WCG CPAs & Advisors can help launch your venture, and provide tax prep, tax planning and reduction strategies, accounting services and routine business consultation.
WCG CPAs & Advisors makes tax return preparation a snap with easy to use checklists and smooth tax return delivery including ongoing tax planning and reduction strategies. We are your advocate!
WCG CPAs & Advisors provides a ton of resources including blog posts, and our LLC S Corp and Rental Property books for your education and tax reduction strategies.
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.
Sure, anyone can buy a QuickBooks subscription, but the drawbacks of DIY accounting are often subtle until they become very broken and mildly expensive.
1. Reconciling isn’t Accounting
QuickBooks has a way of making everyone feel like a CPA. But accounting is a profession, not a hobby, and it extends far beyond checking off boxes in a bank feed. We often hear: “What do you mean my books are a mess? All my accounts are reconciled!”
The reality? Business owners are usually great at making widgets, but, and to be blunt, they’re typically lousy at accounting. Keep in mind that WCG CPAs & Advisors sees over 6,000 financial statements a year. We know what looks good, what is actually good, and what is one hot mess. We see:
Phantom income from mismanaged invoices.
Negative balance sheet accounts from botched payroll entries like tax payable, 401k payable, unemployment, pear trees, etc.
Missed tax deductions due to improper coding.
Commingled personal expenses mixed in with business (you would never!)
Unreconciled loan balances that don’t match reality, hiding the true cost of your debt (understating your interest deduction)
The list goes on (and on, and on, like a Journey song).
2. The WCG Approach: Bookkeeping + Analysis
WCG is more than just a data-entry service. We define accounting as Bookkeeping + Analysis. Our approach is designed to:
Contextualize Performance: Understand exactly how your business is trending.
Benchmark Success: See how you stack up against your competitors.
Enable Precision: Drive accurate tax planning and minimize your tax burden. Avoid surprises!
3. Professional Credibility
Banks, lenders, and the IRS trust financials prepared by professional accountants. These agencies review records daily; they can spot accidental inconsistencies from a mile away. Having a CPA involved from the start provides a “seal of approval” that DIY software simply can’t offer.
4. Reclaim Your Sunday
Ultimately, it comes down to a simple question: Would you rather be closing your next sale, BBQing with friends, or getting sucked into a QuickBooks rabbit hole on a Sunday afternoon? Anyone?
Focus on growing your business. We’ll focus on analyzing the data, handling the operational reporting, and ensuring your tax consequence is as low as legally possible.
typically $75 per month, or
typically $150 per quarter
Personal Property Tax
typically $40 per month, or
starting at $500 annually
Accounting Cadences
All starting points assume two bank accounts (such as one checking and one credit card), and fewer than 250 transactions and 10 manual checks per month. Do we really count each transaction? No, but we have to start somewhere.
Bi-Monthly Value Option
WCG is a leader in finding value for our clients, and as such we have introduced the unique bi-monthly cadence for reconciliations and financial statements. For some business owners, this works perfectly since they still get data frequently for operational considerations and the “where am I spending my money” question, but at a lower fee. Frankly, going from 12 deliverables to 6 allows you, the busy business owner, to focus more on the impact of each set of financial statements and not be distracted by noise created simply because of frequency.
activities.
Quad-Monthly
Quad-Monthly (every 4 months or 3 times a year) is designed for the small business owner who doesn’t rely on their financial statements to assess the health of their business or need them for periodic business reviews, including advanced tax planning. They are more interested in taking chores off their plate, recording all valid tax deductions and being prepared quickly for an early business tax return.
Deliverables are around May / June and then again in September / October. When considering that our tax planning season is May, June and July, the predictability of the future based on a singular May / June financial statement can be challenging. This is where you, the savvy business owner, comes in to help use the limited history to predict the future.
Annual
Annual Accounting Services are available but they come with a massive limitation. We can only perform annual accounting starting in April. Why? January, February and March are nutty for our Accounting Services Team as they wrap up all the monthly, bi-monthly and quad-monthly cadences above and synthesize a tax package for timely tax return preparation. Wait! There’s more.
