Value That Grows with You
At Wilke CPAs & Advisors, we believe in going above and beyond to make a positive impact on our clients' lives. Our clients' success is our motivation, and we strive to provide personalized, responsive service that helps businesses grow. Our team of experienced professionals is dedicated to delivering exceptional service and expert guidance to help our clients achieve their goals.
Our Mission & Values
Our mission is to provide value that grows with our clients, and we achieve this by living our core values every day. We believe in building strong relationships, being proactive, and delivering exceptional service. Our clients are at the center of everything we do, and we are committed to helping them succeed.
Our Services
We offer a wide range of services to meet the diverse needs of our clients. Our services include:
- Advisory & Business Planning: From business formation to succession planning, we help our clients evaluate their options and grow or exit their business.
- Audit & Assurance: We provide compliance services for financial statements and benefit plans to help our clients meet their legal, tax, and regulatory obligations.
- Client Accounting Services: Our outsourced accounting services, including bookkeeping, payroll, QuickBooks, and fractional CFO services, help our clients focus on what matters most: their business.
- Family Office: We help high-net-worth families manage bill pay, charitable giving, tax planning, and more, providing peace of mind and a lasting family legacy.
- Strategic Advisory: Our technical expertise and professional guidance help our clients navigate various corporate transactions, partnership changes, fraud, and litigation services.
- State & Local Tax: Our SALT services anticipate the risks and help our clients manage their overall tax liability.
- Tax Compliance & Advisory: We provide year-round tax planning for businesses, individuals, families, nonprofits, estates, and trusts, ensuring our clients are always compliant and informed.
- Technology & Consulting: We help our clients implement tools and software, develop policies, and train employees to create a more secure and efficient technology environment.
Our Leadership Team
Our leadership team is comprised of experienced professionals who are dedicated to delivering exceptional service and expert guidance to our clients. Meet our team of experts, including David Wilke, CPA, MBA, Co-Managing Partner and Founder; Peter Fleming, CPA, CFE, Co-Managing Partner and Lead Audit Partner; and our team of partners and staff.
Testimonials
Don't just take our word for it. Hear what our clients have to say about our services and the impact we've had on their businesses.
Accounting and Consulting Services
The reviews for Wilke & Associates, a professional accounting and consulting firm, are overall positive, with multiple reviewers praising their expertise, professionalism, and excellent customer service. One reviewer, however, had a negative experience, feeling that the firm prioritized its own interests over its clients' needs.
Pre-Paid Services and Communication
Some reviewers scheduled appointments or meetings with the firm, only to experience communication breakdowns. One client felt that their CPA did not follow through on a scheduled phone interview, while another reviewer's invoice was substantially higher than the initial bid. Fortunately, the firm acknowledged these mistakes and took steps to rectify the issues.
Expertise and Quality of Service
The majority of reviewers praise Wilke & Associates for their exceptional expertise, professionalism, and attention to detail. Several clients noted that the firm's staff possess a high degree of business acumen, providing valuable advice and guidance on various financial matters.
Long-Term Relationship and Trust
Some clients have maintained long-term relationships with the firm, appreciating their dedication to understanding their businesses and providing personalized service. One reviewer even mentioned that they no longer regard the firm as just an accounting provider but as a trusted partner.
Be the first to review Wilke & Associates.
Write a Review
