Business Details
44 Years
experience
Trusted Accounting & Advisory Services in Atlanta
Since 1982, WBL CPAs + Advisors has built relationships that benefit clients, associates, and the community by delivering error-free service and fostering trust through collaborative teamwork. Our approach prioritizes understanding clients' unique needs to provide tailored solutions that drive growth and achieve long-term goals. With 42 years of service, we combine deep industry expertise in assurance, tax planning, ESOP strategies, and international business consulting to serve professional services firms, staffing companies, nonprofits, and high-net-worth individuals.Our team of seasoned CPAs and advisors goes beyond transactional work, offering strategic guidance that protects client interests and creates sustainable value. Recognized as a top workplace with an 85 Net Promoter Score, we maintain affiliations with global networks like Russell Bedford International to deliver actionable insights across borders. By focusing on transparency, accountability, and personalized attention, we help clients navigate complex financial landscapes while maintaining compliance and optimizing growth opportunities.
Services
Assurance Services
Tax Planning
ESOP Exit Strategy
International Consulting
Nonprofit Accounting
Family Office Services
Business Transactions
Client Accounting
State and Local Tax
Details
- Year established: 1982
Highlights and features
- We offer 42 years of experience in accounting and business advisory services.
- Our team includes CPAs with specialized expertise in ESOP transactions and international tax compliance.
- We guarantee personalized service with direct partner accessibility.
- Our firm maintains a 85 Net Promoter Score for client satisfaction.
- We provide global capabilities through our affiliation with Russell Bedford International.
What people say
Extremely knowledgeable staff
Timely and efficient communication
Personalized service
Industry expertise
Long-term partnership
Services
Assurance Services
Our assurance services provide comprehensive financial statement evaluations and risk assessments tailored to your business needs. We specialize in audits, reviews, and agreed-upon procedures that ensure regulatory compliance while minimizing operational disruption. With expertise in employee benefit plan audits and ESOP transactions, we deliver actionable insights that enhance financial transparency and support informed decision-making for corporations, nonprofits, and international entities.
Tax Planning
We develop customized tax strategies for corporations, partnerships, and high-net-worth individuals across domestic and international markets. Our services include entity structure optimization, cross-border tax compliance, estate planning, and executive compensation consulting. By combining technical expertise with proactive advisory services, we help clients minimize tax liabilities while maintaining compliance with evolving federal, state, and local regulations through personalized, forward-thinking solutions.
ESOP Exit Strategy
Our ESOP advisory services help business owners implement employee stock ownership plans as strategic exit strategies. We evaluate tax deferral opportunities, structure transactions between $2M-$100M, and coordinate with legal and financial partners to ensure seamless transitions. With specialized accounting expertise and a proprietary ESOP manual, we guide clients through valuation, financing, and compliance requirements while preserving company culture and maximizing after-tax proceeds.
International Consulting
We provide cross-border tax compliance and business advisory services through our affiliation with Russell Bedford International. Our expertise covers entity structuring, transfer pricing, foreign tax compliance, and expatriate tax planning for companies operating in over 100 countries. By combining local market knowledge with global resources, we help clients navigate complex international regulations while optimizing tax efficiency and operational performance across multiple jurisdictions.
Family Office Services
Our family office practice delivers comprehensive financial management for high-net-worth individuals and multigenerational families. Services include tax planning, trust administration, philanthropy strategy, and business succession planning tailored to each family's unique needs. We act as a trusted CFO, coordinating advisory services and providing objective guidance without third-party affiliations, ensuring confidentiality and alignment with long-term wealth preservation goals.
People
Petra Orquiola
Managing Partner, Assurance Services
With extensive experience in assurance services, Petra leads our audit practice while maintaining a focus on client relationships. She specializes in nonprofit and international engagements, bringing technical expertise and strategic insight to complex accounting matters.
Bruce V. Benator
Assurance Services and Transaction Practice Leader
A 30-year veteran, Bruce specializes in business transactions and due diligence. He leads our transaction advisory team, helping clients optimize deal structures and navigate complex financial assessments for mid-market companies.
Barry Coates
Chief Operating Officer
As our first COO, Barry brings operational leadership to enhance service delivery. His focus on process improvement and client satisfaction builds on our 42-year legacy of providing personalized accounting solutions.
Steven G. Horn
Tax Planning and Compliance Practice Leader
Steven leads our tax practice with expertise in international tax compliance and family office services. He develops strategic tax solutions for corporations and high-net-worth individuals while maintaining a client-focused advisory approach.
Laura E. Speir
Business Accounting Services Practice Leader
Laura oversees our client accounting services, providing operational support and financial reporting solutions. She specializes in streamlining accounting processes and delivering hands-on expertise for growing businesses.
Questions
What industries do you specialize in?
We focus on professional services firms, staffing companies, nonprofits, international businesses, and family-owned enterprises, with deep expertise in ESOP transactions and cross-border tax compliance.
How do you differ from larger accounting firms?
We combine Big Four-level expertise with personalized service, offering direct partner access and tailored solutions without the bureaucracy of larger firms.
What is your approach to tax planning?
We take a proactive, holistic approach that considers both current obligations and future goals, focusing on minimizing liabilities while maintaining full compliance with evolving regulations.
Do you handle international tax matters?
Yes, through our Russell Bedford International affiliation, we provide cross-border tax compliance and advisory services in over 100 countries with localized expertise.
How do you support nonprofit organizations?
We offer specialized audit, tax, and compliance services for nonprofits, including 990 preparation, grant accounting, and board training on financial best practices.
What transaction services do you offer?
We provide buy-side and sell-side due diligence, quality of earnings analysis, deal structuring, and post-transaction support for mid-market transactions between $2M-$100M.
