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VerifiedAccounting· Founded 2004

Omniwealth Solutions, Llc

Let's Work Together In an era when businesses of all types are challenged with how their bottom line, ethics, service and technology perform together, bookkeeping and back office management systems should be seen as the backbone for developing healthy small business cash flow systems. Grounded in over 20 years of collective bookkeeping/internal accounting and business management experience, as well as 5 years of commercial loan brokering experience, OmniWealth Solutions professionals use a blend of knowledge and wisdom to provide direction and concrete services tailored to your business. OmniWealth Solutions founder, K. Daniel Patak, is a product of both traditional business settings and non-profit management challenges, and seeks to weave together the wholeness of the Client’s existing and future priorities with the historical brilliance, talents and passion of that Client’s staff. The result is a deeply authentic and shared vision for success founded in the reality of that company’s human capital. OmniWealth Solutions sees all client relations as partnerships with “stakeholders” to be cultivated over time. OWS has specific expertise in re-calibrating and streamlining operations of small-to-medium sized businesses in their 3rd – 5th year of growth, following the simple motto: Rationalize, Centralize, Optimize. Please don't hesitate to contact us regarding our services or complete our online form to request a free, no obligation phone consultation.

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HeadquartersMontclair, United StatesEmployees1 to 10Annual revenue$1M to <$10MFounded year2004Websiteomniwealthsolutions.comLinkedIn profileLinkedIn

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