About
Wilcox Financial Services
Our Philosophy Sets Us Apart
At Wilcox, we take an inside-out approach to financial services. Top-notch employee practices—think: amazing benefits, remote work capabilities, 32 hour weeks—allow us to foster a happy, and therefore high performing, team who excels on accuracy, timeliness and customer service.
“We think, mistakenly, that success is the result of the amount of time we put in at work, instead of the quality of time we put in.”
-Arianna Huffington
Mikell Wilcox
CEO
Gary
Admin Assistant
Why I love my job:
There is a certain excitement that comes with connecting with our clients, who are also building their small businesses. Our clients are testaments that the American dream is alive and well. I also like being able to provide a helping hand to our team of fantastic accountants and bookkeepers by preparing new clients for their care.
Why I am great at it:
I am meticulous and aggressively organized. This is a walk in the park for a retired 20-year Marine. Every client is a mission to be accomplished.
There is a certain excitement that comes with connecting with our clients, who are also building their small businesses. Our clients are testaments that the American dream is alive and well. I also like being able to provide a helping hand to our team of fantastic accountants and bookkeepers by preparing new clients for their care.
Why I am great at it:
I am meticulous and aggressively organized. This is a walk in the park for a retired 20-year Marine. Every client is a mission to be accomplished.
Debi
Virtual Bookkeeper
Why I love my job:
Since I am able to work flexible hours and be present for my family, this opportunity has been the best for me—which makes me the best for our clients. I really enjoy what I do daily and enjoy those I work with as they give continued support professionally and personally! I really enjoy the ability to help the business owners succeed. Researching, organizing and putting the finance puzzle together is appealing; I enjoy “nerding out” on it. It’s the ability of taking the burden off the business owner and allowing them to really focus on growing their business.
Why I am great at it:
I have a Bachelors of Science in Business Administration and Accounting and have over 21 years of accounting experience within the Private and Public sectors. My experience includes construction, recreation, higher-education, hospitality and telecom. This allows me to have the ability to work with various business owners and adapt to their industry and business accounting needs. I also have experience in Payroll, Human Resources and Business Management and Growth. I really enjoy helping businesses reorganize their financials and organization and set them up to best be prepared for growth.
Since I am able to work flexible hours and be present for my family, this opportunity has been the best for me—which makes me the best for our clients. I really enjoy what I do daily and enjoy those I work with as they give continued support professionally and personally! I really enjoy the ability to help the business owners succeed. Researching, organizing and putting the finance puzzle together is appealing; I enjoy “nerding out” on it. It’s the ability of taking the burden off the business owner and allowing them to really focus on growing their business.
Why I am great at it:
I have a Bachelors of Science in Business Administration and Accounting and have over 21 years of accounting experience within the Private and Public sectors. My experience includes construction, recreation, higher-education, hospitality and telecom. This allows me to have the ability to work with various business owners and adapt to their industry and business accounting needs. I also have experience in Payroll, Human Resources and Business Management and Growth. I really enjoy helping businesses reorganize their financials and organization and set them up to best be prepared for growth.
Kiley
Bookkeeper
Why I love my job:
I enjoy helping others. It's so rewarding to know the work I've done has helped someone else achieve their goals. WFS allows me to do this, while supporting my personal and professional goals with a flexible schedule that ensures my work life balance. I feel our team is unique because of the culture that supports care/support of us as individuals and a team. This caring and open communication is passed forward to our clients, fostering everyone's success!
Why I am great at it:
I have a Bachelor's Degree in Accounting, with goals to complete my Master's and gain my CPA. I am a certified QuickBooks Pro Advisor, Xero Advisor, proficient with Bill.com and Excel. I have a background in small business management, bookkeeping, A/R & Customer Service. I love piecing together a financial puzzle to support a client's goals.
I enjoy helping others. It's so rewarding to know the work I've done has helped someone else achieve their goals. WFS allows me to do this, while supporting my personal and professional goals with a flexible schedule that ensures my work life balance. I feel our team is unique because of the culture that supports care/support of us as individuals and a team. This caring and open communication is passed forward to our clients, fostering everyone's success!
Why I am great at it:
I have a Bachelor's Degree in Accounting, with goals to complete my Master's and gain my CPA. I am a certified QuickBooks Pro Advisor, Xero Advisor, proficient with Bill.com and Excel. I have a background in small business management, bookkeeping, A/R & Customer Service. I love piecing together a financial puzzle to support a client's goals.
Mackenzie
Bookkeeper
Why I love my job:
I am my clients’ “right hand”. It is a unique way to be involved in their craft and a part of their team. Being someone that helps alleviate weight off their shoulders while they focus on pursuing their dream is fulfilling.
Why I am great at it:
I’m great at my job because I have always been a nerd about organization—and that’s exactly what my role at WFS entails! Working on the accounting side of business is incredibly mentally stimulating, and for an active mind like mine, it provides just the right amount of challenges and gratification.
I am my clients’ “right hand”. It is a unique way to be involved in their craft and a part of their team. Being someone that helps alleviate weight off their shoulders while they focus on pursuing their dream is fulfilling.
Why I am great at it:
I’m great at my job because I have always been a nerd about organization—and that’s exactly what my role at WFS entails! Working on the accounting side of business is incredibly mentally stimulating, and for an active mind like mine, it provides just the right amount of challenges and gratification.
Why Choose Us?
At Wilcox Financial Services, you’re more than just a number or dollar sign – you’re part of the family. We pride ourselves in being the leaders in finance and accounting with expertise in a wide variety of industries.
