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Why Choose Jesse Waldman?

Jesse Waldman is more than just a CPA crunching numbers for clients. Having owned and managed multiple businesses, his holistic perspective spans beyond corporate and individual tax to payroll, bookkeeping, QuickBooks consulting, outsourced CFO services and more. Whether a business owner or an independent professional, Jesse utilizes his unique background to meet the needs each of his clients.

What Makes Jesse Different?

Small to mid-size business-focused


In addition to serving independent professionals, Jesse works with small to mid-size business owners to achieve financial growth and efficiency in nearly every facet of business.

Business Ownership Experience


He understands the challenges of running a business firsthand and is passionate about helping business owners and growing professionals reach in their aspirations.

Personalized Service


Jesse believes in building relationships with clients and better understanding their goals in order to meet their needs.

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