Our primary objective is to assist our clients in managing their business
and financial affairs. We evaluate and identify the specific needs of each
client and tailor our service package to meet those specialized needs. No
two clients are alike, and we believe each client deserves unique and special
attention in order to properly meet their needs. In providing our services,
we emphasize a personalized relationship with all of our clients in order to
develop a complete understanding of their needs. We also feel the most
effective way to serve clients is to maintain ongoing contact throughout the
year. We encourage clients to contact us whenever they have any type of
business question or are contemplating any type of business decision, so
that we may advise them before a decision is made. We strive to provide
the highest possible level of service to our clients and believe this can be
achieved only with competent, experienced professionals. We structure
client relationships and implement our services so that the principals of our
company are involved in all areas of our service package.
Individuals (U.S. and Foreign)
Family Office Accounting Services
Bill payment services
Cash management
Budgeting
Assist with asset purchases & sales
Bookkeeping & accounting services
Financial reporting
Income Tax Services
U.S. Federal and state income tax preparation
Tax planning and projections
Government audit representation
Consulting Services
Business entity formation & structure
Asset protection
Estate planning
Coordinate with insurance agents and companies
Coordinate with investment advisors
Athlete & Musician Services
Multi state tax preparation, representation & planning
Tour & royalty accounting
Specialized business structuring
Specialized insurance consulting
Businesses
Back Office & Accounting Services
Accounts payable and bill payment services
Accounts receivable and invoicing services
Payroll processing
Bookkeeping & accounting services
Account reconciliation
Budgeting
Assist with asset purchases & sales
Financial reporting
Income Tax Services
U.S. Federal and state income tax preparation
Tax planning and projections
Government audit representation
Trust & Escrow Account Services
Bookkeeping & accounting services
Distribution calculations
Account reconciliation
Financial reporting
Consulting Services
Business entity formation & structure
Asset protection
Coordinate with insurance agents and companies
Coordinate with investment advisors
Outsourced CFO
Ready to Learn More?
If you’d like to learn how Wylie Business Management can help your business, get in touch.