"You will remain the sole judge of our performance. If there is something we've done or failed to do that you're not 100% delighted with simply let us know and we'll either refund the fee in full, or adjust our fee to the level of your delight. You alone will be the judge of this."

At all times, we need to know your sense of what and how we're doing, so that we can continue to strive and serve. To that end all we ask is that you do please speak up if something is not to your liking. Usually we'll be able to correct it immediately, or explain why we might be undertaking a process or task a certain way with you so that you'll see there is rhyme and reason.

This guarantee is just one of the many 'commitments' we make to you. Click here to find out more.Commitments

Yes, we offer you all the traditional services of an accounting firm but we understand there is so much more that can be done to help you reach your ideal profits and an improved lifestyle.

Things like management, marketing, customer service, team retention, working processes and business building strategies. Our Business Consulting services are designed to offer you this extra support to help make your business better, more profitable and more valuable.

We show you how to get better control over you business by using these vitally important management control tools.

Here we assist you with the development of your 'Strategic Plan' - taking into consideration where you are now and where you want your business to be in any given time frame. Specifically we help you discover the hidden potential within your business. Our aim is to help you make your business even more profitable and therefore, more valuable.

After all it could be your greatest asset. To do this we get involved with many 'non' accounting aspects of your business development, including team training, market positioning and customer service strategies. Typical fees for this service range from $2,000 to $5,000 per month.

Discover a key concept that when applied to your business really can leverage your results and increase your profits by reviewing the '4 Ways to Grow Your Business' area.

WAW, PC is a firm that helps you build your financial position by making your business more valuable and more profitable. To do that we've developed a specific and purposeful 10-step process to help grow your business, improve your lifestyle and increase your profits significantly. Here's how we work with you to develop the true potential of your greatest asset:

1. A preliminary assessment identifies your profit potential

To gauge the level of results you can expect from your business, we'll ask you to complete a preliminary questionnaire. Using software tools designed to identify and quantify your potential for profit improvement, we're able to tell you just how much improvement you could expect.

You will be considered for our business development processes if your potential for improvement is significant - typically starting at $100,000.  Now before you think - "my business couldn't improve by that much," most of our clients are genuinely surprised and pleased when the analysis shows their potential for added value.

2. An initial consultation ensures there's a match

During this step we'll present you with a summary of the improvement potential within your business. You’ll see firsthand some of the processes and approaches we use to work with our clients to begin improving the business and its return on investment. When you decide to continue with the process you receive a copy of your customized Business Development Program.

3. A detailed investigation maps a course of action

Included in your Business Development Program is a more detailed Business Development Questionnaire. This gives you instant insights into the challenges you face and what needs to be done to improve how you handle them. Together we can then identify the strategic opportunities that come from the way you do business - your business processes - and provide you with a documented analysis. This will help you see and develop a course of action made all that much clearer with the next step.

4. A planning session sets your strategic vision

Many business owners do not have a clear vision for the future of their business. To really achieve improvement it's important to turn your vision into a crystal clear picture. From there you can work back to where you are today, identifying all the strategies you need to implement to achieve your goals. We use a planning session for that process. At your planning session our team reviews with you the key issues you face and the potential solutions. Here you really start to see how the process comes together.

5. A plan of action clarifies goals 

We've found clients relate better to 'action' plans rather than lengthy, heavily worded business plans. You'll receive a results orientated action plan that's easy to relate to and easy to implement. This plan provides you with the basis for moving forward with your business development. With specific goals and target dates, you and your team have a clear direction and more likelihood of success.

6. Involving your customers to guide your direction

To really create a successful business you need to know exactly what your customers want, and what they find frustrating. That way, you can adopt strategies and business processes that make your business the one they prefer to deal with.

Addressing your customers’ issues gives you a great opportunity to create a competitive edge that’s not just based on price. Holding a Client Advisory Board, where we sit down with your customers and listen to them in a structured way is an invaluable way to add value to your business.

7. The power of your team in building a customer service strategy

The people who work for you also play a vital role in how well your business meets customers' expectations.  They deal directly with the issues raised by your customers every day. Often, that means they have hands-on insights that could benefit the business. A Team Advisory Board (much like a Client Advisory Board) generates strategies that improve the processes within your business. We have protocols for working with your team to develop a customer service plan that incorporates the feedback you receive from customers and team members alike - instantly setting your business on a path much more aligned with customer expectations.

8. A process-based audit to determine where improvements need to be made

We look at each business as a collection of people performing a wide range of activities or processes. How well these activities are completed determines the outcomes or results your business achieves. And because most businesses have not truly systemized their processes, outcomes are often random and business owners are left feeling that they lack real control.

Improving business performance is fundamentally then about improving the key processes within your business. We use a system to analyze the processes that comprise your business and its activities and helps you identify which ones need to be redesigned for far better results.

9. Defining and documenting key business processes for more control

After analyzing what processes comprise your business, we can work with you to set up a documentation system.  This will give you greater control over your results by defining exactly how each process is to be completed.  Again, you get better control and outcomes.  Another critical outcome to consider is that the value of your business increases as your business moves more and more towards being a turn-key system -- a system that produces expected results.

