Virtual Accounting: WG CoPilot

Outsourced Accounting and Finance

Virtual accounting means working with a trusted partner who can help you navigate your business challenges while reaching new heights. From transactional accounting (e.g., general ledger coding and bank reconciliations), business processing (e.g., accounts payable and bill payment), financial reporting, to Controller and CFO level services, GAAP compliance, and system implementations, WG will expertly manage your business’s accounting operations. By using our expertise and technologies, you will be able to eliminate the time and costs associated with an in-house accounting department. You’ll also be provided with valuable insights to streamline your processes and understand and analyze your financial data.

Through innovative cloud-based tools and new technologies, you will have access to your financial data from anywhere, on any device. This allows you to focus on your business goals and make decisions with the most accurate information.

Core CoPilot Services We Provide:

Software Selection and Implementation

Accounts Payable Processing

General Ledger Maintenance

Preparation of Financial Statements

Cash Management

Month End Close Procedures and Journal Entries

Bank and Credit Card Reconciliations

Payroll Data Importing

Routine "Update" Calls

Business Consulting

Professional Relations: Bankers, Attorneys, and Payroll Reps

Maintain Vendor Files

Customer Invoicing

Resource Planning

Compensation Consulting and Calculations

Employee Expense Tracking

Budgets and Forecasting

Customized Reporting

Internal Control Consulting

Tax Planning and Preparation

Cash Flow Projections

Dan Fiorentino

Co-Practice Leader

Deb Norwicke

Co-Practice Leader

When you partner with us, WG will walk you through our simple three step process:

Systems Check

Our team meets with you to learn about your current accounting processes in detail. We will then use this information to craft a customized plan for your organization, illustrating how we can streamline, automate, and improve the efficiency of your accounting, freeing you up to focus on running your business.

On-Boarding

Next, we ready our partnership by turning your plan into a reality. WG will take care of everything, from implementing new general ledger systems to integrating expense management applications, all while educating you on our modern cloud-based tools.

Cruising Turbulence Free

With our partnership off the ground your accounting system humming along smoothly, we can focus on what is ahead. We’ll work to continuously provide you with the data, insights, and advice you need to navigate your company’s future. Rest easy knowing that WG is always by your side.