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 * About Us
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 * About Us
   * Leadership
   * Locations
   * Press
 * Industries
   * Agriculture
   * Construction & Infrastructure
   * Employee Benefit Plans
   * Energy
   * Estate Planning
   * Family Office & Owned Businesses
   * Financial Institutions
   * Healthcare
   * Manufacturing, Wholesale & Retail
   * Nonprofit
   * Private Equity & Alternative Investments
   * Professional Services
   * Public Sector
   * Real Estate
   * Restaurant & Entertainment
   * Technology
   * Transportation & Logistics
   * Veterinary Medicine
 * Services
   * Audit
     * Private Companies
     * Public Companies
   * Consulting
     * Employee Retention Credit (ERC)
     * Lease Accounting
     * Mineral & Asset Management
     * Strategic Consulting
     * Oil & Gas Consulting
     * Client Advisory Services – WP Edge
   * Forensic, Litigation & Valuation
     * Business Interruption Claims
     * Business Valuation
     * Commercial Litigation
     * Family Law
     * Fraud & Forensics
     * Intellectual Property
     * Personal Injury, Wrongful Death & Lost Wage Claims
   * Risk Advisory
     * Custody Rule Examinations
     * Cybersecurity
     * Enterprise Risk Management
     * Internal Audit
     * IT Consulting
     * Process Consulting
     * Sarbanes-Oxley (SOX)
     * SOC Reporting
   * Tax
     * Federal Income Tax
     * Financial Statement Tax Provision (ASC 740)
     * International Tax
     * IRS Controversy
     * State & Local Taxation
   * Transaction Advisory
     * 13 Week Cash Flow Modeling
     * Business Modeling
     * Buy & Sell-Side Quality of Earnings
     * Post-Transaction
   * Wealth Management – WPWealth
 * Events
 * Resources
   * Tax Alerts
   * Covid -19 Resources
   * Brochures
   * Insights
   * Podcast
   * Whitepapers
 * Careers




CLIENT ADVISORY SERVICES – WP EDGE

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 * Services Posts
 * Client Advisory Services – WP Edge

WP Edge is the Client Advisory Services team at Whitley Penn who handles the
details of accounting, bookkeeping, payroll and tax records on behalf of
clients.  Staffed by accomplished and qualified professionals, our WP Edge group
is a cost-effective alternative to hiring and training your own in-house team. 
Our comprehensive approach creates both short-term and long-term accounting,
bookkeeping, payroll, and tax records solutions that are ultimately a greater
value than any other in-house or outsourced financial function.

Our team is able to assist with:

 * General accounting, bookkeeping and payroll
 * Selection and implementation of accounting software
 * Cash reconciliation
 * Payroll processing
 * Budget planning
 * Expense reports
 * Tax compliance
 * Inventory and sales forecasts
 * Manage accounts receivable
 * Process accounts payable
 * Financial reporting including metrics and KPI’s
 * Fractional Controller/CFO Services
 * Fund Accounting

 







IRFAN DOSSANI

WP Edge Partner



ASHLEY KIMERY

Partner



JON KARP

Partner



TRINA DICKETTS

Partner



GLENN HANNER

Partner



NATHEN MCEOWN

Audit Partner



JUSTIN ROBERTS

Audit Partner



Additional offerings:

 * Consulting
 * Family Office & Owned Businesses
 * Oil & Gas Consulting
 * Tax

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