Wiley

What Wiley does

Wiley | Accountants + Advisors is a privately-held, full-service CPA and advisory firm founded in 1992 by Roy Wiley, CPA in Jupiter, Florida. The firm provides accounting, tax preparation and resolution, advisory, and assurance services to small and mid-sized businesses, healthcare practices, non-profits and churches, technology companies, and individual taxpayers. Its primary geographic footprint is Southeast Florida, with offices in Jupiter, Palm Beach Gardens, and Boca Raton, supplemented by cloud-based service delivery that extends reach nationwide.

The firm's core technology stack consists of third-party cloud accounting platforms — primarily Xero (where Wiley holds Silver Partner status with 100+ clients) and QuickBooks — combined with ShareFile for secure client document exchange. Wiley organizes its offering around four service pillars (Accounting, Tax, Advisory, Assurance) supported by specialized modules including part-time CFO/controller services, outsourced accounting, payroll, non-profit accounting, bookkeeping, and accounting software advisory. No proprietary software products, APIs, or AI/ML capabilities are developed in-house.

The business model combines recurring monthly accounting subscriptions (bookkeeping, payroll, monthly financial reporting, cash flow analysis) with project-based fees for tax preparation (1040, 1065, 1120S, 1120, 1041) and project or retainer advisory engagements (M&A due diligence, internal controls, financial analysis, digital transformation consulting). Pricing is custom and quote-based. Go-to-market relies on direct sales through referrals, the Dave Ramsey Endorsed Local Provider (ELP) network, content marketing via educational blog posts, email newsletters, and the firm's website with 24-hour quote request forms. Leadership transitioned from founder Roy Wiley to Chelsea Jurena (President/CEO) in 2020, with Tyler Henneman joining as COO/partner in 2022 to lead the accounting division.

Name

Wiley

Legal name

Wiley | Accountants + Advisors

Website

https://wileycpaprofessionals.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Wiley is a privately-held Florida CPA firm founded in 1992 that provides accounting, tax, and advisory services to small and mid-sized businesses, healthcare practices, non-profits, tech companies, and individuals across three Southeast Florida offices with nationwide cloud delivery.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax preparation
• CFO advisory
• Bookkeeping services
• Cloud accounting

Headquarters

HQ city

Jupiter

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting Services: Monthly accounting plans providing bookkeeping, payroll, monthly financial reporting, cash flow analysis, prior period clean-up, and cloud-based accounting services. Revenue is generated through recurring service contracts billed on a monthly basis.
2. Tax Services: Tax preparation and planning services for individuals (1040), partnerships (1065), S Corps (1120S), and C Corps (1120), as well as tax resolution for IRS and state tax notices. One-time preparation fees plus ongoing planning engagements.
3. Advisory Services: Strategic business planning, due diligence, mergers and acquisitions analysis, internal controls assessment, CFO/controller services, and financial analysis. Advisory engagements billed as project-based or retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Wiley is a full-service CPA and advisory firm delivering accounting, tax, and advisory services to small and mid-sized businesses and individuals. Services span monthly bookkeeping and payroll, financial reporting, tax preparation and IRS resolution, CFO/controller oversight, and strategic advisory such as M&A due diligence and business planning, delivered primarily through cloud accounting platforms (Xero and QuickBooks).

