We are a traditional CPA… but not. We prepare taxes, certified financial statements, audits, QuickBooks consulting, assist with budgeting, cash flow, long term tax planning and tax minimization techniques. Throw in a healthy dose of retirement planning, employee retention techniques, business consulting and all the things that the ‘other’ guys do.

However, that doesn’t mean we throw everything at every client. You’re not a number, and we wouldn’t be very good at managing yours if we let you pay for unnecessary resources or time. You get premium service at the level and depth you need. In the end, our clients usually find our cost is less than they would expect.

Why go to a big accounting firm where you will be a faceless name in a pile when you can get the personalized attention you deserve at Kevin Wenig CPA.

 

 

Dedicated resources, a call, webcam, a keyboard or a visit away

We’re always technologically connected to you, and fully entrenched in your business. Think of us like your own staff. We’re in your meetings, carrying your business cards, using your email – whatever it takes to make the relationship seamless.

 

Experts in your industry’s challenges

Creative and service-oriented companies have been our bread and butter (and our jam) since we started. We immerse ourselves in your challenges, to develop solutions as creative and strategic as the clients you serve.

 

A full team of specialists, tailored to your needs

Our far-reaching experience not only lets us see the big picture, but helps us apply a laser focus to your business – with a custom solution that manages your finances without draining them.

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, so your process gets better.

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 

And anything else you would expect from a fully-staffed, well-oiled Finance Department at your disposal.

Estimated Finance Office Partners Costs vs In House Finance

Expense

Description

Outsourced

In
House

Bookkeeper

Data entry, pay bills, send invoices, credit card processing, banking, administration

$24,000

$50,000

Staff Accountant

Track A/R, reconcile accounts, purchase order reconciliations, pass-through cost reconciliations, inventory control, sales & payroll taxes

$14,250

n/a

Senior Accountant

Vendor and client correspondence, cash planning and reporting, budgets and cash flow projections, project management, asset depreciation

$10,000

n/a

Finance Manager

Supervisory, quality control, pipeline reporting, tax projections

$6,125

n/a

Controller

Maintain books, financial reports, supervise staff, planning, implement initiatives and policies, project management, inventory control

$45,000

$100,000

CPA

Tax returns, long-term tax planning, certifed financial statements, strategic guidance, overview; negotiations

$5,000

$10,000

Administrative

Record keeping, filing, correspondence, processing and intake, mail, phone, errands, etc.

$3,000

$5,000

Benefits, Taxes (12.5% of salaries)

$0

$20,625

Furniture, computer, software licenses, seminars, phone, supplies, events, etc.
(25% of salaries)

$0

$41,250

TOTAL COST

$107,375

$226,875

Year-One Savings

$119,500

*Costs based on a $5M – $10M company with a full-time bookkeeper and controller. If your conditions are different, ask us for a free, personalized finance assessment.

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