Westminster Advisory Group

A Legacy of Trusted Guidance and Empowering Healthcare & Business Success

Founded in 1989, Westminster Advisory Group (WAG) has been a leading provider of comprehensive accounting, tax, and consulting services to healthcare organizations and small businesses across Rhode Island, Massachusetts, Connecticut, and New York. We view ourselves as your trusted partner, offering insightful financial guidance and empowering you to achieve lasting success.

Who We Serve

Our expertise extends across industries, with a particular focus on:

• Healthcare: We assist healthcare providers in navigating the complexities of value-based care, reimbursement changes, and regulatory compliance.
• Small Businesses: We offer tailored solutions to enhance operational efficiency, improve profitability, and achieve sustainable growth.

What We Offer

We provide a comprehensive range of services designed to empower your business, including:

Tax Planning & Compliance

• Strategic tax planning and compliance solutions to minimize tax burdens and maximize profitability.
• Specialized expertise in dealing with complex healthcare regulations and compliance standards.

Financial & Operational Consulting

• Business valuations and succession planning.
• Financial process outsourcing and bookkeeping services.
• Performance benchmarking and operational efficiency assessments.

Retirement & Exit Planning

• Comprehensive plans to ensure a smooth transition for you or your business when the time comes.
• Maximizing your enterprise value for a potential sale or succession.

Beyond just numbers

At WAG, we go beyond simply crunching numbers and filing taxes. We are trusted advisors, working alongside our clients to understand their unique challenges and aspirations. We provide:

• Personalized attention and responsiveness: You'll always have access to experienced professionals who understand your industry and your specific needs.
• Honest and transparent communication: We believe in open and honest communication, offering you clear and understandable explanations every step of the way.
• Proactive problem-solving: We work collaboratively with you to identify potential risks and develop solutions before they become problems.

Partnering for Success

Whether you need to navigate the complexities of healthcare regulations, maximize your financial performance, or plan for the future, Westminster Advisory Group is your trusted partner. We are committed to empowering you to achieve success and reach your full potential.