Monthly or Quarterly Financial Reporting
Month-end Closing Processes
Fractional CFO or Controller
Board Presentations
Group Reporting
Corporate Accounting Functions, such as:
Prepare for Audit or Review
Due Diligence (Buy or Sell Side)
Annual Financial Statements
Internal Control and Process Analysis
Financial Analysis and Projections
A seasoned former partner at a regional CPA firm with nearly 20 years of experience, Brandon has seen a lot, to say the least. He's worked with individuals with less than $200,000 in income to companies with over $4 billion in revenue in nearly every industry, including real estate, technology, engineering and professional services, healthcare, retail, hospitality, franchises, manufacturing, and oil field services.
Brandon has gained comprehensive experience with financial reporting, internal controls and accounting processes, consolidations, mergers and acquisitions (both sides), start-ups and wind-downs, and restructuring.
Although often on the audit side of these things, he has always treated each relationship as a collaboration, and Brandon founded Waller AccountAbility on that premise - being a collaborative partner with his clients, assisting them in achieving their goals.
Whether it's dealing with those pesky auditors, spending a few hours to look over the monthly financial close, or helping a company get a loan, Brandon is always happy to help.
After spending about two years as an auditor at a Big 4 accounting firm, Nikkie left public accounting to work in corporate accounting at a publicly traded oil and gas company in Houston. She wore a number of hats in her time there, and either did or assisted with nearly every aspect of accounting and finance.
Nikkie is the type who always searches for a better way to do anything, and that showed brightly in her work. She spearheaded the corporate-wide implementation of Concur, SAP's travel and expense management solution, which included onboarding and training over 200 employees. Nikkie also helped lead a banking transition, which now saves the company millions each year.
Nikkie believes in efficiency and automation, and stays on top of all the latest technological advances that can better serve her clients. A creative thinker, she is always looking for solutions or better methods.
Also a realtor, she uses her knowledge and experience from both accounting and realty to help her clients with financing, tax strategies, and cash flow projections.
Send us a message, and tell us more about your goals and needs. We will get back to you soon to schedule a consultation.
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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