Annual accounting services come in two variants-
Compliance Bookkeeping – this is where we download a year’s worth of data from your bank, categorize the transactions and then build basic Excel pivot table for tax return preparation. We do not necessarily reconcile checking or credit card accounts. We also do not create a financial statement package (profit and loss, balance sheet, general ledger, etc.). This is purely designed to help the busy business owner offload a chore to others for tax return preparation.
Accounting Services – this is typical accounting services where we create a financial statement package using QuickBooks Online. When would you use this over the compliance bookkeeping variant? If you already have a QBO subscription then why not? If you have other owners or stakeholders who require full-blown financial statements.
Base Plus
For certain engagements that vary from time to time, we will customize a base plus model where we have a base fee which includes so many hours, and if we exceed those hours during the reporting period, we charge an hourly rate of $250. These engagements are not super common, but at times are required given the ebb and flow of your business activities.
Accounting Assessment
Our Pre-Accounting Assessment. We use this to help tailor our accounting services for you.
Business Entity Tax Prep
Guide to filing your business tax returns, scheduling reviews, eFile, and making payments.
Transparent Fee Structure
Read our philosophy on fees, how they change, and what influences your tax preparation costs.
Additional Accounting Services Add-Ons
Ok, nobody likes little fees here and there. But…
Our quoted Accounting Services scope of work and therefore fees rely on a stable environment. At times, your spending and business habits can change or spike or make left turns, or whatever you want to call it. As such, here is a list of Accounting Services Add-On fees, and to save energy and avoid unnecessary hassles, these fees are invoiced and automatically paid with the payment information on file. We will always explain the add-on fee to you ahead of time.
Loan Setup and Amortization Schedule
$75
Rental Asset Setup
See Rental Setup
Bank Account or Credit Card Account
$150
Transaction Exceedance (over scope, per 250)
$150
Check Transaction Exceedance (over scope, per 10)
$100
These are the common add-on fees that we can price accordingly. The following list outlines examples of out of scope requests and accounting matters that are charged at $250 per hour. Of course, these issues are discussed with you and agreed upon before starting-
Accounts Receivable issues in accounting platform*
Assisting with login issues for bank and credit card connections
Client-requested adjustments to previously delivered financials
Payroll mapping setup in accounting software
Reconciling for payroll void or deletions
Reviewing and adjusting for commingling of business and personal funds (yuck)
Sales Tax issues in accounting platform*
Working on previously unresolved back work**
Single Asterisk (*)
Adjusting and clean up work for accounting software modules not being used properly. Huh? Did we just blame you? Maybe. Practically, many software packages that plug into or connect with or integrate or whatever sales brochure verb is being tossed around work... most of the time. These relationships are fragile, however. An update here. A fat finger there. An accidental click here. And these things can break.
Double Asterisk (**)
We will deliver your financials in draft form if you do not respond to our emails regarding missing information or clarifications. No biggie, but at the same time we need to move off and move along. As such, we publish Draft Financial Statements, and clearly identify the issues preventing us from finalizing the data set. Should you later clarify the unresolved issues, additional fees may apply to resolve those items after the draft is issued.
Rental Property Bookkeeping
WCG specializes in real estate investors and as such we provide accounting services for rental properties. Rental properties are a business like any other, and the proper tracking of revenue and more importantly the associated expenses are essential. The bookends to the varying service levels are your common single-family rental (SFR) home and that large commercial property with several tenants. That’s the X axis. The Y axis becomes tax return complexity based on number of owners, number of activities (rentals) or both.
Handful of SFRs
Most of our real estate property owners with 1-5 rentals usually opt for annual compliance bookkeeping as described above. While you could record and present routine rental property transactions using QuickBooks Online and generate pretty financial statements… and while us nerdy accountants love formalized accounting platforms… this might be akin to killing a housefly with a sledgehammer. Yes, the fly is dead, but did you need such a massive swatter?
