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Weltman Bernfield LLC

Certified Public Accountants and Business Consultants

www.WeltmanBernfield.com

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Since 1925 Weltman Bernfield LLC has remained strongly tied to the ethics and philosophy of its founders. Though we’re rooted in tradition, we’re committed to the future of our clients and out employees. We will continue to build the staff and capabilities you’ve come to expect, and offer a wide range of personalized services to both individuals and business clients. How can we help you?

Weltman Bernfield LLC

Our Services Include:

  • Audits, Reviews, and Compilations of Financial
  • Statements
  • Business Start-up and Entity Selection
  • Succession Planning
  • Business Valuations
  • Cash Flow and Budgeting Analysis
  • Senior Advisory Services
  • Estate and Gift Tax Preparation and Planning
  • Family Business Consulting
  • Financial Forecasts and Projections
  • Financial and Retirement Planning
  • Healthcare Financial Management Solutions
  • Individual and Business Tax Planning and Preparation
  • IRS Representation
  • Mergers & Acquisitions Consulting
  • Not for Profit Accounting and Tax Services
  • Public Company Reporting and Compliance
  • QuickBooks and other Accounting Software Design and
  • Implementation
  • Real Estate Accounting and Tax Services
  • Restructuring and Turnaround Solutions

www.WeltmanBernfield.com

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Weltman Bernfield LLC

Introducing…

Partner Insights

with WB

www.WeltmanBernfield.com

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Partner Insights with WB

Weltman Bernfield LLC

Come discuss topics on information that will help you in your business and personal life.

  • Income and Estate Tax Planning
  • Starting a Business
  • Healthcare Management
  • Personal Investment and Credit
  • Strategies
  • Retirement Planning
  • Business Succession Planning
  • Facts About Your Next IRS Audit
  • Business Fraud Detection and
  • Prevention
  • Business Valuation Process and
  • Strategies
  • Sarbanes-Oxley (Sox) Implementation
  • and Compliance
  • Equity Funding Strategies
  • Alternative Investment Strategies

www.WeltmanBernfield.com