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 tow and enjoying great music.

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)

Let Us Take It From Here.