Walker & Armstrong’s advisory services improve your efficiency, lighten your workload, and help you seize valuable opportunities.
Walker & Armstrong’s advisory services improve your efficiency, lighten your workload, and help you seize valuable opportunities.
We use the term “client advisory services” to describe a broad and holistic range of client-focused, outsourced services – for private companies, not-for-profit entities, tribal governments and state and local government entities – that frequently include:
In contrast to “compliance” services (i.e., tax returns and audited financial statements), which are typically performed in response to a third-party requirement, advisory services are more pro-active in nature. They reflect a “whole client” understanding of your needs and, at their most valuable levels, stem from our knowledge of your major objectives and opportunities, many of which require a quick response from you and your advisory services team.
While advisory services have been prominent among Walker & Armstrong’s areas of assistance for decades, we found that many of our clients became more accustomed to sharing financial data remotely during COVID-19. That is consistent with the results of a 2020 survey by CPA.com, which revealed that 29% of respondents identified “advisory and consulting” as their greatest unmet need.
Following are very recent examples of how Walker & Armstrong clients have benefited from an advisory services package that was tailored to their specific and changing needs:
To discuss how Walker & Armstrong can assist your entity, please contact Advisory Services director Ken Mason.
We do not simply help you comply. We help you succeed.
Walker & Armstrong was established in 1971 on a simple premise: To help our clients enhance their success and achieve their goals. The importance of delivering uncompromising client service – as you define it – and exceeding your expectations is instilled at all levels of our firm, and it is fundamental to our core values of:
The “Walker & Armstrong Difference” is evident to the hundreds of clients with whom we have served as partners in planning and progress.
We Are Easy to Work With
You will appreciate our experience with entities like yours, our consistency in staffing from year to year, and our emphasis on careful planning, hands-on partner involvement and effective communication. Our ability to anticipate the course of your engagement protects you from unwanted surprises and unnecessary disruptions to your routine.
We Honor Our Commitments ... and Help You Honor Yours
We understand the frustration and risk stemming from missed deadlines and broken promises. That is why, at every step in the process, from staffing your engagement and calendaring our target dates to delivering the finished product, our focus is on meeting your expectations for timeliness, accuracy and thoroughness.
We Add Value to Your Company or Organization
Every dollar you spend on administrative requirements is a dollar diverted from profitability or fulfilling your mission. Maximizing the return on your professional fees is an absolute necessity.
Our four-decade tradition of austerity in managing our firm has consistently yielded savings that benefit our not-for-profit and commercial clients. Our fee structure is competitive with firms of comparable quality; we are faithful to our quoted fees; and we are vigilant in seeking opportunities to add value to our services and to your business.
We Look Out for Your Interests
In addition to offering technical expertise, research tools and other resources that rival the qualities of a national firm, we are alert to emerging regulatory requirements and opportunities for administrative and operational improvements.
We Help You Fulfill Your Mission
Your relationship with Walker & Armstrong means far more than mere compliance with requirements placed on you by lenders, investors and the government. We carefully tailor our services to your mission, objectives, and service needs, and everything we do for you is shaped by our “big picture” understanding of what you are striving to achieve.
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