Our professionals offer expertise in audit, tax, business advisory, and client accounting services. In today’s world of ever-changing tax laws and legislation, it’s more important than ever to use an experienced accounting and business advisory firm like Dalby Wendland to assess your business, reduce tax exposure, and provide sound advice.
Our purpose is simple—we help our clients, our people, and our communities to be better. This clarity allows us to focus on what is important to our clients’ long-term success.
Just as doctors would assess your personal health, DWC’s highly trained and experienced audit team evaluates your organization’s financial health. We specialize in providing experience and services to privately held companies, medical businesses and hospitals, higher education, financial institutions, not-for-profit organizations, and employee benefit plans. We also provide specialty services such as FAR Part 31 indirect cost audits and industry-specific needs relating to regulatory oversight agencies such as Office of Management and Budget (OMB) Uniform Guidance single audits. Our audit and review services cover financial statements, procedures, risk assessment, and controls and compliance.
Dalby Wendland offers a broad range of experience and services in tax compliance and planning for businesses, business owners, and high net-worth individuals. Our CPAs can help you with income tax issues and filings; estate, trust, and gift tax; bankruptcy and bankruptcy trustee support; cost segregation studies for depreciation benefits; and international, state, and local taxation issues and needs.
Long-term planning and strategy is paramount to an organization’s future, so are the day-to-day support functions of overall financial management. We help you plan ahead with outsourced accounting services to bolster your in-house resources, or serve you with full financial accounting support. Our Client Accounting Services (CAS) team provides essential accounting functions such as bookkeeping; payroll and transaction processing; QuickBooks set-up, training, and ongoing support; cash flow management; and financial reporting. CAS also provides advisory and insight based on your unique financial situation and goals.
Need a controller or CFO? Our professionals can provide virtual CFO and controller services. Acting as a part of your management team, we’ll help you address short-term needs such as establishing performance measures and cash flow, or planning for long-term opportunities and risk management.
In today’s competitive market, every business needs strategy—customized strategy, not a one-size-fits-all approach. Our business advisory services are tailored to your unique industry and business to meet your organization’s goals, to build success, and to help overcome challenges. We advise clients about financial performance, strategic planning and optimization, business start-up and growth, business valuation, acquisition and mergers, succession planning, and much more.
Our professionals are exposed to an abundance of real issues in all types of businesses. We welcome the opportunity to listen to your management team as a sounding board, to ferret out issues, and brainstorm – regardless of the discussions and issues being financial, operational, people, markets, or other.
Oftentimes a certified forensic accounting expert is needed to assist attorneys, courts, and other business entities with investigating and analyzing complicated business and financial information for various business contract and shareholder disputes, and potential embezzlement situations. Our certified forensic accounting, consulting, and litigation support professionals provide analytical, valuation, and support services to provide an independent and objective opinion for expert testimony or to assist in settlement negotiations.
DWC Wealth Advisors provide integrated services to leverage and maximize our clients’ overall financial picture now and for the future. Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals give clients full access to expertise in all things financial to support their lifestyle and legacy goals.
Investment advisory services offered through Global Retirement Partners, LLC (GRP) dba DWC Wealth Advisors, an SEC registered investment advisor. GRP and Dalby, Wendland & Co., P.C. are separate and unaffiliated entities.