About Us The Group
The Group
WGFS Financial Group Corp. is a team of dedicated professionals who provide reliable accounting, financial management and tax services to businesses, individuals and families.
We offer the best of a small accounting firm with personalized service, honesty and integrity plus we provide a wide selection of financial and management services you can count on for all your business and personal needs.
Our services go above and beyond traditional accounting services to help our clients achieve their financial goals and objectives.
In 1991 the group was built on a solid foundation of skilled people and reliable technologies and has developed effective internal policies and quality controls that ensure our people and equipment continue to remain current and effective. Our principles and infrastructure revolve around our primary focus to maintain superior customer service and provide excellent value in everything we do.
Our Mission ~ Your Benefits
There are four currencies of value: Time, Money, Security and Feeling Special. It is our mission to provide all four values for each and every service we provide.
Why should you choose us? Here are four reasons that show you’re making the right choice with WGFS Financial Group Corp.
- At WGFS Financial Group Corp. we help you make educated financial decisions by providing unbiased advise and professional consultations.
- Our team really cares about helping you meet your financial goals and needs.
- We offer the best of a small accounting firm – personalized service, honesty and integrity. Our services go past traditional accounting services and preparing tax returns – we help our clients with everything from bookkeeping, to business consulting, to financial planning, to performance reviews, to training and support of accounting systems, and more.
- We provide all of “The Fives Tiers of Accounting Service” so our clients can benefit from much more than just bean counting – our clients also gain a proactive financial advisor to the successes of their business and the personal goals for their family.
The Five Tiers of Accounting Service
Tier 1 – Technical
- Prepare your personal tax return or Income Statement and Balance Sheet for your company
- Base service – this is what you would expect from accounting professionals. Most accountants stop here.
Tier 2 – Thorough Analysis
- Analyze & educate you about Critical Ratios or tax planning.
- Conduct ‘what if’ scenarios
- One step up in service – often this step is missed simply to reduce fees – but at what cost to you?
Tier 3 – Future Focus
- Help you set strategies and direction through goal setting and seeking
- Most accountants don’t get here. Based on the past, what is the probable future?
Tier 4 – Link to Performance
- Link financial goals with business or personal goals.
- Measure outcomes of financial activity.
- Accountants who link your future focus to performance improvement.
Tier 5 – Continuous Improvement
- Monitor and help you strategically manage your business or personal financial activities
- Accountants who show you how to continuously improve your business or financial net worth.
