WHAT WE DO
Forged by friendship, experience and a passion for excellence—
We are proud to provide an unparalleled quality client experience for those we serve and an engaging corporate culture for our team. Together, our knowledge and expertise guide our clients in an array of accounting, consulting, planning and tax issues.
Accounting Services
We offer comprehensive accounting services to help businesses and individuals manage their financial records, track transactions, handle payroll, and ensure compliance with relevant regulations. Our expertise covers a wide range of accounting needs, from basic bookkeeping to complex financial statement preparation. We aim to provide accurate and timely financial information to support informed decision-making. We provide support in setting up and configuring accounting systems tailored to the unique needs of your business. This includes selecting appropriate software, customizing charts of accounts, and integrating various financial processes. Our goal is to establish an efficient and accurate system for managing your financial data.
Business Consulting Management
We assist new and growing businesses in establishing a strong financial and operational foundation. This includes guidance on legal structures, initial financial planning, and setting up essential business processes. Our services help entrepreneurs lay the groundwork for long-term success and stability. Our business management services provide strategic guidance and operational support to help businesses improve efficiency, profitability, and overall performance. We work with clients to develop and implement effective management practices, optimize workflows, and achieve their organizational objectives. This holistic approach aims to foster sustainable growth and success.
Business and Personal Tax
We provide expert tax preparation and planning services for businesses and individuals, helping to minimize tax liabilities and ensure compliance with tax laws. Our team stays up-to-date on the latest tax regulations to offer strategic advice and accurate filing. We work to identify all eligible deductions and credits to optimize your tax position. We assist with preparing and submitting federal, state, and local tax returns, providing personalized guidance on deductions and credits. Our goal is to make the tax process as smooth and beneficial as possible for you.
Software Training
We offer expert consulting services for QuickBooks and Sage users, providing support with setup, customization, and ongoing management of the software. Our specialists help businesses leverage accounting software to its full potential for bookkeeping, financial reporting, and payroll. We ensure that your accounting system is efficient, accurate, and aligned with your business operations. For Gusto, we can provide training and assist with account set up and configuration to ensure your payroll runs as smoothly as your company.
Additional Services
We serve a wide array of clientele across divergent industries. Having the expertise in accounting, consulting, planning and tax—we’ll run the numbers, and you can run your business.
Owner Managed Businesses
These businesses are the backbone of our economy and provide vital goods and services while producing profits for their owners and shareholders. WNA assists in tracking revenue and expenses, managing taxes, handling payroll, and providing financial insights to enhance profitability and growth.
Attorneys
For legal professionals, WNA provides vital services to manage client trust accounts, track billable hours, handle payroll, and ensure accurate financial record keeping. We also provide guidance on tax guidance to maximize revenues.
Medical Professionals
Doctors, dentists and other medical professionals navigate a complex world of financial transactions and regulations. WNA assists practices in managing insurance claims, patient billing, overhead cost management, payroll, and financial reporting. We’ll focus on the finances, so you can focus on patient care.
Manufacturing
Manufacturing companies don’t just create vital products, they also create vital jobs for our area. WNA supports manufacturers with financial planning, cost accounting, tax guidance, and payroll services.
Energy
The energy sector in our local area is built around coal, oil, natural gas, and minerals. Our accounting services support energy companies in managing capital expenditures, regulatory compliance, and complex revenue recognition specific to each industry.
Engineers
Engineering is guided by scientific and mathematical principles to design, build, and maintain structures, machines, and systems. Like engineers, we strive to provide services that assist this type of client with project-based accounting, expense tracking, and financial forecasting to support their complex projects.
Contractors
Contractors juggle a multitude of clients and jobs, and we can help your work run more smoothly. Our team can manage project costs, track invoices, handle payroll and sub-contractor payments, and ensure compliance with tax regulations specific to their industry.
Non-profits
These organizations operate for a collective public or social benefit rather than for profit. Non-profits serve a vital role in our community. Our accounting services help non-profits manage their funds transparently, comply with specific regulations, and optimize resource allocation to achieve their mission effectively.
Individuals
Many individuals and families seek our help with personal financial management. Our services and experience can help clients with personal income tax preparation, financial planning, and wealth management to achieve their financial goals.