Get your books right with Wisdom.
Real CPA’s. Perfect books. Expert bookkeeping, tax, and CFO services for start-ups and small to midsize businesses.
Bookkeeping & Payroll
Our bookkeeping specialists and advanced payroll software can help you gain control of your business finances. Stay focus on running your business while we crunch the numbers.
CFO Services
Ongoing support, dedicated to your business. Unlock your growth potential with expert CFO services at a fraction of the cost! Increase control over your finances and avoid costly pitfalls.
Taxes
A dedicated Wisdom CPA will provide expert tax support all-year-round, not just during tax season. Virtual & secure tax filings made simple. Modern tax solutions for fast growing businesses.
Bookkeeping & payroll that make tax season a breeze
Wisdom gives you the freedom to focus on your business, knowing you’ll receive accurate, detailed books every month.
- Monthly phone reviews
- Expedited books delivery
- Accrual or cash basis accounting
- Dedicated bookkeeping specialist
- P&L, balance sheet, and cash flow statements
No one likes filing taxes, but we do. Stress free.
Tax filing should never be a headache for any business owner or growing start-up. Leave it to us. We got you covered with our all-in-one expert tax solutions. Tax support for all corporate entities.
- Licensed CPAs
- Sales tax filing
- 1099–MISC/NEC filing
- Business & individual taxes
- Payroll tax filing, federal & state
- Support for entities with foreign subsidiaries
On-Demand CFO to accelerate your growth
Get access to an expert CFO for fraction of the cost of a full-time professional, on demand!
- Revenue projections
- Employee Payroll budget
- Monthly rolling forecasts of financials
- Licensed CPA specializing in CFO support
- Monthly updates of your financials and business metrics
Find a plan that’s right for you
Booster
Perfect for new and small businesses looking to establish themselves
Starting from
$249/mo
- Personalized support
- Cash flow statements
- Access to live insights
- Dedicated Bookkeeper
- Accrual and cash basis
- Profit & Loss & balance sheet
Accelerator
For growing small businesses who need extra support
Starting from
$499/mo
- Everything in Booster
- Priority support
- Income Tax Support
- Payroll Reconciliation
- Expedited books delivery
- Monthly CPA Phone Reviews
Corporate
Best for large and established businesses
Starting from
Custom
- Everything in Accelerator
- Dedicated CPA
- Multiple entities
- Revenue Projections
- Inventory Management
- Industry standard financials
Payroll Essentials
Perfect for new businesses looking to establish themselves
Starting from
$99/mo
- Online Full Service Payroll
- Direct Deposit or Check
- Payroll for up to 5 employees
- Dedicated Payroll Specialist
- 24/7 Email Support
- Automatic W-2s and 1099s
- Up to 5 efiled 1099s
Payroll Pro
For growing small businesses who need extra support
Starting from
$199/mo
- Everything in Essentials
- CPA Engagement
- Up to 15 employee payroll
- Employee Portal
- Priority support
- Monthly consultation
- Up to 15 efiled 1099s
Payroll Enterprise
Best for large and established businesses
Starting from
Custom
- Everything in Payroll Pro
- Dedicated CPA
- Unlimited employee payroll
- Custom Analytics
- CPA Reviewed 401(k) plans
- Workers’ comp administration
- Custom efiled 1099s amount
CFO Monthly Support
Expert CFO support to scale your business
Starting from
$849/mo
- Custom CFO support
- Finance and business metric updates
- Financial monthly rolling forecasts
- Small Business Relief
- Monthly conference calls
- Licensed CPA
CFO Accelerated Support
Ongoing, dedicated CFO support to accelerate your growth
Starting from
$1749/mo
- Personal CFO Consultation
- Revenue projections
- COGS budget
- Payroll budget
- Weekly conference calls
- Licensed CPA
Wisdom Tax Basic
Expert CFO support to empower your growth
Starting from
$1250/yr
- Tax support for S Corps, C Corps, and LLCs
- Federal corporate income tax filing
- State & city corporate income tax filing
- Your tax return filed by licensed CPA
- Dedicated tax accountant
- Free tax extension
Wisdom Tax Pro
Reports crucial to empower your business growth
Starting from
$2495/yr
- Everything in Basic plan
- Dedicated CPA
- 1099–MISC/NEC filing (75 included)
- Complex K-1s
- Tax support for entities with foreign subsidiaries
- COGS budget
- Profit sharing plan
Wisdom Tax Deluxe
Reports crucial to empower your business growth
Starting from
Custom Plan
- Everything in Pro plan
- Additional jurisdiction tax filing
- Revenue projections
- Business Strategy
- Employee 401K Plans
- 24/7 Prompt Tax Support
- Complex Financial Statements
Meet Our Clients
We Work For Them
We’ve worked with hundreds of small businesses, just like you!
What our clients are saying
“
“I have been working with Wisdom for 3 years now. I could not be more pleased with the entire team. The support & attention to detail from my dedicated CPA and bookkeeper has allowed me to scale my businesses and in full control of my finances.”
Alex M.
Myle Technologies
“
“I switched over to Wisdom 2 years ago now and I am only now realizing how old school my previous bookkeeper and accountant were. My payroll was done manually previously and we always ended up behind on payroll taxes! Now we have automatic quarterly filings, direct deposit, and ACH for all federal and state taxes. It’s really been such a relief!”
Alla D.
Tribeca Dental
“
“The team has been nothing short of amazing. Being a full service restaurant has never been easier with Wisdom’s automatic sales tax filing and payroll. We’ve been able to keep better track of food purchases, inventory and overall expenses! The team is very hands on with our business and really is the financial backbone of the company.
Diana M.
Wise Bar & Grill
We partner with major companies for accurate, transparent books!
Reach out to us
Get in touch and let us know how we can help.
For general enquiries send an email to support@wisdombooks.com
Office
626 Sheepshead Bay Rd
New York 11224
Sales
Talk to us and see how we can work together.
Support
We like to solve problems, promptly. Shoot us an email!
