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STRUCTURING YOUR CUSTOMIZED SERVICE PLAN

No two businesses are alike, and as they grow over time, details change, making them even more unique. With that in mind, the audit and accounting services provided by your accounting firm should be just as unique. We believe in providing auditing and assurance services tailored to your needs today, and altering our approach as your business grows and changes. The services we provide will always be based on your current needs and future goals.

HOW WE CAN HELP

Financial Statements

As your business grows, one of the changes that often accompanies this change is the need for audit, review or compilation services. While most firms provide these services, WEC offers an edge; our team is comprised of the highest-caliber personnel; personable accountants with specialized industry expertise and an inquisitive nature. The dynamic qualities of our team allow for minimal disruption within your organization and the opportunity to turn financial statement services into a valuable learning experience for your staff and executive team.

Retirement Plan Audits

You care about your employees, so you have established a 401(k) or other retirement plan for their benefit; as your business achieves continued success and grows, you may be required by the Department of Labor to obtain a retirement plan audit. The quality of the audit is invaluable. A quality 401(k) audit or other retirement plan audit can help you detect operational deficiencies and other issues that could be detrimental to both you, as the retirement plan sponsor, and your employees if not detected and corrected promptly.

Other Reporting Needs

While standard financial statements services are right for most businesses, if your business has a unique reporting need, we are here to ask the right questions and find the right answer for you. Our dedication to become a perpetual financial service resource for our clients means that you can depend on us to be able to provide these additional services including agreed-upon procedures, service organization control (SOC) reports, preparation of financial statements, and just about any other reporting standing between you and your needs.

Strategic Business Support

Not every business possesses executive-level financial personnel, proactively offering input on structuring and operational decisions to position the company for growth and more favorable financial status. By partnering with WEC, your business gains access to services like assistance with mergers and acquisitions (including due diligence and quality of earnings analysis), financial forecasting and planning, budgeting, and much more.