Sandy Hook Location
75 Glen Road
Suite 104
Sandy Hook, CT 06482
Wallingford Location
8 Fairfield Blvd.
Wallingford, CT 06492
Every business owner wants to keep track of their finances but that comes as a daunting task that needs a lot of attention. To make it simple, we offer Virtual CFO Services to companies within Connecticut and around the globe. There is no need to hire a full-time in-house Chief Financial Officer. Our consultants provide all the financial guidance that a company needs.
A Virtual CFO offers all the strategic financial management of a Chief Financial Officer but works remotely. This allows companies to access high quality financial assistance for a lower price. Virtual CFO Services at Walker Advisory help business owners by providing vital financial information crucial for efficient operations, profit maximization, and effective long-term growth plans
Our Virtual CFO Services are tailored to support the financial success of your business. Here’s how we can help:
We partner with you to create specific financial plans and strategies to meet your business objectives, which includes setting up long-term financial plans, studying the industry landscape, and spotting potential growth areas. We strive to assist you in overcoming market hurdles and guide you through critical financial choices.
Managing the income and expenditures of a business plays an essential role in its sustainability. Our team looks after your cash flow, ensuring you have enough capital to meet the expense and investment requirements of your business. We also provide real-time analysis of cash flow patterns to improve financial and operational liquidity.
Budgeting and forecasting are two critical cogs that maintain the financial well being of a business. We support you in preparing budgets and forecasts that take into account your revenue, expenditure, as well as growth expectations. This enables companies to set reasonable targets and assess their performance over time.
We provide customized financial reports that provide extensive detail and analysis of your business’ performance and productivity. Our analysis consists of the profit and loss accounts, balance sheets, and KPIs (key performance indicators) which facilitate the appropriate decision-making, improvement identifications, and profitability maximization processes.
Compliance with tax regulations can be daunting at times, but our team is here to assist you every step of the way. We render proactive tax planning services which helps in minimizing tax liabilities, maximizing deductions, and staying fully compliant with federal and state tax laws.
We assist you in enhancing your financial operations by pinpointing areas that require change and suggesting process improvements. From cost-reduction efforts, to restructuring financial workflows, to automating processes, our solutions support operational efficiency and profitability of our clients’ businesses.
The financial risks posed to any business can be so considerable that it might cause strain to the business. Aided by our Virtual CFOs, businesses ascertain the possible financial risks, formulate steps to decrease the identified risks, and set up internal controls to protect financial and asset information.
When investment or financing is required, we help prepare financial documents, make financial presentations to investors, and negotiate with lenders. Such financial presentations are made in a manner that guarantees funding.
Walker Advisory has a proven record working with businesses within various sectors, from nascent companies to fully established corporations. We appreciate the various obstacles that different industries face and hone financial plans to each individual segment.
For several small and medium sized businesses, hiring a full time CFO is simply not an option. With our Virtual CFO Services, you can save on the costs of having an executive on staff while still getting the level of financial expertise you need.
At Walker Advisory, we understand that each and every business has unique needs. We develop tailored financial strategies that will help your company attain the desired level of growth and stability.
Our team uses the latest financial software and analytic tools so that they can provide real-time insights, automated reporting, and an all-in-one-system for your finances. This increases the level of precision, effectiveness, and honesty in every step of the financial processes.
With a growing business comes growing financial needs. Our Virtual CFO Services remove the headaches associated with hiring new staff by being fully flexible and providing more sophisticated financial management when you need it.
We do not only review the previous financial information; we search for ways to improve your financial standing. From pinpointing potential cost reductions to strategically re-evaluating profit margins, we help you keep pace in an ever-changing marketplace.
Our services are best suited for:
Our procedures are simple and set up to work with your business operations effortlessly:
Take your business to the next level with expert financial leadership—without the cost of a full-time CFO. Our Virtual CFO Services provide strategic planning, cash flow management, budgeting, and financial insights tailored to your company’s growth.
During your free consultation, we’ll assess your financial needs and craft a customized strategy to improve profitability, enhance decision-making, and ensure long-term stability.
Contact us today to gain expert financial guidance and optimize your business success!