About Sourced
We’re not your average financial service provider, we’re your Small Business Fractional CFO, your behind-the-scenes partner in all things numbers, strategy, and growth.
The Sourced Team
We Are On Your Team
Experience You Can Count On
For most small business owners, monthly financial reports are the worst part of the job. For us? They’re the best part of the day. We love bringing order to the chaos, clarity to your books, and confidence to your decision-making.
Our services are designed to help small business owners get back to doing what they love, while we handle the financial details.
Our Services Include:
Whether you need help catching up your books, creating custom dashboards, or getting a clear financial roadmap, we’ll meet you where you are and help you move forward with confidence.
Our Process
Our process is designed to empower your team and strengthen your financial foundation.
From onboarding to ongoing strategy, we set you up with the right tools, clean systems, and actionable insights to help your business thrive.
Let’s talk about how we can:
Support your business growth
Simplify your financial operations
Reduce turnover & burnout
Put you on a clear path to long-term success & profitability
Our Core Values
At Sourced, our values aren’t just words on a page, they guide how we work with every client, every day.
We Serve with Excellence
We provide accurate, timely, & transparent financial information based on best practices & real-world benchmarking.
Financial Metrics &
We Do the Right Thing, Every Time
Mistakes happen. When they do, we own them, fix them, & learn from them. Integrity always comes first.
We Build Relationships
We’re people-focused. We listen first, communicate often, & create partnerships that last.
We Take Our Work Seriously (But Not Ourselves)
We believe professionalism & personality can coexist. Finance doesn’t have to be stiff or intimidating; we make it approachable & even enjoyable.
Meet the Team
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Brad Wolfe
Founder
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Clint Dyer
Director
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Drew Thompson
Associate Director
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Samantha Keithly
Director of Operations
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Chase Bohannon
Team Lead
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Jennifer Davis
Team Lead
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Lauren Thompson
Team Lead
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Jaran Walz
Team Lead
About The Founder
Brad Wolfe, Founder & CEO
Brad Wolfe founded Sourced Bookkeeping & Consulting with one goal: to give small business owners a trusted place to turn when finances feel confusing, stressful, or overwhelming.
From co-founding his first small business at age 21 to leading one of the largest in-home care companies in the U.S, and later consulting for Fortune 500 organizations, Brad has seen firsthand how strong financial systems can transform a business.
While most people dread bookkeeping, Brad actually loves it. (Seriously. Who wakes up excited to reconcile accounts? Just Brad? Yeah, we think so too.)
Driven by his faith in Jesus, Brad leads Sourced with honesty, humility, and heart. When he’s not helping business owners gain financial clarity, you’ll find him spending time with his wife and three kids, tackling fitness challenges like Spartan Races, or cheering on Michigan sports.
Whether you need QuickBooks help, financial guidance, or just a conversation about business growth and great coffee, Brad would love to connect.
Some of the organizations our team has worked with
What Our Clients Are Saying About Us
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Let’s Start the Conversation
Ready to take control of your business finances and make confident decisions with clarity?
Book a free discovery call today, and let’s make your numbers work for you, not against you.