Wilkinson, Wolfe & Associates
About
We take a holistic approach to accounting and consulting, which goes against industry norms and allows us to develop a trusted advisor relationship with our clients.
What this means is, we urge our clients to work withus throughout the year, isntead of the traditional year end engagement model. This allows us to sieze opportunites that might typically be missed, and truly help our clients flourish.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Every new engagements starts with a free consultation and fact finding. We believe that in order to truly provide a service to a client, there needs to be a relationship built and use the consultation as a time to understand any issues that may be occuring in our clients lives, and what their goals are for their future.
How did you get started in this business?
The partners at Wilkinson, Wolfe & Associates came together when they realized the dated metrics in the Accounting, Financial Planning ,and Consulting world are leading to underserviced clients.
The firms core beliefs have brought forward a new, holistic approach to professional services, that does not rely on meeting once a year to perform engagements - and instead assits their clients with decisions throughout the year.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look around, and find the right fit. Having a good relationship with your trusted advisors is what will lead you to the most fruitful future, and we encourage this mentality.