Blue Orca Financial Services

Write a Review321-329-5709

OPEN NOW - Closes at 5:00pm

Do you want a huge burden lifted from your mind and stop worrying by having a TRUSTED Partner to handle your books? I help Business Owners save time, eradicate frustrations and focus on growing their business by providing expert Quickbooks & Bookkeeping along with consultative feedback sessions to continually assess where you are versus where you want to be with the business and with your financial matters in general and establish plans for improvement. I will Save You TIME So You Can Spend More Time With Your FAMILY and concentrate on Growing Your Business >>> Improve Your CASH FLOW >>> Increase PROFITABILITY >>> Provide PEACE OF MIND Knowing Your Financials Are Accurate, Up to Date & Handled with Your Taxes Paid On Time >>> PARTNER With You to Strategize and Help You Achieve Your DREAMS Through Your Business! Blue Orca Financial Services is owned & operated by Bill W. Wood who has 25+ years experience in the Financial Services industry and has worked for many highly regarded companies including American Express / Ameriprise Financial Advisors, American Express Tax & Business Services, Allstate Insurance Company, Jackson Hewitt and RBC Bank to name a few. He is originally from upstate New York and has a Bachelor of Arts degree in Economics with a minor in Accounting from the SUNY @ Oswego. Bill acquired a wide variety of extremely valuable skills working in the following positions: as a Financial Advisor (owned & operated his own practice for 6 years in Tampa before selling it to relocate to Brevard County), Commercial & Business Banking Vice President, Credit Analyst, Tax Preparer, Bookkeeper, Quickbooks Expert, Business Owner and more meaning you can rest assured that you're receiving superior and objective advice from a highly experienced and knowledgeable financial professional focused on helping you achieve your financial goals. Integrity, transparency and always doing what's best for the client are the guiding principles of our practice.