Scale your Business with Confidence, Not Guesswork.
Strategic Financial Leadership Without the $300k Salary
We help service-based founders move from “guessing” to “growing” with high-level financial strategy, cash flow clarity, and profit optimization.
You’ve outgrown your bookkeeper, but you aren’t ready for a full-time CFO, and you can relate to one or all of the following:
The Cash Flow Roller Coaster: Your sales is growing but your bank account does not reflect this.
Flying Blind: You’re making big hiring or spending decisions based on “gut feeling” rather than meticulous data analysis.
Tax Season Panic: You spend every April wondering where your profits went.
The Ceiling: You’ve hit a revenue plateau and don’t know which lever to pull to break through.
Stretched & Wearing Thin: Trying to run the business and address questions from investors and/or the bank
The Solution: Our CFO Advisory Services
Cash Flow Forecasting:
What We Do: Accurately predict your bank balance 6 months out.
Your Result: Ability to make hiring and other major spending decisions with confidence.
Profit Margin Analysis:
What We Do: Find out where your organization is leaking profit.
Your Result: More profitable business. Healthier cash flow.
Strategic Budgeting:
What We Do: Align your spending with your 3-year goals.
Your Result: Every dollar spent is an investment in growth.
KPI Dashboarding :
What We Do: Real-Time tracking of your most vital metrics.
Your Result: Know what is working in your business and what isn’t at a glance.
Why Choose Us?
Forward-Looking: We don’t just tell you what happened. We show you what’s next, so you can plan for the next few years, with no surprises. Moving your organization from reactive to proactive financial management.
Extensive Expertise: 15+ years experience successfully managing the finance functions of SMBs.
Fractional Value: You get executive-level financial expertise at a fraction of the cost of a full time hire.
The Process
We utilize a simple, systematic 3-step approach as follows:
Discovery Call: We perform an audit of your company’s current financial health. Identifying gaps between where you would like to be and where you are.
The Road Map: We build a 90-day plan to stabilize and optimize the company’s finances.
Ongoing Advisory: Monthly or weekly deep dives to keep your growth on track.
Ready to Finally Master your Margins?
Let’s find the “hidden” profit in your business. Schedule a free 30-minute consultation today.
Other Financial Services
Audit Readiness : The annual financial audit shouldn’t be a source of anxiety. It should be a routine validation of your company’s health. Our services ensure that when the auditors arrive, they find a clean trail, a prepared team, and zero surprises.
Financial Impact: Reduces external audit fees by up to 20-30% by minimizing auditor hours.
Operational Impact: Frees up your Finance team to focus on growth-oriented tasks.
Risk Assessment & Mitigation: In today’s ever-changing business landscape, it’s rarely the challenges we expect that derail our goals- it’s the ones we didn’t see coming. Risks that are not managed don’t just cost money, they cost time, reputation & momentum.
Our comprehensive Risk Management Framework moves your organization from a defensive posture to a proactive one. The Framework doesn’t just list what could go wrong; it provides a road map for how to navigate through threats safely.
Business Process Improvement: As SMBs grow, manual workarounds, “tribal knowledge”, and outdated workflows quietly quietly eat away your margins. If your team is spending 40% of their day working through processes to get to a targeted outcome, you aren’t just losing time- you’re losing the ability to scale”.
WA Anderson CPA help organizations transition from reactive firefighting to proactive execution. By auditing and optimizing your core workflows, we redesign how work happens to ensure:
Faster Throughput: Reducing cycle times by removing bottlenecks.
Error Elimination: Replacing manual data entry with automated, “single-source-of-truth” systems.
Cost Recovery: Identifying labor-intensive tasks and redundant software that drain your Operating Expenditure.
Click on the link below to access our monthly newsletters. You can also sign up with your email below to have these newsletters sent directly to your inbox.