The Xero Alternative: If you want the power of a formalized platform without the “QuickBooks Tax,” we often recommend Xero. It is a wonderful accounting platform that is far more economical than QBO especially when you need to use Classes. Think of Classes like locations: whether you have multiple restaurants or a portfolio of rental properties, Classes allow you to segregate data into distinct “buckets.” This ensures tax reporting accuracy and allows for deep financial performance analysis without paying for a top-tier QBO subscription just to unlock a basic tracking feature.
Gaggle of SFRs
Once you start hitting 6 or more rentals, you add complexity based on volume alone. In these situations, we strongly suggest quad-monthly accounting or begrudgingly annual accounting. However, compliance bookkeeping is not available. Most of our real estate investors with more then 20 rentals leverage bi-monthly accounting services simply because of the volume of transactions.
Improvements Versus Repairs
Mincing expenditures between an immediate expense and a capital improvement is where defensive bookkeeping pays for itself. To do this correctly, we first determine your Unit of Property (UOP). Under IRS regulations, we don’t just look at “the house,” rather we look at all nine critical systems: the building structure, plus plumbing, electrical, HVAC, elevators, escalators, fire protection, gas distribution, and security systems
By identifying these systems separately, we often categorize immediate deductions that others would bury in a 27.5-year depreciation schedule. This is because we can often classify a major expense as a “repair” if it only affects a minor portion of that specific building system. WCG applies the BRA test (Betterment, Restoration, or Adaptation) to these units of property (UoP’s) to ensure you are maximizing current-year deductions and not capitalizing otherwise deductible expenditures.
This is precisely why having WCG handle your accounting is a strategic move. A standard bookkeeper will see a $5,000 invoice and guess between “Expense” or “Asset” based on a hunch. That’s a coin flip you can’t afford. We leverage the de minimis, small taxpayer, and routine maintenance safe harbors as the work happens, ensuring your records are built to defend every deduction. This is the difference between a tax preparer who simply reacts to your data at year-end and a WCG strategist who builds a bulletproof ledger that minimizes your tax consequence from the start.
Laid it on pretty thick there, huh?!
Commercial Properties
Commercial real estate is like a snowflake- no two are alike. You could have a single-user property hosting a Starbucks. You could have a 12-unit apartment complex. You could have a strip-mall with all kinds of moving parts.
Next, commercial rentals could either be gross rental leases or NNN. Gross rent arrangements are straightforward and are similar to any single-family rental property. While triple net or NNN leases are no different in terms of memorializing the transactions, your tenants are also supplied versions of the financial statements since they directly share in the expenses. Specifically, expenses such as property taxes, insurance and maintenance are passed along and reimbursed by the tenant.
Classed Transactions
When you have multiple rental properties, transactions are “classed” or “tracked” within your accounting platform. This allows for reporting separation between the activities (properties) while maintaining one data file for simplicity. Whether you use QuickBooks Online, Xero, or REIHub, we ensure your financial statements show each property in its own column, allowing for clean revenue and expense analysis.
Common expenses among all rental activities such as umbrella insurance policies or maintenance personnel salaries are allocated to each property. This allocation can be based on revenue (the more revenue, the more risk or maintenance) or based on a straight percentage (3 rentals… umbrella insurance is allocated 1/3 1/3 1/3). As you can see, more discussion is required in these situations. Please see our section on allocations from our rental book.
Multiple Checkbooks or Credit Cards
Selfishly, using a separate checkbook for each rental property makes bookkeeping life a bit easier. When rental properties share a checkbook, then that Home Depot expense or that tree service expense becomes a “whodunit” mystery. Another option is using a business credit card where you can have a series of cards, each with different ending account numbers, that can be tied to a specific property. This is similar to employee credit cards where all the expenditures are reported on a combined statement but is also grouped by each employee.
One Data Set, One Tax Return
We strongly and obnoxiously encourage one tax return per QuickBooks, Xero or REIHub data file. For example, you own a rental with your brother-in-law and report that activity on a partnership tax return (Form 1065). You also own other properties 100% by yourself or with your spouse which might be reported on Schedule E of your Form 1040 tax return. In this example, two data files might be required.
