Through recent acquisitions, we have expanded our expertise and capabilities to build on the foundation Waverly has always had. We will be rolling out these services more broadly in the coming months. Here’s what you can expect.
(Clients with existing portals can find them here.)
If you are an entrepreneur or closely held business owner, Waverly Business Services can help you plan, execute and track your progress toward your financial goals. It takes a diverse team of highly trained and seasoned accountants, financial planners, and consultants to deliver on the needs of the closely held business owner.
We help create a plan for the financial futures of both you and your business. We will be with you every step of the way to take care of the nuts and bolts of accounting, taxes and business optimization to help you stay on track and achieve your objectives.
Our tax advisory team excels at taking a holistic view of your financial picture, including financial, estate, and income tax planning. And we know taxes. We can take care of your business return, as well as your personal return. Using projections over multiple years, we identify and take advantage of existing deductions and opportunities available to reduce your liability.
We utilize the most current technology to streamline the accounting process. We create a collaborative and turnkey accounting system that minimizes the burden of keeping things up to date and provides accurate and timely information to help you understand and guide your business to profitability.
Accurate financial data is imperative to the success of any business. Our Certified QuickBooks® ProAdvisors and consultants specialize in: software needs evaluation, installation, and setup; QuickBooks® training and process implementation; QuickBooks® troubleshooting and support; custom report design; integration with bank and credit card accounts, as well as other third-party software to streamline your processes; and so much more.
We offer hands-on, practical support and advice to aid in the success of your business. Focusing on integral components of businesses, we specialize in the areas of business start-up, entity selection, business plan development, operations, managing finances, succession planning, and so much more. As trusted advisors, we enable entrepreneurs to evaluate choices effectively and successfully implement action plans.
Our comprehensive business planning process aligns your resources with goals and objectives for clear direction and disciplined execution. We address estate planning and wealth transfer concerns, tax planning and optimization, and philanthropic interests. This thorough analysis serves as the foundation for your personalized financial blueprint, guiding the formulation of tailored strategies essential for achieving your objectives.
For existing retirement plans, we will evaluate your plan fees, review the suitability of your investment offerings, and offer guidance on how to meet your fiduciary responsibilities. For new plans, we establish a strategy designed to meet your business needs, strive to improve employee retention and satisfaction rates, and provide education to maximize participation in the plan. We can customize for your individual situation, or click here to learn more about Waverly’s 401k Complete offering
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waverly Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Waverly Advisors, LLC does not prepare legal documents, nor does it sell insurance products.
Have questions or want to learn more? Get in touch with us!