At W&M Consulting, we focus on your growth and success no matter what service we are providing our clients.  We think through problems before they are addressed because the textbook answer is not always the proper answer.  When you deal with us, you know that you are getting James and Kelly–take satisfaction in knowing we are the ones preparing and reviewing your information.  If we have not brought you value, we have not done our job!

See our services below and if you do not see what you are looking for, just contact us because chances are, we can either offer what you are looking for or know someone that can.


Whether you need bookkeeping or someone to look over your books. Let us know!

  • Bookkeeping

  • Financial statement preparation

  • Accounting oversight

  • Best practices


Accounting system setup and accounting oversight are just a few of the services that we offer.

  • Financial

  • Personal

  • Business

  • General

HOA Services

We offer a full range of tailored services for HOAs.

  • Management

  • Bookkeeping

  • Taxes

  • Financial Statements

Tax Services

Business, personal, trust taxes. We can do them all!

  • Income tax preparation

  • Income Tax Planning

  • Tax compliance and planning.

  • Estate and gift tax planning.

Need a personalized solution?


Wide range of industries.

We offer our services to multiple industries and across multiple states. Our services are tailored to what you need to keep your business running smoothly.

W&M Consulting, LLC | Services for Multiple Industries

Get a personal consultation.

We will take care of your accounting and administrative services.