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Catherine@wealthliaisonservices.com

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We are specialized in
Our Professional Services
Professional Accounting & Finance
Business Process Development
Income Tax Preparation & Representation
About Us
We are committed to your financial freedom.
Wealth Liaison Services Systems is a company that will focus on your individual need and always treat you like a client who matters. As your Principal Agent, we thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs for both profit and non-profit clients.
Providing a full range of professional services while giving your organization the individual attention you deserve.
follow us
Our Philosophy Our Products
 Using my depth of experience in the Finance/Accounting, Business Development and Tax Consultant spaces, I will balance your strategic goals with industry trends and economic conditions to maximize operational effectiveness and assist your company to manage resources against risk exposure and stakeholder demands.
Wealth Liaison Services Systems –The Principal Agent is a service mindset problem solver.
Our CEO
Founder and Chief Executive Officer of Wealth Liaison Services (WLS) Company offering Accounting/Finance, Business Processes Development, and Tax Preparation/Representation services to businesses (profit/non-profit) and individuals. WLS personal approach balances your organization strategic goals with industry trends and economic conditions to maximize operational effectiveness in managing resources against risk exposure and stakeholder demands. I operate as the Principal Agent for my clients with a problem solver mindset. Chief Financial Officer with over thirty years’ experience in the GAAP, Federal GAAP and non-profit financial environment with oversight responsibilities in financial statements preparation, analysis, and SEC and US Treasury audits; cash and asset management; managerial accounting, inventory and warehouse management, internal control compliance; and policy/procedure and training development experiences. Business Process Development experience utilizing the Lean Six Sigma approach to establish cultural mindset changes in your organization around continual improvement processes. Redefine and eliminate business processes that will decrease your organizations expenses and increase the bottom line. This approach will bridge the gap between your personnel current mindset, processes and technology vs. your organization future goals. I am a certified Lean Six Sigma Green Belt. Tax preparer and consultant with over twenty years in tax management and planning for businesses (profit and non-profit) and individuals. I am an Enrolled Tax Agent with the Internal Revenue Service (IRS) representing clients during audits. As a Financial Specialist, I advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. WLS will assess clients' (businesses/individuals) assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Contact Us
We are specialized in
Our Professional Services
Professional Accounting & Finance
Business Process Development
Income Tax Preparation & Representation
About Us
Wealth Liaison Services Systems is a company that will focus on your individual need and always treat you like a client who matters. As your Principal Agent, we thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs for both profit and non-profit clients.
We are committed to your financial freedom.
Providing a full range of professional services while giving your organization the individual attention you deserve.
follow us
Our Products
Our Philosophy
 Using my depth of experience in the Finance/Accounting, Business Development and Tax Consultant spaces, I will balance your strategic goals with industry trends and economic conditions to maximize operational effectiveness and assist your company to manage resources against risk exposure and stakeholder demands.
Wealth Liaison Services Systems –The Principal Agent is a service mindset problem solver.
Our CEO Founder and Chief Executive Officer of Wealth Liaison Services (WLS) Company offering Accounting/Finance, Business Processes Development, and Tax Preparation/Representation services to businesses (profit/non-profit) and individuals. WLS personal approach balances your organization strategic goals with industry trends and economic conditions to maximize operational effectiveness in managing resources against risk exposure and stakeholder demands. I operate as the Principal Agent for my clients with a problem solver mindset. Chief Financial Officer with over thirty years’ experience in the GAAP, Federal GAAP and non-profit financial environment with oversight responsibilities in financial statements preparation, analysis, and SEC and US Treasury audits; cash and asset management; managerial accounting, inventory and warehouse management, internal control compliance; and policy/procedure and training development experiences. Business Process Development experience utilizing the Lean Six Sigma approach to establish cultural mindset changes in your organization around continual improvement processes. Redefine and eliminate business processes that will decrease your organizations expenses and increase the bottom line. This approach will bridge the gap between your personnel current mindset, processes and technology vs. your organization future goals. I am a certified Lean Six Sigma Green Belt. Tax preparer and consultant with over twenty years in tax management and planning for businesses (profit and non-profit) and individuals. I am an Enrolled Tax Agent with the Internal Revenue Service (IRS) representing clients during audits. As a Financial Specialist, I advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. WLS will assess clients' (businesses/individuals) assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Contact Us
follow us
We are specialized in
Our Professional Services
Professional Accounting & Finance
Business Process Development
Income Tax Preparation & Representation
About Us
Wealth Liaison Services Systems is a company that will focus on your individual need and always treat you like a client who matters. As your Principal Agent, we thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs for both profit and non-profit clients.
We are committed to your financial freedom.
Providing a full range of professional services while giving your organization the individual attention you deserve.
Our Products
Our Philosophy
 Using my depth of experience in the Finance/Accounting, Business Development and Tax Consultant spaces, I will balance your strategic goals with industry trends and economic conditions to maximize operational effectiveness and assist your company to manage resources against risk exposure and stakeholder demands.
Wealth Liaison Services Systems –The Principal Agent is a service mindset problem solver.
Our CEO Founder and Chief Executive Officer of Wealth Liaison Services (WLS) Company offering Accounting/Finance, Business Processes Development, and Tax Preparation/Representation services to businesses (profit/non-profit) and individuals. WLS personal approach balances your organization strategic goals with industry trends and economic conditions to maximize operational effectiveness in managing resources against risk exposure and stakeholder demands. I operate as the Principal Agent for my clients with a problem solver mindset. Chief Financial Officer with over thirty years’ experience in the GAAP, Federal GAAP and non-profit financial environment with oversight responsibilities in financial statements preparation, analysis, and SEC and US Treasury audits; cash and asset management; managerial accounting, inventory and warehouse management, internal control compliance; and policy/procedure and training development experiences. Business Process Development experience utilizing the Lean Six Sigma approach to establish cultural mindset changes in your organization around continual improvement processes. Redefine and eliminate business processes that will decrease your organizations expenses and increase the bottom line. This approach will bridge the gap between your personnel current mindset, processes and technology vs. your organization future goals. I am a certified Lean Six Sigma Green Belt. Tax preparer and consultant with over twenty years in tax management and planning for businesses (profit and non-profit) and individuals. I am an Enrolled Tax Agent with the Internal Revenue Service (IRS) representing clients during audits. As a Financial Specialist, I advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. WLS will assess clients' (businesses/individuals) assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Contact Us