Maverick Advisors
Executives need more than recommendations. They need strategy and execution.
What We Do
We help our clients grow their finance function by bridging the gaps in strategic finance, accounting, and operations at a fraction of the cost of full-time staff.Customized to your needs. Scalable to grow with you.
Finance & vCFO
Cashflow modeling and FP&A
KPI setting & custom reporting
Budget v. Actuals v. Forecast
Transaction & capital raise advisory
CFO executive representation
Scenarios
Cohort analysis & segmentation
Pricing strategies
Compensation plan creation
Insurance & risk assessment
Accounting & Payroll
GAAP accounting & month-end close
Custom chart of accounts
Audit readiness & support
M&A readiness & post-transaction support
Revenue recognition (ASC 606)
Equity compensation (ASC718)
Lease accounting (ASC 842)
Fund accounting
Consolidation & intercompanies
SOC2/ISO27001 support
Commission plan administration
Annual tax support & 1099 filings
R&D tax credit support
Finance Operations & Payroll
Multi-state payroll administration
Bill pay & A/R collection
Treasury & cash management
Finance tech stack design and implementation
Dave Burton, CPA
Founded by Dave Burton, a CPA with over 15 years of experience in public accounting, leadership, finance, transaction, operations, and tax services.Dave has successfully built and exited a CPA firm, held positions as CFO of a digital marketing agency, global controller of a leading fintech, and built a tax function for a multi-billion dollar hedge fund.We're grateful for the hundreds of clients who have trusted Dave and Team for over a decade and a half. 🙏