Our Story
Building Trust Through Excellence
Ridgewood Insights was founded in 2009 with a simple mission: to provide personalized, high-quality financial services that help our clients succeed. What started as a small practice has grown into a trusted firm serving hundreds of businesses and individuals.
Our founder, John Smith, recognized that many people felt overwhelmed by financial complexity and underserved by large, impersonal accounting firms. He set out to create a different kind of practice—one that combines professional expertise with genuine care for each client's unique situation.
Today, our team of certified professionals continues that tradition, providing the same personalized attention and expert guidance that has been our hallmark from the beginning.
Years of Experience
Clients Served
Client Satisfaction
Tax Savings
Our Values
What Drives Us
Integrity
We uphold the highest ethical standards in everything we do, ensuring transparency and honesty in all client relationships.
Excellence
We strive for excellence in every service we provide, continuously improving our skills and knowledge.
Client Focus
Your success is our priority. We take the time to understand your unique needs and tailor our services accordingly.
Innovation
We embrace technology and innovative solutions to deliver more efficient and effective financial services.
Our Team
Meet the Experts
Our team of certified professionals brings decades of combined experience to help you achieve your financial goals.
John Smith
Founder & Managing Partner
With over 20 years of experience in public accounting, John founded Ridgewood Insights to provide personalized financial services to businesses and individuals.
Jane Doe
Senior Financial Advisor
Jane specializes in wealth management and retirement planning, helping clients achieve their long-term financial goals.
Mike Johnson
Tax Manager
Mike leads our tax practice, bringing expertise in both individual and corporate tax planning and compliance.
Professional Credentials
Certified Excellence
Client Testimonials
What Our Clients Say
“Ridgewood Insights transformed our financial operations. Their expertise in tax planning saved us over $50,000 last year alone. Highly recommended!”
Sarah Johnson
CEO at TechStart Inc.
Tax Planning
“The team at Ridgewood is incredibly responsive and knowledgeable. They've been managing our bookkeeping for 3 years and we couldn't be happier.”
Michael Chen
Owner at Chen's Restaurant Group
Bookkeeping
“As a small business owner, I was overwhelmed with financial decisions. Ridgewood provided clear guidance and helped me create a solid financial plan.”
Emily Rodriguez
Founder at Bloom Boutique
Financial Planning