ADVISORY
At HWA, our advisory services provide more than just reports—we offer strategic financial leadership that helps guide your business toward growth and success. As your fractional CFO (Chief Financial Officer), we provide expert-level insight without the full-time cost. From cash flow management and budgeting to financial forecasting and decision-making support, we help you make sense of your financial data and turn it into actionable strategies. Whether you need ongoing guidance or support during critical business milestones, our goal is to empower you with the financial clarity to make smart, informed decisions.
What Sets HWA Apart?
HWA stands out by combining big-business financial expertise with the personalized attention small businesses deserve. With over a decade of experience working with businesses of all sizes, including Fortune 500 companies, we bring a deep understanding of complex financial processes and advanced analytics to help your business thrive. Our tailored approach means that we don’t just offer advice—we immerse ourselves in your business’s unique challenges and opportunities, offering hands-on, proactive solutions to drive profitability, efficiency, and growth. With HWA, you get a trusted financial partner who is as invested in your success as you are.
CUSTOM REPORTING AND KPI TRACKING HWA’s custom reporting and KPI (key performance indicator) tracking service helps you stay on top of the numbers that matter most to your business. Whether you want to track profits by project, cash flow trends, or even things like customer retention rates or sales by product line, we’ll create reports tailored to your needs. These insights go beyond what your accounting system provides, giving you a clear picture of how your business is performing in real time, so you can make informed decisions that drive growth.
BUDGETS AND PLANNING We know that planning ahead is key to running a successful business. Our budgeting and forecasting service helps you map out your financial future, whether it’s setting an annual budget or creating rolling forecasts that adjust as your business grows. We’ll work with you to project revenue, expenses, cash flow, etc. so you can plan for what’s next with confidence. Whether you're planning a big purchase, launching a large project, or setting ambitious business goals, we’ll provide the financial insight you need to execute your plans successfully.
GROWTH STRATEGY Growth Strategy advisory services are designed to help you plan and execute your business expansion with confidence. When you're considering opening a new location, launching a new product, or acquiring another business, we provide the financial analysis and strategic insights you need to make informed decisions. We’ll help you evaluate growth opportunities, assess potential risks, and create a financial roadmap that aligns with your long-term goals, ensuring that your expansion is both sustainable and profitable.
TRAINING At HWA, we offer tailored training services for your in-house accounting staff to ensure they have the expertise and support needed to handle your business’s financial tasks confidently. Whether your team needs a crash course in QuickBooks Online, help with understanding specific accounting topics, or guidance on best practices, we provide customized instruction to fit your needs. Our training covers everything from day-to-day bookkeeping tasks to more advanced accounting techniques, helping your team be accurate, efficient, and compliant with financial standards. We also create personalized SOPs, training manuals, and even video tutorials to ensure your team has clear, practical resources to follow. We’re here to support your staff, so you can feel confident in your internal accounting processes.
Frequently Asked Questions
What tools do you use for custom reporting?
Most of our clients are well-served by dashboards created in PowerBI or Excel. However, like all of our services, custom reporting is tailored to meet your specific needs. Whether it’s PowerBI, Excel, or another platform, we ensure the tools we use align with your preferences and provide the insights you need to make informed decisions for your business.
Can you assist me in securing funding to help grow my business?
Yes, we can help you explore and thoroughly analyze a variety of funding options tailored to your business’s needs. This includes, but is not limited to, SBA loan programs, USDA funding, the Carolina Small Business Development Fund, and programs specifically designed for veteran and military spouse entrepreneurs. Our team will guide you through the process and help identify the best opportunities for securing the capital you need to grow your business.
Are your trainings delivered in-person or virtually?
We offer both in-person and virtual training options. For clients located in Moore County, North Carolina, we are happy to provide in-person training sessions. For clients outside this area, we design virtual trainings that are customized to meet your team’s needs.