Business Owners

You have a good business, a great product, and a skilled team, but there are other things too — taxes, payroll, record keeping — that take up too much of your time. They can be stressful: probably not why you started a business! Our team has years of experience streamlining tax and accounting software, and advising business owners like you through challenges you may face. If you’re overwhelmed with the business of running a business, we can help.

We can help you:

  • Minimize your tax liabilities
  • Set proper KPIs and growth targets
  • Benchmark performance with industry standards
  • Coordinate business transitions
  • Find an ideal retirement plan for your team

Why W&H?

We handle your financial matters so you can get your life back.

Success Stories

Learn More About:

Wealth Management

Our advisors walk you through all the moving pieces of a comprehensive plan, finding you the best options to reach your goals.

Business Planning

Has managing your business become too much to handle alone? We can help. Hundreds of businesses -and their owners!- have benefitted from our guidance.


Complicated tax return? Our experienced CPAs work to customize tax strategies for your situation, so you can keep more of the money you've earned.


You didn’t start a business because you wanted to spend hours doing payroll and bookkeeping. But we did! Let us take that item off your to-do list.


We understand that it's not about the money, it's about what the money can do for you. We'll always treat your investments like we treat our own: the best we can.