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Wellness Capital Management

Monte Zwang

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Chelsea was born and raised in Bellevue, Washington. After graduation from Bellevue High School, she went on to receive her AA in Finance from Bellevue College and her PHR from the Society of Human Resources Management.

In her 20+ years in the fields of Accounting and Human Resources, her career has afforded her the experience of working with many different types of businesses in many different roles, from Director of Finance and Human Resources for a multi-million dollar company, to Financial Controller of a startup winery.

Chelsea is a proud mom of two awesome boys. She has been married for almost 15 years to her best friend. Chelsea resides with her family, two dogs and a bearded dragon in the foothills of the Cascade Mountains.





Monte Zwang has been a business and financial consultant for more than 30 years. He has worked with entrepreneurs in health, wellness, medical, spa, salon, and fitness industries to develop their business plans, manage growth and improve profitability.

 

Prior to launching Wellness Capital Management in 2005, he was Managing Partner of Steele Development Corporation. Working as a business turnaround specialist for distressed businesses in all industries, Monte implemented cash flow and profit improvement plans, negotiated vendor and tax debt, and sourced and placed tens of millions of dollars in financing. As a licensed Real Estate Broker, Monte managed a brokerage of six agents specializing in commercial real estate leases, business valuation and business opportunity sales, mergers, and acquisitions.

Lisa Neufeld

Lisa Neufeld is Wellness Capital Management’s Supervisor and Accounting Manager. Her Master’s degree in Accounting paired with a “yes” attitude has made Lisa a valued member of the Wellness Capital Management team since 2008. She establishes relationships with new clients, sets up bookkeeping systems, and manages our bookkeepers.

 

With over 25 years’ experience in accounting, Lisa has a unique ability to look at and break down businesses into parts that can be easily understood and managed.  She speaks your language; the language of business, not “accountant-ese”. Plus, she is very comfortable acting as a liaison between business owners and their CPAs.

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Undaunted, Mary has been tasked with creating order from chaos. We call this cleanup, and Mary is good at it. . Her comprehensive knowledge of GAAP guides her to determine the priority of tasks to be completed. In record time, Mary can bring client’s books up to date, streamline accounts payable to eliminate late fees and finance charges. In past positions, Mary processed bi-weekly payroll for over 90 employees. She does this timely and error-free while maintaining compliance with all applicable payroll laws and collective bargaining agreements. Mary analyzes and prepares monthly financials and works her client’s books through Trial Balance at year end. In short, Mary knows her stuff.

Mary graduated from Warner Pacific University in 2013 with a bachelor’s degree in Accounting and Business Administration. She graduated with honors, Magna Cum Laude.

Mary Agudelo lives in Oregon with her husband, two boys, and two cats. For fun, she likes to spend time camping, hiking, swimming, gardening, and playing outdoors





Mark Machlis

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Mark is an avid sailor, skier, and mountain biker. He is passionate about living a healthy lifestyle. Mark is true to the vegetarian diet, alternative health practices and the integration of the spiritual dimension in everyday life and business.

Mark is a graduate of The Evergreen State College in Olympia, Washington.





Mark Machlis has spent 30+ years in the hospitality, real estate, natural foods, and wellness industries. He is the creator of Meat of Wheat and Tofurkey brand meat alternatives, distributed and sold nationwide since the early 1990's.

 

He is a food development, business, and financial consultant in the natural foods industry. Mark works with international food manufacturers, developing and distributing vegetarian products throughout the United States. Mark has also founded, owned, and operated three vegetarian restaurants in Salt Lake City, Utah.

An active Real Estate Broker in the state of Utah, Mark is involved with commercial, single, and multi-unit residential real estate. He works in development, leases, sales, and acquisitions.

Kristina Wharton

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Wellness Capital Management is not a typical bookkeeping service and Kristina is not a typical bookkeeper. She analyzes data and customizes it to fit a company’s specific needs. She helps our clients see where they are today and plan where they need to be to be successful and improve profitability.

Working remotely, Kristina welcomes the challenge of creating personal and trusted relationships with clients. She takes time to learn the unique details that impact our clients’ daily business and fosters trust and confidence. Kristina is a great communicator and her explanations of business financials break things down in a way that clients understand and appreciate.





Kristina Wharton joined Wellness Capital Management in early 2016. She has managed her client’s books in the medical, health, wellness, and spa industries for 20 years. Kristina brings with her vast knowledge of these industries. She has helped many small businesses move away from literal shoeboxes of receipts to a managed accounting program where they can see and understand their profitability.

 

Kristina holds a Bachelor of Science in accounting from Central Washington University. Working as an Assistant Controller for a multi-million-dollar company increased her knowledge of payroll and taxes in multiple states. However, Kristina’s passion has always been for smaller, privately held businesses.

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Undaunted, Mary has been tasked with creating order from chaos. We call this cleanup, and Mary is good at it. . Her comprehensive knowledge of GAAP guides her to determine the priority of tasks to be completed. In record time, Mary can bring client’s books up to date, streamline accounts payable to eliminate late fees and finance charges. In past positions, Mary processed bi-weekly payroll for over 90 employees. She does this timely and error-free while maintaining compliance with all applicable payroll laws and collective bargaining agreements. Mary analyzes and prepares monthly financials and works her client’s books through Trial Balance at year end. In short, Mary knows her stuff.

