wefinx is a new age full-cycle business partner managed by tech-savvy CPAs utilizing leading technologies to automate bookkeeping, cloud accounting, tax and advisory services for small businesses and start-ups.
Our mission is to automate back office for startups and small businesses and help them scale by relying on data driven analytics. We value:
We address your business’s entire financial world and guide you towards your goals.
Agile processes and open communication, we tell it like it is!
We are an extensively experienced multi-disciplinary team with over 30 years of leading business and financial management experience.
Why follow in the footsteps of traditional accounting firms when a better path so clearly exists? Our model is simple – we strive to add value to your business and make a difference. Our service packages are centered around becoming your Chief Financial Officer’s (CFO). Our primary responsibility is to manage financial risk of your business by analyzing the data, developing proactive strategies, and tracking performance outcomes. To aid in this, we use world-class software and tools to automate bookkeeping, making sure your financial information is accurate, that records reconcile and financial reports and tax filings are completed on time. This scope of our service is included in our service packages at no cost to you - because we believe this is foundational to efficiently perform our CFO responsibilities. We provide you with clarity on your finances on real-time basis - so you can spend more time with your clients, and seize the full potential for your business.