About Us

Our Story

AboutWorkFlow Financial?

Welcome to Workflow Financial, where your financial success is our priority. Founded on the principles of integrity, precision, and client-focused service, we have dedicated ourselves to becoming leaders in the field of tax and bookkeeping services. Our firm was established to bridge the gap between complex financial compliance and our clients’ need for clear, actionable guidance.

Our Mission

At Workflow Financial, our mission is simple: to empower our clients by providing exceptional financial services that enhance understanding, promote efficiency, and ensure compliance. We believe that everyone deserves access to high-quality financial advice, tailored to their unique circumstances and goals.

Meet Our Team

Our team is comprised of experienced CPAs and dedicated financial professionals who are not only adept in their fields but are also committed to making a positive impact on our clients’ financial health. Each member of our team brings a wealth of knowledge and a personal touch to their work, ensuring that we meet your needs with the highest standards of excellence and care.

Glen Prater

Senior Trader

Eleanor Wyble

Investment Advisor

William Sutton

Chairman & CEO

Lorraine Childers

Financial Analyst

Daniel Schubert

HR Manager

Sheila Moore

Financial Analyst

Why Choose Us

Our Commitment to You

Your trust is invaluable to us, and we strive to earn it every day by upholding our core values of transparency, reliability, and personalized service. We’re here to simplify your financial processes, provide you with clear insights, and guide you through the complexities of tax planning and bookkeeping.

Choosing Workflow Financial means selecting a partner who is as invested in your financial success as you are. We offer:

Customized Financial Solutions

Tailored strategies that address your specific needs and goals.

Proactive Communication

We keep you informed and prepared, every step of the way.

Long-term Relationships

Our goal is to grow with you, adapting our services as your financial needs evolve.

Join Us

Come Join our Team

Discover the difference personal care and professional expertise can make in your financial life. Contact us today to learn more about how we can help you achieve your financial aspirations with confidence and clarity.

About us