Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
WCG CPAs accounting services — bookkeeping, analysis, rental property accounting, and payroll
Bookkeeping + Analysis: The WCG Difference
The best reason to use a small business accountant isn’t just “compliance” — it’s opportunity cost. Your time is best spent in your zone of genius; let us handle ours. We see over 6,000 financial statements a year. We know what looks good, what is actually good, and what is one hot mess. Phantom income from mismanaged invoices. Negative balance sheet accounts from botched payroll entries. Missed tax deductions due to improper coding. Commingled personal expenses mixed in with business (you would never!). The list goes on and on, like a Journey song.
WCG is more than just a data-entry service. Our approach is designed to contextualize performance so you understand how your business is trending, benchmark success so you see how you stack up against competitors, and enable precision to drive accurate tax planning and minimize your tax burden. Banks, lenders, and the IRS trust financials prepared by professional accountants — they review records daily and can spot inconsistencies from a mile away. Having a CPA involved from the start provides a “seal of approval” that DIY software simply can’t offer.
Small Business Accounting Overview
A comprehensive look at WCG’s accounting services including our fee model, cadence options, what’s included, and how our team is structured. Covers everything from monthly reconciliation to financial statement delivery by the 25th of the following month, one-on-one reviews, and Reach Reporting visual analysis.
CPA Concierge Services
Want to skip the line? Our CPA Concierge add-on gives you enhanced access — your emails returned first, your calls answered even if the office is on fire, and fast-tracked tax return preparation when life demands it. Starting at $960 per year as an add-on to Business Advisory and Tax Patrol agreements.
Small Business Bookkeeping (Fractional Controller)
WCG’s Fractional Controller model partners with Bench for back-office bookkeeping while WCG handles interfacing, monitoring, and financial statement delivery. A one-throat-to-choke approach — your first and only call is to us. Pricing varies by monthly spend with discounts for Telluride and Aspen advisory plans.
Small Business Accounting Methods
Cash basis versus accrual — most small business owners are cash-based, and recent IRS code changes have expanded eligibility. If you need accrual-based accounting for investors, franchisors, or a better near-term tax position, we’ll walk through the trade-offs and set things up correctly.
Online Tax Accountant
WCG has been offering remote tax preparation since 2007 — long before it was trendy. Whether you’re in Colorado or Connecticut, our cloud-based approach means your accounting, tax prep, and advisory services work seamlessly from anywhere.
Accounting Method (Knowledge Base)
A deeper dive into the mechanics of cash versus accrual accounting, hybrid methods, and how the IRS code determines which method your business can (or must) use. Includes recent changes expanding cash-basis eligibility for more taxpayers.
Why Should I Keep Tax Records?
The IRS doesn’t just want your numbers — they want your proof. This resource covers retention requirements, what to keep, how long to keep it, and why proper record-keeping protects you in an audit. Boring? Sure. Important? Absolutely.
Real Estate CPAs
WCG’s dedicated real estate team understands the unique tax and accounting challenges facing property investors — from material participation requirements to passive activity rules, cost segregation strategies, and multi-entity structuring for rental portfolios.
Rental Expert Pod
Our Pod structure means your rental property accounting is handled by specialists who talk to your tax preparer daily. The Rental Expert Pod is purpose-built for investors who need coordinated bookkeeping, tax planning, and compliance support across their entire portfolio.
Rental Property Accounting
A detailed walkthrough of how WCG handles rental property accounting — from classed transactions and expense allocations to improvements vs. repairs, commercial property nuances, and partnership accounting on Form 1065. Covers QBO, Xero, and REIHub options.
Cash Flow Management
When does a business need cash flow management? During high-growth phases, seasonal swings, or when lenders require formal projections. WCG’s cash flow management services include feasibility assessments, 3–5 year projections, stress testing, and working capital analysis. Typically included in the Aspen Business Advisory plan.
Restaurant & Industry-Specific Accounting
Restaurants face unique accounting challenges — cost of goods sold tracking, tip reporting, high cash volume, and tight margins. WCG’s industry-focused accounting helps restaurant owners factor the impact of COGS, labor, and rent on profits, with statistical comparisons and trend analysis using Fathom and First Research.
Section 199A Reporting on K-1
The qualified business income deduction (Section 199A) adds reporting requirements to K-1 statements. Proper accounting ensures the additional information flows correctly and you don’t leave money on the table — or trigger unwanted IRS attention.
Nationwide Payroll Processing
The complete guide to WCG’s payroll model — setup, planning, and DIY processing with ADP. Covers the Payroll Quick Launch, payroll planning tied to tax strategy, family member payroll strategies, and why we shifted to this model (hint: so your WCG team focuses on saving you taxes, not processing paychecks).
Payroll Plan Review
Payroll isn’t just payroll — it’s tax planning in disguise. We customize payroll plans based on entity type, income patterns, and your household tax picture. Includes reasonable salary calculations, withholding strategy, cadence guidance, and adjustments for lumpy or seasonal income. The Goldilocks zone, if you will.
Adding Your Spouse to Payroll
Adding a spouse can expand household retirement contributions, improve deductibility of certain expenses, and qualify you for household credits. But it can also create unnecessary payroll taxes. This is a strategy decision, not a default move — and we only recommend it when the math works.
Spouse on Payroll (Knowledge Base)
The detailed mechanics of adding your spouse to payroll — what it means for Social Security, unemployment taxes, retirement plan eligibility, and how to document it properly. Coordinated with reasonable salary planning and entity structure.
Additional Payroll Taxes
Beyond the standard federal withholding and FICA, certain states and localities pile on additional payroll taxes — from state unemployment to local transit taxes. Understanding these ahead of time prevents surprises and keeps your payroll plan accurate.
