Accounting & Finance as a Service

Waymark offers a fully managed finance and accounting solution to give our clients enterprise-level financial visibility and control. We don’t manage our business with a balance sheet and income statement, and we don’t expect you to either!

For Management and Owners

Challenges
  • Need for timely, accurate information to make effective decisions
  • Manual processes that are difficult to scale
  • Lack of insight into key business drivers and ability to drill-down into information
  • Lack of insight into current cash position and short- and long-term cash needs
  • Complex spreadsheets for finance and accounting are inefficient and error prone
Waymark Solutions
  • Real-time dashboards with industry specific KPIs
  • Multi-dimensional reporting allows you to analyze your business by project, job, customer, contract, etc.
  • Cash management and forecasting give you peace of mind
  • Personalized financial guidance
  • Integrated technologies to support your business

For Private Equity and Venture Capital Investors

Challenges at Target Company
  • Finance and accounting information doesn’t validate the business story and raises questions during diligence
  • Manual processes aren’t scalable
  • Accounting done on a cash basis only
  • Lack of audited financials
Waymark Solutions
  • Understand finance and accounting processes and help validate business results during diligence phase
  • Transform the business
    • Cash to GAAP conversion
    • Clean-up historical financials
    • Cloud-based ERP
  • Ongoing
    • Monthly financials
    • Management dashboards
    • Ongoing accounting and finance support

Who we serve

We work best with business owners in the Heartland who want a long-term partner to provide finance and accounting solutions as a part of their team. We look for organizations that value financial information for decision making and want to leverage technology to drive efficiency and scale.

Learn about our services
Technology & Tech-Enabled Businesses
Energy & Oilfield
Services
Nonprofits
Professional Services

Get Clarity on What Drives
Your Business

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!

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