There is no denying money is a large part of our everyday lives. Unfortunately not all Australians have a great relationship with it:
30% of Australia's are ‘financially stressed'.
92% of Austra...There is no denying money is a large part of our everyday lives. Unfortunately not all Australians have a great relationship with it:
30% of Australia's are ‘financially stressed'.
92% of Australian's reported being ‘concerned' about their finances
38% of Australian's spend more than they earn.
Australians owe $32 billion in credit card debt (Avg of $4,257 per card holder)
In capital cities only 35% of the population live in properties they own (including homes with a mortgage)
60% of people don't believe they'll have enough money in retirement, 32% described themselves as having ‘far from enough'
Yet only 20% of Australians reported using a financial adviser (while 75% use an accountant).
Why the disconnect? Why are so many people in need of financial help – but aren't seeking it.
From our experience, many Australian's don't know how a financial adviser can help them, which is probably because not all financial advisers do the same job. An accountant does your tax, but what does your financial adviser do?
Here at What if Advice, we solve clients financial 'What ifs'.
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White Oak Profit Strategies
United States
White Oak Profit Strategies
5 Employees
Location
United States
Description
With White Oak Profit Strategies, our team is committed to helping Executive Directors, CEOs, and small business owners just like you reach your goals whatever they may be. We want to take worrying of...With White Oak Profit Strategies, our team is committed to helping Executive Directors, CEOs, and small business owners just like you reach your goals whatever they may be. We want to take worrying off of your to-do list and help free you up so you and your organization can thrive!
We aren't your typical stuffy accountants. We make your numbers feel less daunting, and we have a darn good time doing it. With White Oak Profit Strategies, you get a team who knows and understands the ins and outs of your business and can communicate numbers in a way that makes sense.
We give non-profit organizations and small businesses the opportunity to thrive by simplifying financial and people complexities. Our goal is to help non-profit organizations and small businesses manage their money better and keep more of it.
Our integrated accounting services connect and build on each other to cover more of your business needs, so you can focus on what matters most to you (and worry less about the accounting).
We love non-profit organizations.
We like you, and we're like you.
Our ideal clients are non-profit organizations and small businesses with annual revenues above $350k. We sometimes work with smaller organizations, but in most cases, the cost of a monthly accountant doesn't make sense.
We work with Executive Directors, CEOs, Board of Directors, and small business owners that want to get one step better every day. We help you set up and maintain the accounting systems that will take you to the next level.
We're not a good fit if you're just looking for a bookkeeper or accountant (although we do that too), we're here to be your guide and help you build the organization you want to impact the community.
Whether you want your organization to run without you, grow your organization to impact a larger audience, provide the best work environment for your employees, or just maximize financial stability. We can help you get from here to there.
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WhiteStar Group Australia
Australia
WhiteStar Group Australia
5 Employees
Location
Australia
Description
We believe in your financial goals, no matter how big or small.
Our finance teams work with well over 20 of Australia's large and small lenders to find competitive and affordable home loans just f...We believe in your financial goals, no matter how big or small.
Our finance teams work with well over 20 of Australia's large and small lenders to find competitive and affordable home loans just for you and your particular situation.
Our property investment and property management teams work with leading property developers to find and manage excellent apartment and house and land packages to deliver optimal return.
Our accounting team can help you with your personal and business taxation needs. We also have a financial control program that can help you pay your mortgage sooner than the loan term.
WhiteStar Group want to help you:
- Find a better mortgage
- Pay off your mortgage faster
- Invest in property
- Manage your investment property
- Structure your accounting processes for maximum return
- Solve a financial problem such as getting a loan with poor credit
The WhiteStar Group of companies include:
- WhiteStar Finance
- WhiteStar Property Investment
- WhiteStar Property Management
- WhiteStar Accounting
- WhiteStar Broker Services
We're part of REIV, the IPA and the MFAA.
Talk to us about your goals, we'd love to hear from you: 1300 652 842.
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Whitlock & Company, P.C.
United States
Whitlock & Company, P.C.
25 Employees
Location
United States
Description
Whitlock & Company, P.C. provides personalized accounting services to businesses and individuals in East Tennessee. Whether you are an individual looking for income tax preparation services, a small b...Whitlock & Company, P.C. provides personalized accounting services to businesses and individuals in East Tennessee. Whether you are an individual looking for income tax preparation services, a small business with a handful of employees, or a large corporation with 100+ employees, our professional staff can help personalize an accounting plan that fits your needs. By offering services in tax, advisory, valuation, bookkeeping, financial statement compilations and reviews, payroll, and various other consulting areas, we can help you or your business with all of your accounting needs. Allow us to manage your compliance goals as well as free you up to focus on what matters most in your lives and business.
