Walker Advisory — CPA Firm in Sandy Hook, Connecticut
WA
Walker Advisory
CPA Firm
|
3 CPAS
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Licensed in Connecticut
Verified Firm
Free Consultation
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Free Consultation: Contact the firm to schedule a complimentary initial consultation.
Specialties
Outsourced Accounting Services
Walker Advisory's outsourced accounting offerings extend from foundational bookkeeping through senior-level CF...
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Tax Planning & Advisory Services
Walker Advisory distinguishes itself through proactive, year-round tax planning rather than reactive filing. T...
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Forensic Accounting Services
Walker Advisory offers forensic and litigation accounting support for businesses and legal teams navigating fi...
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Individual Tax Preparation
Walker Advisory assists individuals at all income levels with personalized tax planning and preparation. Wheth...
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Bookkeeping and Accounting
Accurate, organized financial records are the foundation of every service Walker Advisory delivers. The firm's...
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Financial Planning
Walker Advisory integrates financial planning into its core advisory offering, helping clients align their day...
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Tax Preparation
Walker Advisory provides thorough tax preparation services for both individuals and business entities across C...
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Industry Expertise
Medical Practice and Healthcare Provider Accounting
Walker Advisory brings specialized knowledge to healthcare providers navigating the intersection of clinical o...
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Real Estate Investment and Property Management Accounting
Real estate moves quickly, and Walker Advisory keeps pace with the financial demands of property investors, de...
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Construction Company and Contractor Tax Services
Walker Advisory serves construction firms and trade contractors with accounting support designed for the proje...
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Consulting and Professional Services Accounting
Professional service firms—including consultants, advisors, staffing agencies, and specialized service provide...
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Nonprofit Organization and Charity Accounting
CEO Dylan Walker's personal experience founding and leading the Scott T. Walker Foundation gives Walker Adviso...
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Languages Spoken
English
Our Team
Locations
About Walker Advisory
Walker Advisory is a Connecticut-based accounting and financial advisory firm serving small to mid-sized businesses generating between $1 million and $100 million in annual revenue. With offices in Sandy Hook and Wallingford, the firm delivers a comprehensive suite of services including outsourced CFO and controller solutions, advanced tax planning, bookkeeping, forensic and litigation support, transaction advisory, and attestation services such as reviews and compilations. Unlike traditional accounting practices, Walker Advisory operates as a true financial partner, offering subscription-based engagements that provide clients with monthly financial dashboards, cash flow analysis, and strategic planning guidance. The firm serves a diverse client base across healthcare, real estate, non-profit organizations, construction, trades, and professional services industries. Founded and led by CPA Dylan Walker, who brings Big 4 accounting experience, the team combines institutional-level financial expertise with the personalized attention of a boutique firm. Walker Advisory is capable of serving clients both in-person and remotely, extending its reach beyond Connecticut to businesses across the United States.
Frequently Asked Questions
Walker Advisory focuses primarily on small to mid-sized businesses generating between $1 million and $100 million in annual revenue. The firm serves clients across a wide range of industries including healthcare, real estate, construction, non-profit organizations, professional services, and trades. Both established companies and growing businesses benefit from the firm's combination of Big 4 expertise and boutique-level attention.
Yes. Walker Advisory provides both outsourced CFO and outsourced controller services for businesses that need senior financial leadership without the cost of a full-time executive hire. The fractional CFO offering includes growth strategy formulation, financial operation optimization, market trend analysis, and profitability-focused decision support. Outsourced controller services cover budgeting, forecasting, and ongoing financial health analysis.
Absolutely. Tax planning and compliance are core offerings at Walker Advisory. The firm provides both advanced tax planning—identifying deductions, credits, and tax-efficient business structures—and annual tax return preparation for businesses of all entity types. The team proactively monitors tax law changes to ensure clients are positioned to minimize their tax burden throughout the year, not just at filing time.
Outsourced bookkeeping covers the day-to-day recording of financial transactions, account reconciliations, and maintenance of organized financial records. An outsourced controller goes further, providing strategic oversight of financial operations including financial statement analysis, internal controls, budget management, and reporting to ownership or boards. Walker Advisory offers both, allowing clients to select the level of financial support that matches their stage of growth.
