ProWise Financial Coaching (formerly known as ProWise Tax & Accounting) was founded in 2005 by Eric Levenhagen. Eric’s mission is to perform a comprehensive service for his clients, unlike any other firm out there, and help clients lead a life of financial abundance.
In a nutshell, we help small business owners stop stressing over money.
Running a business is hard work. Keeping up with the financial, developing new marketing and revenue generation strategies, serving your customers, the number of hats you wear as a business owner is huge! Our job is to help take some of this stress off your shoulders. And — to do so in a way that actually grows your bottom line.
Some of the industries in which we do our best work:
- Insurance Agents
- Coaches and Consultants
- Marketing Agencies
- most other Professional Service industries
This list is not exhaustive. Give us a call to see if we serve clients in your industry.
We want to help people transform their lives, and the lives around them, by teaching them to lead a life of abundance — not one of scarcity.
To help individuals and business owners achieve personal success and financial security by helping them overcome their biggest financial obstacles.
Integrity: I will maintain integrity in the profession by emphasizing the power of Financial Coaching within the bounds of the law. Additionally, we will always act in the best interest of those we serve, not our own self-interests.
Inspiration: I will inspire our clients to realize financial success in business and in life by helping them overcome their most challenging financial obstacles.
Accountability: I will hold myself accountable to my clients and hold my clients accountable for their success.
Education: I will constantly educate my clients and my community to succeed while helping them develop life-long habits for a financial peace of mind.
Eric Levenhagen, CPA CTC
Eric Levenhagen holds a bachelor’s degree in accounting as well as a master’s degree in accounting & financial management. He has worked as a staff accountant for a local CPA firm and has also served as controller of various closely held companies.
Eric is enthusiastic about the challenge of helping clients manage their personal and business financial matters. Eric is both a Certified Public Accountant and a Certified Tax Coach who integrates both disciplines into a holistic, client-centered approach towards maximizing his clients’ after-tax income and wealth.
Eric trains hard so you can rest easy. In addition to the annual hours he spends maintaining his certifications, he spends hundreds of hours studying tax strategies and real world business challenges like marketing, management, operations, and human resources. He takes that knowledge, combines it with all of his experience, and customizes a plan just for you.
Outside of the office, Eric enjoys spending time with his wife and kids. His hobbies include reading, following college and professional football, and music. Finally, Eric is an aspiring traveler and hopes one day to be able to take his family many places around the world.