Here at WBM we are not your average group of chartered professional accountants. We are business people. We don’t simply prepare and execute your tax reporting and financial requests, we ask questions to get to know your business, not only to ensure your finances are in order, but they are fully optimized in your business.
About Us
We pride ourselves on building strong relationships with our clients. We want to get to know you and your business so that we can offer advice that is not just right for the bottom line; it is right for you and your family.We like to ask questions. By asking “Why?” we are able to assess risks and reveal challenges or uncertainties that may impact your financial position. This will help us to determine if there is a more suitable approach or solution to consider.
At WBM our greatest asset is our people. We are there to help you define your goals and work with you to develop an opportune strategy for success. We want to ensure that we are aiding you in making the choices that make the most sense for your business and for your family. Practical, specific, and realistic advice is something that we take great pride in giving. We are experienced professionals, and we are here to advise you, and help you achieve success.
At WBM we offer the following services for private companies:
- Accessing Capital
- Estate & Trust Planning
- Mergers & Acquisitions
- Personal Wealth Planning
- Succession Planning
- Tax Planning
- Tax Reporting
- Timely and Efficient Attest Services
Why WBM?
Service, Above Everything – We pride ourselves on building strong relationships with our clients and strive to provide the highest level of customer service. We want to get to know you. We are here to listen to your needs and offer advice that is just not right for the bottom line; it is right for you and your family.
Knowledge and Expertise – Even though we are a boutique accounting firm, our firm offers experienced professionals with an array of expertise. Our Partners draw from decades of experience working with business owners and individuals, and our focus is to bring our clients practical advice and insight that is relevant to you or your business. We are here to advise you, and help you achieve success.
Blueprinting for Your Future – Here at WBM, we start with the end in mind; it’s not about where you are today, it’s about where you are going. We establish long-term relationships with our clients, assess risks and reveal challenges or uncertainties that may impact your financial position and provide alternatives that will have a positive impact and provide long-term security not only for you, but for your children and grandchildren. Our commitment is to you and your future.
Partner and Staff Involvement – At WBM, our greatest asset is our people. From partners to managers, managers to staff, everyone is actively involved in meeting our clients needs and expectations. We always pride ourselves by making ourselves available for our clients, whether it be directly speaking with a partner or speaking with another staff member we are here to support you.