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 software can help you gain control of your business finances. Stay focus on running your business while we crunch the numbers. 

CFO Services

Strategic partners helping to unlock your business growth potential with help of the expert CFO


A dedicated Wisdom CPA will provide support all-year-round, not just during tax season. Tax filings made simple.

Bookkeeping Data that helps you make the right decisions

Wisdom gives you the freedom to focus on your business, knowing you’ll receive accurate, detailed books every month.

No one likes filing taxes. But we do.

Tax filing should never be a headache for any business owner. Leave it to us. We got you covered.

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!

Find a plan that’s right for you


Perfect for new businesses looking to establish themselves

Starting from


Test Mode


For growing small businesses who need extra support

Starting from



Best for large and established businesses

Starting from


CFO Monthly Support

Expert CFO support to scale your business

Starting from


CFO Accelerated Support

Ongoing, dedicated CFO support to accelerate your growth

Starting from


Wisdom Tax Basic

Expert CFO support to empower your growth

Starting from


Wisdom Tax Pro

Reports crucial to empower your business growth

Starting from


Wisdom Tax Deluxe

Reports crucial to empower your business growth

Starting from

Custom Plan

We’ve Helped Dozens Of Organizations Since 2005

What our clients are saying

“I have been working with Wisdom for over a year 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 in recent months 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!

Diana M.
Wise Bar & Grill

We integrate with global financial company

Reach out to us

Get in touch and let us know how we can help.

For general enquiries send an email to


626 Sheepshead Bay Rd
New York 11224


Talk to us and see how we can work together.


We like to solve problems, promptly. Shoot us an email!