We Want to Be Your Financial Partner

Your business is growing and business is great, but you don’t know what to do take your business to take the next level. Does this sound familiar?

Wilsman Financial works with businesses in the Greater Gainesville Area to consult on a wide range of topics including business growth plans, mergers, acquisitions, financials, and much more.

As your business consultant, we’ll bridge the gap between your financial data and how to use it to make smart business decisions. We’ll prepare accurate and informative financial reports that will empower you to clearly see where your money is going and develop the right plan to improve performance. We want to be your personal business advisor.

We like to see ourselves as partners to our business clients. We take the time to get to know your business, help you manage the financial health of your company and help you focus on increasing productivity and maximizing revenues.

Since no two businesses are alike, we have structured our services to be completely customizable in order to fit your particular business needs. In our initial consultation we will sit down with you to determine the most effective short- and long-term goals for your business, and create an actionable plan that is relevant to your business.

Our business consulting and financial management services include:

  • All tax services – individual and business
  • Accounting and bookkeeping
  • Financial statements
  • Business loan assistance
  • Retirement, estate and trust planning
  • IRS representation
  • Management advisory services
  • Tax planning strategies to minimize tax obligation
  • Outsourced CFO
  • Outsourced accounting

 

Our consulting expertise focuses on areas that are vital to accelerating the growth of businesses including:

 

  • Business start-up and marketing plan development
  • Financial and business analysis
  • Loan packaging, raising capital
  • Cash flow analysis
  • Accounting, record keeping