Behind the Numbers
We combine the expertise of seasoned professionals with the personalized care that clients deserve.
Having worked at some of the largest and most respected firms in the world, we bring a level of quality that rivals big firms, but with a boutique approach that ensures every client receives direct, one-on-one attention. You will always work directly with the CPA, avoiding the frustration of being handed off to less experienced staff.
Our virtual-first model is designed for your convenience, leveraging cutting-edge technology and tools to streamline processes, enhance accuracy, and provide a seamless experience—all from the comfort of your home.
Our Founder
Wassem M. Ali, CPA
Wassem began his career in New York City, gaining valuable experience at prestigious firms. The birth of his daughter was a turning point, inspiring him to start his CPA firm and reflect on the sacrifices his parents made when they left their home to create a better life in America. Despite working tirelessly, they often struggled to keep up—a challenge rooted in a lack of financial knowledge and access to expert guidance.
As Wassem advanced in his career, he realized that even the most intelligent and hardworking people are held back from reaching their full potential because of a lack of financial guidance. He saw firsthand how financial knowledge can reduce stress, unlock opportunities, and transform lives. Motivated by this, he started his firm with a clear mission: to empower others with the guidance his parents never had.
Outside of work, Wassem serves as the National Finance Director of Charity Week USA, a global campaign that empowers youth to raise funds for orphans. His passion for financial empowerment drives him to create meaningful change in both his profession and community.
