AccountingAccounting icon

W&D provides a full range of accounting, advisory, back office and outsource accounting and tax services to businesses of all sizes.

Accounting Services 

Consistent, reliable and timely accounting information is vital for keeping your business running smoothly.  W&D’s accounting advisory services  give you the information needed to make better business decisions and effectively plan for the future.

We provide a cost-effective, team-based approach with the full resources of a mid-sized accounting firm. When tax and/or accounting issues arise, trained experts and CPAs are available to assist in all areas.  Our team is proficient with most commonly used software such as QuickBooks, Sage / Peachtree and many others including industry specific applications.

Outsource accounting and bookkeeping services include:

  • Financial statements (profit & loss, balance sheets and personal)
  • Accounting system recommendations, set-up and training
  • Bookkeeping (Monthly, quarterly, or annual)
  • Payroll processing & reporting
  • General ledger and record-keeping
  • Investment accounting
  • Bank and credit card reconciliations
  • Financing & refinancing
  • Cash flow budgets and forecasting
  • Tax planning & preparation
  • Outsource controller & CFO services
  • Audit, reviews & compilations  
  • Special reports & analyses

QuickBooks and other accounting software consulting

Working with QuickBooks Online, any QuickBooks desktop version and a wide variety of other accounting software solutions, our team can manage many of your important monthly closing activities, including recording standard journal entries and reconciling bank accounts.

  • Set up and establish:
    • Chart of accounts
    • Customer and vendor detail
    • Item lists for invoicing and payroll purposes
    • Security, passwords, and system preferences
    • Memorized transactions and reports
    • Accrual vs. cash basis statements
    • Budgets
  • Design balance sheet and income statements
  • Perform maintenance, review, and ongoing bookkeeping for monthly, quarterly, semi-annually and / or annually
  • Provide employee software training