Business Details
44 Years
experience
Trusted Accounting & Advisory Services in Atlanta
Since 1982, WBL CPAs + Advisors has built relationships that benefit clients, associates, and the community by delivering error-free services and fostering trust through collaborative teamwork. Our approach prioritizes understanding client needs to provide tailored solutions that drive business growth. With decades of combined experience, our certified professionals offer expertise in assurance, tax planning, international business consulting, and specialized services like ESOP exit strategies. Recognized as one of Accounting Today's Best Firms to Work For for 13 consecutive years, we combine technical excellence with personalized service to help clients achieve their financial goals.Our commitment to transparency, continuous learning, and industry-specific insights ensures clients receive actionable advice that minimizes risk while maximizing wealth. By maintaining long-term client relationships and investing in our team's development, we deliver consistent, reliable service that adapts to evolving business challenges.
Services
Assurance Services
Tax Planning
Business Consulting
Nonprofit Accounting
ESOP Exit Strategy
International Services
Family Office
Client Accounting
Transactions
Details
- Year established: 1982
Highlights and features
- We offer 42 years of experience in accounting and advisory services since 1982
- Our team includes certified professionals with specialized expertise in ESOP transactions
- We provide personalized service with a 15-year average client retention rate
- Our firm has an 85 Net Promoter Score, significantly above industry average
- We maintain global capabilities through Russell Bedford International network
Associations and certifications
- CPA
- CGMA
- Russell Bedford International
What people say
Extremely knowledgeable staff
Responsive professionals
Personalized attention
Industry-specific expertise
Professional audit teams
Services
Assurance Services
WBL's Assurance Services provide comprehensive financial statement examinations with tailored audit procedures that minimize operational disruption while ensuring compliance. Our team delivers the highest level of assurance through internal control evaluations and industry-specific expertise, helping clients maintain financial integrity and meet regulatory requirements.
Tax Planning
Our tax planning services focus on minimizing liabilities through customized strategies for corporations, partnerships, and high-net-worth individuals. We specialize in international tax compliance, estate planning, and business transaction tax optimization while maintaining full regulatory compliance with IRS and state authorities.
Business Consulting
WBL offers strategic business consulting covering valuation, succession planning, and operational efficiency improvements. Our experts provide transaction advisory services for deals between $2M-$100M, including due diligence, deal structuring, and post-transaction support to maximize business value.
Nonprofit Accounting
We provide specialized accounting services for nonprofit organizations including Single Audits, 990 tax filings, and grant compliance. Our team offers tailored solutions for foundations, associations, and independent schools with expertise in unrelated business income tax and endowment management.
Family Office
WBL's Family Office Practice delivers comprehensive financial services for high-net-worth individuals, including bill payment management, estate planning, and philanthropy coordination. We act as a trusted CFO, providing objective guidance without third-party affiliations to protect family wealth across generations.
People
Petra Orquiola
Managing Partner, Assurance Services
With extensive experience in assurance services, Petra leads WBL's audit practice focusing on delivering high-quality financial reporting solutions while maintaining strong client relationships through personalized service.
Bruce V. Benator
Assurance Services and Transaction Practice Leader
As transaction practice leader, Bruce provides expert guidance on business transactions with 30 years of experience in due diligence, deal structuring, and exit strategies for mid-market companies.
Steven G. Horn
Tax Planning and Compliance Practice Leader
Steven leads WBL's tax practice with expertise in international tax compliance and family office services, delivering strategic tax solutions that align with clients' long-term financial objectives.
Laura E. Speir
Business Accounting Services Practice Leader
Laura oversees client accounting services, specializing in operational efficiency improvements and QuickBooks implementation to help businesses streamline their financial processes and reporting.
David R. McLeod
Assurance Services Practice Leader
As assurance services leader, David focuses on delivering audit and compliance solutions with a CGMA designation that reflects his commitment to accounting excellence and client service.
Questions
What accounting services does WBL offer for international businesses?
WBL provides cross-border tax compliance, transfer pricing, and business consulting services for international companies through our Russell Bedford International network in 100+ countries.
How does WBL approach tax planning for high-net-worth individuals?
Our Family Office Practice offers customized tax planning services including estate strategies, trust administration, and philanthropy advice tailored to high-net-worth clients' unique needs.
What makes WBL different from other accounting firms?
We combine Big Four expertise with personalized service, maintaining 15-year average client relationships and an 85 Net Promoter Score through our client-focused approach.
Can WBL help with employee benefit plan audits?
Yes, we specialize in full and limited-scope employee benefit plan audits for companies with 100+ employees, ensuring compliance with ERISA and IRS requirements.
What industries does WBL specialize in?
We serve diverse industries including nonprofit organizations, staffing businesses, medical equipment manufacturers, and family-owned enterprises with specialized accounting solutions.
Reviews (2)
Lance Silver
Jan 12, 2021
Report
This is an absolutely amazing accounting firm. Not only is Kevin tremendously knowledgeable and helpful but their staff including Laura and Molly are absolutely top notch! Their entire team makes running a business and navigating through this quickly changing world so much easier. This firm has been a blessing and they did not ask me to write this review.
Michael Sandler
Jul 10, 2017
Report
I've been with WB&L since 2009. Nothing but the highest regards for Steve Horn. Integrity and accessibility. Molly Dyer has been very dependable. My experience has brought nothing less than the best of service and guidance.
