Our Services

Bookkeeping

  • Accounts payable
  • Accounts receivable
  • Payroll
  • 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

Controller Services

  • Monthly financial review⠀
  • Disciplined month end close
  • Month-end accruals
  • Balance sheet account reconciliations
  • Fraud reduction
  • Cash flow forecasting

Tax Services

  • 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)

Strategic Consulting

  • 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.

Log In

Industries

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.

Learn More

Leadership

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.

Meet the Team

Locations

With offices in Austin, Dallas, Fort Worth, Houston, Texas City, and Plano, and a worldwide network affiliation via Nexia International, WP Edge is equipped to provide professional services to businesses of any shape or size.

Our Offices

Outsourced Accounting Solutions

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 Outsourced Accounting Solutions (OAS) 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.

Whitley Penn Talks Podcast