At W3 we are founded on the strongest and most basic accounting methods, monthly financial reports, and quarterly meetings with clients. Our model client is a business owner/employee looking to partner with financial professionals to assist them in taking things to the next level. These levels are:
Level One:
Preparation of accurate timely monthly financial statements to chart where the business is positioned.
Level Two:
Optimize the financial, accounting & tax positions for the client; including tax planning to optimize deductions and other benefits; business strategies to increase productivity and support efficient management decisions; and, financial planning.
Level Three:
Consider the clients intermediate/long term goals and develop strategies to support them; including structuring exit strategies, business expansion plans, staff & benefits, and acquiring new facilities and locations.
