AccountantBookkeeperFractional CFO

    Walker Advisory, LLC

    Accountant

    Profitability Experts on a mission to help thousands of small businesses grow their bottom line.

    Sandy Hook, Connecticut3 years in business8 employees$750K+ revenue minimum

    About Walker

    Walker Advisory LLC was established with the sole purpose of helping your business grow. We want to ensure your accounting function is operating as efficiently as possible. We do this by becoming your internal bookkeeping/accounting department. We then immerse ourselves in your business, learn from it, and use our abilities to help YOU analyze, understand and ultimately grow your profits. We offer services from bookkeeping, to outsourced controller, to outsourced CFO, to year-end tax filing compliance. Our services do not end there, as we are now a key member of your team we can exponentially increase our value by providing Advanced Tax Planning strategies. We create and implement strategies that allow you to reduce your tax burden. If interested, let's talk today and begin our journey of "Growing Together."

    Services offered

    Advisory ServicesBank ReconciliationBookkeepingBudgeting & ForecastingBusiness Tax PreparationBusiness ValuationsCash Flow ManagementFinancial Strategy DevelopmentForensic AccountingIndividual Tax PreparationMergers and AcquisitionsTax Planning & StrategyTax PreparationIRS Representation & Tax Resolution

    Client specialties

    Growing Companies ($1M-$10M)Mid-Market Companies ($10M-$50M)High Net Worth IndividualsSolopreneurs

    Industries served

    Nonprofit OrganizationsFood & BeverageHealthcareReal EstateFinancial ServicesLogisticsManufacturingMedicalProfessional ServicesHospitalityHome ServicesEnergy & UtilitiesMedia & EntertainmentTechnology & SoftwareAdvertising & MarketingRetailHVACConsultingConstructionArchitecture & Engineering

    Software & tools

    Adobe SignADPCanopyMicrosoft Office SuiteMicrosoft TeamsPaychexQuickBooks OnlineUltraTax CS

    Pricing

    Minimums: $750K+ revenue