Introducing Wisewel: New company,
not new to accounting

Here at Wisewel, we know first hand that entrepreneurs have a lot on their plates as they navigate the complexities of creating a successful business. In an effort to alleviate some of the stressors faced when growing a business, we combined our passion for growing companies with our 20+ years of financial services experience to create Wisewel.

For starters, we are not your typical B2B outsourced accounting company. Our company is guided by the principles of creating meaningful, long-lasting and authentic business relationships (without having to break the bank). We understand that putting your accounting into our hands entails an enormous amount of trust and we do not take that responsibility lightly.

We believe you should be spending your time running your company, closing deals, and leaving the books to us. We understand that not all businesses are the same, which is why we provide personalized financial tools and advice you need to reach your full potential. — From balancing the books to assisting in your first acquisition, we’ve built our foundation on meeting clients where they are, and helping them take the next step.

What clients are saying…

The Wisewel team is great to work with. We used their Controller and CFO Service Packages, and they also provide us fixed-fee bookkeeping for our A/P. They are a very attentive team, very considerate and always quick to respond. Definitely recommended.

Tom Curcio
Owner – Meat Box

I can definitely speak highly about CJ and his team. The onboarding process was simple and straightforward, The fixed fee bookkeeping is perfect for our business. The team is very easy to work with, and communicates well. I would recommend them to anyone looking for accounting or bookkeeping support.

Lisa Sequeira
Owner/Designer – Frock Me

We are a small non-profit and use Wisewel for our monthly bookkeeping and invoicing. We are very happy with the services and results they give us.

Jeff Prewitt
Senior Director – ReachTheRainbow

They are just a great team who are not only competent, but who you can trust. After a couple of months, I realized I can really let go and just have weekly check-ins.

Bill Krueger
QuickStar Hauling

We needed an eagle’s eye view of the flow of our annual budget into our weekly cash flow. With Wisewel helping us, I get the benefits of an experienced CFO, without the in-house overhead.

Kent Ruston
President – NTD Consulting

Our values

We believe in many things, but these are the ones most important to us.



Transparency

Having a direct line of communication with our clients is of the utmost importance to us. We believe that open and honest communication is paramount to a successful partnership. We’re not afraid to have tough conversations as that will lead to the most growth for both parties. We won’t tell you what you want to hear, we’ll tell you what you need to hear.‍

Innovation

As dedicated accounting professionals, our goal is to help you grow in the most efficient way possible so that you can focus on the other aspects of your business. Which is why we’ve developed a tried-and-true service to turn our team into an extension of yours.

Entrepreneurial spirit

While we may not be the founder, we’re going to treat your business like it’s our own. We are results-driven. If something isn’t working, we’re going to dive in deep to figure out why, what will work better and implement that strategy immediately.

With that being said, let’s meet the team.

DJ Rana

VP | Director of Client Services

Jessica Steedman

Accounting Team Lead

Marcus Pearson

Director of Advisory Services

Nishadi Dayananda

Manager of Corporate Affairs

Serena Wong

Bookkeeper

Feona DeSousa

Bookkeeper

Subashani Dissanayake

Manager Finance and Accounting

Magen Sanders

Sr. Associate