Business Details
5 Years
experience
Your Trusted Accounting Partner in New York
Wisdom Books is an independent accounting firm dedicated to providing comprehensive financial solutions for startups and small to midsize businesses. Since our founding in 2021, we have combined the innovative strategies of large accounting firms with the personalized service of a boutique practice. Our team of licensed CPAs brings over 30 years of combined experience, serving clients across diverse industries such as real estate, healthcare, technology, and e-commerce.We prioritize accuracy, transparency, and client collaboration, offering 24/7 email support to ensure seamless financial management. Our services include bookkeeping, payroll, tax advisory, and CFO support, tailored to help businesses achieve growth and operational efficiency. With a focus on modern accounting practices and cutting-edge technology, we deliver reliable, cost-effective solutions that empower our clients to make informed financial decisions.
Services
Bookkeeping
Payroll
Taxes
CFO Services
Sales Tax Filings
Details
- Year established: 2021
Highlights and features
- We offer 30+ years of combined CPA experience in accounting and tax services.
- Dedicated bookkeeping specialists ensure accurate monthly financial statements.
- 24/7 email support for prompt resolution of financial inquiries.
- Customized CFO services at a fraction of the cost of full-time hires.
- Proven expertise in tax compliance and deductions for businesses of all sizes.
What people say
Accurate financials monthly
Dedicated CPA support
Stress-free tax filings
Responsive payroll specialists
Cost-effective CFO services
Services
Bookkeeping
Our bookkeeping services ensure precise financial tracking and reporting for startups and small businesses. We manage monthly profit and loss statements, balance sheets, and cash flow statements using advanced software to eliminate errors. Clients receive expedited book delivery and direct access to dedicated specialists for tailored financial insights.
Payroll
Full-service payroll solutions automate tax filings, direct deposits, and compliance for businesses of all sizes. We handle multi-state payroll, W-2s, and 1099s while offering dedicated specialists and 24/7 support. Our system ensures timely tax remittance and seamless employee payment processing.
Taxes
Expert tax preparation and year-round advisory services for LLCs, corporations, and sole proprietors. Licensed CPAs file federal, state, and local returns while identifying deductions and optimizing tax strategies. Services include sales tax filings and support for entities with foreign subsidiaries.
CFO Services
On-demand CFO support provides financial forecasting, budgeting, and growth strategies at a fraction of full-time costs. Services include revenue projections, cash flow management, and monthly financial updates to guide business decisions and avoid costly pitfalls.
Sales Tax Filings
Real-time sales tax calculation and filing across all jurisdictions to ensure compliance. Our experts handle complex state-specific requirements, reducing errors and penalties while simplifying tax obligations for businesses operating in multiple locations.
People
Daniel Shtarkman
Chief Executive Officer
Daniel Shtarkman is a serial entrepreneur and CPA with over 7 years in public accounting and 9 years in e-commerce. He specializes in small businesses and high-net-worth individuals, with expertise in bankruptcy accounting and D2C brand scaling.
Michael Shtarkman
Chief Financial Officer
Michael Shtarkman is a CPA with extensive experience in financial analysis, budgeting, and auditing. Prior to Wisdom Books, he worked at Citibank and Ernst & Young, serving small businesses and real estate firms internationally.
Joshua Shtarkman
Chief Operations Officer
Joshua Shtarkman holds a master's in taxation and oversees crypto accounting at Wisdom Books. With 4+ years in accounting and business management, he specializes in bookkeeping for high-revenue businesses and operational efficiency.
Ramsey Berdiev
Director of Tax
Ramsey Berdiev is a CPA with 10+ years in tax and auditing. He specializes in complex real estate filings and holds a master's in accounting from the University of Michigan, ensuring precise compliance for diverse clients.
Anastasia Pristavka
Payroll Specialist
Anastasia Pristavka is a payroll expert with 10+ years in accounting. She manages tax records and filings for hundreds of clients, ensuring compliance with federal and state regulations while providing direct client support.
Questions
What accounting services does Wisdom Books offer?
We provide bookkeeping, payroll, tax filing, CFO services, and sales tax compliance for startups and small businesses.
Are your tax preparers licensed CPAs?
Yes, all tax returns are prepared and filed by licensed Certified Public Accountants.
Can you help identify business tax deductions?
Yes, we analyze expenses to identify deductible items and maximize tax savings for your business.
Do you support multi-state payroll processing?
Yes, we handle payroll tax filings across all 50 states with automated compliance features.
What are your business tax deadlines?
C-Corps (April 15), S-Corps/LLCs (March 15). Extensions available upon request for all filings.
Can I cancel services anytime?
Yes, all plans are month-to-month with no contracts or hidden fees.
