Maverick Advisors
Unconventional thinkers. Unmatched service.AI-enabled outsourced finance and accounting.
What We Do
We help our clients grow their finance function - bridging the gaps in strategic finance, accounting, and operations by integrating with your existing team at a fraction of the cost of full-time employees.Because Executives need more than recommendations, they need strategy and execution.Customized to your needs. Scalable to grow with you.
Finance & vCFO Services
Cashflow modeling and FP&A
KPI setting & custom reporting
Value Creation Plans & cost saving strategies
Budget v. Actuals v. Forecast
Capital raise advisory & roadshow representation
Transaction services
Scenarios
Cohort analysis & segmentation
Pricing strategies
Compensation plan creation
Insurance & risk assessment
Accounting & Controller Services
GAAP accounting & month-end close
AI-enabled workflow optimization
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 Services
Multi-state payroll administration
Bill pay & A/R collection
Treasury & cash management
Finance tech stack design, implementation, and migrations
MFO Family Office services
Sales Tax Adminstration
Dave Burton, CPA
Founded by Dave Burton, a CPA (active licenses in NY and FL) with over 15 years of experience in public accounting, leadership, finance, transaction, operations, and tax services.Dave has built a successful CPA firm, held positions from CFO to global controller, and built a tax function for a multi-billion dollar hedge fund.Maverick Advisors is revolutionizing the traditional CPA firm into an integrated, hands-on service providing financial and operating expertise, enterprise-grade solutions, and AI tech-enabled client service.We're forever grateful for the hundreds of clients who have trusted our team to provide exceptional service for over a decade and a half. 🙏X: @daveburtoncpa
Hear What Clients Are Saying
"Dave and team are the unsung heroes of our company. So good at their jobs, always keep the trains running on time, and so helpful cross-functionally."- CEO, Confidential Client, Service: Outsourced CFO
"This is the best reporting I've seen in my career."- Account Director, Confidential Client, Service: custom interactive reporting automating siloed platforms across CS, finance, and operations
"The team does great work. We had no material changes. Everything is solid."-Independent CPA, Confidential Client, Service: Quality of Earnings assessing multi-year GAAP financials
"This is the highest quality financial deliverable we've seen so far."- Buy-side M&A, Confidential Client, Service: Sell-side financial package