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Finance Essentials

On Giving & Redistribution Strategies: Part 1 

By Kate Strathmann on April 14, 2022

A client recently asked for advice on how to think about a consistent giving strategy — they work with many non-profit clients, who of course fundraise, have galas, and all the other modes of raising money.  Since the summer of 2020, I’ve been seeing more businesses with regular giving lines in their budgets, but just […]

The counter intuitive reason to distribute profit to employees in your small business.

By Kate Strathmann on January 21, 2022

There’s a whole mess of reasons why all businesses should distribute profits to their employees: -Redistributing money = redistributing power -You didn’t build your business to only benefit yourself -Your employees should benefit from the value they create Those are just three of many, but you get the idea! I’m not talking about the folks […]

3 Things to Review Before the End of this Sh$%show Year

By Kate Strathmann on December 10, 2020

This is the month that I’m most elbow deep in numbers with clients and myself — time to look back on the financials and see what worked and what didn’t, and also what to tweak for next year. All the normal stuff: how was profit? Can I hire? Except… this year was a shitshow of […]

Resources for A Global Pandemic & Economic Crisis

By Kate Strathmann on May 12, 2020

Below are a number of links to resources that Wanderwell has been creating through the Covid-19 Pandemic. An ongoing list and resource for financial relief options. We’re continuing to update this list as new opportunities for funding are launched. Includes national, government, PA & Philadelphia, NY, and other resources. Federal Relief Program information. in depth […]

An Opinionated Overview of Financial Services for Your Business

By Kate Strathmann on March 1, 2019

We get asked all the time to explain the different players on your business finance team. It can be confusing at first, because the roles can overlap; there are CPA bookkeepers and bookkeeping strategists. Below is a rundown on the three key pieces to seek out as you grow your business: Accountants, Bookkeepers, and Consultants/Strategics. […]

The Purpose of Profit

By Kate Strathmann on December 2, 2018

I was walking to the grocery store a couple days ago and happened to run into a client and friend who runs a business in Philly. We chatted on the sidewalk, and then, as often happens in this line of work, they dropped a, “Oh, weird question for you….” on me. “How do I get […]

How to know when you need a bookkeeper (and what kind).

By Kate Strathmann on September 23, 2018

One of the top questions that we hear all the time (like, Google search results sends folk to our website all the time…) is do I need a bookkeeper? Obviously we’re biased, but we believe this is hands down one the best investments you can make as a business owner. The biggest differentionator we see […]

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