Our Process

We take a personal, hands-on approach to our relationship with each client.

w

Consultation

First, we listen to your goals and review your current situation.

i

Proposal

Next, we design a plan to address your needs and explain how it will work for you.

Implementation

Once you accept, we provide you with the steps to put your plan into action.

Services

Client Accounting Services

Managing your back-office finances can be time-consuming and confusing. It’s even more difficult if you’re trying to get your business off the ground and don’t have a dedicated staff member to handle it. Let us take care of it for you. 

Customizable accounting services tailored to fit your exact business needs:

  • Payroll Solutions (including tax deposits, quarterly returns, and annual W-2 preparation)
  • Accounts Payable
  • Invoicing
  • Sales Tax Returns
  • Credit Card/Bank Account Reconciliation
  • Daily Account Updates
  • QuickBooks Online to access your financials from any web browser

Additionally, we’re here to provide insights to help you make wise business decisions. Our team is available to discuss your monthly reports and explain your financial statements so that you feel empowered with knowledge and understanding of your current situation.

TAX Services

Whether you’re paying taxes as a business or as an individual, we can help you navigate tax returns to limit your exposure, ensure compliance, and preserve your financial assets for the future.

Let our expert team help you reduce the burden on you and your bottom line. Our tax services are focused on:

  • Payroll Solutions (including tax deposits, quarterly returns, and annual W-2 preparation)
  • Accounts Payable
  • Invoicing
  • Sales Tax Returns
  • Credit Card/Bank Account Reconciliation
  • Daily Account Updates
  • QuickBooks Online to access your financials from any web browser
business advisory Services

Entrepreneurship can be challenging and sometimes scary, but that shouldn’t stop you from becoming a successful business owner.

As a WBH partner, we can help guide your business—from idea to reality, all the way through the stages of growth and into maturity. We can advise you on:

  • Developing a business plan (and sticking to it)
  • Selecting the right legal entity for your business
  • Achieving accountability
  • How to pay yourself (and how much)
  • Cash flow analysis
  • Income shifting strategies
  • Hiring employees and sub-contactors
  • Purchasing company assets
  • Transferring business roles between family members
  • Distributing profits
  • Resolving conflicts
  • Knowing when and how to retire
  • And more

Contact us today to learn more about becoming a WBH Consulting partner.

OFFICE: (706) 549-7480
649 S. MILLEDGE AVENUE
ATHENS, GA 30605