Financial & Business Consulting

In order to make an accounting solution a dynamic force for business and personal growth, you need ‘Accounting Beyond the Numbers’. From the numbers, you need to draw conclusions, identify trends, understand abstract influences and create meaningful and effective strategies and initiatives.

WZ sees financial and business consulting as a key component of any accounting solution. Some of the consulting services we provide include but are not limited to:

  • Business Succession Planning
  • Business Valuations
  • Buying & Selling a Business
  • Accounting Software Selection & Implementation
  • Pension & Profit Sharing Plans
  • Investment Review
  • Payroll Services
  • Debt & Financing Services
  • Business Entity Tax Structure Selection
  • Management Advisory Services

When WZ doesn’t possess the expertise required by a client, we call on a robust network of strategic partners.

When we look at your business we don’t see a set of accounting tasks, we see an enormously valuable asset for you, our client. We see opportunities for growth and wealth and social good. In many cases we also see opportunities for our firm to make a game changing difference.