Welcome to Classy Financial

Helping individuals and small businesses find clarity, confidence, and structure in their financial lives.

What We Offer

With over 15 years of industry experience, Nicole Classy-Wilhelm brings thoughtful, hands-on support tailored to small business needs.

  • ๐Ÿงพ Bookkeeping & Account Cleanup
  • ๐Ÿ“Š Fractional CFO Services
  • ๐Ÿ›๏ธ Family Office Support
  • ๐Ÿ’ผ Financial Consulting

๐Ÿ’ก Free Resource: Startup Bookkeeping Checklist

Stay organized and compliant with our downloadable checklist โ€” built for entrepreneurs and small business owners like you.

Download the Checklist

Who We Serve

Startups. Family businesses. Growing teams. We support small businesses at every stage โ€” from first hire to six-figure scaling and beyond.

Trusted for clear answers, calm guidance, and practical financial support when it matters most.