Accounting & Financial Advisory Services in Walnut Creek, CA

Weber, Christensen, + Heinrichs offers outsourced accounting and advisory services for emerging growth companies.

Accounting Advice that Provides:

Sound Numbers

solid advice

better decisions

Is your current accounting helping
to drive business growth?

  • Are your profits managed and used properly to help build the future of your company?
  • Are you receiving timely, useful financials that help you make business decisions?
  • Are you able to focus on what you love, or is accounting dragging you down?

At WCH, your growth is our goal.

At WCH CPA's, we approach every client relationship as exactly that: a relationship. We understand how intimidating accounting and compliance are, and we know you didn't get into your business so you could be a bookkeeper.

We know business accounting includes crunching numbers, but it's a lot more than that. It should be about how those numbers can be used to make your business smarter, more agile, and more successful. Our mission is to serve our clients with growth-minded advice, alongside excellent accounting and tax services.

With more than 40 years' combined experience in some of the world's biggest firms, and serving hundreds of clients annually, we know what it takes to help emerging companies in the Walnut Creek, CA, area grow even more successfully.

Financial planning for the future

Accounting services we offer from our Walnut Creek office:

Income tax services

Income Tax
Services

CPA services for everyone

Outsourced
Bookkeeping

Professional CPA services and financial advice

Management Advisory Services

CPA audit prep services

Audit Prep
Services

Our Straightforward Success Plan

1

Schedule A Call

Our introductory call helps us learn about your business and the services that would benefit you the most.

2

We'll get to work

Let us do the hard work through our range of services including tax preparation, bookkeeping, audit preparation, and more.

3

Watch Your Company Grow

With our CPA's supporting your business, you get to focus on growing your company and remaining financially sound.

What our clients say

"Lou Cirignano has been a huge relief/ value for me as a business owner.   Lou became my virtual accountant over a year ago now, and my accounting has shifted from a burden to a breeze.  Lou corrected Quickbook configurations for me, helped me navigate through challenging reconciliations and educated me on Quickbooks along the way.   Lou is readily available, fast, efficient, and accurate.  She is also flexible.  She enables me to stay hands-on with the accounting pieces that are most important to me and to delegate the balance that can become time-consuming.  Looking back, I can remember the hesitancy I had handing the books over to someone else.  In a nutshell, trust is key.  I trust Lou and am grateful for her critical support of my business.”

Michele Parrish, Managing Partner, Executive Coach & Consultant Parrish Partners, LLC

Have a question? Read our FAQ's

The benefits of having a reliable, talented accounting advisor are innumerable, especially in a city where small businesses can thrive like Walnut Creek! Here are a few things that will change your finances: 

  • Experience peace of mind from having your finances in order
  • Having an expert that can help you with any challenges that might arise with taxes or your business
  • Don’t make avoidable mistakes with an advisor that has seen many of the challenges you will face. 

You’ll know exactly how much money you really have and where to allocate that money: expenses, profit, investments, etc.

Absolutely! Every penny counts for young, growing businesses. When your business is in the growth stage, making financial mistakes can set you back a year or more. Plus, you’ll be able to avoid messy books and wasting money.

Thanks for asking! We pride ourselves on being educated to the highest level when it comes to accounting - and we are 100% committed to helping you make a lot of money. Here’s a few ways we do that: 

  • When a company is growing it’s easy to misspend money. We’ll help you understand your balance sheet and make sure profits are being managed to help build the future of your company.
  • When we take care of your accounting you can stay focused on visions, goals, and what you care about instead of getting bogged down in financial details. 
  • We’ll give you timely, useful advice to help you make solid business decisions.

Taxes can be extremely complicated - and making sure you are preparing for them is no walk in the park. Whether or not you choose WCH CPA’s we recommend you find a professional to help you with your taxes. In the meantime, here are some things to remember: 

  • Always keep accurate, organized records
  • Ensure you are fling all the information necessary: W2, W3, 1099’s etc. 
  • Remember that you will have to pay taxes - and don’t be surprised by them! Make sure you know how much money you really have and don’t spend too much on capital expenditures. Instead, save some for tax expenditures. 
  • Don’t try to make taxes “go away” by spending more money to save on your taxes. If you don’t grow from the financial investments you make, you haven’t handled your money well. 
  • Get comfortable with the amount of money you need to set aside for taxes each quarter and make it happen! 

You should start paying estimated taxes on April 15, or the year after your first year of profitable growth.

The best thing you can do is to have a tax strategy in hand and implemented before emergency strikes. If you have a CPA make sure they stay completely informed throughout the year. Beyond that, keep accurate records - either yourself, or with the help of a bookkeeper. And don’t forget to start preparing for tax season ahead of time so you can save up an adequate amount of money!

Important records like operating agreements and deeds should be kept indefinitely. We encourage keeping your tax records and regular financials for a minimum of 7-8 years which is the normal error period for the IRS.

WCH is a team of diverse individuals

A Walnut Creek accounting partner for growing businesses

As a small business owner in Walnut Creek, CA, you work hard to innovate in your industry and disrupt the status quo, but bookkeeping always seems to get in the way.

WCH knows that emerging growth companies need to leverage everything at their disposal in order to keep growing. Your accounting services partner ought to be a vital resource for you.

Together, we can go beyond basic accounting, and make your company's numbers actually work for you.

Schedule a call today with the trusted business accounting advice and services your business needs in Walnut Creek!

Wondering how to get a jump start on your accounting? 

Download our FREE e-book on 4 accounting tips that have great returns for any company!