Insights

Local Healthcare Focus Boutique accounting and advisory firm serving medical practices and small businesses in Warwick, RI, offering tailored tax, accounting, and business consulting.

Cross Sell Opportunities Leverage existing tax and accounting relationships to upsell payroll, bookkeeping, cash flow management, and financial planning services for growing client bases.

Tech Enabled Efficiency Promote cloud first workflows and secure data handling using AWS and modern web technologies such as Nginx and OpenResty to attract tech savvy SMBs seeking reliable scalable accounting solutions.

Boutique Advantage Differentiate from the Big Four by emphasizing personalized service, rapid response, local market knowledge, and flexible engagement models to win medical practices.

Growth Opportunity Capitalize on rising demand for outsourced finance and compliance among small businesses and healthcare providers by positioning Westminster as a trusted partner for ongoing advisory and tax optimization.

Similar companies to Westminster Advisory Group

Westminster Advisory Group Tech Stack

Westminster Advisory Group uses 8 technology products and services including Amazon Web Services, Network Solutions, Barracuda Email Protection, and more. Explore Westminster Advisory Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Network Solutions
    Domain Name Services
  • Barracuda Email Protection
    Email Security
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Lua
    Programming Languages
  • PHP
    Programming Languages
  • OpenResty
    Web Servers

Westminster Advisory Group's Email Address Formats

Westminster Advisory Group uses at least 1 format(s):
Westminster Advisory Group Email FormatsExamplePercentage
FirstL@wagcpas.comJohnD@wagcpas.com
100%

Frequently Asked Questions

What is Westminster Advisory Group's official website and social media links?

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Westminster Advisory Group's official website is wagcpas.com and has social profiles on LinkedIn.

How much revenue does Westminster Advisory Group generate?

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As of July 2026, Westminster Advisory Group's annual revenue is estimated to be $1M - $10M.

What is Westminster Advisory Group's SIC code NAICS code?

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Westminster Advisory Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Westminster Advisory Group have currently?

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As of July 2026, Westminster Advisory Group has approximately 3 employees across 1 continents, including North America. Key team members include Owner: D. F.. Explore Westminster Advisory Group's employee directory with LeadIQ.

What industry does Westminster Advisory Group belong to?

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Westminster Advisory Group operates in the Accounting industry.

What technology does Westminster Advisory Group use?

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Westminster Advisory Group's tech stack includes Amazon Web ServicesNetwork SolutionsBarracuda Email ProtectionjQueryGoogle MapsLuaPHPOpenResty.

What is Westminster Advisory Group's email format?

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Westminster Advisory Group's email format typically follows the pattern of FirstL@wagcpas.com. Find more Westminster Advisory Group email formats with LeadIQ.
Westminster Advisory Group logo

Westminster Advisory Group

AccountingRhode Island, United States2-10 Employees

Westminster Advisory Group is a small accounting firm based in Warwick, Rhode Island. It provides a full range of tax, accounting, and business consulting services, focusing on medical practices and small businesses, with the aim of helping clients manage finances and navigate regulatory requirements. Situated in the accounting industry, the firm serves professional service clients in the local area, offering guidance that complements their day-to-day operations and strategic planning. The company operates from its Warwick location and appears positioned as a specialized practitioner within its market, leveraging local presence to support client needs.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Westminster Advisory Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Westminster Advisory Group's revenue is estimated to be in the range of $1M - $10M

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