be well & heal
For Small Business Owners
Running your business is enough work — let us handle the numbers.
At Be Well & Co. Financial Consulting, we offer personalized bookkeeping, accounting, and tax advisory services designed to help small business owners stay financially grounded and organized. Whether you're a sole proprietor, LLC, or freelancer, we handle the details — from expense tracking and income reconciliation to monthly reports and tax-time prep. Our approach is mindful, reliable, and judgment-free, so you can focus on running your business while we keep your books in balance.
How We Help Small Business Owners — and Why We Get It
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Courtney Mallow, founder of
Be Well & Co. Financial Consulting
Hi, I’m Courtney Mallow — a financial wellness coach, tax preparer, and small business owner just like you.
I help entrepreneurs get clear, organized, and confident about their finances. Whether you're setting up your first business or trying to untangle years of messy records, I walk you through the essentials: choosing the right business structure, tracking income and expenses, maximizing deductions, and filing taxes — all in a way that actually makes sense.
Before starting my own businesses, I spent more than 12 years working in forensic accounting, internal audit, and financial and ethics investigations. I know the ins and outs of business finances — and now I use that experience to support people like you in building sustainable, stress-free systems that work.
I've also launched multiple businesses myself, so I understand the real-life challenges that come with wearing all the hats. You don't have to do it alone. Let’s get your financial foundation strong so you can focus on what you do best.
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Hi, I’m Ali Sadek. I’ve spent over 18 years in the food and beverage industry — from working behind the bar to managing operations for wineries, microbreweries, restaurants, and hospitality businesses around the world.
I’ve also founded and owned multiple businesses myself, so I understand both the passion and the pressure that come with running something of your own.
Whether you’re juggling inventory, managing staff, or trying to make sense of your margins, I know how easy it is to feel stretched thin — especially when it comes to your finances.
With a strong background in business management, auditing, and finance, I help small business owners simplify their systems, stay compliant, and make decisions that actually support their growth.
I speak your language — whether that’s in Arabic, English, or Spanish — and I bring a calm, grounded approach to helping you get your numbers working for you.
Let’s take the stress out of your books so you can get back to what you do best.
Ali Sadek, co-founder of
Be Well & Co. Financial Consulting
Bookkeeping & Accounting Support
Why Let Us Handle Both Your Bookkeeping & Taxes?
When we manage both your bookkeeping and tax preparation, you get more than convenience — you get clarity, consistency, and confidence. Here's why it matters:
✅ Less Stress, Fewer Surprises: With accurate books all year, we can proactively minimize your tax liability and help you avoid last-minute scrambling.
✅ Aligned Strategy: We understand your business holistically and can offer smarter advice tailored to your goals — not just at tax time.
✅ Time Back in Your Hands: Spend more time growing your business and less time tracking receipts or cleaning up spreadsheets.
✅ One Trusted Partner: No more repeating yourself to multiple providers. One team, one relationship, centralized care, and streamlined support. We specialize in supporting values-driven entrepreneurs and small business owners — and we’d love to support you next.
Just getting started?
We offer light bookkeeping plans starting at $150/month for businesses with fewer than 50 monthly transactions. As your business grows, we’ll grow with you.
Free Resources
Start here to get the tools and knowledge you need to run your business with confidence.
💼 Business Taxes 101
Understand the basics: what forms to file, what taxes you owe, and how to stay compliant as a small business owner.
Read the Business Taxes 101 Guide
💸 How to Pay Yourself
Learn the best (and legal) ways to take money from your business — and why it matters for taxes and planning.
Explore How to Pay Yourself
🧾 Business Deductions
What can you write off? From home office space to mileage and meals, this guide breaks down the top deductions.
Browse Deduction Tips
🧮 Bookkeeping Basics
Get organized with smart systems. This guide walks you through tools, best practices, and recordkeeping musts.
Master Bookkeeping Basics
🤝 Hiring Team Members the Smart Way
Learn who to hire, what forms you need (W-2, W-4, W-9, W-8BEN), and how to stay compliant.
Read the Hiring Guide
Frequently Asked Questions
1. Do I need to register my business, or can I operate as a sole proprietor?
If you're operating under your own name, you can start as a sole proprietor — but registering your business (as an LLC, for example) may offer liability protection and tax advantages. We can help you decide what’s right for you.
2. What expenses can I write off as a small business owner?
You can typically deduct business expenses like supplies, advertising, home office space, professional services, and travel. We’ll help you track and categorize them correctly to maximize your deductions.
3. How do I keep good financial records for tax time?
A solid system for tracking income and expenses — whether with a spreadsheet or an accounting software — is key. We’ll help you set one up that works for your workflow and comfort level.
4. Do I need to pay quarterly estimated taxes?
Yes, if you expect to owe more than $1,000 in taxes for the year. We help you calculate and schedule your quarterly payments to avoid penalties.
5. How do I pay myself from my business?
That depends on your business structure. As a sole proprietor or single-member LLC, you’ll typically take an “owner’s draw.” As an S Corp, you’d pay yourself a reasonable salary. We’ll guide you based on your setup.
6. What’s the best way to separate personal and business finances?
Open a dedicated business checking account, use separate cards, and avoid commingling funds. It protects your liability status and makes bookkeeping much easier.
7. Do I need a business license or permit?
Requirements vary by state, industry, and even city. We’ll help you check what’s needed based on your location and business type.
8. What if I’m behind on taxes or haven’t filed?
Don’t panic — you’re not alone. We help clients get caught up without judgment and create a clear plan moving forward.
CONTACT US
Tel. 407-305-0823
info@bewellfinance.org
1317 Edgewater Dr #6378
Orlando, FL 32804
© 2025 Be Well & Co. Financial Consulting,
a division of Be Well & Heal LLC