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About Us
BIDaWIZ is the solution when you find yourself in this common situation: you need a reliable answer to a finance or accounting question. You need professional advice, someone whose answers you can trust to be correct and complete. But where can you get someone affordable, available and easy to understand? Someone who will get back to you right away?
That's where BIDaWIZ comes in.
BIDaWIZ is the online marketplace for trusted answers from licensed business professionals, who we call "Wizards," with expertise in Accounting & Finance.
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What makes us unique
The BIDaWIZ cornerstone is the reliability of the licensed business professionals, called "Wizards," who independently provide answers to user's accounting and finance questions.
Wizards include Certified Public Accountants (CPAs), Chartered Financial Analysts (CFAs), and Certified Financial Planners (CFPs) who are not only subject matter experts but also have years of experience with the situations customers are facing.
The BIDaWIZ team which includes CPAs rigorously screens and has a 3rd party verify the credentials of the professionals before inviting them to join BIDaWIZ.
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Quick Wizard Stats
Average Years of Work Experience:
20 years with a range of 5 - 40 years
Recent Jobs:
Auditors
Authors of Tax, Accounting & Finance Publications
Bookkeepers
Chief Financial Officers
Contract Accountants
Financial Advisors
Owners of Accounting/Finance Firms
Professors
Recent Retirees of Finance & Accounting
Enrolled Agents
Staff/Senior Accountant
Tax Managers
Clients:
Thousands across multiple industries (agriculture, automobiles, chemical, construction, energy, food, health, information technology, insurance, manufacturing, mass media, real estate, & telecommunications)
Credentials:
CPAs, CFAs, CFPs, ChFC, JDs, MBAs, PHDs, NASD (Series Licenses)
Memberships:
American Institute of Certified Public Accountants
American Women Society of CPAs
Committees for Tax Education
Estate Planning Council
Financial Planning Association
QuickBooks Pro Advisor Program
Philanthropy:
Art Foundations
ASPCA
Boys & Girls Clubs
Children's Medical Centers
Lions Club
Samaritan Counseling
New Wizard Quotes
"I
have over 30 years of tax preparation experience and I really enjoy public accounting and helping people with their tax problems."
- Charles Randall "CRANDALL", CPA, CFP
"I have many years of experience researching tax related questions. I offer thoughtful, organized, and detailed responses that will allow the customer to understand in a way that they can immediately apply the information presented."
- Josh Moore "jmoore1502", CPA
"I specialize in small business, home business and independent contractors and can advise on the tax and accounting part of their business. I can give advice about financial statements, corporate tax returns, individual tax returns and quarterly payroll tax returns. I am proficient in QuickBooks, ProSeries and Microsoft Office. I am a member of the QuickBooks ProAdvisor Program and am in the process of obtaining my QuickBooks Certification."
-Erin Meegan "emeegan", CPA
"I have five years experience in designing financial plans for clients to meet their overall goals and objectives. These objectives have included generational wealth transfers, retirement planning, family partnerships, and tax saving strategies. I have worked with many clients over the years and am very familiar with the complexities involved in the estate planning process. Currently I am a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), and a Level 1 CFA candidate. I am truly passionate about estate planning and helping others achieve their financial goals."
-Jay Johnson "jayjohnsonut1", CPA
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