Industries

Veterinary Medicine

Veterinary medicine requires a lot of focus and attention, after all people are trusting you with their beloved animals’ lives. This might not leave as much time or the ability to focus on the business side of your practice, and that’s where we can assist. Our team can help optimize profitability through a thorough analysis of your revenue, expenses, KPIs (Key Performance Indicators), etc. In addition, we can also help to prepare your finances in the event of a transition.

From managing expenses to setting strategic goals to preparing for tax season, we’ve seen how overwhelming it can be.

Our team has helped hundreds of veterinary practices with:

  • Understanding metrics that drive profit
  • Setting and defining key performance indicators
  • Management reports
  • Monthly bookkeeping and payroll
  • Tax preparation
  • Tracking of expenses
  • Practice management and oversight
  • Systems integrations

Our goal is to help you improve, be efficient, and increase overall profitability so that you can benefit from the valuable work you provide for your patients.

 

Glenn-Hanner

Glenn Hanner

Fort Worth

Oil & Gas

The energy industry contains financial and operational intricacies that do not exist elsewhere. While the oil and gas sector has a constant place in the market, it faces an ever-evolving set of regulatory changes as well as volatility and market pressures. With this understanding, our team prioritizes the accuracy, timeliness and responsiveness needed to address changing conditions. 

Our dedicated WP Edge Oil & Gas team focuses 100% of their time working with companies ranging from start-ups to publicly traded enterprises. Many of these clients focus on exploration and production, but we also work with entities focused on midstream and oilfield services.

With professionals ranging in years of experience and complexity of work, our clients tend to see reasonable, variable rates with consistent controller input and oversight. We have clients that utilize our team in order to serve as their accounting department, while others work with us on an as-needed basis to supplement their in-house team. 

In addition,we also offer land and mineral rights management services. We often serve as a resource for both individuals and companies looking to manage and distribute the royalty payments that they are owed or owe to others.

Services include:

  • Bookkeeping and general ledger accounting
  • Monthly revenue processing
  • Monthly revenue distribution
  • Joint interest billing processing (JIB)
  • Preparation/filing of monthly severance tax reports
  • State withholding remittance and federal MMS reporting
  • Monthly, quarterly, and/or annual reporting and board packages
Amy-Mann Square

Amy Mann

Houston
Howard, Jeff square

Jeff Howard

Dallas

Healthcare

We understand that taking care of patients is, and always should be, the number one priority. However, medical practices have a unique set of challenges they face including document management and regulatory compliance. Managing patient records and cash flow, staying up to date on insurance policies, and obtaining updated information in a timely fashion highlight some of the most common pain points.

Our WP Edge team is prepared to step in and relieve this burden so that you can focus on your patients. These capabilities include:

  • Cash flow management
  • Bookkeeping and payroll processing
  • CFO and Controller services
Glenn-Hanner

Glenn Hanner

Fort Worth
Suzanne McCoskey

Suzanne McCoskey

Dallas
sheri hanner

Sheri Hanner

Fort Worth

Nonprofit

Nonprofit organizations serve a noble role in our communities, yet face a variety of challenges as a result of their unique structure. Some of these challenges may also arise due to an increased need for more complex operations as the organization expands in pursuit of its mission. 

Our outsourced accounting team provides the skills and resources necessary to address these issues while maintaining cost-efficiency and management oversight. Items we handle include:

  • Cash flow management
  • Regulatory compliance
  • Professional counsel
  • Monitoring and reporting
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Emily Landry

Fort Worth

Technology

Technology companies face a particular challenge of scaling as quickly as possible. To do that, tech firms need the right talent at the right time oriented toward the same goals while maintaining the adaptability to keep up with and outpace the competition. Knowing that the industry moves quickly, it is crucial to allocate appropriate funds to growth initiatives while maintaining the supporting business structure. 

By partnering with WP Edge, you can depend on us for:

  • Improving cost effectiveness
  • Forecasting & KPI monitoring
  • Virtual CFO/Controller services
  • Scalability of your accounting team
  • Financial modeling
  • Reporting and preparation
Tim Sims Outlook

Tim Sims

Dallas

Professional Services

As an accounting and consulting firm ourselves, we understand the challenges and opportunities that professional service firms face. We have the same goals of creating efficiencies, increasing realization, and optimizing for growth. As a result, we are ready to tailor our services specifically to your needs, so you too can reach your objectives. 

Our WP Edge team has the ability to scale up or down depending on what you’re looking to accomplish. From bookkeeping and payroll processing to advanced financial analysis, our professionals provide valuable and timely solutions. When you can trust that the financials are taken care of, your focus can be placed where it needs to be, on your clients.

 

 

 

Ashley Kimery 300x300

Ashley Kimery

Austin
Jake Morris 300x300

Jake Morris

Houston

Construction

With irregular revenue intake, project management, subcontracting, staffing, and operational issues to handle, time to focus on tackling the accounting piece of your business tends to be difficult to find. That’s where we step in. We’re here to not only ensure that your books are in order, but that you can quickly get an understanding of your financial wellbeing and have the guidance that you need to stay secure when revenue is inconsistent.

Services include:

  • Cash flow management
  • KPI analysis
  • Virtual CFO services and advisory
Ryan Bolton

Ryan Bolton

Fort Worth
Jake Morris 300x300

Jake Morris

Houston

Manufacturing

Between managing supply chains, maintaining efficient processes, and ensuring the safety of your staff, there is already a surplus of moving parts to handle in your business. Our outsourced accounting team can take care of the financials so that you can focus on operations.

Additionally, our Virtual CFO can step in to integrate the financial capabilities of your company and align them with your manufacturing capabilities so that you are able to optimize your resources.

Ways we can help include:

  • Cash flow management
  • Financial reporting
  • Determining relevant key performance indicators (KPIs)
Jake Morris 300x300

Jake Morris

Houston
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Mallory Peavy

Houston

Real Estate

When your firm’s financial health is intricately linked to the value of your investments, it’s imperative to ensure that you have timely, and accurate information to make important decisions. Our team is here to manage the financial paperwork and reporting so that you can turn around and make informed investment and operational decisions without having to crunch the numbers. Our professionals have the experience and technical knowledge to make sure your needs are met.

Some of the services we provide are:

  • Fund accounting
  • Cash flow management
  • Financial reporting
  • Virtual CFO services
  • Technology implementation
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Katie Peck

Dallas
Ryan Bolton

Ryan Bolton

Fort Worth

Family Office

More than most companies, the financial health of your company matters. Family businesses often run lean by nature, and can see great benefit from hiring outsourced accounting teams of varying skill levels.. That’s where we’re here to help. Whether you need your books done or need heavily involved financial guidance, our team of professionals can guide your family business through whatever it needs.

Our team’s assistance includes:

  • Financial reporting
  • Virtual CFO services
  • Revenue recognition
Ashley Kimery 300x300

Ashley Kimery

Austin
Suzanne McCoskey

Suzanne McCoskey

Dallas
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