How Weyrich, Cronin & Sorra Builds Financial Futures
Weyrich, Cronin and Sorra may have first opened its doors in Baltimore County, but for many years this niche-focused CPA firm had an eye on becoming part of the Harford County business network. That visualization came to fruition almost two decades ago and today the business community and residents consider WC&S a local institution. By anyone’s calculation, the firm is now the largest CPA firm in the county, and generations of business owners, individuals and not-for-profit organizations have come to rely on its services to make their visions for the future become a reality as well.
However, the Weyrich, Cronin and Sorra team always keeps its sights on what comes next. So once established in Harford, the firm began expanding services and launching new programs in an effort to strengthen available accounting expertise and resources, and soon they began to extend assistance to those in Cecil County, too. Now WC&S is well known there as a reliable business ally, and was voted “Favorite Accounting Firm” for the past several years. The practice will merge two existing locations into one permanent office in Elkton this fall.
Looking ahead is part of what an accounting firm does, but it’s more than financial foresight that built WC&S into the enterprise it has become. Principal Benny Walker credits the firm’s founders with instilling in leadership that the way to build any business is to start from a solid foundation, then work from the inside out to strengthen it, all the while offering the highest level of service to clients.
He says, “The partners recognized a close-knit community like Harford would not immediately welcome a new business. So, we first had to create a foundation by becoming a part of the community and getting to know and becoming engaged with the residents. We did that by establishing a Harford County office and helping a local CPA ease into the retirement he wanted and slowly taking on his clients. He worked side-by-side with us while we learned the details of each business as well as specifics of the local economy, and one by one, our contact list grew and the firm evolved from there. The same approach was applied in Cecil County and it is proving to have the same positive outcome.”
The WC&S method of working from the ground up and the inside out to make a vision become reality is not just for in-house growth; it’s a strategy used for clients, too. The firm’s definition of CPA – Close Personal Attention – is the key to how they do it. Walker explains, “Since we were established in 1979, we have been committed to providing proactive client service. It is impossible to be proactive unless we know what the business owners and management teams envision for their organizations, and that goal can only be learned by paying close attention to our clients and really listening to their goals. Once we know the direction they want to move in, we can develop a plan to get them closer to the financial future they want.”
Principal Kelli Miller agrees that it’s the “C P A” that differentiates Weyrich, Cronin and Sorra from other firms. She says, “It’s more than just a clever tagline, it’s actually the way we work. Close personal attention means the lines of communication are always open and we are extremely responsive to inquiries and requests. Investing that time enables us to develop highly customized financial blueprints, then we follow through by providing the services clients need to put those plans into action.”
She adds, “The process of gathering all that information inevitably builds relationships and clients become friends. Then their goals become personal, so we go above and beyond what other firms offer because we genuinely want to see our friends do well. That motivates us to provide not only what they expect, but also what we perceive could be useful to help them succeed.”
Weyrich, Cronin and Sorra provides more than traditional tax, accounting and business consulting services. Over the past 35 years the practice has brought expert staff on board who specialize in niche services including valuation and forensic accounting, dental practices, not-for-profits, employee benefit plan audits, construction/real estate, public sector and local governments and more.
Dedication to helping others thrive is a mindset that encompasses more than the Weyrich, Cronin and Sorra client roster. The firm recently has focused on offering educational programs to the community at large such as QuickBooks training and a series of free financial seminars for local small business owners, plus a fee-based certification program for non-profit accounting professionals.
Walker feels that such community outreach is just another part of the proactive vision of the partnership. He says, “What one business needs, another one can likely benefit from, so these community sessions give us insights on how we can better serve existing clients which in turn helps us gain new ones. It’s really a win, win, win for everyone.”
The firm takes civic responsibility very seriously and besides giving accounting-specific support, Weyrich, Cronin and Sorra staff is heavily involved in other activities in and around the neighborhoods they serve. They can be seen serving on countless local boards and advisory groups, volunteering at schools, supporting local non-profit events, lending a hand at fundraisers for families in need and much more. (Visit the In the Community page in the About Us section of the WC&S website to see photos of the team in action.) As further proof of their devotion to community causes, Manager Brianne Baccaro-Norris was just invited to be on the Board of the Harford County Chamber of Commerce, an honor and a first for the firm.
Miller notes that giving back to the community has been good for the firm in ways other than professional networking. She elaborates, “When we are out and about talking with the people who live and work where we do, we not only get leads to new clients, but also to new employees and even interns! Those connections further strengthen our bond with the community and continue to build our firm from the inside out. Case in point: One of our Senior Managers, Dave Crisp, started out as an intern in 2001. Dave is raising his family in Harford County and is giving back through his volunteer work with Habitat for Humanity Susquehanna.
A solid foundation, a vision for the future and attention to detail: these are the guiding principles for success at Weyrich, Cronin and Sorra. And clearly, the philosophy is working, both for them and for clients. From a single office in Baltimore County, the firm has expanded to three locations with a staff of more than 50 and a client list of 4,500.
These accomplishments have not gone unnoticed, and in addition to being named Favorite Accounting Firm in Cecil County, WC&S was named Enterprise Worldwide’s Firm of the Year and a Top Workplace by the Baltimore Sun Media Group. Client testimonials, too, show how much of an impact the firm has had on local business, which is the bigger news to the team.
Walker sums it up saying, “Awards and accolades are nice, but the real satisfaction for WC&S is seeing the business community grow. Our mission has always been to provide the highest quality consulting, tax and accounting services possible; and for us, that means much more than number crunching. We know who our clients are, what they do, and where they want to go, so we take pride in their achievements. When we can help an organization of any size achieve their goals that is the true measure of our success.” I95 Content Marketing
- Weyrich, Cronin & Sorra was founded in 1979 and has served Harford County since 2000
- WC&S employs over 55 people in its three offices located in Lutherville, Bel Air and Elkton, Md.
- Located in the same location (139 Main Street in Bel Air) since 2001
- WC&S offers services beyond the traditional tax, accounting and consulting services including niche groups in:
- forensic accounting
- litigation support
- dental practices
- employee benefit plan audits
- construction/real estate
- governmental accounting
- Civic responsibility is important to the firm and the staff is greatly engaged in giving back to the community:
a large number of employees serve on the boards of non-profits
- WC&S is involved with business organizations, local schools and churches
- the staff collects and donates school supplies and purchase gifts during the holidays for children in need
- The WC&S internship program is highly successful with a majority of interns staying on for full time employment
- Members of the current staff include individuals who began as interns and now serve in positions from Staff Accountant to Senior Manager, and it is anticipated that in the upcoming year the firm will add another Partner, the first at WC&S to rise from intern to that role
Weyrich, Cronin & Sorra