Consultative Approach

By Jason Watson, CPA
Posted Saturday, November 5, 2023

How are we different? Easy! We take a consultative approach to our client relationships. We have the experience of a big CPA firm without the stuffiness. WCG will be your advocate by putting you in a position to make informed decisions by leveraging our professional network of knowledgeable Colorado CPAs, corporate and estate planning attorneys, and Certified Financial Planners to work in concert for you. Why play messenger when we can bring this service spectrum under one roof?

Plus, WCG will be your point of contact as you travel through the cycles of your personal and business lives. Many tax accountants and business consultants are only compliance-oriented, and while government and IRS compliance is critical, being proactive through proper tax and business planning is equally important. Some firms have this depth, yet very few offer a consultative approach beyond the nuts and bolts of accounting and business tax return preparation. In other words, a tax return is simply the result of year’s worth of discussions and planning sessions.

Let’s not forget financial statement analysis! Bookkeeping is usually equated to bank reconciliations. We provide accounting services which we define as bookkeeping plus analysis (we do both!). What do the numbers mean? How can I get more out of my business?