ABOUT

Our Focus

  • Financial success starts with clear, easy communication. We’re dedicated to keeping you informed and empowered, breaking down complex concepts into actionable insights and being readily available to answer questions.

  • Business doesn’t always happen at a desk, especially for small business owners! That’s why we prioritize mobile-friendly, cloud-based solutions, allowing you to manage your finances on the go.

  • From compliance to financial planning, we provide solutions that work for your business size and goals, so you always feel equipped with the expert guidance you deserve.

  • We go beyond the numbers, turning data into clear, actionable insights. Our approach focuses on delivering the information you need to make informed decisions—whether it’s expanding your team, optimizing cash flow, or planning for future growth.

Ready to Work Smarter?

Data is not information,

information is not knowledge,

knowledge is not understanding,

understanding is not wisdom.

— Clifford Stoll

Message from the Founder

I have the privilege of working with some of the most hardworking, inventive, and downright tenacious people on the planet: small business owners. If you’re one of them, you know that every day is an adventure. And while I love numbers and financial systems, I know that’s probably not what gets you out of bed in the morning.

I spent years managing the financial intricacies of large organizations, leading audits, and consulting with companies of all sizes with many resources at my disposal. Then I had the chance to work with a family-owned business and several local organizations close to my heart. That experience showed me where I could make a difference: bringing big-company finance expertise to small businesses—the people driving our economy forward, one dream at a time.

I’m inspired every day by my clients, who bring grit and humor to every late-night payroll fix and strategic pivot. Working alongside them reminds me why I started WBFS: to bring financial clarity and peace of mind to small business owners, so they can grow stronger and keep doing what they love.