WDA360's accounting and business consulting is overseen by Geoffrey Lawrence.
Geoffrey has been chief financial officer of multiple startup and growth-stage companies as well as larger VC-backed and publicly traded companies. He has experience helping entrepreneurs set up ERP systems, preparing their books for audit, and taking them public or helping them sell to a public company.
WDA360 can help your small or medium-sized business with Capital planning, cash-flow forecasting, KPI development, dashboard management, team development, and merger and acquisition planning are additional areas.
Accounting and Audit Preparation
WDA360 specializes in providing meticulous accounting and audit preparation services designed to ensure accuracy, transparency, and GAAP- compliance for our clients. With a keen understanding of the complexities of financial reporting, we are dedicated to meticulously preparing and organizing financial records according to GAAP standards, facilitating a smooth audit process. We have a proven track record of assisting businesses in various industries, offering expertise in maintaining GAAP-compliant financial statements and effectively preparing for external audits. Clients can trust that their financial records are meticulously maintained and positioned for seamless audits, allowing them to focus on their core operations with confidence.
If you need to produce maintain audited financial statements for your investors or prospective investors, WDA360 can act as your agent to prepare for and manage the external audit on your behalf as part of our Fractional CFO program.
As a comprehensive business advisory service provider, we excel in guiding organizations through strategic expansions into new markets and verticals, as well as visualizing and optimizing key performance indicators (KPIs). Our dedicated advisory team is committed to offering insights on capital planning, IPOs, mergers and acquisitions, and fundraising opportunities. We leverage our expertise to assess market feasibility, conduct competitive analysis, and develop growth strategies while also building detailed KPI frameworks that offer actionable insights. WDA360 helps clients gain access to a broad spectrum of strategic support, empowering them to make data-driven decisions with confidence, navigate financial complexities, and embark on successful ventures with clarity and precision. Let us collaborate with your organization to provide customized advisory support that fuels sustainable growth through capital planning, IPO readiness, mergers, acquisitions, and fundraising, ensuring a clear understanding of your performance metrics.
Enterprise and Resource Planning
WDA360 offers robust enterprise and resource planning services that encompass a thorough analysis of cost structures, optimization of production schedules to more closely align with demand and minimize working capital needed for inventory, and seamless implementation of ERP (Enterprise Resource Planning) systems. Our clients can expect meticulous attention to detail throughout the implementation process, ensuring that their ERP systems are tailored for efficiency, agility, and long-term growth. At WDA360, we’ve helped multiple small manufacturers implement ERP systems appropriate to their size and scale so they can more efficiently manage operations.
The accounting and finance needs of cannabis companies are highly particular. You need sophisticated financial management and production planning, but also need to ensure full compliance with state and local regulations, unique tax laws, and seed-to-sale tracking. Hurdles to banking and insurance services can hamper your growth if you don’t know how to manage them. We can help! WDA360 has extensive experience in this sector. Whether you are a cultivator, manufacturer, distributor or retailer, WDA360 can help drive your company to the next level! Our team has not only operated successfully in some of the most challenging cannabis markets, it has also engineered successful exits, funding rounds and go-public events for cannabis companies.