Our valuable, professional, daily money management services help you feel comfortable and confident in your financial affairs. From opening your mail and bill-paying, to organizing your documents for tax preparation, we keep track of your paperwork, thus helping you to avoid late fees penalties, overdraft charges, transfer fees and missed discounts. As caring professionals, we offer solutions – we handle your day to day finances, freeing you from worry and allowing you to be more productive with your time.
QUESTIONS WE MAY ASK YOU,
TO BETTER SERVE YOU.
Who are your clients, associates,
and employees?
What product,
or service does your business provide?
Are you incorporated, an LLC,
a sole proprietor...?
Who else in the firm would be working with WMAD on
your accounting?
Are the employees hourly or salary
or a combintaiton?
How long has your company
been in business?
How do you presently invoice
your clients?
