Meet AW Vanguard

Fortune 100 Expertise for all businesses

AW Vanguard is your partner for business optimization, CFO leadership, tax and accounting solutions, and more.

Impacted by COVID? The Employee Retention Credit (ERC) can provide a refundable payroll tax credit of up to $26,000 per employee for eligible businesses and non-profits.


Over 300 years of combined expertise: AWV is a team of professionals that offers its clients a complete list of services for businesses small to large.


Senior business experts – when you need them: AWV offers hourly senior-level experts specializing in taxes, financial analysis, and business optimization.


Maximize your budget while minimizing your overhead: AWV specialists work with your team to audit and create a personalized strategy to optimize your business.

We rely on the professionals at AW Vanguard for a full spectrum of business financial services – accounting, controller, tax, CFO advisory, and more. I’ve learned firsthand that a small business owner who tries to wear all those hats becomes a barrier to growth. Our AWV team makes it possible for us to focus on important things like sustainable product development, customer service, community relations, as well as making a difference in the lives of Filipino coffee farmers … who are growing some of the best coffee beans in the world! – Samuel Magtanong, CFO of Mostra Coffee

After COVID hit, Ashby kept us in the loop about the status of the SBA’s EIDL loan program. When the time was right, she guided me through the application process, and we were able to keep the doors open at our escape room/restaurant/bar establishment.

– Vic Ronder, Owner of Solutions Lounge / Escapology Denver

Tax is often administrative and strategic – having a partner like AW Vanguard, who can distinguish between them, is unquantifiable. – Lewis Rife, CFO of Energy RM

I’ve worked with Ashby in various capacities over the past 8 years, including overseeing her work in the corporate world as well as working alongside her in philanthropic community efforts.  In every instance and in every situation, she has shown tremendous work ethic, resourcefulness, professionalism, respect, and courtesy.  Through long hours and dedicated, tireless effort and commitment to the client / cause, she has always exceeded every expectation, and continues to impress me after all these years.

– Paul Ruh, Quiznos


With over 300 years of collective experience, we’ll treat your business like it’s our own.

Taxes & Tax Optimization

  • Tax Compliance & Consulting
  • Filing, Planning, Audit Defense
  • Sales, Property, Payroll
  • Tax Recovery & Deductions


Financial Analysis Services

  • Fortune 100 Experts
  • Managing Cash Flows & Improve Liquidity 
  • Annual Budgeting & Board Reviews
  • Unlocking Cash Sources


Fractional CFO / Leadership

  • Ad Hoc CFO Services
  • Bankruptcy Backfill & Startup
  • Turn Around Struggling Business
  • Increase Department Productivity


Business Model Optimization

  • Optimize Performance During Recession
  • Increase Efficiency Through Automation
  • Partnerships, Up-Cs, REITSs, PSCs, PCs
  • Equity Compensation Plans


Accounting & Bookkeeping

  • QuickBooks® Certified ProAdvisor
  • Payroll (Intuit, Gusto & Others)
  • Book Cleanup & Reporting
  • QuickBooks Training & SOPs


Department Optimization

  • ERP System (Implementation – Day-to-Day)
  • Software (POS, Salesforce, software solutions)
  • FP&A, M&A Strategy Development
  • Cash Management/Treasury/Banking




AWV is your one-stop-shop for services from your back office to your public-facing essentials.

With over 300 years of collective experience, we have helped individuals and businesses large and small, saving them more than $1 billion in total as well as thousands of production hours. In addition, we’ve helped them improve performance and weather economic and market downturns.

It’s all in the numbers…


Saved for clients & Individuals


Cash Tax benefits identified for clients


Recovered in tax deductions for a $20B multinational company


Production Hours Saved For Clients


Saved in sales taxes for $1B coffee company


Saved Annually for Fortune 200 company after department optimization 



AWV brings you Fortune 100-level expertise at small firm prices. We offer a variety of fee options: blended hourly fees, flat monthly or project-based fees, contingency fees, concierge or on call services, or a hybrid.