What You Want to Know

Kevin worked for years at New York City’s largest, most prestigious CPA firms. There, he learned the most sophisticated tax strategies, financial statement auditing standards and how to represent clients in front of the IRS. He also learned how to tie a tie without using a mirror. He also learned how much he hates wearing ties. And working at large CPA firms.

Kevin Wenig CPA LLC was formed in 2001 as the anti-CPA firm. You get the big firm experience and expertise with a small firm feel, attitude and rates.

Here’s what we can offer:

•Bookkeeping and banking
•Accounting services
•Income tax planning and preparation
•Sales tax
•Employee payroll and taxes
•Financial forecasts and projections
•Cash flow and budget analysis
•Project management
•Job reconciliations
•Mergers and acquisitions
•Retirement plan implementation and management
•Maximize return on cash balances
•Internal Revenue Service and state representation
•Accounting software selection, implementation and maintenance
•Business entity selection

The first-ever accounting iPhone app. Custom password security software. A paperless CPA office (before it was conceivable), and full accounting office automation (with software we developed). All us. We keep inventing to provide you with the best service.” Kevin Wenig, CPA – Founder

Our Clients Are Pretty Big Advocates.

We cover a lot of ground:

• ADVERTISING & PROMOTION • MEDIA RESEARCH & PLACEMENT • PHOTOGRAPHY & DIGITAL PRODUCTION • MOVIE PRODUCTION & ENTERTAINMENT • SERVICE INDUSTRIES • PR & EVENT MARKETING • GRAPHIC DESIGN & OTHER ARTS • SOFTWARE & WEB DEVELOPMENT • ONLINE RETAIL • MANAGED SERVICE PROVIDERS

What We Want You to Know

Security Solutions

We believe we are the ONLY firm anywhere that had custom software specifically written to safeguard client passwords. Passwords are assigned a “sensitivity-level” and only those employees at or exceeding that level will have access to it.

The “1992 Option” – We offer a service that promises nothing will be stored online to guard against identity theft. No one can guarantee your information is safe from hackers. Unless, of course, if it’s in a paper file in our filing cabinet and nowhere else!

Kevin Wenig CPA has been solving problems – make that challenges – for our clients since 2001. With a team of technology-driven, creative-minded finance professionals virtually down the hall from you, we provide everything you need, from routine bookkeeping to strategic decision-making.

The Stuff That Makes Us Different

Intuit ProAdvisors

We’re certified Intuit QuickBooks ProAdvisors, a select group of people hired by Intuit to give technology webinars to other accounting firms!

Negatism

Did we mention our blog – It’s real-world “don’t do what I did” lessons shared with us—and you—by business owners who’ve been there. The site has thousands of registered users and many more visitors each year!

CPApp

This is our own software we developed to completely automate an accounting office. Nothing like it existed before we came along and now we’re selling it to other CPA firms!

National Bean Counters Day

A fun holiday we invented to celebrate your favorite accountant on their favorite day (April 16th).
…And it seemed like a good idea at the time.

Tax Vault

An iPhone app we created that automatically sends your receipts to your tax preparer.
Spend it & Send It!

vault

Looking for more than a CPA firm?

We offer a complete Finance Department solution to attend to the day to day activities. Finance Office Partners is a complete Outsourced Finance Department offering everything you would expect from an experienced, fully staffed team at your fingertips. You get a higher level of service, typically at a lower cost than what you may have in place now.

www.financeofficepartners.com.

COC “Best
Congratulations to this year’s honored business!
Featured in Go Magazine.
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Client Resources

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