Small Business

We know that your businesses like yours make up the backbone of our economy. Whether you’re a sole prop or a small incorporated firm, let us give you peace of mind by implementing a sound accounting process with a streamlined tech stack, helping you to build a budget, and making sure all those tax-related deadlines are hit on time.

Why Companies Like Yours Choose Wisdom Advisors

null

Dedicated Accountants

Your focus should be on growing your business, plain and simple. Our focus is your success, which means we need to be accessible and responsive. We make sure that a quick turnaround for any accounting or tax question is a top priority.
null

Industry Focused

Choosing to limit the industries we specialize in allows for a defined focus and a high level of expertise, which means we have the know-how to help you scale your business.
null

Pain Free Accounting

Is that even possible? Yep – our approach combines cutting-edge tech with industry expertise, which means we’ve kicked all the complicated, sluggish parts of old-school accounting to the curb.
null

System Design Experts

We love making accounting processes lean and mean for the most effective system.

Get Started

Let’s get to know each other – fill out a simple online questionnaire and we’ll schedule a free Zoom call. We’ll get to know your business better, and explore whether we’re the right fit for one another.

If we decide to work together after our discovery call, we’ll have a second free call to walk you through our process, familiarize you with the apps we use, and discuss a plan that’s tailored to your company’s needs – both for the immediate and the future.

Onboarding can be a little scary, but we’ll handle the process from A-Z for you. We’ll introduce you to your new team of dedicated accountants, then give you a little refresher on how the process works and how to use the different technologies. Now’s when things really take off: we start handling your day-to-day accounting so you can focus on growing your business.

Our goal is to continually make improvements to our process to best meet your company’s needs. Over the first few months we’ll check up regularly to ensure you are fully comfortable with the new setup, and make any necessary tweaks to make sure things are as efficient and lean as possible.