Our Services

  • Bookkeeping
  • Tax Services
  • Controller Services
  • Strategic Consulting

Accounts payable

Accounts receivable


Banking and credit card reconciliation

Sales tax and payroll tax reporting

Weekly review of detailed coding

Review of bank reconciliations

Reconciliation of balance sheet account

Month-end close preparation

Strategic tax services

Income tax compliance

Cost segregation

Tax treatment of gift card programs

Multistate activities/Nexus

Sales and use taxation Income/franchise taxation

Unclaimed property

Tax accounting methods

Partnership allocations

Tax payroll matters (i.e. TIP credit calculations)

Monthly financial review⠀

Disciplined month end close

Month-end accruals

Balance sheet account reconciliations

Fraud reduction

Cash flow forecasting

CFO Services

Operational performance review

Budget preparation and reporting

Financial forecasts and modeling

Cash flow analysis

Acquisition due diligence

Client Log In Page

Click here to access log in pages for the WP Edge technology stack.


Our professionals have in-depth experience in a wide range of industries. We help our staff members narrow their focus, so they garner more knowledge in the industries they want to go into. This approach is taken to better serve each of our client’s specific needs.


WP Edge offers direct access to a team of professionals that handle the details of accounting, bookkeeping, payroll and tax records on behalf of our clients.  Staffed by accomplished and qualified professionals who are chosen for both their financial skills and client development abilities.


With offices in Austin, Dallas, Fort Worth, Houston, Plano, Midland, Odessa, and Hobbs, New Mexico, and a worldwide network affiliation, WP Edge is equipped to provide professional services to businesses of any shape or size.

Client Advisory Services

WP Edge provides an extensive amount of services that will meet your needs as a business owner.  If you are looking to outsource your accounting department or seeking assistance to address your Client Advisory Services (CAS) needs, WP Edge can aid in assessing that need and guide you towards the best operational assistance.  WP Edge guarantees professional assistance while working with you to create a customized portfolio.

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