


Built for MSPs. Led by a former MSP CFO
with private-equity exit experience.

Core Services

Bookkeeping & Financial
Clean, accurate monthly financials that support real decision-making, not just compliance.

Tax Planning & Compliance
Year-long proactivity that eliminates surprises while ensuring each decision is tax smart.

CFO & Advisory
Forecasting, cash flow, banking readiness, and exit planning for growth-stage MSPs.

How is Nodewise Different?

We Get It
Our CEO is a former CFO of an MSP who has scaled, professionalized, and supported a private-
equity exit.

Proactive Approach
We provide monthly financials and forecasting (not seasonal, reactive reporting).

High-level Partnership
We're here to provide an advisory-first mindset, not just tax filing.

MSP Specific
Nodewise is built specifically for MSPs preparing for growth, debt, or exit.

Meet the Team

Andrew Jordan
Founder & Visionary
CFO Advisor
CFO-level guidance for MSP owners who want clarity before problems arise.

Emma Ball
Founder & Integrator
Operations & Client Experience
Turns strategy into execution, systems, and consistent client experience.

Whitney Warren
Marketing & Growth Support
Outreach & Content Operations
Supports NodeWise marketing execution, coordination, and relationship-based outreach.

Shelby Witzman
Administrative Operations Coordinator
Supporting the systems and people that keep the business moving.
In addition to providing tax and accounting services, Andrew Jordan's advisory CFO service has been essential to my decisions, resulting in improved company operations. It is not just numbers-it is what those numbers mean, and Andrew delivers the meaning in a clear, precise manner. He has assisted me in refinancing, in reviewing savings in the daily operation as well as exploring business ideas. I consider Andrew my most trusted advisor.
Helen H.





