Business Details
Your Trusted Accounting & Consulting Partner in Red Bank, NJ
Woolston Consulting (WJM) is a full-service accounting firm serving clients throughout the Northeast region, dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs. Our expertise spans tax management, accounting services, strategic business planning, exit strategies for small businesses, and investment wealth management. We combine deep industry knowledge with a client-centric approach to help individuals and businesses preserve financial viability in the present while proactively achieving future goals.By maintaining strong connections with our clients, we act as trusted advisors, offering sound analysis and impeccable service to support informed decision-making. Our mission is to deliver superior quality tax, accounting, and consulting services, ensuring clients navigate their financial journeys with confidence through meticulous compliance, strategic planning, and tailored solutions.
Services
Tax Planning
Accounting Services
Bookkeeping
Financial Planning
Estate Tax Compliance
Business Valuation
Payroll Services
International Taxation
Litigation Support
Highlights and features
- We offer decades of experience in accounting and tax consulting for individuals and businesses.
- Our team provides personalized guidance tailored to complex financial and regulatory challenges.
- We specialize in strategic business planning, estate tax compliance, and international taxation.
- Our expertise in QuickBooks setup and litigation support ensures operational efficiency.
- We prioritize community engagement and client-focused solutions for long-term trust.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Planning and Compliance
WJM offers comprehensive tax planning and compliance solutions, ensuring individuals and businesses minimize liabilities while adhering to evolving regulations. Our team stays updated on federal, state, and international tax laws to optimize returns and prevent penalties. By analyzing clients' unique financial situations, we develop proactive strategies that align with long-term goals, from annual filings to complex estate tax scenarios.
Financial and Retirement Planning
We design personalized retirement and wealth management plans, addressing asset allocation, investment performance, insurance, and estate succession. Our approach balances risk management with growth opportunities, ensuring tax-efficient returns. Clients receive ongoing guidance to adapt strategies as financial landscapes and personal circumstances change, fostering confidence in achieving financial independence.
Business Valuation
WJM provides detailed business valuations for mergers, acquisitions, estate planning, or divorce proceedings. Our analysis considers market conditions, financial health, and growth potential to determine fair value. This service empowers owners to make informed decisions regarding sales, partnerships, or succession planning, backed by data-driven insights.
International Taxation
We specialize in cross-border tax challenges, assisting U.S. businesses operating abroad and foreign entities in the U.S. Our expertise covers compliance, reporting requirements, and minimizing double taxation. Clients receive strategic advice to navigate complex international regulations while maximizing profitability.
QuickBooks Support
WJM offers end-to-end QuickBooks solutions, including setup, training, troubleshooting, and financial reviews. We ensure accurate system configuration for streamlined reporting and compliance. Businesses benefit from tailored workflows that enhance efficiency, reduce errors, and provide actionable financial insights for informed decision-making.
People
Charles T. Woolston
CPA, MST
Charles Woolston co-founded WJM with expertise in tax and accounting. He specializes in strategic business planning and estate tax compliance, offering clients decades of experience in navigating complex financial regulations and ensuring long-term stability.
Aimee M. Jensen
CPA, MBA
Aimee Jensen leads consulting initiatives at WJM, focusing on business valuation and financial strategy. Her MBA and CPA credentials support clients in achieving growth through data-driven decisions, operational efficiency, and personalized advisory services.
William C. McNamara
CPA, CCIFP
William McNamara specializes in certified construction industry financial planning and business advisory. He brings niche expertise to WJM, helping construction firms optimize financial processes, manage compliance, and secure sustainable growth.
Kevin P. Donovan
CPA, CCIFP
Kevin Donovan combines CPA and CCIFP certifications to deliver tailored financial solutions for construction and small businesses. His focus includes tax strategy, payroll compliance, and cash flow management to enhance client profitability.
Colleen A. Daly
MBA
Colleen Daly leverages her MBA to provide strategic financial planning and consulting services. She specializes in helping high-net-worth individuals and businesses align financial goals with practical, tax-efficient strategies for long-term success.
Questions
What services does WJM offer?
WJM provides tax planning, accounting, bookkeeping, financial strategy, estate tax compliance, business valuation, payroll services, international tax guidance, and litigation support.
Do you serve clients outside the Northeast region?
While based in the Northeast, we serve clients nationwide through virtual collaboration and personalized advisory services.
How does WJM handle tax problem resolution?
Our team represents clients during IRS or state audits, leveraging expertise in tax laws to minimize liabilities and resolve disputes efficiently.
What is WJM’s approach to financial planning?
We tailor strategies to individual goals, covering retirement, investment optimization, estate planning, and tax-efficient wealth management.
Does WJM offer QuickBooks support?
Yes, we provide QuickBooks setup, training, troubleshooting, and financial review services for businesses.
How does WJM support small businesses?
We assist with entity selection, cash flow management, payroll compliance, growth strategies, and exit planning.