Alternatively with our example above, you could mix and match- the rental property owned within a partnership could be memorialized within QBO or Xero while the rentals you own personally could be tracked with compliance bookkeeping (Excel pivot tables).
Partnership Tax Returns
If you own a rental with others, usually formalized accounting using QBO is required for tax return preparation on Form 8825 and Form 1065. Balance sheet items, capital accounts, and tracking inside and outside basis become critical. Additionally, proper bank reconciliation and cash tracing is required. In any business deal including rental properties, valuation and exit strategies rely on accurate accounting.
Did you pay for some Home Depot stuff with personal funds because you forgot the rental credit card? No biggie, but that is actually a capital contribution to the partnership or you need to get reimbursed with actual cash movement. Formalized accounting ensures these “oops” moments are captured correctly so your basis remains accurate.
As you might be aware, WCG CPAs & Advisors recommend owning rental properties in multi-member limited liability companies (MMLLCs) because of the lower audit rate and the ability to mechanically show your ability to deduct rental losses (your at-risk money and basis in the venture). In other words, a K-1 issued by the partnership and reported on your individual tax return flies way below the radar. However, if you own a rental with your spouse in a MMLLC taxed as a partnership, formalized accounting might not be necessary.
Rental Property Setup Fees
If you are new to WCG CPAs & Advisors, or if you have recently acquired a rental property, here are typical set up fees-
Add On: Rental Acquired before 2025 in a 1031 Exchange
$350
Add On: Commercial, 4-Plex, Apartments, Several Assets
varies
Rental Property Holding Co
Learn more about tax deductions for partnership returns and rental business activities.
Rental Property Deductions
Deducting expenses and understanding IRS rules for reasonable and business spending.
Rental Tax Return Prep
Read about long-term/short-term rental tax rules and reporting in our detailed article.
Short-Term Rentals (The ``Mini-Hotel`` Model)
WCG has become a coast-to-coast leader in short-term rental (STR) tax strategy. While many STRs can technically fall into the Annual Bookkeeping category above, they often present like high-volume commercial properties especially in the first year.
The startup phase is a whirlwind of furniture purchases, linens, repairs, and platform fees. If you aren’t tracking these meticulously, you are leaving thousands in deductions on the table.
Managing the Velocity
If you have a handful of STRs with varying management models (self-managed via Airbnb/VRBO vs. boutique property managers), formalized accounting is a non-negotiable. We help you solve the three biggest STR headaches:
Gross vs. Net Revenue: Your 1099-K from Airbnb will show a “Gross” number, but your bank account shows a “Net” number after fees and commissions. Since OBBBA went old school on 1099-K reporting requirements, you might also receive a 1099-MISC from a property manager with the same issue: the “rent received” is a gross amount while the cash you actually touched is net of fees. We bridge that gap so the IRS doesn’t see a discrepancy.
Occupancy Tax Tracking: If you are responsible for collecting and remitting lodging taxes, your books need to be bulletproof to avoid local audit nightmares. While many platforms do this for you, it becomes messy fast if you juggle multiple platforms alongside your own direct-booking efforts.
The “Startup” Pile: We ensure that every piece of furniture and every “minor” repair is categorized correctly to maximize your Section 179 or bonus depreciation opportunities, including de minimis safe harbors.
When to Level Up
If you only have one vacation rental, annual compliance bookkeeping might suffice. However, once you scale to three or more units or if you are leveraging the STR Loophole to offset W-2 income ‘defensive’ accounting isn’t optional. In an audit, the IRS doesn’t just look at your calendar; they look at your ledger to see if your activity matches your claims. Material participation and time logs must have corroboration with your financial data.
Accounting Assessment
To move from reading about our services to seeing how they apply to your specific situation, the Accounting Assessment is the essential next step. By sharing a few details about your current setup and goals, we can tailor a scope of work and fee structure that fits your business perfectly.
We don’t believe in “call center” accounting. When you engage with WCG, you aren’t just getting a software subscription; you are getting a dedicated team of professionals who understand the nuances of your business.
