Professional Consulting & Advisory Services for California Businesses

Take your business to the next level with WAC CPA’s consulting and advisory services. We provide fractional CFO support, workflow optimization, financial reporting strategy, and software integration so you can make informed decisions, improve operations, and drive growth.

Your Partner for Strategic Business Guidance

Running a business comes with complex decisions every day. Our advisory services give you a clear perspective on your finances, operations, and growth opportunities. From fractional CFO support to workflow optimization and KPI strategy, we provide actionable insights to improve efficiency, profitability, and decision-making.

Your Partner for Strategic Business Guidance

What Our Consulting & Advisory Services Include

Our advisory solutions help businesses align strategy, operations, and financial performance.
Each service is tailored to your needs and designed to improve efficiency, visibility, and decision-making.

Fractional CFO

Fractional CFO Services

Get executive-level financial guidance without the cost of a full-time CFO.
Tax Risk Assessment & Mitigation

Workflow & Operational Efficiency Review

Identify bottlenecks and optimize processes for smoother operations.
Financial Reporting Strategy

Financial Reporting Strategy & KPI Setup

Track the metrics that matter most and gain actionable insights.
Business Process Improvement Recommendations

Business Process Improvement Recommendations

Streamline operations, improve cash flow, and reduce inefficiencies.
Software Selection, Implementation & Integration

Software Selection, Implementation & Integration

Optimize tools like QBO, Xero, Netsuite, SOS, ADP, Paychex, Melio, and Bill.com for seamless financial operations.
cpa services

The Impact of Our Accounting Services

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Brittany Cherry profile picture
Brittany Cherry
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We can’t rave enough about Walters Accounting! They’ve been an absolute game-changer for me. From day one, they brought clarity, professionalism, and strategy to my finances in a way that made me feel empowered and in control. Whether it was navigating complex tax questions, cleaning up our books, or helping us set up systems that actually work for my business, they’ve been proactive, responsive, and genuinely invested in my success. It’s rare to find a firm that blends deep financial expertise with such a warm, personalized touch, but they do it with ease. I can't recommend them enough! If you’re looking for accountants who go way beyond the numbers, look no further. Total pros.
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Tanner Fanjoy profile picture
Tanner Fanjoy
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Walters Accountancy has been a game-changer for my business. Their accounting services are top-notch - accurate, timely, and tailored to my needs. They caught costly errors from a previous provider and helped me restructure my financials, ultimately saving my business thousands. I trust them completely and highly recommend their services to any business owner looking for reliable support!
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Kamo Jurn profile picture
Kamo Jurn
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Walters Accountancy is a preferred professional partner for our clients. As a Financial Advisor with the Global Wealth Solutions for Raymond James, we work around the client's table with the best book keepers, CPAs, Fractional CFOs, business managers and attorneys. We are privileged to work with WAC.
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Dorel Muresan profile picture
Dorel Muresan
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I’ve been working with Ian for some time now, and I couldn’t be more pleased with the level of service he provides. He is knowledgeable, detail-oriented, and always takes the time to explain everything clearly. Whether it’s tax planning, filing, or general financial advice, Ian consistently goes above and beyond to ensure everything is accurate and stress-free. His professionalism and responsiveness have made a big difference for my peace of mind. I highly recommend Ian to anyone looking for a reliable and trustworthy accountant.
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Lincoln profile picture
Lincoln
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Kathryn has helped our business tremendously. She is patient, knowledgeable, and detailed, and she gives the best advice for your business, not just for the short term but to help set you up for success for years to come. I recommend her to everyone I know, and everyone has been very grateful for the recommendation. Her prices are fair, and her service is top notch.
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Aubree Storm profile picture
Aubree Storm
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We came to Walters Accountancy Corporation to help transition our company away from a previously messy bookkeeper and to grow and better understand our corporation’s back end finances. Kathryn and Ian have been instrumental in giving us a more hands on approach with Quickbooks online and teaching us how to navigate not only a new system but better business practices. The WAC team have been incredibly supportive, responsive and knowledgeable along the way. This transition could have been difficult and messy and not only was it achieved smoothly it was done quickly. We feel supported and understood by WAC and are beyond grateful to be working with them and look forward to continued work with them. Highly recommend!
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Scott Kim profile picture
Scott Kim
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I've known Ian and his family for the better part of the last decade, and as a single, entrepreneuring individual, they'd always lended a hand with everything from personal taxes, to understanding risks and workarounds with my own business. It's clear that the Walters family have dedicated themselves to being experts with all things accounting, and as a team with Ian in charge, they've found a way to be able to share their expertise and full attention with the partners that they work with even with the steady growth of their presence in the market. If you're looking for fast, cost-effective, and attentive service, Walters Accountancy is the right place to be!
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Oana Grigorut profile picture
Oana Grigorut
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WAC helped me set up my business and made everything feel way less overwhelming. I had no idea how to use QuickBooks before, but now I actually feel on top of everything. Their team is super helpful and easy to work with. It’s been such a great experience!
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Edward Farley profile picture
Edward Farley
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The team here were great to work with. Our company had a long list of items needed to be done in a very short period of time and the Walters team handled it exceptionally. They provided great advice and we will be using them on a monthly basis.

