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Services

Client Accounting Advisory Services

Turn financial insights into business impact with our comprehensive accounting and financial solutions. We offer hands-free and worry-free accounting, reporting and compliance, and financial modeling.

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Chris Frederick

Practice Leader

Juan Arana

Practice Leader

Our Clients

At WilkinGuttenplan, we partner with entrepreneurs and growing businesses who want to go to the next level with their accounting and finance operations. Our clients include:

  • Entrepreneurs – Visionary business leaders who need financial clarity and expertise to enhance reporting and maximize profits.
  • Startups – Innovative startups seeking automated AI-powered accounting and strategic financial guidance and support.
  • Growth Businesses – Fast-scaling companies needing financial expertise to expand and drive growth.
  • General Small Businesses – Businesses that do not need a full-time in-house accounting team.

Your Success is Our Business

Supporting business growth, transition, and personal financial success with expert accounting, tax, and advisory services.

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What We Do

We go beyond timely reporting and compliance services. With our comprehensive CFO, Controller, and Accounting Solutions, we provide our entrepreneurs with accurate real-time accounting and finance insights to help anticipate the future and make data-driven decisions to efficiently manage operational expenses, improve profit margins, and increase revenues.

From outsourced accounting to fractional CFO services, we offer a comprehensive range of services to choose from, such as:

Day-to-day accounting and financial reporting

  • Real-time coding of accounting transactions
  • Accounts payable and bill payments 
  • Employee expense reimbursement and corporate credit cards 
  • Invoicing, cash application, and revenue recognition 
  • Month-end accounting close and reporting
Fractional Controller services – includes everything in accounting plus:

  • Financial reporting and interpretation of results 
  • Profitability and cost optimization 
  • Treasury management 
  • Budget vs. actual reporting 
  • GAAP/investor/external reporting
Fractional CFO services – includes everything in controller plus:

  • Strategic planning with organizational leads and management
  • Financial modeling
  • Custom budget, forecasting, and scenario planning 
  • Cash flow projections
  • Industry metrics and KPI and tracking 
  • Resource planning

We also offer project-based services, including accounting assessments to set a baseline for your current operations, accounting software implementation, audit readiness, transactional consulting, historical clean-up, GAAP conversions, and on-demand accounting support.

How We Do It

Plan | Build | Optimize
Our team first meets with you to understand your accounting and finance processes, systems, and goals. Then, we develop a customized service plan to streamline operations and financial reporting.

Report | Anticipate | Guide
We understand the challenges and opportunities that come with running a business, and we help companies navigate challenges and seize opportunities with more than just compliance and reporting. Our accounting and controller services provide real-time financial insights to drive data-driven decisions, optimize expenses, improve margins, and maximize revenues.

Our CFO, financial planning, and analysis services model your business and help anticipate potential outcomes. This enables our clients to take a proactive approach and maintain control over their accounting and finance operations rather than reacting to unexpected challenges. We also measure and track performance against your goals, enabling our clients to take corrective action and stay on track with the business objectives.

Our Expertise

Through our team and our participation in the BDO Alliance USA, you will have access to top specialists, deep technical expertise, and a global reach. Combining our business expertise and technology-driven approach, we help you maximize growth opportunities and scale your business efficiently.

We specialize in closely held businesses, primarily concentrated in the following areas: