Services
Overview
WM & Associates, LLC services both businesses & indivduals.
We help our clients utilize their accounting software more accurately, efficiently, effectively & constructively than imagined possible.
We specialize in major accounting & timekeeping software packages such as, Oracle, Platinum, Solomon, QuickBooks, Peachtree Accounting, MIP (for non-profits), FAS (asset management), ADP, Paychex, and Kronos.
Accounting
We assist clients in recording, classifying, summarizing & interpreting financial data. The analyzed results are delivered to clients by preparing & analyzing financial statements. Further assistance is provided with audit preparation, Implementation for procedural analysis & improvement includes internal control.
Tax/Personal Finance
We prepare individual, partnership, limited liability corporation, and corporate tax returns. We further assist the client with investment & estate planning.
Bookkeeping
We assist clients with their financial records by recording and maintaining accounting records, including accounts for expenditures, receipts, accounts payable/receivable and profit & loss.
Reconciliation
Financial Statement Preparation
Audit Preparedness