Winter Accounting & Advising, LLC (WAA) is committed to ensuring that each of our clients have the guidance and resources they need to optimize their goals and run their business successfully and efficiently. We offer a personalized experience to each of our clients by maximizing our availability, prompt attention, and responsiveness to every individual or business matter. This gives them a peace of mind so they can focus on their personal and business goals knowing they have a valued CPA and business advisor just a phone call away that provides competent and thorough professional services.

Assisting start-up companies achieve success by working directly with business owners and their valued staff. Such assistance includes (but is not limited to):

• Establishing a successful business plan 
• Entity selection and structuring 
• Establishing an accounting system 
• Cash flow budgeting, analysis, and improvement 
• Monthly accounting services 
• Sales tax reporting 
• Payroll assistance 
• Preparing quality financial statements 
• Preparing tax returns 
• Timely and periodic tax planning 
• Investment consulting 
• Retirement Planning 
• Cost Segregations for acquired real property 
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Assisting business owners and their valued staff of established small to medium-sized companies with the following:

• Cash flow budgeting, analysis, and improvement 
• Monthly accounting services 
• Sales tax reporting 
• Payroll assistance 
• Preparation of quality financial statements 
• Preparation of tax returns 
• Timely and periodic tax planning 
• Investment consulting 
• Retirement Planning 
• Business Valuations 
• Cost segregations for acquired real property 
• Succession Planning 
• Mergers & Acquisitions 
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Service Offerings

• Business Plan Assistance 
• Entity Selection 
• Budgeting Assistance 
• Cash flow Analysis and Improvement 
• Outsourced Accounting 
• Tax Planning and Compliance 
• Financial Statement Preparation and Analysis 
• Business Valuations 
• Succession Planning 
• Investment Consulting 
• Retirement Planning 
• Cost Segregations 
• Mergers & Acquisitions
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Industries 

• High Net-Worth Individuals 
• Start-Ups and Entrepreneurs 
• Skilled Trades 
• Sports, Arts, & Entertainment 
• Real Estate 
• Construction 
• Professional Services 
• Manufacturing & Distribution 
• Trucking & Logistics 
• Food & Beverage 
• Retail 
• Oil & Gas 
• Health Care 
• Estates and Trusts 
• Not-For-Profits

Winter Accounting & Advising, LLC

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