James Anderson
Managing Partner & CPA
20+ years in corporate tax strategy and M&A advisory.
Our Story
The Team Behind Your Success
A firm built on integrity, expertise, and genuine passion for helping clients achieve their financial goals — for over 15 years and counting.
Our Founding Story
From a Small Office to Industry Leaders
Founded in 2010 with a simple belief: every client deserves the same caliber of financial expertise previously only available to Fortune 500 companies.
FinancePro was founded by James Anderson and Sarah Mitchell in the aftermath of the 2008 financial crisis — a moment that made it abundantly clear how critical sound financial guidance was for businesses of all sizes. What began as a two-person tax practice in a small Manhattan office has grown into a premier full-service accounting and advisory firm with a team of over 35 specialists.
From our earliest days, we set ourselves apart by treating every client relationship as a long-term partnership rather than a transactional engagement. We take the time to deeply understand each client's business model, industry dynamics, and personal goals before recommending any course of action.
Today, FinancePro serves over 500 clients across 18 states, managing more than $2 billion in client assets and saving our clients an estimated $20 million in taxes annually. We've been recognized by Inc. Magazine, Accounting Today, and the American Institute of CPAs for our innovation, client service, and professional excellence.
Milestones
Our Journey Through the Years
Fifteen years of growth, milestones, and unwavering commitment to client success.
2010
Founded in New York
James Anderson and Sarah Mitchell founded FinancePro with 8 initial clients, two staff members, and a vision to democratize premium financial advisory services.
2013
Expanded to 50 Clients
Rapid growth through referrals led us to hire our first 10 employees and move to a larger office in the Financial District. Launched our bookkeeping and payroll divisions.
2015
Launched Business Advisory Practice
Hired Michael Chen as our first CFP and Elena Rodriguez as Tax Director. Launched our Business Advisory division, adding CFO-as-a-Service to our offerings.
2017
First Major Industry Award
Named "Fastest-Growing Accounting Firm" by Accounting Today magazine. Surpassed 200 clients and $500M in managed assets. Opened our second office in Boston.
2020
COVID-19 Crisis Response
Pivoted rapidly to remote operations and provided critical PPP loan guidance, CARES Act analysis, and emergency cash flow consulting to over 150 clients, saving many businesses from closure.
2022
Technology Transformation
Launched our proprietary client portal and integrated AI-powered financial analytics platform. Achieved SOC 2 Type II certification, underscoring our commitment to data security.
2025
$2B+ Assets Under Management
Crossed the $2 billion threshold in client assets managed. Expanded to 35+ professionals, 500+ clients across 18 states. Named one of Inc. 5000's fastest-growing companies.
Who We Are
Our Mission, Vision & Core Values
The principles that guide every decision, every engagement, and every client interaction at FinancePro.
Our Mission
To empower every client with expert financial guidance, enabling them to make confident decisions, maximize their wealth, and achieve their most important financial goals.
Our Vision
To be the most trusted financial partner for growing businesses and individuals — recognized for integrity, innovation, and delivering measurable, life-changing results.
Integrity First
We operate with absolute honesty and transparency. Every recommendation we make is in our clients' best interest — never our own. Our reputation is built on trust, one relationship at a time.
Excellence Always
We hold ourselves to the highest professional standards. Our team pursues continuous education, certifications, and industry leadership to deliver insights that make a real difference.
Innovation-Driven
We embrace technology and data analytics to provide insights that go beyond traditional accounting. Our clients benefit from cutting-edge tools and forward-thinking strategies.
Client-Centered Growth
Your growth is our growth. We measure our success by the success of our clients. Every service, process, and innovation is designed with one question in mind: how does this help our clients thrive?
By the Numbers
Our Impact in Numbers
500+
Clients Served
15+
Years in Business
35+
Expert Professionals
$20M+
Saved in Taxes Annually
The People
Meet Our Full Expert Team
Our 35+ team members bring unparalleled depth of expertise across every facet of accounting, tax, and financial advisory.
Sarah Mitchell
Senior Auditor & CFA
Audit expert with a track record of identifying $50M+ in efficiencies.
Michael Chen
Financial Advisor & CFP
Wealth management specialist for high-net-worth individuals and families.
Elena Rodriguez
Tax Director & JD
Former IRS agent with expertise in tax controversy and estate planning.
David Park
Senior Tax Manager & CPA
International tax specialist focusing on cross-border transactions and transfer pricing.
Amanda Foster
Payroll Director
Payroll compliance expert managing multi-state payroll for 200+ client businesses.
Thomas Greene
Advisory Director & MBA
Strategic financial consultant for mid-market companies navigating growth and acquisitions.
Priya Sharma
Bookkeeping Manager & QuickBooks ProAdvisor
Bookkeeping systems expert helping businesses implement efficient financial processes.
Credentials
Our Certifications & Memberships
Our team's credentials represent the highest standards in the accounting and financial advisory professions.
CPA
Certified Public Accountant
CFA
Chartered Financial Analyst
CFP
Certified Financial Planner
EA
Enrolled Agent (IRS)
AICPA
Member, AICPA
SOC 2
Type II Certified
Recognition
Awards & Recognitions
Industry recognition for our commitment to excellence, innovation, and client outcomes.
Best Accounting Firm
Accounting Today — 2024 & 2023
Inc. 5000 Fastest Growing
Inc. Magazine — 2024, 2023, 2022
Top 25 CPA Firms
New York Business Journal — 2023
Client Satisfaction Award
AICPA Excellence Awards — 2022
Innovation in Accounting
CPA Practice Advisor — 2023
Best Places to Work
NY Business Journal — 2024
Wealth Management Leader
Financial Planning Association — 2023
Data Security Excellence
SOC 2 Certified — 2022 to Present