Who We Are

Welcome to WizXpert! As a dedicated team of CPAs and bookkeepers, we specialize in providing top-notch accounting services for small businesses. Based on both onsite and remote setups, our expertise spans a wide range of financial services tailored to meet the unique needs of small business owners. Whether you’re just starting out or looking to optimize your existing financial processes, our team is here to support you every step of the way.

Founded with the mission to simplify accounting for small businesses, WizXpert is committed to delivering exceptional service through a blend of professional expertise and personalized attention. Our experienced team is not just about crunching numbers; we focus on understanding your business goals and providing strategic advice to help you achieve them.

What We Do

At WizXpert, we offer a comprehensive suite of services designed to manage all aspects of your business’s financial health. Here’s a closer look at what we can do for you:

• Tax Preparation & Planning: From annual tax returns to strategic tax planning, we ensure you stay compliant while maximizing your savings.
• QuickBooks Management: Our QuickBooks experts can help you set up, customize, and manage your QuickBooks software to keep your financial data organized.
• Small Business Accounting: We handle all your bookkeeping needs, from daily transactions to monthly financial statements.
• Audit, Review, & Compilations: We provide thorough audits, reviews, and compilations to give you a clear picture of your financial standing.
• Cash Flow Management: Our advisors help you manage cash flow efficiently, ensuring smooth business operations.
• Bank Financing: We assist in securing loans and financing by preparing detailed financial reports and projections.
• Strategic Business Planning: We offer strategic planning services to help you grow your business and achieve long-term success.
• New Business Formation: Starting a new business? We guide you through the formation process, from entity selection to compliance requirements.

Why You Should Use Us

Choosing WizXpert means choosing a partner dedicated to your business’s success. Here’s why we stand out:

• Expert Team: Our team comprises seasoned CPAs and bookkeepers with deep expertise in small business accounting.
• Flexible Services: Whether you need onsite support or remote services, we tailor our approach to fit your specific needs.
• Proven Track Record: Our clients consistently praise our reliable and efficient service. As Serilda Garcia attests, “I finally found the perfect fit with WizXpert after trying several other accounting service providers.”
• Comprehensive Support: We go beyond balanced books and financial reports. Our advisors focus on boosting your revenues and profits by ensuring smooth cash flow.
• Transparent Pricing: No hidden costs or hourly rates for our monthly clients—just an investment in a relationship that saves you both time and money.

What Can You Ask?

We understand that navigating the world of accounting can be daunting. That’s why we encourage our clients to ask questions and seek clarity on any aspect of their financial management. Here are some examples of the types of questions you can ask us:

• What steps should I take if I receive a tax notice?
• How can I optimize my payroll process?
• What are the best strategies for managing cash flow in my business?
• How do I handle foreign assets and income for tax purposes?
• What are some effective ways to save on taxes?
• How do I set up QuickBooks for my specific business needs?
• Can you help me with strategic planning for business growth?

Feel free to reach out to our friendly and knowledgeable team anytime. Just dial our toll-free number, and we’ll be happy to assist you with any queries or concerns you may have.

At WizXpert, we’re more than just accountants—we’re your partners in achieving financial success. Let us help you take your business to the next level!