THE MONEY COACH

 

At WABTS, we provide accounting, bookkeeping, payroll, tax consulting and tax preparation services that are tailored to meet the needs of individual and business clients.  Our services are strategically designed to allow individuals and business owners to focus on their vision, mission and goals. Our Chief Executive Officer (CEO) has over 30 years of accounting and tax experience. In addition, he is a Certified QuickBooks Pro Advisor and can provide QuickBooks training tailored to fit your organization's needs. 

Our CEO's education, experience, knowledge, and skills are extensive and includes the full complement of finance and accounting in both not-for-profit and profit sectors.  During his 30 plus years, our CEO has successfully held positions as Vault Teller, Chief Accountant, Chief Financial Officer, Internal Senior Auditor, Systems  Auditor and External Auditor respectively in banking institutions, healthcare, higher education, public accounting and the utility industry. Equally important are his analytical skills and qualifications in budgeting, fiscal planning, grant application and preparation, internal control, financial preparation and reporting. His ability to resolve personnel problems, develop rapport among our clients' and their staff, build effective teams and promote team effort are just as significant.  As a team player to our clients, he has been effective in cultivating strong internal/external relationships, linking finance and operations to improve productivity and efficiency with positive bottom line results.