A financial team for the decisions ahead.
Know where your business stands and chart a clear path forward. We turn your numbers into insights you can act on, working alongside you to make decisions with confidence.
From the monthly close to your next major decision.
Bring us in for ongoing accounting and financial oversight, or for a specific project that needs experienced support.
Outsourced Accounting
Full-cycle bookkeeping, month-end close, and financial reporting — handled by a dedicated team that knows your books as well as you do.
Financial Reporting & FP&A
Management packages, investor and lender reporting, budgeting, variance analysis, and performance tracking — presented to help you make decisions, not just read numbers.
Controller Services
Fractional controller oversight for businesses that need more than a bookkeeper but aren't ready for a full-time hire. Process, structure, and accountability.
Business Advisory
Strategic support from advisors who understand your numbers at a granular level. Growth planning, margin optimization, and decisions that compound.
Cash Flow & Treasury
Forecasting, liquidity planning, and working capital optimization. Know where you stand before it matters.
Special Projects
Financial distress analysis, audit preparation, system migrations, due diligence support — we engage on discrete projects where focused expertise makes the difference.
An experienced team, working alongside yours.
Waymark CFO is an outsourced accounting and advisory firm serving small businesses across a range of industries. We work directly with owners and operators as part of their financial team. Our clients trust us with the books, the close, and the conversations that shape how their businesses grow.
We're built for owners who want a capable, consistent team that doesn't require managing. We bring the structure, the process, and the judgment — so you can focus on what you built.
Our team combines deep accounting expertise with genuine business perspective. We've seen the inside of a wide range of businesses, and we bring that breadth to every engagement.
The people behind the work.
Executive in multiple early-stage ventures specializing in process and reporting transformation. MS Finance and BBA Accounting from Texas A&M University (magna cum laude). Previously a licensed CPA in Texas.
Over 10 years of experience in oil and gas accounting and financial planning and analysis. Accounting degree from Sam Houston State University. Brings deep industry knowledge in upstream and midstream operations alongside strong FP&A capabilities.
Seasoned accounting professional with over a decade of experience spanning full-cycle close management, financial reporting, and general ledger oversight. CPA holder with deep proficiency in month-end and year-end close processes, reconciliations, and multi-entity accounting environments.
Selected client work.
Customer operations, transaction diligence, and capital raising. A closer look at the work.
Midstream Energy Asset
An infrastructure services company had become fully disintermediated from its own customers through reliance on an outsourced provider — creating significant business risk and zero leverage in the relationship. We led the full transition: migrating customer contracts, invoicing, and communications in-house while standing up a complete back-office operation. The client went from dependency to direct ownership of every customer relationship.
Prominent Family Office
A large family office without an internal deal team relies on us as their dedicated advisory arm for transaction evaluation and due diligence. We specialize in the deals that require the most nuance — smaller transactions where financial reporting is limited, the company has few key players, and extracting information from the current owner requires a careful, trust-building approach.
Technology Infrastructure
Advised on due diligence for a $50M capital commitment, then led the post-close transition to audit-ready GAAP financials and developed reporting for management and investors. Guided the company to an unqualified audit opinion in its first year, with audit and tax work completed in record time for a first-year investment.
Let's talk about what you need.
Every engagement starts with a conversation. Tell us a bit about your business and we'll take it from there.