About Classy Financial LLC
Empowering startups and small businesses with financial clarity and confidence.
Meet Nicole Classy
I'm Nicole Classy-Wilhelm. After more than 15 years in accounting and finance, I stepped back to raise my family — but I never stopped caring about helping businesses thrive. Today, I bring my experience and heart back to serve entrepreneurs and small businesses who need reliable, high-touch financial guidance.
Our Mission
At Classy Financial LLC, our mission is simple: to give you the confidence to lead your business with financial clarity. Whether you're making your first hire or preparing for growth, we help you make informed decisions that move you forward.
Our Expertise
While I manage day-to-day operations and client relationships, all of our work benefits from CPA review and insight. With James Wilhelm, CPA, contributing tax and strategic consulting experience, you get support that’s both detail-driven and big-picture smart.
Our Approach
We believe financial services should feel personal. That means proactive support, thoughtful recommendations, and a real relationship built on trust. We meet you where you are — whether you're launching or scaling — and walk with you every step of the way.