Synergies Between Red Bank Based Accounting Teams Leads to Increased Value & Performance Through Merger

[Red Bank, New Jersey] Charles T. Woolston, CPA and, Aimee M. Jensen, CPA of Woolston Consulting Group, LLC (WCG) are pleased to announce a recent merger with the Red Bank based accounting and consulting team led by William C. McNamara, CPA, CCIFP^®. Through this merger with McNamara’s team, WCG has successfully expanded its exemplary accounting and consulting services for existing personal and business clients, while welcoming the new clients that will join the firm through McNamara’s team. This new partnership, Woolston, Jensen, & McNamara, LLC (WJM), will continue the firm’s dedication to providing its clients with exceptional professional, personalized services, as well as expanding its guidance in a wide range of financial and business needs.

According to Mr. Woolston, the growth of his firm through the merger has solidified his commitment to his clients and the firm’s dedication to continuing its rich history of top-notch tax and consulting services for personal and business clients in the mid-Atlantic region. “The synergies between our two firms make this the perfect partnership going forward. Our clients will benefit through the combined value and enhanced performance of our two firms, which will be far greater than the sum of their individual resources and accomplishments.” Woolston continues, “In addition, as we advise our business clients to plan for succession, it’s important that we also take the steps to insure our firm’s longevity. My partners and I will continue to service existing and new clients in all areas of tax and accounting consultancy while adding a significant amount of experience to our business tax and accounting departments.”

Ms. Jensen has over 35 years of accounting experience and specializes in a broad spectrum of tax assistance and compliance including expert tax preparation, proactive tax analysis, and year-round tax planning. She has been a dedicated member of the firm since 2006.

With extensive experience in family business accounting and consulting, Mr. McNamara and his team bring proven leadership in client relations and business development. These additional skills complement the Woolston team’s areas of expertise for a well-rounded approach for all clients. McNamara’s team, which includes Kevin P. Donovan, CPA, CCIFP^®, as well as other key members, will continue to provide strategic value-added services beyond an organization’s compliance requirements and is widely known in the mid-Atlantic region for their concentrated experience in the architect, engineering, and contracting industries. “Mr. Woolston, Ms. Jensen, and I have similar mindsets in how we grow our teams, our client base, and our future. Our respective team members have been engaged with us for decades and the client relationships are generational. Creating a full suite of accounting services in multiple disciplines adds value not only for our clients, but for our team members as well.”

The new partnership, WJM, will offer its clients expanded services and expertise for all their tax, accounting, and financial consulting needs, from tax management and accounting services for individuals to estate and trust planning and compliance, as well as strategic business planning, exit strategies for small businesses, and investment wealth management. By combining their two teams, the partners of WJM have not merely grown to be bigger, but have grown to be better.

Woolston, Jensen, & McNamara, LLC is one of the leading accounting and consulting firms in the mid-Atlantic region, but also serves clients throughout the United States. The growing accounting and consulting firm continues to provide quality, personalized financial guidance to individuals and businesses. Its expertise includes tax management and accounting services encompassing individual, business, and estate and trust planning and compliance, strategic business planning, exit strategies for small businesses and investment wealth management, with an affiliate company Salvus Wealth Management, LLC.