Bookkeeping & Monthly Accounting
Reliable recurring accounting that keeps your books current and your financial information useful.
Starting at $450/monthExplore service
CPA-led accounting, tax & advisory services
Accounting clarity for growing businesses.
Greater clarity. Better decisions. More confidence.
Professional support for growing businesses, individuals, and families—helping you stay organized, understand your financial position, meet tax obligations, and move forward with confidence.
CPA-Led ServiceQuickBooks ExpertiseIRS E-File ProviderDallas–Fort Worth BasedVirtual Service Available
Reliable information. Practical guidance.
Financial clarity starts with reliable accounting.
Growing a business is difficult when the books are behind, balances are uncertain, tax deadlines arrive before the accounting is ready, or reports do not explain what is really happening.
WMA helps clients build reliable information, maintain disciplined financial processes, prepare for tax obligations, and gain clearer insight into performance.
Our services
Support designed around where you are—and where you’re going.
Accounting Cleanup & QuickBooks Setup
Correct inaccurate or behind books and establish a stronger QuickBooks foundation.
Cleanup from $900 Setup from $600Explore serviceTax Preparation & Planning
Professional individual and business tax preparation, plus proactive planning support.
Individual from $450 Business from $1,200Explore serviceController & Advisory Services
Accounting oversight, management insight, and controller-level support for growing businesses.
Advisory from $1,250/monthExplore serviceAccounting support that grows with your business
Essential Accounting
Starting at $450/monthReliable monthly bookkeeping for straightforward businesses.
Compare packagesGrowth Accounting
Starting at $750/monthExpanded accounting and reporting for greater volume or complexity.
Compare packagesAdvisory Accounting
Starting at $1,250/monthManagement insight and a scheduled monthly CPA review.
Compare packagesPricing note: Exact scope and pricing are confirmed in a written proposal based on volume, complexity, and required professional involvement.
Why WMA
Professional discipline, made practical.
WMA brings accounting, financial-reporting, audit, internal-control, and business-process perspective to the work—not just transaction entry.
About WMAClear scope
Understand what is included, what is outside the engagement, and what happens next.
Practical guidance
Financial information should help owners make decisions—not simply satisfy a requirement.
Direct accountability
Disciplined processes meet thoughtful, relationship-driven client service.
How it works
A clear path from conversation to confidence.
01
Schedule
Tell us what you need help with.
02
Assess
WMA evaluates the situation and appropriate service level.
03
Propose
Scope, responsibilities, and fees are clearly defined.
04
Onboard
Access, records, responsibilities, and timelines are established.
Ready for accounting you can rely on?
Take the next step toward clearer information and stronger accounting processes.