About Us

The "Why, Who and How"

Our Mission as a SaaS Accounting Firm

We’re here to help your software company grow bigger and better. As your friendly SaaS accounting firm, we make the hard stuff easy by:

  • Making your numbers clear and simple
  • Answering questions right away
  • Helping you make smart choices
  • Keeping everything running smoothly

We’re your tech-savvy financial team. We understand software companies, speak your language, and help make your numbers work for growth!

The Story Behind Our Accounting for SaaS Firms

We started in 2011 doing regular accounting work online. But then we discovered something cool – we were really good at helping software companies!

Why? Because we already worked like they do:

  • Quick online meetings
  • Fast help when needed
  • Modern tools that work
  • Clear, useful reports
  • Always there to help

The more we worked with online companies, the more we loved it. Today, it’s all we do.

We help software companies:

  • Make sense of their money
  • Plan for growth
  • Get ready for investors
  • Handle global payments
    Succeed faster
 

That’s our story – we found what we’re great at, and we’re sticking to it!

Core Values

Accuracy icon

Accuracy

Produce accurate, reconciled information each time, every time.

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Honesty

Being truthful in our words and actions.

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Transparency

Establish trust through open, candid and frank interactions.

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Efficiency

Obtaining the best possible outcome in the least wasteful manner.

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Integrity

Do the right thing and holding ourselves to a high ethical standard.

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Initiative

Taking responsibility in finding better solutions and alternatives for our customers.

Meet Our Team

Dan Gomez Accounting Wise

Dan
Gomez

Founder &
CEO

Dan’s goal is to utilize technology to make business owners’ lives easier. As a CPA, Dan has provided support to many SaaS companies and online businesses to help them grow from a startup to an enterprise.

Rebecca
Varon

operational manager, CPA

Rebecca is a CPA with a deep skill set from working as a controller for a SaaS company as well as an auditor for Deloitte.  She provides valuable expertise thru an intimate knowledge of a variety of businesses, consistent attention to detail, and reliable communication.

Barbara Guilharducci, Officer Manager

Barbara
Guilharducci

Senior AP Specialist

Barbara is the AP and payroll specialist of our client’s dreams.  Her meticulous, diligent, and caring nature ensures that vendors, employees, and contractors are paid on time and consistently.

 

Jesriel Cruiz, Staff Accountant

Jesriel
Cruiz

STAFF
ACCOUNTANT

Jesriel’s tech-savvy knowledge combined with solid accounting expertise and experience with SaaS and other e-commerce companies is a great asset for our clients.

Adriana
Larrarte

AP Specialist

Our clients love working with Adriana due to her caring nature, experience and reliability.  She works everyday to ensure our client’s AP & Payroll systems never fail and are always supported.

 

Hira
Aizaz

Staff Accountant, Acca

An ACCA certified (CPA equivalent) accountant and 5 years at Ernst & Young, Hira brings her profound expertise in full-cycle accounting, attentive attitude and pleasant nature to the benefit of our clients. 

Jodi-Ann Lewis

Senior Accountant, CPA

Jodi is a CPA with a Master’s in accounting and over 15 years of experience.  She has taught US GAAP, meticulous in her work, has a caring attitude and a joy to work with.

Work With An Expert SaaS Accounting Firm Today