WM & Associates, LLC

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

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