Business Details
44 Years
experience
Trusted Accounting & Advisory Services in Atlanta
Since 1982, WBL CPAs + Advisors has prioritized building relationships that benefit clients, associates, and communities through independent, client-focused accounting and advisory services. Our firm maintains a commitment to organic growth while expanding domestically and internationally through Russell Bedford International, ensuring personalized service that adapts to clients' evolving needs. We specialize in assurance, tax planning, business consulting, and ESOP strategies, serving midsize businesses, nonprofit organizations, and high-net-worth individuals. Our team of certified professionals combines technical expertise with industry-specific insights to deliver customized solutions for complex financial challenges.With 42 years of service and a 2024 Net Promoter Score of 85 (well above the accounting industry average of 41), we emphasize long-term client relationships and operational transparency. Our independence allows us to focus on quality over size, evidenced by our 13 consecutive appearances on Accounting Today's 'Best Firms to Work For' list. We maintain rigorous professional standards through continuous staff training and adherence to evolving tax regulations, while fostering a collaborative culture that values both expertise and approachability.
Services
Assurance Services
Tax Planning
Business Consulting
ESOP Exit Strategy
International Tax
Nonprofit Accounting
Family Office Services
Details
- Year established: 1982
Highlights and features
- 42 years of specialized accounting expertise since 1982
- Personalized service with industry-specific advisory insights
- Specialized ESOP transaction expertise with practical implementation
- 2024 Net Promoter Score of 85 (accounting industry average: 41)
- 13 consecutive years on Accounting Today's 'Best Firms to Work For' list
What people say
Extremely knowledgeable staff
Personalized service approach
Proactive tax guidance
Seamless audit processes
Industry-specific expertise
Services
Assurance Services
Our assurance services provide verified financial insights through audits, reviews, and compilations. We help businesses maintain regulatory compliance while improving internal controls and financial reporting accuracy. Our team works closely with clients to minimize operational disruptions during audit processes.
Tax Planning
We develop customized tax strategies for corporations and individuals, focusing on compliance and optimization. Our services include international tax planning, estate tax reduction, and business transaction tax analysis to maximize financial efficiency.
Business Consulting
Our consulting services address operational challenges through valuation, succession planning, and transaction advisory. We help businesses improve efficiency and prepare for growth or exit strategies like ESOP implementations.
ESOP Exit Strategy
We specialize in ESOP transaction advisory, helping business owners transition ownership while optimizing tax benefits. Our services include ESOP accounting, compliance, and strategic implementation planning for smooth transitions.
Nonprofit Accounting
We provide tailored accounting solutions for nonprofit organizations, including compliance audits, tax filings, and financial reporting. Our team understands nonprofit-specific regulations and helps organizations maintain transparency and accountability.
People
Petra Orquiola
Assurance Services Practice Leader
CPA with 18+ years of experience in assurance services, specializing in audit processes for manufacturing, staffing, and nonprofit organizations. Leads WBL's assurance practice with focus on transaction services and financial reporting.
Bruce V. Benator
Managing Partner
CPA with leadership responsibility for assurance and transaction services. Brings extensive experience in audit and business consulting, focusing on client relationship development and service quality oversight.
Steven G. Horn
Tax Practice Leader
CPA with deep expertise in tax planning and compliance for technology and manufacturing sectors. Specializes in business structure optimization and executive compensation strategies for private companies.
Todd M. Koransky
Tax Planning Partner
CPA with 25+ years of experience advising high-net-worth individuals and corporations on tax compliance and business transactions. Focuses on ASC 740 tax accounting and private equity transactions.
Barry Coates
Chief Operating Officer
CPA with strategic responsibility for firm operations. Brings extensive management experience to oversee service delivery and operational efficiency across WBL's practice areas.
Questions
What accounting services does WBL offer?
We provide assurance services, tax planning, business consulting, ESOP exit strategies, nonprofit accounting, and international tax compliance solutions tailored to midsize businesses and organizations.
How does WBL approach client relationships?
We prioritize long-term relationships through personalized service, industry expertise, and proactive financial guidance, maintaining accessibility while delivering customized solutions for each client's unique needs.
What ESOP services do you provide?
Our ESOP services include transaction advisory, accounting compliance, and implementation planning. We help business owners transition ownership while optimizing tax benefits and employee engagement.
Do you work with nonprofit organizations?
Yes, we specialize in nonprofit accounting services including compliance audits, tax filings, and financial reporting tailored to foundations, associations, and educational institutions.
How do you handle international tax matters?
Through our affiliation with Russell Bedford International, we provide cross-border tax planning, entity structuring, and compliance services for businesses operating in multiple jurisdictions.
What industries do you specialize in?
We focus on manufacturing, staffing, technology, nonprofit organizations, and family-owned businesses, combining industry-specific expertise with comprehensive accounting and advisory services.
