ABOUT US
Our Story
At Accounting & Finance Wizards, we are a full-service CPA firm specializing in online accounting, finance, and consulting services tailored for small businesses across diverse industries. Our passion lies in helping entrepreneurs grasp the intricacies of their financial, tax, and money management aspects. Rather than merely ensuring compliance, our team takes a comprehensive approach by analyzing your overall business environment. We delve into your industry, market, and daily operations to provide insightful guidance throughout your venture’s financial journey.
Planning & Strategy
We recognize that every business is unique, with its own set of opportunities and challenges. Our approach focuses on deeply understanding your specific needs, objectives, and obstacles. By utilizing thorough research, data analysis, and industry expertise, we develop customized strategies that are precisely aligned with your business goals. We offer flexible virtual meetings to fit your schedule, ensuring you get the assistance you need whenever you need it. Contact us today to schedule your complimentary consultation and take the next step towards your business success
Field Experience
The professionals at Accounting & Finance Wizards bring over 20 years of experience to expertly manage your financial needs.
Our Company Mission
We are dedicated to helping you achieve your professional goals, regardless of your current business stage. Our top priority is exceptional customer service, supported by a team of qualified professionals who ensure you receive the highest level of support with every interaction.
Our Company Vision
Our vision is to deliver outstanding services and create meaningful interactions that exceed our clients’ expectations. By fostering a positive experience, we aim to inspire our clients to recommend us to their network, driving sustainable growth and success for our company.
Our Services
Accounting for Businesses
Financial Planning & Analysis
Tax Assistance
Business Process Improvement
Data Analysis & Reporting
New Business Formation
Meet Our Team
Adam M. Brown
CEO/ Founder
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Anna Kot
Tax specialist
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Taylor
Manager
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Frequently Asked Questions
What is FINANCIAL consulting?
Financial consulting involves providing expert advice and guidance on financial matters to individuals, businesses, or organizations. The goal of financial consulting is to help clients make informed decisions, optimize their financial strategies, and achieve their financial goals.
How MANY YEARS OF EXPERIENCE DO YOUR PROFESSIONALS HAVE?
Our professionals bring over 20 years of experience to expertly manage your financial needs across a wide range of industries.
HOW DO I KNOW IF YOU HAVE EXPERIENCE IN MY INDUSTRY?
All American companies are required to follow Generally Accepted Accounting Principles (GAAP) and the IRS tax code for their accounting practices, regardless of their industry. While there may be minor variations, our experts possess the extensive knowledge and experience needed to navigate these nuances. If you have any questions or need further clarification, please feel free to contact us.
DO YOU HAVE FIXED FINANCIAL REPORTING TEMPLATES?
Financial planning, analysis, and reporting are uniquely tailored to each company’s specific needs. We will work with you to understand your goals and recommend the types of analysis and reporting that will provide the metrics necessary to gain deeper insights into your company’s performance. If needed, we will collaborate with you to adjust these metrics or reports to ensure they meet your requirements.
Do You OFFER MONTHLY or hourly SERVICES?
We offer our services on a monthly or hourly basis, depending on the project’s scope and your specific needs. Monthly plans are ideal for ongoing projects or long-term engagements, while hourly rates work well for short-term tasks or one-time consultations. Feel free to reach out to discuss which option would best suit your project.