Now, more than ever, the Walz Group professional services are needed by professionals in various industries who need a little extra support in moving their business forward. Whether it’s taking a look at working capital and resources, planning for employee benefit care, or requiring in-depth consultative services, our team provides a far-ranging portfolio of expertise to match your specific needs.

Our professional services include but are not limited to the following:

  • Employee benefit plan auditing
  • Choosing an entity for new or expanding businesses
  • Cost-segregation: property, plant and equipment lease/purchase expenditures
  • Outsourced bookkeeping functions
  • Break-even analysis
  • Statistical and other ratio analysis of financial data, including comparison with industry
  • Overhead analysis
  • Business succession planning
  • Payroll services
  • Tax compliance

Since our beginnings in 1978, we’ve successfully supported businesses through strong economies and weak, providing the right advice and services to those confronting some of the same challenges that you are. We match real-world experience with continuing education so when you need our support, we’re bringing you knowledgeable advice in a considerate way.

Lancaster Orthodontic Associates Case Study

Doctor Manish Lamichane might not have gone to school for business, but when he became a co-owner of Lancaster Orthodontic Associates (LOA), he needed to think like an entrepreneur. Tim Kershner and the Walz Group team supported these efforts by providing a base of expertise to support every decision. This expertise helped to guide discussions of capital purchases, building locations for possibilities of expansion, and targets for overhead and salary. Sometimes the meetings were scheduled, and sometimes the doctors needed an answer on the fly.

“Tim is available every single time we decide to run something by him. I can’t overemphasize that.”

- Dr. Lamichane, Co-owner of LOA

Every great project starts with a plan.

Let’s build one together.

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