WM ProAdvisors
WM ProAdvisors

WM ProAdvisors

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Introduction: With more than 15 years of corporate experience in investment banking, consulting and real estate, I understand the needs of businesses of all sizes in a variety of industries. I also have personally started and grown multiple startups into successful small businesses. I offer a variety of strategic business consulting, career counseling and full service accounting and bookkeeping at an affordable price. My favorite companies to work with are start-ups and fast-growing small businesses. I am a certified Quickbooks Pro Advisor and offer basic Quickbooks help and training, full-charge accounting for small businesses, and even enterprise-level deployment of Financial Planning & Analysis applications. I also offer best-practice strategies to establish the necessary systems, processes and sales & marketing platforms to help your company reach its full potential. I sincerely enjoy helping individuals succeed. I take great pride in helping small businesses grow and achieve their financial and strategic objectives.
Overview

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5 employees

16 years in business

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Reviews
5.0

1 review

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Kimberly W.
Apr 6, 2016
I was very impressed with the quality of work and his knowledge of Quickbooks. Philip helped get our small business books in order before tax time and I definitely recommend his services to others.
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Philip Williams

FAQs

  • What is your typical process for working with a new customer?

    I always work with customers to accommodate their preferred methods. Usually, that involves several emails or phone calls to get a general sense of their project requirements. Once I have a better understanding, I can provide an estimate based on the specific services a customer requires. We typically follow up with an initial meeting to go over my services and the customer's project in detail, followed by a mutual proposal to begin working on the project.