Walker Advisory, LLC
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."
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
