client services

Our firm offers a wide range of services to our individual and business clients.  At WPM, we take our responsibilities to our clients very serious:
  • WPM has the professional responsibility to be your agent for the best of services, and to partner across the continuum of change.
  • WPM has the intellectual responsibility to develop, maintain, and apply thoughtful leadership to help our clients achieve a high performance organization.
  • WPM has the ethical responsibility to deliver business results, not just advice.
  • WPM has the social responsibility to benefit your organization, your people, and the community.
audits, reviews & compilations
accounting services
tax planning, preparation & irs representation
financial planning
financial forecasts & projections
management consulting & performance management
internal audit services
agreed upon procedures & sas 70 review