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Quickbooks Pro Advisor


 

 
Founded in 1984, WKM is a full service CPA Firm with offices in Montgomery & Chester Counties that
offers a wide range of services to businesses, individuals and not-for-profit organizations. We pride ourselves on giving our clients personalized, quality service that is beyond comparison.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

 

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (sales & use/business privilege/mercantile)
  • Personal financial statements
  • Litigation support
  • Forensic investigation

 

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit – an examination performed to provide the highest level of assurance.
  • Review – inquiry and analytical procedures conducted to provide limited assurance.
  • Compilation – based upon client information provided & used primarily for internal use.

Bookkeeping/Write-Up

The cornerstone of any successful business is having meaningful financial records at your fingertips. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Estate & Trust Tax Planning and Return Preparation

Effective estate and gift tax planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through this complex process.

 

Consulting Services

We can help your business grow and succeed by developing strategies that are practical, yet comprehensive. Working closely with management allows us to address the issues affecting your business, today and tomorrow. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection & implementation.
  • Starting a business
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

Tax Services

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with taxation expertise and knowledge throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation

o Individuals
o Corporations
o Partnerships
o LLC’s/LLP’s
o Estates, trusts & gift
o Not-for-profit organizations

  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

 

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing a reliable and efficient payroll system or processing your payroll. Our firm can also help you comply with the various labor laws and regulations as well as prepare all necessary payroll tax returns in a timely manner.

Management Advisory Services

We can help your company’s management team develop long-term objectives and specific strategies to facilitate future growth and success.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compliance and reporting of sales tax in an efficient and timely manner.

   

 

  

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