Bookkeeping
Tax-ready, accurate financials you can actually make decisions from, kept current in a dashboard synced from QuickBooks.
Official Moda Vendor
Real CPAs. Perfect books.
Business bookkeeping, tax prep, and tax strategy, done in-house.
WisdomBooks is a full-service CPA firm for entrepreneurs and business owners who are serious about their finances. Bookkeeping, tax preparation, and tax strategy, all done in-house by real tax experts, with a tax-ready dashboard synced from QuickBooks that they cover on your behalf.
- Everything done in-house, nothing outsourced
- QuickBooks subscription covered for you
- Serving all 50 states from NYC and Miami
Free onboarding, a free consultation, and a free trial of the dashboard. Same-day responses, usually within a few hours.
WisdomBooks is an independent, paid Moda advertising partner (an Official Moda Vendor Partner). This page describes their services. It is not tax, accounting, or financial advice, and it is not a guarantee of any tax outcome, refund, or savings.
For Moda members: Come through this page and mention Moda, and you get a free audit of your last filed tax return (a second look for missed deductions and mistakes), a free consultation, and priority onboarding.
5.0 on Google
16 reviews
Trustpilot
reviewed on Trustpilot
Since 2006
parent firm Wisdom Professional Services
All in-house
nothing outsourced, real tax experts
Three things, done properly.
WisdomBooks keeps the work focused: accurate books, careful tax preparation, and a tax strategy built around your business, all under one roof.
Tax preparation
Full-service tax preparation with attention to detail and every deduction you qualify for.
Tax strategy
Comprehensive tax strategy, from the basics to the advanced, tailored to your business and your goals.
Simple, published pricing.
Straightforward starting points, with final pricing confirmed after a free consultation. No games, no hidden setup fees.
Bookkeeping
Starting at $250per month
Full-service, tax-ready books, with your QuickBooks subscription covered by WisdomBooks.
Business tax returns
Starting at $1,250per year
Full-service preparation, careful and detailed, with every deduction you qualify for.
Final pricing depends on your business and is confirmed after a free consultation. Catch-up bookkeeping is paid before work begins, ongoing bookkeeping is billed monthly, and tax returns are paid on completion. Payment by credit card, ACH debit, Zelle, or wire.
Why WisdomBooks
Tax experts, not just bookkeepers.
People compare WisdomBooks to services like Bench, Pilot, and Bookkeeper360. Here is the honest difference.
Everything in-house
Your books and taxes are handled by the WisdomBooks team, not outsourced to a rotating cast overseas.
Real tax expertise
The firm is staffed by tax experts, not bookkeepers alone, so the books and the tax strategy actually connect.
QuickBooks covered
WisdomBooks pays for your QuickBooks subscription and passes the savings on to you.
A tax-ready dashboard
Full-service, tax-ready books live on the WisdomBooks dashboard, synced from QuickBooks so you always know where you stand.
Who you work with
We are all about attention to detail. Everything is done in-house, nothing outsourced, and we are tax experts, not just bookkeepers.
Daniel handles Moda clients directly. WisdomBooks LLC launched in 2023 under Wisdom Professional Services, a firm that has operated since 2006, and works with entrepreneurs, business owners, and high net worth individuals across many industries and all 50 states.
Daniel Shtarkman
WisdomBooks, NYC and Miami
Why they are on Moda
A CPA firm for the Moda community.
WisdomBooks is an Official Moda Vendor Partner, a paid partner in the Moda vendor program, which is how this page exists. Daniel Shtarkman has been active in the Moda groups since 2023, and the firm works with clients across many industries, including the high-volume watch dealers and real estate portfolios common in the community.
Being on Moda does not mean Moda does your books or taxes. WisdomBooks handles that. Do your own diligence the way you would with any firm, and if anything about the partnership feels off, tell the Moda team on the report page.
Questions, answered straight.
Switching does mean gathering some documents, past reports, and old tax returns, but WisdomBooks guides you through exactly what is needed and handles the transition smoothly.
The fine print.
Moda is a community and lifestyle brand, not an accounting or tax firm and not a financial advisor. This page describes an independent, paid advertising partner and is not tax, accounting, or financial advice.
WisdomBooks LLC is a full-service CPA firm, launched in 2023, with parent company Wisdom Professional Services Inc operating since 2006. It is based in NYC and Miami and serves clients in all 50 states and internationally.
Pricing shown is a starting point. Final pricing depends on your business and is confirmed after a free consultation. Nothing on this page is a guarantee of any tax outcome, refund, or savings amount.
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Real CPAs, and books you can finally trust.
Start the free onboarding, get a free consultation and a free trial of the dashboard, and mention Moda for a free audit of your last filed return.
WisdomBooks is an independent, paid Moda advertising partner (an Official Moda Vendor Partner). This page describes their services. It is not tax, accounting, or financial advice, and it is not a guarantee of any tax outcome, refund, or savings.
Accounting and tax services are provided by Wisdom Books LLC, an independent full-service CPA firm. Moda points members to WisdomBooks but does not provide accounting, tax, or financial services.
WisdomBooks is an independent, paid Moda advertising partner (an Official Moda Vendor Partner). This page describes their services. It is not tax, accounting, or financial advice, and it is not a guarantee of any tax outcome, refund, or savings.