Wiley

Accountant · 300 Avenue of the Champions, Ste 180, Palm Beach Gardens, Florida

  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2018

    Experience

    Partner since 2018
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Wiley CPA focuses primarily on helping clients grow their business by keeping them compliant with the governing authorities while also providing them with accurate and useful financial statements. We love to teach our clients how to analyze their financials so they can clearly see changes they need to make or where growth opportunities lie! We also understand the real possibility of fraud within companies and can help our clients implement proper controls to prevent it.

Meet the team

Wiley advisors: 12 - Xero certifications: 8

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

David Stone

Accounting Senior

Profile image for David Stone
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Joshua Alexander

Junior Associate

Profile image for Joshua  Alexander
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Wiley: Bank experience

Clients of Wiley connect to a range of banks via Xero. Wiley specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • Bank of America (US)
  • Capital One (US)
  • Chase Bank (US)
  • PayPal
  • TD Bank
  • Truist (Formerly BB&T) Business Bank
  • Truist (US)
  • Wells Fargo (US)

Wiley: Industry experience

Wiley works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Administration and support services
  • Professional services
  • Real estate and hiring services
  • Healthcare and social services
  • Not-for-profit
  • Repairs and personal services

Wiley : App experience

Wiley serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

Find us

Wiley has an office in 1 location

Palm Beach Gardens

300 Avenue of the Champions, Ste 180, Palm Beach Gardens, 33418, Florida

+1 561-744-9547

New to Xero? Wiley can help

Xero is beautiful online accounting software for smaller businesses. Wiley can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2018
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.