WP Edge

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, 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.

Outsourced Accounting Solutions (OAS)

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.  The services we provide for your OAS needs include the following:


  • 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

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)

Controller Services

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

CFO Services

  • Operational performance review
  • Budget preparation and reporting
  • Financial forecasts and modeling
  • Cash flow analysis
  • Acquisition due diligence

Industry Specific Needs

Let us help you grow your business with our team of professionals who focus on industry specialization to cover key aspects that may be addressed with outsourcing your OAS needs.  Our extensive knowledge of your business allows the support of our professionals to address the challenges and obstacles you face.  Some of the industries include:

  • Fund accounting
  • Healthcare
  • International
  • Oil & Gas
  • Real Estate
  • Vet Practices

Thank you to our Technology Partners for allowing us to serve you:





Contact Us

To contact Whitley Penn with any questions or for more information, please fill out the form.

  • All Fields Required
  • This field is for validation purposes and should be left unchanged.