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Get peace of mind with accurate books, proactive tax planning, and fast filings.

Built for founders, freelancers, and small businesses.

What you get:

- 30‑minute strategy call

- Quick bookkeeping assessment

- Clear roadmap to tax savings

Wise Books Pro

Step into a world of financial clarity and trusted expertise. At Wise Books Pro, we don’t just manage finances — we provide peace of mind for your future. Every plan we design is an opportunity to deliver personalized strategies with precision, care, and confidence. Planning, investing, or reducing debt? Get your Free Financial Consultation today and take the first step toward financial freedom.

Expert Bookkeeping:

- Monthly categorization and reconciliation of accounts

- Proper recording of income and expenses

- Clean financial records and monthly close procedures

Tax Preparation & Filing:

- Federal and state returns for individuals and businesses

- Schedule C, Partnership, and S-Corp returns

- Electronic filing and payment processing

Tax Planning & Strategy:

- Year-round planning to reduce tax liability

- Quarterly tax projections and estimated payments

- Deduction optimization and entity structure advice

Payroll Management:

- Complete setup, processing, and tax filings

- W-2 and 1099 preparation and distribution

- Employee benefits and contractor management

Financial Reporting & Analysis:

- P&L, Balance Sheet, and Cash Flow statements

- KPI dashboards and performance metrics

- Customized reports and business insights

Business Advisory & Consulting:

- Entity selection and business structure guidance

- Cash flow forecasting and management

- Systems setup and process optimization

How We Help

Clients' Voices

Testimonials from our satisfied clients.

★ ★ ★ ★ ★

"WiseBooksPro cleaned up 18 months of messy books in two weeks and cut my tax bill with better deductions."

John Clark

★ ★ ★ ★ ★

"Monthly reports now make sense. I finally know my margins and cash runway."

Elizabeth Johnson

★ ★ ★ ★ ★

"WiseBooksPro provided me with valuable tax advice that saved me money. Their team is knowledgeable and dedicated to client satisfaction."

Michael Wim

Why Wise Books Pro Advisor?

Frequently Asked Questions

Clear answers to help you make confident financial decisions.

What industries do you support?

Service businesses, agencies, consultants, eCommerce, trades, and startups. We specialize in helping small businesses streamline their bookkeeping and optimize their tax positions regardless of industry.

How does pricing work?

We offer flat monthly packages based on transaction volume and complexity. This ensures predictable costs for your business. Cleanup projects for past bookkeeping are quoted separately after we complete a quick assessment of your needs.

Do you replace my CPA?

We handle books and tax preparation; we can collaborate with your existing CPA or serve as your complete tax team. Many clients find our comprehensive service eliminates the need for a separate CPA relationship.

Can you fix past books?

Yes—catch-up and cleanup projects are common; we'll provide a clear scope and timeline after a quick assessment. Our team specializes in turning messy books into organized, accurate financial records.

How fast can we start?

Discovery call within 1–2 business days; onboarding typically begins the same week. We pride ourselves on efficient onboarding that gets your financial systems organized quickly.

Testimonials

John Doe

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