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."
April Stone
June 14, 2024
Experience working with Walker Advisory, LLC
Dylan did my taxes this year. He took extra time to go through our paperwork and look for every qualifying deduction possible. I was shocked at how much we’d missed in the past and very grateful for his help. He was always helpful and available to answer questions.
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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
Client Type
Services Offered
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.
