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    The Human Element Passage

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

    Services - The Human Element Passage

    Business consulting

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    4 years ago

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    Well Planned - Elyse Frisch - Owner Well Planned

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    Finally Got My Business Finances Organized!…read more I recently used Well Planned for bookkeeping/ business set up, and I couldn't be happier with the results. The team really understands what small business owners need--they took the back-office chaos that was consuming my time and turned it into an organized, manageable system. What impressed me most was their attention to detail and also their overall knowledge of starting and running a business. They got my quickbooks set up and guided me on which business entity made sense for my company. I appreciated the overall experience and guidance Elyse was able to offer. They didn't just handle the accounting side; they gave me real guidance and also referred me to some really great vendors for marketing, branding etc. The whole process was smooth and professional. I appreciated the transparency and responsiveness of the Well Planned team and how well everyone seemed to work together. I finally feel confident about my business finances instead of stressed about them- AND, they answered my questions without judgement (haha!) If you're a business owner looking for someone to take accounting and management off your plate so you can focus on what you actually love about your business, I'd highly recommend Well Planned.

    First I had to admit to myself that I couldn't handle everything with my business, I needed do what…read moreI do well and let other pros do their thing. Well Planned got me up to speed so quickly with Quickbooks and a real plan. They provided me a good balance of hands on oversight and the ability to have control where I need it for quotes and invoicing. Their rates are in line with others, and I have already made back their fee through improvements to my billing, and freeing up my time to focus on my core work.

    The Human Element Passage - businessconsulting - Updated May 2026

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