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WIDI
Singapore
WIDI
5 Employees
Location
Singapore
Description
WIDI redefines the role of auditors. WIDI is a cloud-based audit engagement software that brings the team together and all of your work in one place so you can get the audit done anytime, anywhere.
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Willeford Group CPA, PC
United States
Willeford Group CPA, PC
5 Employees
Location
United States
Description
The Willeford Group has a unique approach to the business of dentistry. We believe your business is a vehicle to achieve the quality of life you desire as well as the income you need to support it. ...The Willeford Group has a unique approach to the business of dentistry. We believe your business is a vehicle to achieve the quality of life you desire as well as the income you need to support it. Using our 40+ years of business expertise, we help dentists improve their cash flow, quality of life and income. We work with a select group of clients offering profitability consulting, proactive tax strategies, accounting, tax preparation and succession/transition planning.
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Williams, Adley & Company-DC, LLP
United States
Williams, Adley & Company-DC, LLP
250 Employees
Location
United States
Description
At Williams Adley, we help federal clients around the globe navigate today's daunting financial and regulatory waters—minimizing their risk and enabling them to spend with efficiency, integrity, and...At Williams Adley, we help federal clients around the globe navigate today's daunting financial and regulatory waters—minimizing their risk and enabling them to spend with efficiency, integrity, and confidence. In times of change, we deliver the thought leadership agencies need to overcome uncertainty and achieve a smooth, methodical transition. Whether you need audit and assurance expertise, cybersecurity risk management, or advisory solutions, we have designed our suite of services to cover every contingency. And as a small, minority-owned business with a reputation for providing clear guidance and personable service to complex organizations, we are a great fit for any federal agency. Williams Adley: we deliver financial confidence to federal programs.
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Wilson Pateras
Australia
Wilson Pateras
75 Employees
Location
Australia
Description
Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future. From tax compliance essentials to financial planning and lending solutions, you will ...Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future. From tax compliance essentials to financial planning and lending solutions, you will have one firm that can help with all aspects of your financial requirements.
Progressive and future-focused, Wilson Pateras' Principals Chris Wilson and Nicholas Pateras lead a team of expert accountants, business strategists, brokers and consultants, offering a holistic approach to your personal or business finance journey. In today's environment of fast-paced changes to governing legislation, individuals and entrepreneurs need more than just accountants to enjoy success and financial security. Wilson Pateras make available a variety of expert services to take care of their immediate financial concerns, whilst planning for wealthy, successful futures.
Strategy is at the core of Wilson Pateras' philosophy, in collaboration with our clients, we plan methodically for their future. It is a mix of problem solving, technical expertise in accounting and business strategy, and the empathy to deeply listen that sets us apart.
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WINN Financial & Management
United States
WINN Financial & Management
25 Employees
Location
United States
Description
Winn Financial & Management is a highly reputable and reliable full-service financial & marketing advisory firm that caters to individuals and businesses alike. Their team of experts operates under th...Winn Financial & Management is a highly reputable and reliable full-service financial & marketing advisory firm that caters to individuals and businesses alike. Their team of experts operates under the fiduciary standard, ensuring that clients' interests come first at all times.
If you're looking for assistance with Medicare, Insurance, Tax, Mortgage, or any other financial questions or concerns, Winn Financial Management is your one-stop-shop. They specialize in a wide range of services, including Business Taxes, Business Accounting, Business Consulting and Coaching, Individual Tax Services, Mortgage, Mortgage Refinance, Financial Assistance, Life Insurance, IUL, IRA, Marketing Management, Financial Planning, and all types of Insurance.
What sets Winn Financial & Management apart from the competition is their personalized approach to financial and marketing services. They take the time to get to know each client and their unique needs, allowing them to develop customized solutions that are tailored to each individual or business.
Clients rave about the exceptional level of service they receive from Winn Financial & Management. Their team is highly knowledgeable, professional, and responsive, ensuring that all questions and concerns are promptly addressed.
