About Us

Welcome to Wish Advisory, a trusted partner in providing expert guidance and solutions to businesses and individuals around the globe. Our firm is dedicated to helping our clients achieve their goals and overcome their most pressing challenges.

With years of experience and a team of seasoned professionals, we bring wealth of knowledge and expertise across industries. Whether you are looking to improve operational efficiency, professional coaching or navigate complex regulatory and legal environments, we have the skills and resources to help you. We believe in building long-term partnerships that drive sustainable growth and success, and we are committed to delivering tangible results that make a real impact.

Our Services

We customize our services to meet your specific needs, whether you're seeking to enhance your decision-making abilities or require a hassle-free compliance solution.

Bookkeeping

Achieve peace of mind and dedicate your full attention to running your business, courtesy of our meticulously triple-checked financial statements. Rest assured that your financial statements are thoroughly reviewed and validated, allowing you to confidently focus on your core operations.

Tax

Get worry-free tax preparation with expert support for federal and state income tax filings, 1099s, and Delaware Franchise Tax filing.

CFO

Our team of CFOs is here to assist you with a range of financial needs. Whether you require help with budgeting, KPI tracking, board decks, or fundraising, our experts are ready to advise and prepare you for what lies ahead.

R&D Tax Credit

Leave the entire R&D tax claim process in our capable hands. We will handle every step of the process for you, ensuring a smooth and successful claim.

Who we Work With

Start-Ups

With extensive expertise in startups ranging from pre-seed to Series C, we possess an unparalleled understanding of the unique challenges they face. When it comes to SAFEs, board decks, and financing rounds, our knowledge and experience set us apart.

Ecommerce

Navigating the complexities of selling physical goods entails various challenges. Luckily, our team has assisted numerous ecommerce companies in managing accounting tasks related to intricate sales channels, inventory tracking, and beyond.

Professional Services

Your firm was founded based on a passion for providing exceptional customer service, not solely because of expertise in accounting and tax. The good news is that we possess the expertise you need as accounting and tax professionals.

Get In Touch

Please fill out the form below to send us an email and we will get back to you as soon as possible.

Contact Info

Email contactus@wishadvisory.com