Dmitry Moroz is the founder of Moroz Financial Group and a prime example of an entrepreneur who built a business grounded in strong values. His journey is one from a dream to the creation of a company that helps thousands of clients grow their businesses and overcome financial challenges. In this interview, Dmitry shares the key moments of his path, his most important advice for business owners, and his mission as a leader.

Dmitry, your journey to founding Moroz Financial Group is a true success story. What moment in your career was pivotal in deciding to start your own company?

To be honest, my wife, Sophia, was the inspiration that pushed me to start my own company. It was something I had dreamed of for a long time, but thanks to her unwavering support, I found the strength to make that dream a reality. I also draw immense motivation from my team. Their persistence and dedication inspire me every day. Without my team, Moroz Financial wouldn’t exist—it would just be Dmitry Moroz.

What does a personalized approach to working with clients mean to you? How do you tailor financial services to the needs of different businesses?

Every business is unique, just like every client. We understand that what works perfectly for one may not be suitable for another. That’s why we take a very meticulous approach to onboarding clients, making sure we understand what services are needed, how and when to deliver them to achieve the desired results quickly.

Moroz Financial Group specializes in a wide range of services, from basic accounting to complex estate planning. Which of these services are most critical for clients and why?

It depends on where the client is in their financial journey. For new companies, proper basic accounting is crucial. Growing businesses benefit immensely from accurate financial reporting. For clients nearing the end of their business careers, estate planning becomes vital to ensure a smooth transition and minimize tax burdens.

What is the most common financial mistake entrepreneurs make, and how does your team help avoid such situations?

The most common issue we see is business owners neglecting their accounting procedures. When a company is small and the owner wears many hats, accounting can seem less important because there isn’t much data to analyze yet. But as the company grows, these bad habits accumulate, leading to critical moments where the cost of fixing these problems—both financially and in missed opportunities—is significantly higher.

Your experience spans over 2,000 clients of various scales. Can you share an example where your work helped a client achieve a significant breakthrough in their business?

Our clients’ success stories are what drive us. We’ve helped many companies secure funding for business expansion—whether for equipment or commercial real estate. We’ve restored countless accounting records and implemented efficient internal accounting procedures. Additionally, we’ve successfully defended our clients during IRS audits, achieving highly favorable outcomes for them.

You emphasize the importance of knowledge and expertise in making sound financial decisions. How does Moroz Financial Group help clients navigate the complexities of financial planning?

We take pride in explaining complex structures and concepts in an easy-to-understand way. With our extensive experience, we often refer to similar past cases to illustrate how to tackle current challenges.

Your immigration story inspires many. How did moving to the United States shape your approach to business and working with clients?

Having lived in the U.S. for a long time, I feel a responsibility to help new immigrants start their lives in this country on the right foot. Even in America, not many people truly understand how the financial system works, and for those facing language barriers, the transition is even harder. I’m always happy to share my knowledge and help immigrants achieve their “American Dream.”

Beyond accounting, you’re also actively involved in real estate and co-own Brulee Cake Boutique. How do you balance these ventures, and what motivates you to take on new projects?

Balancing all these projects is always a challenge. The key for me is planning my week ahead, using a calendar to allocate time for important events in each business. My wife, Sophia, is my biggest inspiration—her strong vision for success and drive to achieve more motivate me to keep pushing forward.

What advice would you give small business owners who want to scale but face financial challenges? Where should they start?

The first thing every entrepreneur should do is organize their finances and identify the areas where their business is falling behind compared to competitors. This will help create a plan and budget for achieving success.

What is your ultimate mission as a professional? How would you like clients to remember Moroz Financial Group?

I want my clients to feel confident knowing they have a reliable partner who will always support them in accounting, tax, and financial matters. My mission is to provide this value and help clients grow—from starting their business to reaching millions, and even billions.