Product overview

Wiley is a full-service accounting, tax, and advisory firm offering a unified suite of professional services for small to mid-sized businesses. The portfolio is organized around four core service pillars — Accounting Services, Tax Services, Advisory Services, and Assurance Services — supported by specialized modules including CFO/Controller Services, Outsourced Accounting, Payroll Services, Non-Profit Accounting, Bookkeeping, and Accounting Software Advisory. The firm operates primarily in the cloud, integrating with Xero (Silver Partner) and QuickBooks to deliver real-time financial data access and remote client collaboration.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Full range of accounting and bookkeeping services including monthly accounting plans, bank reconciliations, check processing, bookkeeping, payroll, monthly financial reporting, cash flow analysis, and prior-period clean-up, targeted at small to mid-sized businesses.
• Tax Services Tax preparation and resolution services covering individual (Form 1040), partnership (Form 1065), S-corp (Form 1120S), and C-corp (Form 1120) returns, plus tax planning, tax resolution, IRS navigation, sales tax, and estate and trust tax returns (1041).
• Advisory Services Strategic advisory including business planning, due diligence, mergers and acquisitions analysis, corporate financial controls and procedures, compilations, budget analysis, internal controls, financial analysis, and digital transformation consulting for business owners and leadership teams.
• Assurance Services Internal controls analysis, accounting process analysis, financial statement reviews, and compilations providing third-party verification of financial statement accuracy for clients needing independent accountant assurance.
• CFO + Controller Services Part-time CFO and controller-level financial oversight including revenue projection, cash flow management, and planning, supporting businesses in transition or those needing senior financial leadership without a full-time hire.
• Outsourced Accounting Fully outsourced accounting function delivered via cloud-based software, providing real-time financial data access and remote collaboration for clients that prefer to delegate the entire back-office finance function.
• Payroll Services Full-service payroll processing integrated with accounting workflows to support client businesses, removing the need for in-house payroll administration.
• Non-Profit Accounting Specialized accounting services for non-profit organizations covering filing and reporting laws, including Form 990 preparation, donor reporting, and tax-exempt compliance.
• Bookkeeping Bank account reconciliation, balance sheet preparation, ledger clean-up, income statement preparation, and ongoing financial record management for small businesses.
• Accounting Software Advisory Advisory services helping clients select and implement accounting software platforms, including Xero and QuickBooks setup, training, and ongoing support.

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core.

• Virtusa CorporationcoreImplementation/ SI/ Consulting Partner · 10 February 2026Multi-year managed services partnership where Virtusa provides infrastructure, application services, and support for Wiley's technology initiatives. Virtusa took ownership of Wiley's Sri Lanka technology operation. Collaboration aims to accelerate Wiley's technology transformation, improve customer service, and drive innovation, productivity, and cost efficiencies.
• XerocoreTechnology or IntegrationXero Silver Partner status with over 100 clients using the Xero cloud accounting platform. Wiley recommends Xero as their preferred cloud-based accounting software for its commitment to accurate, timely information.
• Dave Ramsey Endorsed Local Providers (ELP) NetworkcoreGTM or Marketing PartnerWiley is personally vetted by Dave Ramsey's team and deemed to meet demanding criteria for expert accounting knowledge and superior customer service. Dave Ramsey's four New York Times bestselling books and radio show reach millions, providing referral leads to Wiley.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• 1-800Accountant: Virtual-first accounting and tax services firm serving SMBs and entrepreneurs nationwide — competes with Wiley for U.S. SMB clients who prefer remote/virtual delivery over local CPA firms.
• Bench: Tech-enabled bookkeeping platform serving U.S. SMBs with monthly cloud-based bookkeeping — directly competes with Wiley's recurring monthly accounting subscription offering.
• Pilot: Tech-forward bookkeeping, tax, and CFO services firm targeting startups, SMBs, and tech companies — competes with Wiley for the same cloud-accounting-forward SMB segment.

Direct peers

• Kaufman Rossin: Fort Lauderdale-based CPA and advisory firm serving Florida SMBs, entrepreneurs, and healthcare/real estate sectors with accounting, tax, and advisory services — directly comparable to Wiley's service mix and regional Florida focus.
• James Moore & Company: Florida-headquartered CPA firm (Daytona Beach/Gainesville) providing tax, audit, advisory, and outsourced accounting to SMBs and non-profits — directly comparable to Wiley in service portfolio and Florida concentration.
• Berkowitz Pollack Brant Advisors + CPAs: South Florida CPA firm serving high-net-worth individuals, families, and closely held businesses with tax, advisory, and accounting services — overlaps Wiley's Southeast Florida geography and SMB/individual client base.
• MBAF (Morison, Brown, Argiz & Farra): Miami-based full-service CPA and advisory firm serving Florida businesses, non-profits, and individuals with audit, tax, and consulting — same regional Southeast Florida geography and comparable service breadth.

Broad incumbents

• Carr, Riggs & Ingram (CRI): Large multi-state CPA firm with Florida offices providing audit, tax, accounting, and advisory to SMBs across the Southeast — same core services as Wiley but at materially larger scale.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm offering outsourced accounting, tax, advisory, and wealth advisory to mid-market and SMB clients nationwide — comparable offering at much larger scale.
• Withum: National accounting and advisory firm with strong SMB and technology practice — comparable client segment (tech/SaaS companies needing equity comp and revenue recognition help) to Wiley's vertical specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wiley