Our key value to the client is the planning process.  As a team, we meet with our clients and lay out the road map for an accounting and tax strategy, keeping them updated on current tax and business matters.  We often act as the "quarterback," bringing in other professionals as necessary to meet the client's planning needs.

We offer:

  • Business setup/procedures
  • Budgeting/cash flow projections
  • Computer software selection, training and conversions
  • Quickbooks training and set up
  • Exploration of financing alternatives
  • Investment planning
  • Financial reporting
  • Tax projections
  • Retirement and estate planning
  • Loan packages and presentation

Our Services

Willis & Walsh is diversified in its scope of services. Work is divided into these key areas:
  • Tax
  • Accounting Services
  • Contract CFO/Controller
  • Merger & Acquisitions
  • Special Projects

We pledge that our fees will be competitive and the quality of our work superior. 

We offer:

  • Free initial consultation
  • Free review of past financial and tax information
  • Free initial comments on existing or proposed computer software
  • Free estimate of fees for services