For WZ, producing accurate and timely financial statements is a beginning not an end. We work with you, our client, to make sure the financial statements and related data can be used with the greatest possible positive impact on your business and or personal financial well-being.
If You Own a Business
If you own a business, the WZ approach begins with understanding that business. Understanding the nature of your business begins with learning about your core products or services, your market and market positioning. We then go on to understand growth trajectory, sales and marketing process, product development, manufacturing or distribution process, margins, cash flows, human assets, seasonality… Understanding these elements of your business is all part of providing an ‘Accounting Beyond the Numbers’ solution.
A client was offered $50,000,000 for his company. The offer was $35,000,000 in cash and $15,000,000 of stock in the acquiring company. By structuring the exchange of stock as a tax free exchange and utilizing the retained earnings in their S Corp as part of the transaction, the $50,000,000 transaction was tax free to the client.
“WZ offers a multitude of services and programs. The staff is knowledgeable and efficient. They do the work that needs to be done and do not try to bump up the bill with unnecessary work. We have saved a lot of money with their knowledge of the tax laws.
I would highly recommend Wagner & Zwerman and their staff.”
– Martha Zarro
Sid Farber Enterprises LLC
If You’re an Individual
If you’re an individual WZ client, we believe our role is to do more than file your taxes. We begin by understanding your financial circumstances, needs, objectives and goals. Helping you to actualize the type and quality of life you seek is a significant part of our mission. Quality of life considerations are not often discussed in accounting practices. We believe they should be. Helping clients finance the quality of life they seek is a critical element of an ‘Accounting Beyond the Numbers’ solution.
WZ Teaches Clients How to Leverage Financial Information
Educating clients on how to present the financial dynamics of their business to their own management teams and third parties i.e. banks, potential investors, regulatory agencies … is a vital component of the WZ solution and the growth of our clients’ businesses.
Too many middle market accounting firms get completely immersed in accounting processes and mechanics. The nuts and bolts process of accounting has its place. However, a middle market accounting solution has to begin with, not end with, these mechanics.
We see profitability, wealth creation and business growth as key components of our core mission in working with a client.
A Few of Our Accounting Services & Solutions Include:
- Audit Services
- Reviews & Compilations
- Financial Statements
- Financial Forecasts & Projections
- Cash Flow & Budgeting Analysis
- Agreed Upon Procedure Engagements