Services

Business Services

At Woltman Group, we pride ourselves on helping our clients develop strategies that will facilitate business growth, save money, and prepare for the future. Our personable team of accountants are always communicating with our clients, making sure they are prepared for the challenges facing business today.

 Our clients have more stability by not dealing with someone different each time. I really appreciate having the opportunity to educate people as to how they can best manage their business or personal financial decisions. I enjoy seeing them understand why what we’re doing for them is important and helping them to reach their goals. We want to be a part of their financial team and that’s a great feeling.

 

– Shawn Q. Blom, CPA at Woltman Group

Business Services

  • SMALL BUSINESS ACCOUNTING Every small business owner would rather focus on running their business than keeping their books. We not only manage your books for you but offer a variety LEARN MORE...
  • PAYROLL The IRS has made the payroll functions and hiring employees a nightmare for small business owners, who often have to spend an average of eight hours a LEARN MORE...
  • AUDITS Audit – Highest Level of Assurance Audits are not just for public entities. Some financial institutions may require audits of nonpublic companies in order to evaluate client LEARN MORE...
  • REVIEWS Review – Limited Assurance A review engagement consists primarily of analytical procedures we apply to the financial statements. Reviews are less extensive than an audit, but more LEARN MORE...
  • COMPILATIONS Compilation – Lowest Level of Assurance Compilations don’t require inquiries of management or analytical procedures, but instead rely on our knowledge of accounting principles and our general LEARN MORE...
  • BANK FINANCING When you ask a bank for a business loan, you want to present as perfect a proposal as possible By requesting a business loan without adequate preparation, LEARN MORE...
  • BUSINESS VALUATION Any proposition, from negotiating a merger to attempting to resolve disputes associated with liability, is dependent on the value of your business. Business valuation can be tricky LEARN MORE...
  • SUCCESSION PLANNING If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. You’ve got some critical questions to answer LEARN MORE...
  • NEW BUSINESS FORMATION Opening your own business is exciting, thrilling, and a little scary. The uncertainty of whether your small business will be successful or not is in the forefront LEARN MORE...
  • NON-PROFIT ORGANIZATIONS Woltman Group wants to help your non-profit organization maintain their tax-exempt status. Below are a few guidelines to follow to be sure that this happens. The IRS LEARN MORE...
  • INTERNAL CONTROLS Appropriate controls are needed to ensure proper handling of resources and to protect your business from employee theft. We evaluate your company’s operations and internal control systems LEARN MORE...
  • QUICKBOOKS SETUP AND TRAINING Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. All LEARN MORE...
  • QUICKBOOKS TIPS Please take a look at these shortcuts and “tricks of the trade” designed to save you time and make your QuickBooks experience even more productive. Filtering a LEARN MORE...