Westminster Advisory Group

Certified public accountant in Warwick, RI (show on map)

Consulting CPAs offering strategic and financial advice to healthcare practices, family businesses, nonprofits, and those planning business exits.

Call (401) 732-2501

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About

Westminster Advisory Group, founded in 1989, specializes in consulting CPA services for healthcare practices, family businesses, nonprofits, and exit planning. The firm provides strategic financial advice, practice reviews, financial reporting, incentive compensation plan design, and tax planning to help clients thrive and achieve lasting success.

Consulting CPAs

Strategic Financial Advice

Industry-Specific Expertise (Healthcare, Small Business, Non-Profit, Exit Planning)

Personalized Client Relationships

Services

Healthcare Practice Services

Comprehensive financial and strategic advice for healthcare practices, including practice reviews, financial reporting, metric reporting, incentive compensation plan design, and tax planning.

Practice Reviews Financial Reporting Metric Reporting Incentive Compensation Plan Design Tax Planning

Small Business Advisory

Timely financial information, industry benchmarking, and strategic advice for small business owners to improve operations, cash flow, and profitability.

Financial Reporting Metric Reporting Tax Planning

Non-Profit Support Program

High-level financial support and counsel for small nonprofits, including accounting system implementation, GAAP-compliant financial reporting, executive financial reporting, tax planning, audit preparation, cash management, and transaction support.

Accounting System Implementation GAAP Compliant Financial Statement Preparation Executive Financial Reporting Tax Planning and Preparation Audit Preparation and Support Cash Management and Rolling Forecasts Transaction Support (Capital Raising, Merger and Acquisition) Profitability Analysis Balance Sheet Restructuring

Exit Planning

Strategic planning and implementation to maximize business value during transitions, including valuation, personal financial planning, legal coordination, and ongoing value growth strategies.

Business Value Maximization Personal Financial Planning Coordination Legal and Valuation Professional Quarterbacking Roadmap Development for Business Decisions Value Gap Analysis Ongoing Progress Monitoring