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


For more information about WP Edge, please visit their website at


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Irfan Dossani

WP Edge Partner

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Jon Karp


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Nathen McEown

Audit Partner

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Justin Roberts

Audit Partner