Controller & advisory services
As businesses grow, accurate books are only the beginning. WMA provides controller and advisory services designed to help business owners strengthen financial reporting, improve accounting processes, understand financial performance, and make more informed decisions. Advisory services start at $1,250/month.
Designed for business owners who want more than routine bookkeeping but do not yet need a dedicated controller.
Designed for businesses needing stronger accounting oversight and a more disciplined monthly financial-management process.
Designed for growing businesses needing regular controller-level leadership but not a full-time Controller.
Choose the level of financial support your business needs. These services do not automatically include full CFO-level strategic finance services, capital raising, mergers and acquisitions, investor relations, complex financing negotiations, or executive-level corporate strategy. Management retains responsibility for business decisions, internal controls, records, and the use of financial information.
You do not need to select the service yourself. WMA can review your needs and recommend the appropriate next step.
