Clark Wilkinson is president of Wilkinson, Cooley and Co PC. He has over 18 years of experience in financial operations and a strong background in planning, strategic budgetary controls, management of assets, and capital planning. He has his Series 7 and 26 securities licenses as well as his life and health insurance license.
With his consulting expertise, he has overseen the growth of companies from $1 million to over $10 million in value. He has been successful in eliminating tax liabilities in many cases, ranging from $5,000 to over $100,000.
Clark has been chairman for both the Federal Key Person Committee and the Political Action Committee and has a proven track record of success dealing with governmental entities including school districts, counties, and towns.
Steven Serdar is a licensed CPA with over 27 years of experience in accounting and business. He has over 13 years’ experience in public accounting and over 14 years’ experience as a controller in the construction industry. As audit manager Steven supervised and managed audits, reviews and compilations of private and public companies in many different industries. With his extensive experience in generating, preparing and analyzing financial statements along with his extensive experience in running a business he has been able to effectively analyze, understand, and consult his clients on how to improve their operations, needs, and accounting processes. He has overseen the growth of companies of over 500%. He has supervised trained and motivated accounting staff internally as well as for his clients. Steven has effectively managed cash flow as well as negotiated contracts and pricing agreements with customers and vendors. He has been instrumental in setting up cost control programs for his employers and clients. He has managed all aspects of accounting, payroll and human resources.
Jessica Seeley has over 10 years of accounting experience. She has experience in payroll and payroll taxes, extensive experience in bank reconciliations, accounts payable, accounts receivable, and general ledger.
Jessica has compiled, reviewed, and finalized financial statements and ensured that GAAP regulations are followed for corporations and LLCs. Her experience also includes a variety of income tax preparation for both individuals and businesses.
Wilkinson Cooley successfully helped businesses increase in value over 500% in a five to nine year period by working with owners and managers to create and implement business and development strategies.
Wilkinson Cooley has successfully negotiated elimination of tax liabilities of $5,000 to $100,000.
Acting as third party financial and business arbitrator, Wilkinson Cooley has increased the sales price of businesses by as much as 350%.
Wilkinson Cooley has successfully implemented employee benefit programs at companies with over 400 employees.
As CPAs, we know what we are doing when it comes to helping you complete your accounting and bookkeeping correctly and produce financial statements that give a true picture of your business.
- Audits, compilations, and reviews
- Accounting systems
- Financial consulting and financial products
- IRS representation
- Management consulting
- Payroll services
- Personal and business tax preparation -- including C-corps, S-corps, partnerships, LLCs, estates, trusts and non-profits
- Retirement planning
- Tax planning
- Wealth management and preservation