Overall, Winn Financial & Management is a top-notch financial and marketing advisory firm that delivers outstanding results. Whether you're looking to grow your business or secure your financial future, Winn Financial & Management is the ideal partner to help you achieve your goals.
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Winnindo Business Consult
Indonesia
Winnindo Business Consult
5 Employees
Location
Indonesia
Description
Winnindo was established in Jakarta on May 02, 2002. As one of the leading local professional business adviser, Winnindo has all the resources to provide high-quality services.
Currently, Winnindo ...Winnindo was established in Jakarta on May 02, 2002. As one of the leading local professional business adviser, Winnindo has all the resources to provide high-quality services.
Currently, Winnindo is a prestigious business consultant in Indonesia that is capable of providing comprehensive professional services to domestic and international clients.
It has been Winnindo's continuous pursuit of excellence. We are a large professional services organization that tries to build a highly-integrated management structure in the true sense, with comprehensively standardized management in all areas, such as operation management, professional standard, world-class working environment, a conducive climate for action and risk control.
This effort becomes the strong spirit for the rapid, harmonious and healthy development of our organization. Along with the rapid rise of Indonesia and its emerging economy, Winnindo has grown with a global vision and currently building a domestic presence in Indonesia's major cities.
Winnindo has joined a reputable international network of accounting firms to ensure our leading-edge methodology and technology.
Moreover, we are collaborating with accounting firms from United States, China, South Korea, India, and Singapore to better serve our global clients.
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Wisely Advised
United States
Wisely Advised
5 Employees
Location
United States
Description
We are an Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can't be matched. We strive to discover what motivates each client to d...We are an Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can't be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long-term goals. Then we work together to achieve those goals.
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Wiseman & Burke, Inc.
United States
Wiseman & Burke, Inc.
5 Employees
Location
United States
Description
Wiseman & Burke is a boutique business and financial management firm, founded in 1985.
Our clients are musicians, actors, artists, writers, directors, photographers, professional stylists, and youn...Wiseman & Burke is a boutique business and financial management firm, founded in 1985.
Our clients are musicians, actors, artists, writers, directors, photographers, professional stylists, and young up-and-coming artists. Our clients have won Oscars, Grammies, Emmies, and all kinds of humanitarian awards for their activities.
We focus on personal care. That's what our clients ask for, that's what they like. We did a survey of our clients and a lot of actors and artists who were not our clients, and asked them what's the most important thing they expected from their professional team. The overwhelming answer was "personal care."
So that's what we emphasize, really taking care of our clients' needs. We want your attention freed up to do what you do best, which isn't finance. We're finance guys, we handle bookkeeping and all finance matters so you can get done what you need to get done.
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Wolf & Company
United States
Wolf & Company
25 Employees
Location
United States
Description
N/A
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Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung
Austria
Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung
5 Employees
Location
Austria
Description
Willkommen bei Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung!
Wolfgang Waltner Steuerberatungs- und Wirtschaftsprüfungskanzlei ist ein mittelständisches Steuer- und Wirtschaftsprüfungs...Willkommen bei Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung!
Wolfgang Waltner Steuerberatungs- und Wirtschaftsprüfungskanzlei ist ein mittelständisches Steuer- und Wirtschaftsprüfungsunternehmen im Herzen Wiens. Neben dem Angebot der klassischen Produktpalette der
Steuerberatung legen wir großen Wert auf individuellen Service, den wir für unsere Kunden bereitstellen.
Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung bietet sowohl für nationale als auch internationale Kunden umfassende Beratungsdienstleistungen für Unternehmen und Einzelpersonen, die Wert auf Qualität und Individualität legen.
Wolfgang Waltner, CEO, verfügt über umfangreiche Erfahrungen in Entwicklung und Beratung für kleine und mittelständische Unternehmen.
Weitere Schwerpunkte sind die Einführung von Kostenrechnungssystemen sowie die Auslagerung des Rechnungswesens, der Personal- und Lohnverrechnung.
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WorldBridge, LLC
United States
WorldBridge, LLC
5 Employees
Location
United States
Description
Valuation Services, Turnaround Management, Forensic Accounting, Governance, Risk and Compliance (GRC), expert witness, expert consulting and business solution providers.
Our end-to-end bundle of se...Valuation Services, Turnaround Management, Forensic Accounting, Governance, Risk and Compliance (GRC), expert witness, expert consulting and business solution providers.
