MindWise Financial

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500 N Main St # 110
Sebastopol, CA 95472
+1 (707) 861-1120
http://www.mindwisefinancial.com

MindWise Financial, based in Sebastopol, CA, offers tailored solutions for businesses seeking to elevate their financial strategies. The team collaborates with clients to assess their unique needs, design personalized programs, and execute effective plans for growth. With a focus beyond traditional back-office tasks, their services encompass client accounting, consulting, and coaching to steer businesses towards success.

From monthly bookkeeping to cash flow projections, MindWise Financial's client accounting services ensure organizational efficiency and progress towards goals. Their consulting services cater to various needs, including software setup, budget reviews, and assistance with audits or due diligence. Additionally, their coaching services provide guidance on business growth and leadership strategies, supporting clients in achieving their objectives.

MindWise Financial stands out for its commitment to offering accurate and timely information, personalized support, and proactive solutions to foster innovation and success. Clients benefit from a collaborative environment where their financial goals are prioritized, ensuring informed decision-making and strategic growth development. Let MindWise Financial be your partner in navigating the path to a brighter financial future.

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Reviews

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5.04 reviews
Sandy S.
2/7/2014

I have had the opportunity to work with Patricia Gay as a colleague and as one of her clients. As a colleague, she demonstrated an excellent knowledge of the tax code, professionalism, and the...

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Michael W.
9/11/2012

Patricia has become an integral part of our business. She is not only an expert at what she does, but she really cares about our success. From the very beginning she listened to us, always taking...

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Nina G.
10/14/2012

Patricia's competence and professional yet friendly demeanor made me feel at ease. She dealt skilfully with my "tax-phobia", so that the whole experience was actually enjoyable. She has a...

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mark s.
3/27/2013

I came to Patricia, burdened by a letter I had received from the IRS. I came away from our first meeting with a plan in place and feeling like a load had been lifted! I can't say enough good...

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