on speed dial. They're proactive, kind, and genuinely invested in our growth.
— Common questions
Honest answers,
no jargon.
Both. Most engagements are monthly retainers (Essential, Growth, Financial Operations Partner, or the Back Office Bundle), and we also price one-time projects like cleanup or QuickBooks setup.
Cleanup projects start within 7–14 business days. QuickBooks setup typically starts within 7 business days and is completed inside two weeks.
We specialize in QuickBooks Online and Desktop. If you're on something else, we'll talk through whether a migration makes sense for your business.
Yes. Our team is small and senior by design. You'll have a primary point of contact who knows your business intimately.
That's what our one-time projects and add-ons are for — cleanup, QuickBooks setup, payroll setup, SOP documentation, or training sessions.
Yes. Our roadmap includes HR, marketing and potentially insurance support, so we can grow alongside the businesses we serve.
— Let's talk
Tell us where
it hurts.
A short note is enough. We'll respond within one business day with a few questions and the next step — no pressure, no sales script.
What happens next
- 01. We read every note personally.
- 02. A short reply with a couple of questions.
- 03. A 30-min call to see if we're a fit.