Our end-to-end bundle of services provides a comprehensive tool set to meet the needs of public, private and non-profit organizations for strategies in growth, organizational remediation, financial restructuring, risk management and regulatory matters.
With the onset of recent regulatory requirements, i.e. Dodd-Frank, 'Governance, Risk & Compliance' as a body of knowledge is moving out of the theoretical towers of legal and business scholars and into the realm of operational reality for private, public and non-profit organizations. The GRC model is a framework from which our valuation services, forensic accounting, internal audit and risk management services are anchored. This provides a consistent set of guidelines from which our work-product in each of these categories is tied together to provide a comprehensive, sustainable set of solutions to our clientele.
WorldBridge, LLC and its 'Dynamics Performance Metrics' practice ('DPM Practice') has the proprietary solutions and cross disciplinary knowledgebase to implement sustainable, low cost solutions to address the current regulatory burdens and rapid change within your organization.
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Wyser Consult GmbH
Switzerland
Wyser Consult GmbH
5 Employees
Location
Switzerland
Description
Wyser Consult GmbH ist Dienstleister für treuhänderische und kaufmännische Aufgaben, welche die Buchhaltung sowie die Steuer- und Unternehmensberatung umfassen.
Unsere Mitarbeiter handeln für S...Wyser Consult GmbH ist Dienstleister für treuhänderische und kaufmännische Aufgaben, welche die Buchhaltung sowie die Steuer- und Unternehmensberatung umfassen.
Unsere Mitarbeiter handeln für Sie professionell in denjenigen Unternehmensprozessen, die nicht zu Ihrem Kerngeschäft gehören.
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Xcel Accounting
United Arab Emirates
Xcel Accounting
25 Employees
Location
United Arab Emirates
Description
We @ Xcel Accounting help business owners build an accounting & financial infrastructure & incorporate business strategies that improve their effectiveness and efficiency.
Whether you need a part-t...We @ Xcel Accounting help business owners build an accounting & financial infrastructure & incorporate business strategies that improve their effectiveness and efficiency.
Whether you need a part-time accountant/bookkeeper for a growing start-up, a part-time and highly experienced financial controller, our outsourced services can be tailored to your business needs, to be delivered either on site or off site.
Outsourcing the accounting functions help clients leverage our expertise & 40+ combined experience of chartered & certified public accountants across various industries, including Big 4 firms to save time & money and also have peace of mind.
Do what you do best and outsource the rest !!
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Xeppo
Australia
Xeppo
5 Employees
Location
Australia
Description
Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client's moving financial parts in a single dashboard, even if they ar...Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client's moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.Your business connected.
Xeppo continually collects information from multiple sources – both external and internal systems – and brings them together into a single view of a client. This information can then be used in a range of ways – to add value to clients, identify business development opportunities for the firm or manage relationships through CRMs.
Xeppo can also push the collected and consolidated data to other business systems, such as sales and marketing CRMs or analytics tools, enabling you to better manage client relationships and develop business. The Xeppo Sales App is a plug-in that's been specifically created to leverage data to identify business leads, opportunities and track them through the pipeline.
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Yarra Business Group
Australia
Yarra Business Group
5 Employees
Location
Australia
Description
At Yarra Business Group our team of Accountants and Advisers have the background and the experience to help your business grow in this rapidly altering landscape. Having helped over 500 clients we und...At Yarra Business Group our team of Accountants and Advisers have the background and the experience to help your business grow in this rapidly altering landscape. Having helped over 500 clients we understand what it takes to help you achieve excellence in your business.
With well-developed resources and proven systems of approach we focus on key areas such as Accounting and Taxation, Business and Financial planning, Property Acquisition, Debt Management, Marketing Advice and Systemisation to help you achieve key business goals. Our financial and business expertise will help you to enhance your performance, increase your profits, build the value of your business and create long-term wealth and sustainability.
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YCG Accountants, Auditors, & Advisors
Australia
YCG Accountants, Auditors, & Advisors
5 Employees
Location
Australia
Description
YCG provides a full suite of accounting services and for almost 35 years we have delivered accounting, audit, consulting, superannuation, tax advisory and financial planning in Sydney and its western ...YCG provides a full suite of accounting services and for almost 35 years we have delivered accounting, audit, consulting, superannuation, tax advisory and financial planning in Sydney and its western suburbs.
