Transforming Accounting Problems into Opportunities.

Who Are we

We provide comprehensive accounting and financial management services tailored to your needs.

From meticulous bookkeeping and tax planning to strategic financial guidance.

We empower you to make informed decisions and achieve your financial goals.

Built By Numbers

42

years of experience

1.47 t

amount in management

217

trusted Clientelle

45 t

Financial Impact

Services

All-in-one with Numera.

Tax Advisory and Planning

Financial Analysis and Reporting

Auditing and Assurance

Bookkeeping and Record-Keeping

Business Advisory and Consulting

Estate and Retirement Planning

Portfolio

Featured Case Studies.

THE PROCESS

The Road Ahead

Step 1. Discovery and Assessment.

  • Initial Consultation: The process begins with an initial consultation where we listen to your financial challenges and goals.
  • Data Gathering: We gather essential financial data and documents to understand your unique situation.
  • Analysis: Our team conducts a comprehensive analysis of your financial status, identifying areas that require attention.

Step 2: Customized Solutions.

  • Financial Analysis: Thoroughly analyze the client's financial data to identify areas of concern and opportunities for improvement.
  • Customized Solutions: Develop tailored financial strategies and recommendations based on the analysis.

Step 3: Implementation.

  • Action Plan: Create a detailed action plan outlining the steps needed to address the financial challenges.
  • Implementation: Execute the plan, which may include tax planning, financial restructuring, investment adjustments, and more.

Step 4: Ongoing Monitoring and Optimization.

  • Regular Check-Ins: Schedule periodic meetings with the client to review progress and make necessary adjustments.
  • Compliance and Reporting: Ensure that the client remains compliant with tax regulations and financial reporting requirements.

ABOUT

Meet The Team Of Experts

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Tom Huang
Group Strategy Director
Frank Lewis
Chief Financial Officer
Kelly Kraft
Marketing Director
Edwardo Gleason
Chief Operating Officer
Alex Ronan
Co-Founder, Chief Executive Officer

STORIES

Here What They Say About Us

"Numera's strategic financial insights have played a pivotal role in our company's success. Their team is our trusted partner in navigating financial complexities."

Tom Huang
Group Strategy Director

"The commitment to our nonprofit's financial stability is exceptional. They've guided us through challenges, allowing us to focus on our mission."

David Martinez
Executive Director

"Numera's expertise and guidance have been invaluable in managing my small business finances. They turned complex challenges into opportunities for growth."

Sarah Johnson
Chief Executive Officer

"Numera helped me plan for a secure financial future. Their tailored solutions and attention to detail gave me peace of mind."

Emily Davis
Individual Investor

BLOG

Our Insights

We share a wealth of knowledge, expertise, and industry trends. At Numera, we believe that informed decision-making begins with access to valuable insights.

In this space, our team of financial experts and advisors explores a wide range of topics, from tax strategies and financial planning to business growth tips and regulatory updates.

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Investment Portfolio Diversification: Strategies for Long-Term Financial Health

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Financial Forecasting in a Volatile Market: Best Practices for Businesses

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Understanding Tax Reform: Implications for Individuals and Corporations

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Mastering Financial Reporting: Essential Tips for Accurate Bookkeeping

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Let’s begin your financial journey.

Get In Touch