5.0
Average rating
3
Client Reviews
What Our Clients Say
5.0
3 Client Reviews
Neil Orwick
June 12, 2024
Experience working with Walker Advisory, LLC
Great services. Complete knowledge of accounting and organizational methods
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Sagar R. Parekh
June 13, 2024
Experience working with Walker Advisory, LLC
I am pleased to recommend Dylan Walker as an outstanding professional in the field of accounting. Over the past 2 years, Dylan has provided invaluable financial guidance and support for my business, ensuring our books are always accurate and up-to-date. Their attention to detail, deep understanding of tax laws, and commitment to excellence have been crucial to our financial health. I have complete confidence in their abilities and wholeheartedly endorse Dylan Walker and his team for any accounting needs.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
The best clients for our model are small business owners on track to make revenues of 500k+, funded startups, mature businesses doing 1M-50M. A few of my industry specialties are Medical practices, Hospitality, Tech, Restaurants, professional services, Cannabis, Real estate and trades.
Clients who wouldNOTbe a good fit
Individual or business clients that only need tax preparation. All of my clients have some form of monthly or quarterly tax or accounting advisory services.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
Walker Advisory, LLC's Tech Stack
About Walker Advisory, LLC
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 by upward of 40%. If interested let's talk today and begin our journey of "Growing Together."
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