Take Your Business Further with Expert Advisory Support

Ready to Get Started with Consulting & Advisory Services?

Submit the form and tell us about your business. Our team will reach out to discuss a strategy tailored to your goals.

California Advisory Experts You Can Trust

California Advisory Experts You Can Trust

With decades of experience serving businesses in Los Angeles and Ventura County, WAC CPA provides fractional CFO and consulting services that deliver clarity, efficiency, and growth. You get more than advice, you get a team that acts on your business objectives.

Maximize Your Business Performance

Use our free Profitability Assessment Calculator to uncover opportunities to improve efficiency and boost profits.

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Why Businesses Choose WAC CPA for Advisory Services

  • Fractional CFO guidance for strategy and financial insight.
  • Workflow optimization and business process improvement.
  • KPI and reporting setup for data-driven decision-making.
  • Expert software selection, implementation, and integration.
  • Support tailored to your industry and growth goals.
Why Businesses Choose WAC CPA for Advisory Services
How We Work With Your Business

How We Work With Your Business

Tools That Make Your Advisory Insights Actionable

QBO, Xero, Netsuite, SOS, ADP, Paychex, Melio, Bill.com, and more, integrated to streamline your operations and reporting.

Advisory Services for Every Industry

Our consulting and CFO services support supply chain, trade services, entertainment, property management, and CPG businesses. Solutions are customized to your operational and financial needs.

Supply Chain

Trade Services

Entertainment

Property Management

CPG

Serving Businesses Across Los Angeles & Ventura County

WAC CPA works remotely, delivering advisory and CFO services to businesses throughout Los Angeles and Ventura County.
Our virtual setup ensures timely communication, secure document sharing, and seamless collaboration wherever your operations are located.

Los Angeles

Ventura County

Focus on Growth While We Guide Your Business Strategy

FAQs

A fractional CFO provides executive-level financial guidance on a part-time or project basis, helping businesses make strategic decisions without hiring a full-time CFO.

We offer financial analysis, KPI setup, cash flow forecasting, budget planning, and strategic guidance to help you grow efficiently.

Yes. We select, implement, and integrate systems like QBO, Xero, Netsuite, SOS, ADP, Paychex, Melio, and Bill.com for seamless operations.

We provide regular reporting schedules customized to your business, including monthly or quarterly performance reviews and KPI tracking.

Absolutely. We evaluate your business processes and provide actionable recommendations to improve efficiency and profitability.

Book a free consultation or submit our contact form. We’ll assess your needs and outline a tailored plan for your advisory services.

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