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Walker Financial Management, Memphis, TN (2026)

12/01/2022

Protect your business from the stress of the holiday season!
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1099 preparation is often tricky and can lead to fees up to $290 per form if filed late.
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Contact us today (link in bio) to ensure a smooth filing process!

09/21/2022

The final step in our process to engage new clients is a proposal! After the books and systems have been reviewed, our team carefully crafts a customized proposal that diagnoses specific problems, presents our recommended solutions for the path forward, and lays out fee details. Once the proposal is accepted, a new partnership begins!
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Ready to have the burden of bookkeeping lifted? It’s as easy as 1, 2, 3. Book a free consultation today (link in bio)!

09/21/2022

The final step in our process to engage new clients is a proposal! After the books and systems have been reviewed, our team carefully crafts a customized proposal that diagnoses specific problems, presents our recommended solutions for the path forward, and lays out fee details. Once the proposal is accepted, a partnership begins!
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Ready to have the burden of bookkeeping lifted? It’s as easy as 1, 2, 3. Book a free consultation today (link in bio)!

09/14/2022

In our last post, we gave a quick look into how easy it is to schedule a free consultation. The consultation is step one in our process of engaging new clients.
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In this post, we are highlighting step two! After the initial consultation, our team performs a review of the potential client’s books and systems. This review gives us the necessary information to craft a customized proposal that will focus on specific needs and chart a path forward to sustained success.
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Some examples of specific needs we uncover in reviews are accounts that need reconciling, sales tax that needs filing, invoices, bills, payments, and deposits that need matching, processes that need developing, and many more!
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Could you or someone you know benefit from a review? Visit our website (link in bio) to book some time with us today!

09/01/2022

Happy 901 Day!
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As a Memphis-based business, we are proud to celebrate our city today!

08/23/2022

A new team member joined the firm, and she already has her name on the door. Welcome Allison Walker, CPA!
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In other news, check out our website refresh (link in bio)!

06/01/2022

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This month marks 2 years officially in business!
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Our favorite part of working with clients is getting to witness their continuous growth in size and confidence up close. We are inspired each and every day by them.
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Here’s to year 3!

01/31/2022

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Walker Financial Management is hiring!
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A bookkeeping associate serves an integral role in the successful ex*****on of ongoing client services. Responsibilities include (but are not limited to) collecting, organizing, and verifying data, maintaining accurate records, assisting the management team in client communication, and performing routine bookkeeping functions. The ideal associate values accurate, complete, and timely work.
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If you or someone you know would be interested in hearing more about the position, visit the link in our bio!

12/22/2021

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Wrapping up this series with possibly the most important sign you need a bookkeeper!
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Why did you start your business? Although part of the answer probably has to do with financial opportunities, skills you possess, or unique circumstances, hopefully the biggest reason is that on some level you loved the work enough to give it your full attention. On the flip side, actually running the business requires you to be responsible for things like accounting, legal, HR, and others.
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Often these areas are draining and take your time away from doing the things you love that initially inspired the launch. If you are feeling bogged down or held hostage by bookkeeping in particular, it may be time to look at your options for outsourcing.
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At Walker Financial Management, we love bookkeeping and problem solving. We have witnessed first-hand the freedom business owners feel when the burden of managing the books is lifted. Check out our website (link in bio) to learn how we can help you today!

12/15/2021

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Have you ever been driving around knocking out a long list of errands when your car suddenly starts to sputter? You look down at the dashboard and realize the fuel is below the “E” line, and you instantly get that feeling of regret and exasperation.
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Cash flow in a business context is a lot like the fuel in your car. When driving, your focus is on the destination, but you need gas for the car to get you there. In business, you have products to sell, services to perform, people to manage, and goals to reach. However, the cash in the bank account is the fuel you need to keep things intact and moving.
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There are many factors that play into cash flow management, but two are easily identifiable and fixable with the right level of attention and support. The first is Accounts Receivable. Who owes you and when is their payment due? The second is Accounts Payable. Who do you owe and when is your payment due? Businesses that monitor receivables and payables on a regular basis avoid cash flow surprises.
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Need assistance with A/R, A/P, and any other bookkeeping needs? Contact us (link in bio) today!

12/08/2021

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December can be a stressful time of year, especially for business owners. One thing after another is pulling at your attention, and the fiscal year-end for most is approaching rapidly.
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One realization that many owners have when year-end arrives is that the books are not in order. The temptation for some is to pay a big clean-up fee to a CPA or spend the least amount of time possible bringing the books to a minimum viable position for a tax preparer to file an annual return. This leads to a catch-22, as the money and time spent rushing to clean the books up results in valuable tax write-offs being missed.
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As we mentioned in our “Bookkeeping Best Practices” series, it is never too early to begin tax planning. Not only will it save you stress on the back end of the year, but your business will be healthier and more profitable for it.
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Need help keeping your books up to date? Schedule a free consultation today using the link in our bio!

12/01/2021

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Do you have a CPA who files your taxes each year? Chances are they also offer bookkeeping as a simple add-on to the filing service. While many CPAs are capable of managing books correctly, there are some questions you should ask to determine whether it is the best thing for your business.
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Timing/Consistency - How often does your CPA update your books? Do you feel like you have all the information and insight you need in a timely manner to make decisions for your business based on accurate financial data?
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Availability - When you have a question, how easy is it to get in touch with your CPA? Once you do get in touch, how quickly is the question answered and the issue resolved?
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Cost/Benefit - How much is the CPA charging per hour for bookkeeping? Do you feel like it is money well spent based on the output?
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If your CPA checks all three of these boxes, you have found yourself a great resource! If not, it may be time to consider another option for your bookkeeping.
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At Walker Financial Management, not only do we prioritize consistency, accuracy, and availability at a win-win cost, but we work with your CPA when tax season rolls around so that you can rest easy!
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Interested in a free consultation? Visit the link in our bio to schedule one today!

Walker Financial Management

12/01/2022

09/21/2022

09/21/2022

09/14/2022

09/01/2022

08/23/2022

06/01/2022

01/31/2022

12/22/2021

12/15/2021

12/08/2021

12/01/2021

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