(800) 769-1886 | mmcknight@wagnercpafirm.com

Advisory Services

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our advisory services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of advisory services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Litigation support
  • Business valuation
  • Strategic planning
  • Entity selection
  • Financial planning
  • College education funding planning
  • Retirement distribution planning
  • Trustee, executor, and administrator service

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

Check out the latest issue
of our client magazine

 

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Latest from Our Blog

POLICY REGARDING COVID-19

In light of President Trump’s address to the nation regarding the Coronavirus, we are taking precautions to safeguard the health of our staff and our clients.

Effective Monday, March 16, 2020, Wagner & Associates will not be accepting in-person tax drop-off appointments. We are asking that you please either upload your tax documents to your client portal, mail them to our...


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