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Who Can We Serve

Our Mission and passion is to see our business partners surpass their goals in growth and expansion of their business!

As such, we love to work with business that:

Are growth and goal oriented

Business that are ready to be educated in the financial aspects of the business in order to use this wisdom for the planning and growth of the business

Use Quickbooks Online

Use Quickbooks Online to track the results of their operations. 

For sole proprietors or single member LLC, we do not require but is highly recommended using a software as well

 enjoy working proactively

Business that enjoy working proactively with their accountant and tax planner in order to achieve maximized saving and results.   This is a partnership!

Value

Education

People that value education and want to gain a better understanding of their business to help in the planning including tax planning strategies

Comfortable

online

Business that have jumped in the virtual business wagon and are ok with reaching out to our team using a virtual platform such as zoom, google meet, etc

Little to No Inventory

Our current client niche is primarily service industries that carry little to no inventory. 

 

 

To be able to better serve our clients within our capabilities, currently we are not accepting

  • Retails sales or e-commerce clients

  • Industries in which sales tax requirements are within several different states

  • Business with heavy amounts of inventory

  • Business that are just looking for a quick fix or just one year of tax filing

  • Business that require continual face to face meetings and do not like or feel comfortable with the virtual platform

Mission

WP Accounting Services, LLC is committed to serve individuals and organizations by providing a solid financial and accounting foundation that empowers them to surpass their goals and dreams. This is our minimum standard with everyone we speak with. Our firm’s goal is for businesses and individuals to prosper so that others in our communities can also be prospered. 

Vision

To be a resource for mid-large sized businesses by providing professional and proactive management of their current and future finances, while establishing a personal relationship with each client. Thus, allowing them to experience the true compassion that clients today are looking for.

Values

  • Honesty

  • integrity and accountability

  • Transparency and clarity

  • Commitment

  • Peace of mind

  • Experience. Service

  • Security

© 2018 WP Accounting Services, LLC

All rights reserved

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