Consulting and Bookkeeping Services

WOE Consulting services include advice on starting a small business, writing marketing plans, writing business plans, business operations analysis, management consulting, as well as marketing and business operations consulting.  We focus on small businesses in order to assist you in meeting the needs of your customers. In addition, we provide basic bookkeeping services (i.e., check writing, bank reconciliation, Balance Sheet and Income Statement Analysis, etc.) for those businesses that prefer a feasible alternative to a full time bookkeeper.

We can also assist you in preparing and gathering your organization’s financial documentation in preparation for a successful audit. Contact us at for more information.

Tax Preparatory Services (Business and Personal)

Preparing your income tax return can be a difficult task. You need fast, accurate and professional help to ensure you pay only the minimum tax required by law. WOE Consulting is here to help.  With over 15 years of experience, WOE Consulting is able to answer your questions thoroughly ensuring accuracy through every step of tax preparation. Then, once your taxes are completed, we personally delivery your tax paperwork to a location that is convenient for you to review. Contact us at for more information.

Financial Planning and Counseling/Budget Preparation

No one should struggle with debt, but if you are… WOE Consulting is here to guide you through the maze of understanding your debt and helping you devise a plan to relieve yourself of this burden in the most efficient way possible.  In addition, we can equip you with the necessary information and provide you with the tools to aid you in restructuring your debt with minimal costs. Our goal is to help you choose the best options to get out of debt and take control of your financial future. 

Business Plan Preparation

If you are trying to obtain financing for a business startup or growing your existing business, it is even more important to have a professionally written business plan. This is a very important document that often serves as the company's first introduction to investors. WOE Consulting can act as your business startup consultant and help you through the process.

Financial Seminars

WOE Consulting can also sit down with any group and devise a seminar to address your specific financial needs and areas of concern. Whether it is parents of the local PTA needing ideas on how to discuss saving practices for their children; or, a local teen group wanting to address finances, understanding basic budgeting and their financial responsibilities; or, couples getting ready to take the next step in life together trying to create a basic budget and working together to consolidate their finances. WOE Consulting can devise a seminar and workbook specifically tailored to meet your needs. Contact us at for more information.