10. A management control plan to track your progress

Imagine having a control panel on your desk, much like the dashboard of your car, with gauges and signals that tell you instantly how your business is running. Compare that to the hectic, reactive nature of most businesses, large or small.

Your key performance indicators (KPIs) and your financial plan offer that level of control for your business just like your dashboard. Together they make up your management control plan, which helps you track the progress of all key areas of your business.   The plan enables you to respond quickly to changes and new situations, and thus generate optimal profits for you. It's important that we, as your business development consultants, play an ongoing role here to track key performance indicators and your financial position with sophisticated software programs.

If you'd like to contact us about our Business Development Program - simply go to the Contact Us section and let us know. 

Taxation has long been this firm's stronghold. With experts in individual (and business) taxation needs, returns, filing dates and more we here to help you minimize your tax and meet all your government (federal and state) and various other matters government agencies require you to comply with.

If you are a business owner please visit the 'Compliance Services' area now.

At WAW we look at the 'big picture' - where you are now, where you want to be, and the lifestyle you would like to become accustomed to!

The team here at WAW are well versed in a variety of financial planning topics and we must meet continuing educational requirements. In addition to auditing and tax, we have specialist CPAs who have a solid broad-based financial background.

In fact, we saw financial planning as such a crucial service for our clients that we took specific further education with the Institute of Certified Financial Planners (CFP). Being a Certified Financial Planner means that you can count on our adherence to the standards promulgated by that organization, which is the premier financial planning designation today.

Given all those considerations you can rest assured we offer you the financial savvy and professional integrity you desire when developing creative planning strategies and planning for your financial future.

In other situations lenders, suppliers, investors, governmental entities or other regulatory bodies require audited historical financial statements. As part of this process it's important to recognize that every business is unique, therefore, we'll look at your overall operation, and consider the financial requirements you have and the related audit processes we'll need to undertake. Our rigorous Audit systems and highly experienced, Audit team will work with you so that you can rest assured you're meeting all requirements and have the absolute highest level of accuracy throughout your entire financial area.

To truly know that, your business (and for that matter your other major assets) needs to be valued regularly.

Importantly, unlike your home, (the value of which can increase dramatically for reasons outside of your control), your business is a living breathing entity that grows when the right forces are applied to it.

For every business, the right 'forces' are different. For some businesses it's changing processes or the way they do business, for others it's changing who they do business with, for others it's changing the team structure, for others it's tighter financial control, for others it's implementing a solid strategic plan and for others it's something entirely different.

The other purpose of our business valuation services is to measure those 'forces'. To find out if the right forces have been applied and take action accordingly. Naturally if they have we might suggest you do more of whatever caused that increase in value.

Conversely if the value decreased we'd work with you to identify alternative 'forces' or ideas to apply that could correct that position as quickly as possible.

A periodic review of the value of your business then ultimately helps us increase your business' value much more quickly.

Succession planning also applies irrespective of whether you have family members looking to take over the business. One day you are going to need to exit the business, through retirement or sale. Succession planning covers the key steps to prepare the business for that moment.

In the event of selling the business to an outside purchase, Wurster, Armstrong & Williamson can manage that process for and with you as that can be an arduous undertaking.

It's important to bear this concept in mind: ultimately, for your business to truly be a realizable asset for you, you need to constantly be working on it with a view to selling it sometime in the future. Whether you do sell it or not is irrelevant, keeping that frame of mind means that at least you will always be in a position TO sell it and realize it's true value, if you should ever want or need to.

That focus gives you a greater awareness of the need to systemize your business and make it less dependent on you.

People want to buy businesses that work, not businesses that are run by people that work and work and work … Succession planning then is an ongoing, ever improving process and is just as much about working ON your business as planning for the future. (Ask us about the concept of working 'ON' your business rather than 'IN' it and just what that could mean to you!)

Waste, fraud, and abuse can cost your company thousands of dollars each year. In fact, it has been estimated that $9 per employee per day is lost to employee dishonesty each year. Clearly then it's an important area to investigate. And that's just the 'small stuff'.

Many business owners have the view that serious fraud 'won't happen to me', sadly too often it actually does.

Because of that, we need to ensure the processes in your financial and other areas are 'water tight'. That way you can rest assured you have safeguards in place.

With regards to your personal finances, credit card and other fraud are on the rise. As people become better educated, and information is so much more easily disseminated it seems to be happening more and more often.

Add to that the fact that we are all living longer, and so are dependent on the income we generate throughout our working lives for many more years than previously thought - clearly retirement planning is vital.

After all you have to think about how much you'll need, when to retire, how to achieve enough retirement income to enjoy the lifestyle you want for your later years and what will the government have to contribute if anything?

At WAW we take into account your current lifestyle, income levels, projected income leading up to retirement and create a plan that is going to support your needs now and in retirement. While it is hard to predict what the future holds, it's easy to ensure that yours has as a very minimum the lifestyle you know you want.