Wells Group

Bridging Ambition with Financial Excellence

George Wells · Founder and Executive Chairman · New York, New York, United States

CPACA

2010

Founded

30+

Team

4

Services

New York City, with a satellite office in Los Angeles; serves clients nationally

Service area

About Wells Group

The Wells Group of New York is a business services firm headquartered in New York City, with a satellite office in Los Angeles. The firm operates as a modular finance department for companies ranging from pre-revenue startups, including venture and private equity backed businesses, through enterprises generating up to roughly $1 billion in revenue. It specializes in fractional CFO, COO, CPA, and investor relations support services, delivered on a part-time, fractional, and loan-out basis for high-growth businesses. Core offerings include interim CFO services (financial planning and analysis, cash management, forecasting, audit preparation, and financial reporting), interim controller and accounting services, strategy projects and financial modeling, investor relations support, financial due diligence, fund services, and a Finance in a Box package for SaaS companies under $10M ARR. The team comprises roughly 30 U.S.-based professionals organized into a CFO Practice and a Controller Practice, supported by offshore contractors and chartered accountants, and serves clients across SaaS, media, healthcare, fintech, consumer goods, food and beverage, and finance. Founder George Wells previously held finance leadership roles, including CFO of Zola, full-time CFO at quip, and Interim CFO at Barstool Sports during its sale to Penn Entertainment. The firm states it currently manages accounting and finance operations for more than 60 companies.

Services

Industries Served

Team & Leadership

GW

George Wells

Founder and Executive Chairman

RA

Ruben Austin

Chief Revenue Officer

EZ

Evan Zawatsky

Partner · CPA, MBA

AJ

Aaron Jatana

CFO, CFO Practice · CPA

MM

Marshall Monrad

CFO, CFO Practice · CPA

AJ

Amie Jatana

CFO, CFO Practice · CPA

BD

Brian DeLay

Senior Manager, CFO Practice · CPA

SA

Sam Allen

Accounting Manager, Controller Practice · CPA

MM

Mathew Margolis

Accounting Manager, Controller Practice · CPA, CA, MPACC

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At a Glance

Credentials: CPA, CA

Languages: English

Serves: New York City, with a satellite office in Los Angeles; serves clients nationally

Location

New York, New York

United States

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