Yes. While Walker Advisory is headquartered in Connecticut with offices in Sandy Hook and Wallingford, the firm is equipped to serve clients remotely across the United States. Virtual CPA and virtual CFO service offerings allow businesses anywhere in the country to access the firm's expertise through secure digital communication, cloud-based financial tools, and regular video consultations.
Forensic and litigation accounting involves the detailed examination of financial records to uncover discrepancies, fraud, or financial misconduct, often in support of legal proceedings. Walker Advisory provides these services for businesses involved in disputes, divorce proceedings, business valuations for litigation, or suspected employee theft. The firm prepares financial analyses and expert documentation that can be used in court or arbitration settings.
Reviews and compilations are levels of attestation service below a full audit. A compilation involves preparing financial statements from information provided by management without providing assurance. A review involves limited assurance through analytical procedures and inquiries. Banks, investors, and certain regulators often require one of these reports before extending credit or approving transactions. Walker Advisory provides both services for businesses that need credible, professionally prepared financial statements.
Walker Advisory offers a subscription-based engagement model where clients receive ongoing financial support throughout the year rather than episodic services. Under this model, clients typically receive monthly financial dashboards, regular cash flow analysis, strategic planning sessions, and access to the firm's team as needed. This approach ensures that financial insights are timely and actionable, helping business owners make informed decisions at every stage of their operating cycle.
Yes, and the firm has a unique perspective on the non-profit sector. CEO Dylan Walker founded and serves as President of the Scott T. Walker Foundation, a non-profit supporting single-parent households. This hands-on experience informs how Walker Advisory assists charitable organizations with compliance, grant management, fund accounting, restricted funding tracking, and Form 990 preparation. The firm understands the financial pressures non-profits face and helps them operate efficiently while maintaining donor and regulatory confidence.
Walker Advisory serves clients across healthcare, real estate, construction, non-profit organizations, trade businesses, professional services, and manufacturing. Each industry presents unique financial and compliance challenges, and the firm tailors its services accordingly. The team's experience across these diverse sectors allows it to apply relevant industry benchmarks, regulatory knowledge, and best practices that generalist accountants may overlook.
Cash flow management is a central component of Walker Advisory's financial advisory work. The firm helps clients build cash flow projections, identify seasonal patterns, manage working capital requirements, and plan for major expenditures. Through outsourced controller and CFO engagements, the team actively monitors cash flow indicators and alerts business owners to potential shortfalls before they become crises, enabling proactive rather than reactive financial management.
Walker Advisory is led by Dylan Walker, a Certified Public Accountant (CPA) with experience at Big 4 accounting firms and regional firms. Dylan's background includes auditing, discounted cash flow analysis, business combinations, financial statement preparation, and profitability analysis. The broader team brings accounting experience across large corporations and small businesses, with expertise in financial precision, bookkeeping, and business operations.
Yes. Walker Advisory provides transaction advisory support for business owners considering acquisitions, mergers, sales, or recapitalizations. Services include financial due diligence, quality of earnings analysis, deal structuring guidance, and post-transaction integration support. The firm's experience with discounted cash flow models and business combinations—developed during Dylan Walker's Big 4 career—gives clients confidence that they are entering transactions with a clear understanding of financial risks and opportunities.
Prospective clients can reach Walker Advisory by phone at (203) 265-2048 or 860-806-4257, or by email at [email protected]. The firm operates from offices in Sandy Hook and Wallingford, Connecticut, and also serves clients remotely. An initial consultation gives potential clients an opportunity to discuss their financial situation and determine which services best address their needs.
Yes. Real estate investors and property management companies are among the client types Walker Advisory actively serves. The firm assists with investment property analysis, depreciation scheduling, rental income reporting, tax strategy for property holdings, and cash flow planning for landlords managing multiple units. The team understands that the real estate market moves quickly and ensures clients have the financial information they need to act decisively on opportunities.
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