Our mission is to continually assist our clients in updating a PLAN to maximize a BUDGET that leads them to SUCCEED economically and personally.
Pittsburgh Certified Public Accountant, Wilke & Associates ascribes to the business philosophy of the legendary Zig Ziglar: “You hit what you aim at, and if you aim at nothing you will hit it every time.” Wilke & Associates CPAs and Small Business Advisors want you to succeed at hitting what you aim at.
We are conveniently located in the South Hills of Pittsburgh but we serve clients anywhere from Western Pennsylvania to West Africa. Whether you are or your business is looking for a partner in consulting, tax or audit, Wilke & Associates’ CPAs has the experience to give you the peace of mind that your goals are our priority.
To best serve you, we challenge and equip each staff member to be responsible in establishing and maintaining relationships with each client. You can be confident in communicating with your personal team members to PLAN, BUDGET and SUCCEED in achieving your goals. Our staff enjoys and flourishes under flexible work schedules to satisfy personal and employment responsibilities. We believe this has been crucial in meeting and exceeding customer deadlines and expectations.
At Wilke & Associates we can only SUCCEED through our clients’ achievements. We accomplish this by partnering with you to PLAN short-term and long-term in correlation to BUDGET. As we contemplate your financial goals, we will include the roles and preferences you have chosen for family and employees.
So you can establish a PLAN, we are dedicated to keeping you informed. As your team becomes aware of business updates, they will make you aware of solutions so you may implement systems and controls to conduct daily business activities efficiently. Your team is continually educating themselves about state and federal tax laws and regulations and business trends. We do this so we may be prepared to assess your needs and advise appropriately regarding your PLAN.
We believe you will have success if you regularly adjust your PLAN and review BUDGET to actual. Even if your initial attempt does not yield results you initially expected, do not give up! You now know how far off target you are and can make necessary corrections to adjust your aim to SUCCEED in hitting your bull’s-eye.
By creating a BUDGET, we will help you go beyond the numbers. At Wilke & Associates, Tax, Audit and Consulting is much more than transcribing numbers into a form or a spreadsheet. We consider your lifestyle, personal financial goals, business objectives, investment and/or divestment in helping you to create a BUDGET. Some practical tools we employ are QuickBooks, Sage, and Financial Statements.
Depending on your situation, Property Cost Segmentation, Retirement Planning, Estate Tax Planning and Real Estate transactions will have an impact on monthly, quarterly or annual budgets. We aspire to equip our clients with the tools and knowledge. This helps our clients make informed decisions to meet BUDGET goals to stay focused on success.
You will SUCCEED as we partner in putting the pieces together with you. Our Partners and accounting staff have practical experience in many service areas for new and established businesses. You may be considering starting a business, and need to decide on a business entity or require a business PLAN for financing. You may be a struggling business owner with a great product or service and realize applying a BUDGET in a practical way will help your business SUCCEED. You may have already achieved SUCCESS in business and would like to prepare a business valuation to PLAN a transition or you may want to grow your business and would benefit from our CFO outsource consulting services.
Our PLAN - BUDGET - SUCCEED model can be applied to increasing and improving your financial analytic understanding. This philosophy is crucial to investing in any business transaction. Perhaps you are involved with residential or commercial real estate, or gas, oil and energy leasing, we can help. We can advise you throughout the transaction so you are adhering to your PLAN. We will educate you on tax implications to stay on BUDGET. You can be confident in our experience and trusted network of professionals regionally and nationwide for you to SUCCEED.
Communication is a key component of any successful partnership; we believe it is important to communicate via phone, electronically and face to face. To increase and optimize face-to-face meetings, our clients have the choice of meeting at their location, our main office in the South Hills of Pittsburgh, or at our remote locations in Cranberry Township or Downtown Pittsburgh. You can also become a part of our social media community or visit our website for news and upcoming events.
Your time and money are valuable to you. It is our mission to provide excellent consulting, audit and tax services to businesses and individuals to PLAN - BUDGET -SUCCEED!
Wilke & Associates Are Business Partners
The Staff of Wilke and Associates are more than our accountants- they are truly our business partners. David’s advice has resulted in significant savings on our taxes in more than one instance. We originally hired David about 15 years ago to review our previous year’s tax return and company info to make suggestions for improvements. His advice was so valuable, that we have used Wilke and Associates for all of our accounting needs since then. I feel that both Peter Fleming and David really care about the success of my business. They are constantly looking out for our best interests and making suggestions for how we can improve our business practices.
Suzan Lami, Founding Partner, LGA Partners
Suzan M. Lami, LGA Partners
Wilke and Associates is more than an accounting firm. It is a trusted advisor you can rely on for all aspects of your business. If Wilke doesn’t know the answer, they will connect you with the person who does, and see each conversation through. We have worked with managing partner, David Wilke, since 2005. He has proved to be a wonderful advisor who champions the success of all local area entrepreneurs—no matter the stage of their business.
Executive, Med Health Services & Founder, LaDorita
Josephine Oria, Med Health Services & LaDorita
His return call renewed my faith in mankind.
In June of 2016, I attended a SCORE Saturday session. Wilke & Associates gave a presentation. Fast forward to late March 2017 and I need to talk to a CPA to help my son with his startup. When I call SCORE, they told me to contact Wilke & Associates. I met with David Cooke and he provided some time and a few suggestions. As things further developed with my son’s business, I took Mr. Cooke’s advice. After I submitted my son’s business 1040/schedule C, I had a question. Unfortunately, it was April 17th… one of the busiest days for a CPA. To my amazement, he returned my call that day to answer a couple quick questions. I was amazed and his return call renewed my faith in mankind.
I have passed Wilke & Associates name to several people. They are a wonderful organization for you to be partnered with. In this instant gratification society where life gets in the way and we don’t always follow through, I had to be sure to take the time to write this letter.
Catherine Thompson, Entrepreneur