CPA-led services
Accounting, tax, and advisory support built around your needs.
Our service model ranges from recurring bookkeeping to controller-level support, allowing the scope to grow as your needs become more complex.
01
Bookkeeping & Monthly Accounting
From $450/monthStructured recurring accounting for current books, reconciliations, monthly close, and financial reporting.
Explore bookkeeping 02Accounting Cleanup & QuickBooks Setup
Cleanup from $900 · Setup from $600Project-based support for inaccurate, behind, or poorly structured books—and businesses establishing QuickBooks Online.
Explore cleanup and setup 03Tax Preparation & Planning
Individual from $450 · Business from $1,200Individual and business tax preparation, paid consultations, and proactive annual tax planning.
Explore tax services 04Controller & Advisory Services
Advisory from $1,250/monthHigher-level accounting review, close oversight, management reporting, control recommendations, and controller support.
Explore advisory servicesNot sure where to start?
You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.