Mary graduated from Warner Pacific University in 2013 with a bachelor’s degree in Accounting and Business Administration. She graduated with honors, Magna Cum Laude.

Mary Agudelo lives in Oregon with her husband, two boys, and two cats. For fun, she likes to spend time camping, hiking, swimming, gardening, and playing outdoors





Mary Agudelo

Mary Agudelo has worked in finance for 12 years in various roles in payroll, accounts payable, accounts receivable, accounting and bookkeeping. She has been a Bookkeeper with Wellness Capital since 2017.

Mary fits the definition of a serial multi-tasker. She constantly works under tight deadlines while managing multiple projects. She uses her strong analytical skills, and keen eye for detail and accuracy.  Mary has a working knowledge of SAP, Kronos, Oracle, QuickBooks (certified) and several spa and medical POS and EMR systems.

Karen Rushing

Karen Rushing joined Wellness Capital Management in 2018. She has been passionate about bookkeeping and accounting for over 30 years. Her varied financial background has been a true benefit to Wellness Capital and our clients.

Accounting has been her passion for years and she is very focused, detail oriented and great to work with. Karen especially enjoys  working with the books and financials of various small businesses. Her experience includes public accounting, health, spas, medical, construction, and much more! Some of her favorite accounting tasks includes putting her client’s books back together and forensic accounting.

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Prior to working with Wellness Capital, Karen worked with businesses in bankruptcy and was the liaison with bankruptcy trustees. She helped manage the accounting department for several multi-unit fast food restaurants and worked in international accounting.

Karen’s work and love of accounting is driven by the joy she feels when she helps people. She is readily available to her clients and is a fantastic communicator. She strives to make sure that clients under her care are well taken care of and have all the tools in place to be successful.

Karen lives in Washington and has two daughters. She loves to hike and be outdoors with Pepper the crazy Labrador and Skylar the Shih Tzu. She plays video games to relieve stress and loves to bake and cook. Karen is always looking forward to any future challenge accounting and life may present her. Her personal belief is “to be your best self, you must strive to be the best for others”.





La'Crecia Hill

La’Crecia Hill has been a bookkeeper with Wellness Capital Management since 2017. She is responsible for all aspects of bookkeeping including bank transactions, reconciliations, payroll, taxes, and monthly financials. She is proficient using QuickBooks and many POS systems including Spa Booker, Patient Now, and MindBody. She works with our clients weekly to ensure that cash flow planning, budgets, sales, and expenses, are current and easy to read.

 

La’Crecia has been a full charge bookkeeper for over 15 years, working with many accounting programs, and in many industries including spa. wellness, medical, hospitality and retail. She enjoys the positive relationships she forms with our clients and their staff, to resolve any issues early and often.  She prides herself as she helps to keep businesses running smoothly and keeping their staff happy.  She has two college degrees: one in Business Accounting and another in Interdisciplinary Arts & Sciences.  La’Crecia is a QuickBooks Certified ProAdvisor.

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Lisa loves working with people, figuring out what they need, solving problems, and producing accurate, useful financial information. As a certified QuickBooks ProAdvisor (and guru almost by necessity), she can always find ways to show clients how to make QuickBooks work for them. When the opportunity to work with Wellness Capital Management came along, Lisa was able to merge her love for accounting and helping people by assisting clients remotely. Lisa has created solid relationships with medical, health, wellness, and fitness owners from coast to coast. Clients and colleagues appreciate Lisa’s sense of humor, down-to-earth demeanor, and native Texan charm.

Lisa understands that small business is a passion and yet recognizes that we all have a life outside of work that we are trying to keep in balance. Yes, reconciling and cleaning up bookkeeping messes is fun for her! And yes, Lisa is a serial multi-tasker! But when she is not working, she also enjoys hiking, traveling, singing, and playing violin and piano. Lisa also homeschools her kids and serves in Mexico and Guatemala on short-term humanitarian trips.





Chelsea Carrato

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Chelsea was born and raised in Bellevue, Washington. After graduation from Bellevue High School, she went on to receive her AA in Finance from Bellevue College and her PHR from the Society of Human Resources Management.

In her 20+ years in the fields of Accounting and Human Resources, her career has afforded her the experience of working with many different types of businesses in many different roles, from Director of Finance and Human Resources for a multi-million dollar company, to Financial Controller of a startup winery.

Chelsea is a proud mom of two awesome boys. She has been married for almost 15 years to her best friend. Chelsea resides with her family, two dogs and a bearded dragon in the foothills of the Cascade Mountains.





Chelsea Carrato joined the Wellness Capital Management team in 2019. She brings to the table over 20 years of experience in Accounting, Bookkeeping and Human Resources. Chelsea loves to personally engage every one of her clients and ensure they know that she is truly devoted to building a strong connection and relationship with each one.

 

Chelsea’s responsibilities include, payroll, payroll taxes, bank transactions, reconciliations, budget prep and monthly financials. She is versed in using all versions of QuickBooks as well as other POS systems such as Mindbody, Meevo and Square.

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