WOB ACCOUNTANTS AND ADVISORS - Key Persons
Job Titles:
- Member of the Payroll Team
- Payroll Specialist
As a member of the payroll team, Angie serves our clients by offering streamlined processes such as direct deposit, online tax reporting and online viewing of payroll documents. Angie also plays a key role as a Staff Associate by supporting the CPAs in tax and accounting functions.
Earl is the lead partner of the audit and payroll departments. His experience and expertise ensures clients will receive accurate financial statements and tax returns. Earl provides important technical computer support to the WOB staff keeping everyone up and running.
Randy focuses on small to mid-size businesses offering tax and consulting services as well as financial statement preparation. Randy also serves business clients with controllership functions and QuickBooks support. Clients that work with Randy appreciate the personal attention they receive.
Jim is the firm's managing partner. For over forty years he has served a wide range of closely held businesses and individuals. He enjoys bringing clarity to business and finance matters and crafting solutions to the unique circumstances and needs of clients. Jim serves on the boards of several non-for-profit organizations.
As a member of the audit team, John has the experience and expertise that business owners and financial Institutions require. John's easy going approach takes the stress out of an audit for our clients. John's specialty in not-for-profit and individual tax reporting is an advantage our clients enjoy.
The QuickBooks hosting services Lori specializes in has given our clients the security and flexibility they needed to focus on their business. By us being able to access client's live QuickBooks file from any internet connection makes payroll and bookkeeping stress free for clients. Lori also serves our clients with business and individual tax preparation with a special focus on helping Non-Profit organizations achieve 501(c)(3) status.
Lisa focuses on serving payroll clients with a range of options. Direct deposit, online tax and employee benefit reporting as well as customized reports are some of the benefits clients appreciate. Business owners and managers rely on Lisa to help them navigate through the many complex and changing payroll regulations.
Pat offers a diverse range of tax and accounting services for Individuals and businesses. Pat's unique specialty with not-for-profit and foreign tax reporting has proven beneficial to our clients. Pat also offers controllership functions and financial statement preparation for our business clients.
Tonya's experience includes a wide variety of engagements for closely held businesses and their owners. In addition to traditional tax and accounting services, advisory services include outside controllerships, budgets and forecasting, strategic planning and decision making, fraud prevention and internal control evaluation, and accounting and tax research. Tonya focuses on helping clients make the right decisions and keeping them out of trouble.