Has Bookkeeping Become a Burden?
Meet the Team
Will Walker, MBA
Founder & President
Will was born and raised in Memphis, TN, and graduated from Westminster Academy. He received his Bachelor of Accountancy and Master of Business Administration from the University of Mississippi. After working in accounting and operations in the agency sector, Will founded Walker Financial Management in 2020 to fill a need for people-focused, customized bookkeeping solutions in the small business and non-profit spaces. When he is not at work, Will enjoys watching the Memphis Grizzlies, playing music, and dreaming up ideas that will land him on Shark Tank (doubtful).
Allison Walker, CPA
Vice President
Allison was also born and raised in Memphis, TN, and graduated from Evangelical Christian School. She received her Bachelor of Accountancy and Master of Accountancy from the University of Mississippi and is a licensed CPA. After working as a senior audit associate and a pension administrator for over three years, Allison joined Walker Financial Management in 2022. When she is not at work, Allison enjoys exploring new restaurants, spending time with friends and family, and playing with her dog, Maisel.
Brittany Puccio
Bookkeeping Associate
Brittany moved from Maryland to Memphis for college and considers herself a local! She has worked in and around accounting, data, and finance for 8+ years and loves delivering quality to clients. On a typical day, you may find her exploring coffee shops around town and enjoying great music.
Anna Wohlbold
Account Manager
Anna moved from Nashville to Memphis to attend Rhodes College. She immediately fell in love with Memphis and hasn’t left since! While her degree is in education, she has always been drawn to working with finances, data management, and processes as a way to help create order and stability for others. Outside of work, Anna is usually playing with her three dogs, gardening, or getting lost in a book.
Our Services
Launch
QuickBooks Online Registration
QBO Customization & Training
Catch-Up Services
Business Registration Consulting
Monthly
Transaction Categorization
Account Reconciliation(s)
Financial Statement Preparation
Report Review Consultation
Receipt Management
Payroll Services
Customer Invoicing
Vendor Bill Pay
Budget vs. Actuals Tracking
QBO Troubleshooting
Unlimited Client Support
Periodic
Sales Tax Prep & Filing (Monthly/Quarterly/Annual)
1099s/1096 Prep & Filing (Annual)
W2s/W3s Prep (Annual)
Form 941 Prep (Quarterly)
Liaison with Tax Accountant (Quarterly/Annual)