Leadership & The Pod Structure
Our accounting department is led by Karlee Tiesler, EA, Director of Accounting Services, and supported by our experienced Managers, Michelle Ihlefeldt, EA, and Mitchell Wade.
To maintain a small-firm feel with large-firm resources, our team is structured into agile “Pods.” This allows your dedicated professionals to stay in constant communication with your tax preparer, ensuring that the person doing your books is talking to the person planning your tax strategy.
One Unified Team
Whether they are based in Colorado or working with our specialized teams abroad, every member of our staff is a vital part of the WCG ecosystem. Our collaborative roster includes:
Accounting Leadership: Karlee Tiesler, Michelle Ihlefeldt, and Mitchell Wade.
Specialists: Chelsea Van Zee, JoAnn Sandvig, Kate Hibbard, and Tara Nickum.
Global Professionals: Sumit Sirwani, CA, Nehali Shah, CS, Mohit Prajapati, Moinahmed Faruqui, and Shubham Rathod.
This “follow the sun” collaboration means your data is being processed, reviewed, and audited around the clock. By the time a report hits your desk, it has been vetted through a rigorous quality control process to ensure it is accurate, defensible, and ready for tax planning.
Data Analysis
Reach Reporting integrates seamlessly with QuickBooks Online and Xero to provide real-time financial reporting and tools for financial performance data in a secure and easy way. With the built-in dashboards and report builder, WCG CPAs & Advisors connects your financial data to create powerful dashboards and enhanced visuals. Backed by their SOC 2 Type I and Type II certifications, the Reach Reporting app only retrieves data from the online platform and never modifies or replaces any information stored there.
Reach Reporting makes reporting, forecasting and budgeting easy with powerful dashboards and enhanced visuals. You, the business owner, will gain valuable insights into your business trajectory with their 3-Way Forecasting feature. By connecting your profit & loss, balance sheet, and cash flow statement, we create a comprehensive view of your financials with automated cash flow forecasting.
Sample Reach Reports
See it in Action! Financial statements should tell a clear story about your business health without requiring a degree in accounting to decipher. Click below to explore a sample report and see how we translate your raw data into a clear, visual summary.
We exclusively support QuickBooks Online, Xero, and REIHub. The benefit of these cloud-based platforms is real-time visibility from any device.
A Note on Data Custody: To ensure the integrity of your records, WCG maintains 100% custody of the financial data. While you will have full visibility, your access will be read-only. Think of it as a safety net- we hold the pen so you can focus on the business without worrying about accidental deletions or “un-reconciling” a month we’ve already closed. In other words, please don’t help. In some cases, we’d rather pay you to just watch. Ok, that was a bit much, but you get it.
What’s Included?
WCG provides the following core accounting services:
Monthly Bank Reconciliation: Keeping your cash and credit accounts in perfect sync.
Proactive Journal Entries: Recording payroll, depreciation, and loan interest so your data is tax-ready at all times.
Reconciliation Clarity: Providing a detailed list of outstanding items for your quick review.
Financial Reporting: Management-use financial statements delivered by the 25th of the following month.
Reach Reporting: In-depth visual analysis included as part of your deliverable.
Custom Pricing
Does your “square peg” not fit the starting fees above? No worries. We customize fees based on your specific needs. Over 80% of our small business owners pay less than $550 per month. An extra account or a few more transactions won’t dramatically compound your fee.
Software Fees
It’s a crummy deal, but our service fees do not include the software subscription. Historically, firms received massive discounts, but changes to Intuit’s pricing model (for example) mean those savings no longer justify the administrative hassle of WCG paying the bill. We will collect your payment information and set up your billing directly with the provider. Piece of cake.
The Fine Print
Our accounting services are specialized. We do not provide invoicing, accounts receivable collections, or bill pay (accounts payable). Our work is typically performed on a cash-basis; if you require accrual-basis bookkeeping, let’s talk.
