Meet AW Vanguard

Fortune 100 Expertise for all businesses

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

WHO WE ARE

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.

WHAT WE DO

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

HOW WE WORK

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

Tax is often administrative and strategic. Having a partner like AW Vanguard, who can distinguish between them is unquantifiable

– Lewis Rife, CFO of EnergyRM

OUR EXPERTISE

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

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Financial Analysis Services

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

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Fractional CFO / Leadership

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

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Business Model Optimization

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

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Accounting & Bookkeeping

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

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Department Optimization

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

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Experience

WHY AWV?

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, from Fortune 500s to sole proprietorships, save more than $200 million and thousands of production hours, improve performance, and weather economic and market downturns.

It’s all in the numbers…

$200M

Saved for clients & Individuals

$100M

Cash Tax benefits identified for client

$4M

Recovered in tax deductions for a $20B multinational company

3000+

Production Hours Saved For Client

$2M

Saved in sales taxes for $1B coffee company

$1M

Saved Annually for Fortune 200 company after department optimization 

PRICING MODEL

HOW IT WORKS.

AWV brings you Fortune 100-500-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, and a hybrid.