Accounting Advisory

Today’s finance leaders are expected to do more than manage the books — they must deliver insights, drive strategy and guide their business and teams forward. Weaver’s CFO advisory services offer interim or ongoing support to help meet those demands, especially during periods of growth, leadership transitions or major transformation.

We’re ready to strengthen your financial planning, optimize reporting and improve decision-making. If you’re navigating a liquidity event, developing long-range forecasts or setting up governance frameworks, our team delivers practical, high-impact support. We collaborate with your leadership to implement plans that align with your goals — cost-effectively and with minimal disruption.

Our CFO advisory services include:

• Financial oversight and coordination
• Strategic and capital planning
• Financial planning and analysis
• KPI development and tracking
• Budgeting and forecast modeling
• Treasury management
• Profit maximization
• Risk management
• Governance and internal controls
• Organization and strategic planning

Maintaining an efficient and compliant accounting function takes time and talent — both of which may be handling multiple priorities as your business grows. Weaver’s outsourced accounting services provide the support you need to stay on track, with solutions tailored to your operations, processes and goals.

Organizations needing to offload accounting functions or expand team capacity can rely on Weaver to increase productivity, reduce costs and improve visibility across your financial systems. Our model provides flexibility and continuity, so your team can stay focused on strategic initiatives.

Our outsourced accounting services include:

• Full or partial back office accounting function
• Accounts payable and accounts receivable processing
• Business process outsourcing
• Maintenance of general ledger, including reconciliation of accounts
• Monthly financial reporting
• Accounting and reporting automation

When accounting rules shift or complex transactions arise, internal teams may not have the time or capacity to respond effectively. Weaver provides timely, on-demand support to help you interpret and apply U.S. GAAP or IFRS requirements confidently. As you prepare for an audit, manage a merger or assess new accounting treatment, we bring clarity and structure to the technical decisions shaping your financial reporting.

Our technical accounting services include:

• Audit preparation assistance
• Complex accounting treatment analysis
• Accounting standards implementation
• Accounting methodology conversion
• Pre and post merger and acquisition accounting assistance
• IFRS vs. GAAP

Preparing for an IPO requires companies to meet the highest standards of financial transparency, governance and regulatory compliance far beyond routine reporting. Weaver supports pre-initial public offering (IPO) companies with planning, documentation and U.S. Securities and Exchange Commission (SEC) filing preparation to help reduce friction and avoid delays. Whether you’re in early-stage planning or preparing your S-1, our professionals guide you through each step with practical insight and efficient execution.

Our SEC reporting/IPO readiness services include:

• IPO planning and readiness
• SEC reporting, including MD&A and Proforma financials for registration
• Initial public offering support
• SOX compliance and improvements

Filing accurate 1099s and payroll tax returns is critical to maintaining compliance, but the rules are complex, and mistakes can lead to penalties or delays. Weaver supports businesses by handling preparation and filing requirements, meeting all deadlines and completing documentation with precision. We help reduce risk, save time and streamline these recurring obligations so your internal team can focus on broader financial goals.

Maintaining an accurate general ledger on a tax basis is key to reliable reporting and informed decision-making. Weaver helps ensure your records are properly aligned for tax compliance and financial visibility, reducing errors and simplifying year-end filings. If you’re reconciling accounts, converting to tax basis or maintaining accurate entries, our team delivers dependable support tailored to your reporting needs.

Weaver’s Accounting-as-a-Service (AaaS) model gives you access to technical accounting and financial reporting capabilities without the need to expand your internal team. With a fixed monthly fee, you gain a dedicated block of time and on-call support to address emerging accounting needs, special projects or complex issues as they arise. This flexible, no-surprise fees model helps manage costs, reduce risk and ensure continuity, all while providing the high-level insight needed to support your business goals.

Payroll compliance is complex and constantly evolving, with regulations that vary by jurisdiction and industry. Weaver helps you stay ahead of filing deadlines, wage and hour rules, and tax requirements, reducing your risk of penalties and helping you maintain employee trust. Whether you’re facing multistate compliance challenges or need help assessing your current payroll processes, we provide reliable guidance and hands-on support.