Wiley Financial
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Overview
50 - 249
Employees
2000
Year Founded
ABOUT WILEY FINANCIAL
Appraisals, Auditing, Financial Analysis
At Wiley Financial Services, we prioritize assisting our clients in several key areas: Business Valuations, Auditing, and Cash Flow Assessment. Our team includes a Certified Appraiser, Accountant, Financial Consultant, and CFO, all with over 20 years of experience across diverse industries such as restaurants, biomedical, IT, manufacturing, design, and even a strip club (which is a true story).
Tech Stack
FreshBooksOnPayQuickBooksSageWaveZoho BooksXero
Languages Spoken
English
HIGHLIGHTS
50 - 249
Employees
2000
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Business Valuation Services
30% Audit Services
30% Financial Advisory & Consulting
About the Team
OUR STORY
Wiley Financial Services, led by Lindsay Wiley, the Chief Financial Advocate, is dedicated to empowering business owners by clarifying their financial landscape through expert business valuations and appraisals. With over 20 years of experience spanning industries like restaurants, biomedical, IT, manufacturing, and more, Lindsay combines her roles as a Certified Appraiser, Accountant, Financial Consultant, and CFO to help clients understand where their money flows. Her unique talent lies in translating complex numbers into actionable insights, emphasizing that cash flow directly reflects business viability. Operating from Oceanside, CA, Wiley Financial maintains a professional and straightforward approach infused with integrity and a touch of humor, aiming to deliver innovative solutions that bolster client profitability and sustainability across the Western United States.