We’re not your father’s CPA and we’re not trying to be. We don’t want to be that firm who checks in once a year come tax time, we want to give you more and take you farther.
Wellth Financial Services was started by Flavio Garcia. It is a modern tax, accounting, and business consulting firm that serves Manassas, Woodbridge, Fredericksburg, Quantico, Lakeridge and the surrounding Virginia area. Like you, Flavio is a creative, energetic and passionate entrepreneur. He’s a deeply analytical thinker with a skill for multidimensional problem solving using: data, business acumen, and creativity. He possesses a bachelor’s degree in accountancy (BAcc), a bachelor’s degree in business analytics (BBA), and a master’s in taxation (MTAX). His professional experience includes stints at multiple Fortune 500 companies and in Public Accounting. He is an IRS circular 230 practitioner and a CPA applicant, with thousands of hours of tax preparation experience and audit experience.
You can rest assured that you are in good hands when working with Flavio and Wellth Financial Services. With nearly a decade of military service across the Marine Corps and Coast Guard Reserve, we embrace difficulty, adapt to change, and are intensely dedicated to serving others.
Feeling limited by traditional accounting firms and their approach, Flavio set out to create Wellth Financial Services as a business consulting and accounting firm that is focused on the needs of today’s modern entrepreneurs. One that would easily adapt to change and is at the forefront of technology and innovation. A firm that embraces today’s businesses, thrives on diversity and partners with clients from all lines of work including trailblazers, innovators, influencers, disruptors and content creators. One that would be approachable, an equal and a partner. Bring your raw ideas to the table and together we can go farther.
The traditional accounting and consulting firm has long been focused operationally and philosophically entirely on servicing as many clients as possible with as little manpower as possible. The more work you put on a few good people the less you have to pay overall on salaries and wages. In recent history this has led to a decline in the quality of the work. For multi-million-dollar companies this mediocrity might be “good enough”.
At Wellth Financial Services, we strive to serve only a few select clients with the confidence that we are bringing our best talent and attention to each engagement, in turn delivering the best value. Our goal is to integrate ourselves deeply within your vision to identify the areas of opportunity where we can provide expertise without the cost associated with employing an expert.
We focus on the growth and the longevity of your business, offering a full spectrum of integrated accounting and consulting services. We embed ourselves in your business and draw on Fortune 500 grade expertise, extensive financial knowledge and a little creative outside-the-box thinking to implement lasting solutions at a small business scale to grow your vision.
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If you’re interested in lightening your load and wearing a few less hats, reach out for a free, no-obligation consultation today to find out if Wellth Financial Services is a good fit for you and your business. We serve businesses of all sizes locally in Manassas, Woodbridge, Fredericksburg, Quantico and Lakeridge, Virginia and virtually throughout the entire US.
Flavio Garcia is an accomplished CPA applicant, IRS Circular 230 practitioner, and entrepreneur. His professional endeavors include real estate holdings, multiple directorships at not for profits and political action organizations, as well as stints at multiple Fortune 500 companies.
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