Please note that these services are for internal management use and cannot be relied upon to disclose fraud, errors, or illegal acts. Furthermore, WCG is not providing “assurance” services—we are not engaged to perform a compilation, review, or audit as defined by industry “terms of art.” No formal auditor’s report will be issued.
Additional Accounting Services
We just reviewed the basic accounting services above, but accounting can also have several offshoots and complexity. Let’s run through some of the most common ones.
Accounting Method
Most small business owners are cash-based (versus accrual). The IRS code recently changed, allowing more taxpayers to be cash based, and it has even expanded some hybrid methods. If you need accrual-based accounting for whatever reason, (better tax position in the near future, required by your franchisor or investors, etc.) this adds time to the accounting service.
Sales Tax
This is not common in most service-oriented businesses, but even dentists, eye doctors and veterinarians (just to name a few) have a retail angle to their practices. And boom, they also have a sales tax obligation which can vary between monthly, quarterly and annually depending on the volume.
WCG does not offer sales tax services for online retailers such as Amazon merchants, FBA merchants, etc. It is way too complicated, and while we could be good at it, there are others who already are. Our recommendation is taxjar.com.
Personal Property Tax
Many counties want you to pay a tax not only on your real estate, but also on your personal property (like equipment and furnishings) that are deployed in your business. Don’t get hung up on the word personal — it basically means non-real estate property.
Inventory Complexity
Having an inventory can add complexity to your accounting services. How often are you counting inventory? Do you need to count at all (ie, you have lot numbers, or you are exempted by tax code)? How are we valuating the inventory (FIFO, LIFO, weighted average cost)? What is the most appropriate cost (market, original purchase price, etc.)? Ok! We really beat the heck out of that stuff.
One more thing: do you have direct labor or depreciation built into your cost of goods sold? Ok, now we’re done with this.
Industry Specific Issues
Certain industries have their own nuances. Construction sees a lot of job costing, where certain expenses are allocated to be a part of the project cost and are capitalized. Retail sees a lot of cash, theft, and inventory adjustments. Construction contractors, such as electrical, HVAC and plumbing, usually want to split their world into sales and service, and track revenue and expenses separately. Attorneys have trust accounts and goofy 1099s that need special handling.
Software Integrations
Time billing systems (attorney), patient billing systems (doctors), point of sale systems (retail or restaurant) and a zillion other operations-oriented software applications all claim to interface with QuickBooks. Generally they do. But they can also create a big mess… as an attorney, do you want to pay taxes on uncollected revenue less expenses (what we can accrual based accounting) or pay taxes on cash received less expenses (cash based accounting)?
What we are saying here is that software integrations must be carefully monitored for phantom revenue and other downright stupid things.
Alternatively, and commonly, we don’t let the software and QuickBooks directly talk to each other. Instead, we take reports or other data dumps, synthesize that into something that makes sense, and then make adjusting entries in QuickBooks.
Franchise Situations
Some franchises are basic… you pay a few bucks, and get to use their name and their processes. Others are super overbearing. It is not necessarily the franchisor’s fault… they might be required, either contractually or the Federal Trade Commission, to present consolidated financial statements of all their franchises, and therefore you must report transactions in a certain fashion for compliance. In other words, the franchisor supplies the Chart of Accounts, and determines where things go, the accounting method and how often reporting must be performed.
Benefits Packages
This isn’t a super huge deal, but when you start piling on 401k plans, disability, insurance and other benefits platforms, they create extra time during payroll entries. You pay your staff on Friday. On the same day, we must book the obligations for all the payroll stuff although you might be cash based as an accounting method. This is just to make the journal entry from the payroll activity tie out. Then we need to make sure these payables are cleared when paid. Again, not a huge deal, but certainly more complexity.
QuickStart
Not ready for someone else to do your bookkeeping, but you need some help to get going? We’ve introduced our QuickStart program to get you on the right track right away. This has been super popular with our new business owners.
Our QuickStart fee is $750 and includes-
Set-up QBO
Chart of Accounts
Linking bank accounts
Company legal info in QuickBooks (Address, EIN, etc.)
