Grow, Strategize and Succeed

We partner with you to achieve growth, optimize strategy, raise capital, navigate a transaction and overcome financial challenges. Our team will help you make informed strategic decisions based on financial and operating conditions through a part-time, retainer, or project-based engagement.

  • Business Plans

  • Financial Modeling
    & Metrics

  • Budgeting &
    Scenario Planning

  • Financial Statements
    & Audit Readiness

  • Board Reporting
    & Investor Relations

  • Transaction
    Advisory

  • Financial Due
    Diligence

  • Cash Flow
    Management

Make Informed Strategic Decisions

The path to achieving your business goals starts with a clear understanding of your company’s financial health in order to achieve your objectives. Waymark digs in to understand your business, helps you get organized, and can advise you about what you need to pay attention to and when.  We can help you:

  • Combine your business intuition with real-time insights and expert advice to guide decisions.
  • Get an accurate big-picture understanding of your business finances.
  • Form an action plan for the future using information from reports and dashboards about key parts of your business in real-time, whenever you need them.

Replace old-school spreadsheets with a team of financial experts that can deliver real-time insights into your business – then help you interpret them and understand how things are going.

Run Your Business
With Confidence

Our mission is to empower operational and strategic decision making to help businesses and nonprofits grow... because when businesses and nonprofits grow our communities grow too!

Get Started