About Us

Behind the scenes at Wisdom Books

NYC Based

Wisdom Books provides tax advisory, accounting, financial planning and business strategy services to businesses of all sizes, emerging startups as well as established businesses.

We combine an innovative and strategic approach associated with large accounting firms with the personal touch of of our privately held firm. As an independent accounting firm since 2005, our client relationships are built on longstanding collaboration, commitment and trust.

Founded in 2021

We used to be a small boutique accounting firm. Our customized accounting and tax approach improves your business performance, processes and financial operations. 25+ Years of CPA Experience

We strive to serve our clients every step of the way, with clients ranging from $100k-$50m+ in annual revenues. Wisdom Books services a wide range of client industries such as real estate, medical , eCommerce, transportation, technology, automotive, and many more.

24/7 Email Support

We know how important your time is. Our goal is smooth sailing for you and your business at all times. Contact us at anytime via email.

Powering Businesses

You run your business. We’ll handle your finances and more.

We Take It Step-By-Step

We go over your books with you on a monthly, quarterly and yearly basis. Nothing is more important to us than the accuracy of our client’s financials.

Taxes Made Simple

Expert tax prep, filing, and year-round tax advisory support.

Your Dream. Our Mission.

We Believe In Hard Work And Dedication

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Our team

Experienced Chief Executive Officer and serial entrepreneur. Triple major in public accounting, business management and finance. Demonstrated history of successful startups. Over 7+ years of experience in public accounting, taxation, advising clients and filing tax returns for businesses with revenues exceeding 40m+ annually. Specializing in small businesses and high net worth individuals. Daniel’s expertise expands to Chapter 11 bankruptcy accounting, administering over 80+ bankruptcy cases. In addition, he boasts over 9+ years of experience in the eCommerce space with beauty brand, Glamierre – sold D2C and in major retailers.

Michael Shtarkman brings a wealth of experience to Wisdom Books. As a Certified Public Accountant, Michael has enormously strong diverse technical qualifications and an extensive background in business, tax, accounting and finance. He has a vast experience in, forecasting, budgeting, planning, financial analysis, auditing, reporting, business practices and controls. Prior to his work with Wisdom Books, Michael has worked for global financial giants such as Citibank, Earnst & Young, Solomon Brothers before starting his own boutique NYC accounting firm serving small businesses, high net-worth individuals, and real estate conglomerates internationally..

Joshua graduated with a degree in public accounting and a masters in taxation. He has a vast knowledge of experience with customer service, business operations and bookkeeping for businesses with revenues exceeding 40m+ annually. Joshua has extensive knowledge in crypto accounting and taxation and will be overseeing the Crypto Tax departments for individuals and small businesses. With over 4+ years in the accounting space and business management, he brings a wealth of knowledge to Wisdom Books.

Ramsey is a Certified Public Accountant and has previously worked at Earnst & Young as a Senior Tax Associate. A dynamic and detail oriented professional with 10+ years of accomplished, diverse experience in the field of accounting, auditing, and taxation. Excellent analytical skills with strong work ethic and ability to work well in team settings. Self-motivated and focused on achieving top results for clients. Master’s degree in accounting from University of Michigan. Ramsey specializes in complicated tax filings, namely real estate.

Gene Lerner is an attorney admitted to practice in New York and New Jersey. Prior to his work with Wisdom Books, Mr. Lerner was a General Counsel to a multi-national gaming conglomerate. Mr. Lerner’s was also a litigation attorney whose practice primarily involved disputes concerning commercial contracts, creditor’s rights, insurance litigation and personal injury. His broad experience includes real estate, civil litigation, counterclaim defense, bankruptcy, mediation, and settlement negotiations. He has extensive experience in amicably resolving complex commercial disputes.

Anastasia is an experienced payroll specialist and officer manager with over 10 years of experience in the accounting & taxation field. Maintaining tax records, filing status for federal and state payroll forms as well as tax forms for hundreds of clients. In her previous position, she closely managed a boutique accounting firm and worked directly with business owners and high net worth individuals. In addition, Anastasia is an experienced bookkeeper managing companies with revenues exceeding 5m+ annually. She maintains a direct communication with state and federal tax agencies daily.