TOP 100 MAGAZINE

Dylan Walker

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Dylan Walker, CEO and founder of Walker Advisory, LLC, is a seasoned accounting professional who has built a stellar reputation in the financial world. Drawing on a wealth of expertise gained from prestigious roles within Big 4 firms and regional accounting companies, Dylan excels in guiding both billion-dollar corporations and agile small businesses through the complexities of financial management. His areas of specialization include fractional CFO services, advanced tax planning for high-net-worth individuals, and comprehensive bookkeeping solutions.

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Dylan’s greatest professional accomplishment speaks volumes about his drive and expertise. In just 17 months, he grew an accounting firm from $0 to $1.7 million in revenue, demonstrating not only his strategic acumen, but also his ability to deliver results that matter. His impressive track record is further backed by his academic achievements—he holds both a master’s and a bachelor’s in accounting, and he is a certified CPA.

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Founded in 2023 and headquartered in Sandy Hook, Connecticut, Walker Advisory has quickly established itself as a modern, forward-thinking accounting firm. Offering subscription-based services, the firm provides everything from bookkeeping and tax planning to controller and CFO advisory solutions. What sets Walker Advisory apart is its commitment to immersing itself in clients' business processes, delivering actionable insights that drive profitability and growth. From startups to mid-sized companies with $50 million in revenue, Walker Advisory has successfully served hundreds of clients across the country.

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Dylan’s leadership is defined by his commitment to excellence and his deep understanding of the financial needs of diverse businesses. His ability to navigate complex financial landscapes, coupled with his hands-on approach, has solidified Walker Advisory as a trusted partner for companies looking to elevate their financial strategies.

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We spoke with Dylan to delve into the story behind Walker Advisory, explore the inspiration that led him to start the company, and discover how it’s setting new standards as a leader in the financial advisory sector.

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Dylan, what inspired you to start Walker Advisory?

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My biggest inspiration has always been my family. I was raised by a single mother after my father passed away from cancer when I was just 10. That experience shaped my determination to use my skills to provide for my family and give my children the opportunities I didn’t have growing up. Beyond that, I also run a nonprofit foundation that raises funds to support single-parent households. This mission is close to my heart because I understand the challenges they face.

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Before founding Walker Advisory, I had the privilege of working at Big 4 accounting firms and managing smaller, regional firms. But I realized that my true vision was to use my expertise to help other families and business owners build generational wealth, just as I am doing for my own family. I see so many hardworking people striving to give their families a better life, and I wanted to create a way for us all to do it together—supporting each other and building a thriving community. That’s why I started Walker Advisory: to help families and businesses grow, succeed, and secure a prosperous future for themselves and their communities.

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The financial service market is a saturated and competitive one. How does Walker Advisory distinguish itself? How is it unique?

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What sets us apart is our subscription-based model and hands-on approach. This allows us to offer consistent, ongoing services to our clients rather than just transactional, once-a-year support. While many firms handle accounting and tax compliance, we focus on building long-term relationships through regular monthly meetings and quarterly tax planning calls. This proactive approach lets us dive deeper into our clients' businesses, providing valuable insights that help guide their decision-making.

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We don’t see ourselves as just a compliance firm—we aim to be a trusted advisor throughout the entire lifespan of the business, supporting our clients as they grow and navigate challenges. Another key difference is our flat-fee pricing. Instead of charging by the hour, we offer a clear, predictable fee structure, so clients always know what to expect. This transparency, combined with our focus on personalized advisory, is what truly makes Walker Advisory unique.

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Can you tell us more about your subscription model and how it works? 

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Our subscription model is designed to offer tailored, consistent support based on the needs of our clients, whether they’re larger companies with complex requirements or smaller businesses looking for reliable guidance. For our bigger clients, we provide customized services that address the specific challenges of their industry, working closely with them to determine the best approach.

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For small business clients—typically those with $500,000 to $2.5 million in revenue—we recognize that a single owner often wears many hats, and accounting or bookkeeping can be overwhelming. We step in to manage those aspects or review their bookkeeping monthly, taking a proactive role beyond just categorizing transactions.

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Every month, we provide a Financial Highlight Dashboard that outlines key metrics, showing how the business is performing. For example, it might highlight a 10% increase in revenue, a 5% reduction in expenses, or the impact of a new initiative, like raising fees, on overall income. Clients can track and compare this data month-to-month and against their budget, which we also help create and review.

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During our monthly meetings, we go over the financial dashboard, assess key metrics, and discuss the budget, giving clients a clear picture of their profitability and areas for adjustment. This hands-on approach helps them understand where they might need to cut costs or invest more, enabling them to focus on what they do best while continuing to grow their business. Our goal is to provide actionable insights that drive success, all within a transparent, flat-fee structure so clients always know what to expect.

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Can you share a story of a client who benefited from your assistance?

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One of our clients was a kitchen designer who had built a profitable business but ran into trouble when he expanded too quickly. The rapid growth led to a decline in quality because he had to hire more staff without sufficient time to properly train them. What had been a thriving, profitable business suddenly turned into one that was losing money.

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We stepped in to conduct a thorough analysis of his operations and quickly identified the main issue: the lack of time to properly train his growing team, along with other inefficiencies. Our recommendation was to downsize and focus on taking on only the most profitable projects. We also advised him to adopt a more formula-driven approach for any future expansion, ensuring he could grow at a sustainable pace without sacrificing quality.

 

Following our advice, he streamlined his business, reducing revenue from $2.1 million to $1.4 million. However, by focusing on high-margin projects and efficient operations, we were able to boost his profitability by over $200,000. It’s a great example of how the right strategy can turn things around, even if it means scaling back to set the stage for sustainable growth.

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You’re also committed to helping families through your nonprofit, the Scott T. Walker Foundation. Can you tell us more about this?

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I founded the Scott T. Walker Foundation in 2021 in honor of my father, who was an incredibly faithful and selfless man. He always put family and others above himself, and I strive to carry on that legacy. My father passed away from cancer at just 42, leaving a profound impact on our family. I was 10 at the time, and my brother was 8, so we were raised by our single mother. His passing inspired us to create a way to keep his spirit of selflessness alive.

 

Our mission at the foundation is to support single-parent households, helping them navigate the financial challenges they face. We assist a few families each year with essential needs like rent, car payments, school supplies, and more. While we’re proud of what we’ve accomplished, our vision is to expand so that we can make a difference for even more families. Ultimately, it’s about continuing my father’s legacy by extending the same kindness and support he always showed to others.

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Dylan Walker
CEO and Founder
Walker Advisory, LLC

Website: https://walker-advisory.com/
LinkedIn: https://www.linkedin.com/in/dylan-walker-cpa-44499916b/