Our firm proactively services both small and large clients to help them strategically and positively grow their business. We work with energy, efficiency, and we pride ourselves in our attentive and personable manner. Our reputation is built on fulfilling our promise to help our clients achieve their business and personal goals.
Your Back Office enables small and mid-sized companies to focus on running and building their business while leaving all the time-intensive back office work to us. We'll collaborate with you to unders...Your Back Office enables small and mid-sized companies to focus on running and building their business while leaving all the time-intensive back office work to us. We'll collaborate with you to understand your needs and goals, and make recommendations. Once you've chosen the services that are right for you, we'll get to work.
Your Back Office's highly-trained and professional staff is experienced in:
• Cash Flow Management
• Customer Communications
• Finance and Accounting Services
• Information Technology Systems
• Human Resources Management
• Office Administration Management and Logistics
Do what you do best, then relax knowing that your back office is under control and running smoothly.
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Your Tax Staff
United States
Your Tax Staff
5 Employees
Location
United States
Description
Your Tax Staff releases you from tax stress through:
1) Tax Planning. Knowing that your financial decisions have encompassed tax saving strategies to ensure that you don't pay anymore taxes than you ...Your Tax Staff releases you from tax stress through:
1) Tax Planning. Knowing that your financial decisions have encompassed tax saving strategies to ensure that you don't pay anymore taxes than you have to. After all it's really not how much you make, it's how much you keep!
2) Tax Resolution. Knowing that when those letters arrive in the mail from the IRS you can had them over to Your Tax Staff and let us deal with Uncle Sam. As an Enrolled Agent (EA), your staff can represent you before the IRS and release you from the fear factor that those letters tend to produce.
3) Tax Preparation - Your Tax Staff will will professionally prepare a timely and accurate tax return, avoiding late fees and penalties, and ensuring that all rightful deductions and credits are taken to minimize taxes. After all you have worked hard and have earned a good return.
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Your Wealth Corporation
Australia
Your Wealth Corporation
5 Employees
Location
Australia
Description
Your Wealth Corporation has been on a journey of growth since opening its doors in July 2008. And when we say "opening its doors", we're referring to the door of a spare bedroom in a suburban Gold Co...Your Wealth Corporation has been on a journey of growth since opening its doors in July 2008. And when we say "opening its doors", we're referring to the door of a spare bedroom in a suburban Gold Coast home. We didn't start with city views and board room tables, instead we chose to focus on building relationships with our clients, while providing them with excellent service. A decade later, we work out of a modern office in Mermaid Beach, however our commitment to add value to our clients' financial world is as strong as ever.
In our short history we have learned some valuable lessons - lessons that we continue to draw from each day. We understand that great things take time - there is no such thing as overnight success. But we know with certainty that your goals CAN be reached , and your success CAN be achieved - but it requires that you make sound decisions over time, and seek out expert advice when you need it.
As a business, we believe that we will succeed if we can help you succeed, and we are passionate about doing just that.
Our experienced Financial Advisers can assist you to:
- Consolidate your Superannuation, and make sure you are in a low cost, well performing Super fund
- Find your lost Super
- Ensure your money (including your Super) is invested appropriately, consistent with your goals and personality
- Arrange suitable insurance to protect you and your family's financial future
- Plan for your retirement
- Help you get in control of your cashflow with a realistic budget
- Accelerate the growth of your retirement savings
- Legally minimise your tax
Although you can access any of these services individually, all of these service are included in our holistic financial advice and retirement planning program that we call Your Wealth - Your Way
Our team of professional accountants can help you with:
- Personal tax returns
- Company & trust tax returns
- Setting up legal entities
- SMSF administration & Compliance
- Tax Planning
What If Advice + Accounting
White Oak Profit Strategies
WhiteStar Group Australia
Whitlock & Company, P.C.
WIDI
Willeford Group CPA, PC
Williams, Adley & Company-DC, LLP
Wilson Pateras
WINN Financial & Management
Winnindo Business Consult
Wisely Advised
Wiseman & Burke, Inc.
Wolf & Company
Wolfgang Waltner Steuerberatung und Wirtschaftsprüfung
WorldBridge, LLC
Wyser Consult GmbH
Xcel Accounting
Xeppo
Yarra Business Group
YCG Accountants, Auditors, & Advisors
YLP S.à r.l. - "Your Luxembourg Partner"​
Your Back Office - Chicagoland
Your Tax Staff
Your Wealth Corporation
Zatz Performa