Training to show the basics of how to use QBO (typically 90 minutes)
How to create invoice
How to apply a payment
How to code bank feed transactions
How to match transactions
How to reconcile bank and credit card accounts
How to create adjusting journal entries for external payroll data, tax return data, etc.
How to change system configuration
Answer any questions during the session
Three scheduled “training” sessions of general support and answering “how to” questions regarding QBO (super fun!)
QuickStart does not include payroll setup within QuickBooks.
Financial Statements Analysis
Accounting is more than memorializing transactions for a small business. It is the analysis and business consultation based on the information that allows owners to manage his or her business. WCG will analyze financial statements to look for obvious misstatements and errors. This includes:
Common-size (vertical) analysis where categories are compared to revenue.
Year over year, or period over period (horizontal) analysis, where categories are compared to themselves over time.
Analyzing the data for tax savings and operational opportunities.
There are two questions we want to answer. What does a financial statement mean to you? How can you use it to get more out of your business?
Additionally, one of our concerns with financial statements and accounting records that are not prepared by a CPA firm is that you might not be getting all the tax deductions you are entitled to.
Industry Statistics, Comparisons
Statistical comparisons and trend analysis is a service we provide to each owner to identify action items and areas needing improvement. We can leverage Fathom reporting and First Research to provide baseline data for your industry or peer group. How do you compare to yourself in previous months or years, and how do you compare to others in the same business? For example, for restaurants factoring the impact of cost of goods sold, labor and rent on business profits, the variations can be dramatic. We will work with you to keep more of your money as you continue to develop your business.
Anyone can crunch numbers. But we crunch numbers and tell you what they mean, plus offer business consultation and coaching to create a successful future.
Foreign Disclosure of Accounting Services Information
WCG utilizes KMK Ventures Private Limited, a tax and accounting company in India with over 15 years of experience and 225 professionals including Chartered Accountants, to assist us with our accounting services. Many well-known and highly visible accounting firms have been offshoring tax return preparation and accounting services for more than two decades.
We realize that identity protection and security is top of mind for everyone; WCG is following the accounting industry’s best practices, including IRS compliance directives to safeguard your data. Fortunately, there are excellent resources and guidelines from the hundreds of CPA firms that have done this before us.
We have an experienced CPA and in-house trainer who leads the KMK team and is primarily charged with training and quality control. All accounting work will be reviewed, modified as necessary and reviewed again by our team of “stateside” Accounting Managers and Supervisors prior to delivery.
Did you want to chat about this? Do you have questions about Small Business Accounting? Let’s chat!
The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.
We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”
Let’s chat so you can be smart about it.
We typically schedule a 20-minute complimentary quick chat with one of our Partners or our amazing Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax strategy and planning? Rental property support?
Text WCG Offices
Need to get in touch through a quick text? We'll respond within a day.
Call Our Team
Need to speak to a tax professional now? Give us a call 719-387-9800 and we'll get you connected.
Chat With a Tax Pro
Taxes can be tricky. Chat with a WCG human now and get questions answered.
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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!
Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.
It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.
WCG CPAs & Advisors can help launch your venture, and provide tax prep, tax planning and reduction strategies, accounting services and routine business consultation.
WCG CPAs & Advisors makes tax return preparation a snap with easy to use checklists and smooth tax return delivery including ongoing tax planning and reduction strategies. We are your advocate!
WCG CPAs & Advisors provides a ton of resources including blog posts, and our LLC S Corp and Rental Property books for your education and tax reduction strategies.
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.
If you have a handful of STRs with varying management models (self-managed via Airbnb/VRBO vs. boutique property managers), formalized accounting is a non-negotiable. We help you solve the three biggest STR headaches:
Reach Reporting integrates seamlessly with QuickBooks Online and Xero to provide real-time financial reporting and tools for financial performance data in a secure and easy way. With the built-in dashboards and report builder, WCG CPAs & Advisors connects your financial data to create powerful dashboards and enhanced visuals. Backed by their SOC 2 Type I and Type II certifications, the Reach Reporting app only retrieves data from the online platform and never modifies or replaces any information stored there.
