About Us

BIDaWIZ traces its roots back to 2008. As tax, accounting and finance professionals we often encountered clients whose needs were not being adequately met. There was the bookkeeper who lacked the time to research complex accounting issues or needed confirmation of an answer she had arrived at. There was the small business owner who needed an on-call accounting resource, but could not regularly bear the expense of a full time accountant. There was the personal investor who wanted to confirm his accountant’s advice and discuss regulatory changes that could impact his financial or tax planning. There was the accountant, herself an expert, who occasionally needed a resource to fill gaps in her knowledge. At the time, our clients’ only options when seeking answers to tax, accounting and finance questions were costly and time consuming. Lengthy phone calls, high hourly rates and an inability to let the market to determine the most qualified and cost-efficient professionals for the job were the norm.

We founded BIDaWIZ in a desire to address the needs of those who, like our own clients, sought a better solution for their tax, accounting and finance needs. Our guiding principle is that individuals and businesses should have access to high quality, comprehensive professional accounting and finance advice, delivered in an affordable, accessible and easy-to-understand manner.

Whether you’re a bookkeeper, a small business owner, an individual investor or an accountant, BIDaWIZ is your online marketplace for trusted answers from licensed business professionals (“Experts”) with expertise in tax, accounting and finance.


What Makes Us Unique

Our success is driven by the reliability of the BIDaWIZ Experts: licensed, seasoned business professionals who independently provide answers to users’ tax, accounting and finance questions.

Experts include certified public accountants (CPAs), enrolled agents (EA), chartered financial analysts (CFAs), certified financial planners (CFPs), tax attorneys (JDs) each of whom is highly proficient in their subject matter and has many years of experience navigating the issues, whether complex or routine, that users face.

All BIDaWIZ Experts go through a rigorous screening process implemented by the BIDaWIZ team. We seek to leverage our own professional experience as tax, accounting and finance professionals in assessing whether someone will be viable as a BIDaWIZ Expert. In addition, before selecting someone to become an Expert, we utilize third party credential verification services to ensure the authenticity of their qualifications.

Quick Expert Stats

Average Years of Work Experience:

20 years with a range of 5 - 40 years

Recent Jobs:

  1. Auditors
  2. Authors of Tax, Accounting & Finance Publications
  3. Bookkeepers
  4. Chief Financial Officers
  5. Contract Accountants
  6. Financial Advisors
  7. Owners of Accounting/Finance Firms
  8. Professors
  9. Recent Retirees of Finance & Accounting
  10. Enrolled Agents
  11. Staff/Senior Accountant
  12. Tax Managers

Clients:
Thousands across multiple industries (agriculture, automobiles, chemical, construction, energy, food, health, information technology, insurance, manufacturing, mass media, real estate, & telecommunications)

Credentials:

  1. CPAs, CFAs, CFPs, ChFC, JDs, MBAs, PHDs, NASD (Series Licenses)
  2. Memberships:
  3. American Institute of Certified Public Accountants
  4. American Women Society of CPAs
  5. Committees for Tax Education
  6. Estate Planning Council
  7. Financial Planning Association
  8. QuickBooks Pro Advisor Program

New Expert 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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