About Numbers Right
Building Financial Confidence Since 2010
Numbers Right was founded in 2010 by David Mitchell in Miami, Florida, with a simple but powerful vision: every growing business deserves access to the same caliber of financial expertise that Fortune 500 companies rely on. What started as a boutique bookkeeping firm serving a handful of local small businesses has grown into a nationwide financial services company trusted by over 500 clients across all 50 states.
From the beginning, our approach has been built on two pillars -- technology and relationships. We leverage modern accounting platforms, automation, and real-time reporting tools to give our clients unparalleled visibility into their financial health. At the same time, every client works with a dedicated team that understands their industry, their goals, and their unique challenges.
Over the years, we have expanded from basic bookkeeping into tax strategy, financial planning, payroll services, healthcare-specific finance, and fractional CFO advisory. Our growth has always been driven by listening to what our clients need next -- and delivering it with precision and integrity.
Our Mission
To provide growing businesses with financial clarity, compliance, and strategic insight that drives sustainable growth.
Our Vision
To be the most trusted financial services partner for small and mid-size businesses in America.
Our Core Values
Integrity
We uphold the highest ethical standards in everything we do. Transparency and honesty are the foundation of every client relationship.
Precision
Every number matters. We deliver meticulous, accurate financial work that our clients can rely on for critical business decisions.
Partnership
We are more than a vendor -- we are a strategic partner invested in our clients' long-term success and growth.
Innovation
We embrace modern technology and forward-thinking strategies to deliver faster, smarter, and more efficient financial services.
Company Timeline
Founded in Miami, FL
David Mitchell founded Numbers Right as a boutique bookkeeping firm, serving small businesses in South Florida with personalized, hands-on financial management.
Expanded Services
Responding to client demand, we added tax preparation and financial planning services, building a full-service accounting practice.
Healthcare Specialization
Launched our Medical Practice Finance division, becoming one of the few firms offering purpose-built financial management for healthcare providers.
Nationwide Expansion
Opened virtual offices and adopted cloud-based systems, extending our services to businesses in all 50 states while maintaining personalized attention.
CFO Advisory Launch
Introduced fractional CFO services, giving growing companies access to executive-level financial leadership without the full-time cost.
500+ Active Clients
Reached the milestone of 500 active business clients nationwide, a testament to our commitment to precision, partnership, and results.
Meet Our Team
Our team of experienced professionals brings decades of combined expertise in accounting, tax strategy, financial planning, and business advisory.
David Mitchell
Managing Partner & CEO
With 20+ years in financial services, David founded Numbers Right to bring enterprise-grade financial expertise to growing businesses.
Sarah Chen
Director of Accounting
A healthcare finance specialist with 15 years of experience in medical practice management and revenue cycle optimization.
Michael Rodriguez
Senior Tax Strategist
Former Big Four tax consultant specializing in small business tax strategy and multi-state compliance.
Jennifer Walsh
VP of Client Services
Jennifer ensures every client receives personalized attention and strategic financial guidance tailored to their industry.
Robert Kim
Financial Analyst
Robert brings analytical rigor to financial planning, helping clients make data-driven decisions for growth.
Lisa Thompson
Payroll & HR Director
Lisa streamlines payroll operations and ensures compliance across all 50 states for our diverse client base.
Ready to Meet Our Team?
Schedule a free consultation and discover how Numbers Right can bring clarity and confidence to your business finances.