FAQs
- What advice would you give a customer looking to hire a provider in your area of work?
To interview as many as possible, check references, ask to be added to their insurance as an additionally insured and do not rush in making a decision.
BW Financial Systems & Advisory
About
With over 40 years of accounting and finance leadership experience, I help businesses clean up operations, improve reporting, strengthen cash flow, and make smarter decisions.
I’ve led transformations across startups, private companies, and large organizations, combining hands-on execution with executive-level strategy.
Services include:
Fractional CFO leadership
Cash flow forecasting
Financial cleanup & stabilization
KPI dashboards
ERP / systems upgrades
Investor / lender readiness
Profitability improvement
If your business has outgrown basic bookkeeping but is not ready for a full-time CFO, I can help.
Overview
5 employees
16 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, and Zelle.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
5.0
1 review
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Tyler L.
Apr 20, 2026
I am pleased to provide this reference for Brian Wood based on the significant impact he had on both my business and personal financial success.
In 2012, I engaged Brian and WCP Inc. to help stabilize my company, improve financial discipline, manage upcoming debt obligations, and position the business for rapid growth. Brian exceeded every expectation.
Within six months, all outstanding debt was paid in full. Within two years, the business expanded from one location to twenty-four locations. Ultimately, I was able to sell the company at a highly favorable profit, providing me the opportunity to retire at age twenty-eight.
Brian’s contributions were transformational in several key areas:
Operational Systems & Workforce Stability
Brian designed and implemented a daily reporting database that gave our brokers clear visibility into their deals, commissions, and expected payments. This dramatically improved trust, accuracy, and retention within the sales team, significantly reducing turnover.
He also introduced monthly team meetings that strengthened collaboration and alignment across the organization.
Cash Flow & Cost Controls
Brian implemented policies that substantially improved cash flow, including a broker cost-sharing model for travel expenses. He also worked directly with individual brokers to ensure their business entities were properly structured and tax obligations were handled correctly.
Financial Discipline & Strategic Planning
Brian established both corporate and personal budgets and held me accountable to them. While not always easy, his discipline and consistency were exactly what was needed to achieve our goals. He remained focused, professional, and unwavering in executing the plan we set.
Rapid Financial Turnaround
Within nine months of hiring Brian, the company was debt-free, financially liquid, and expanding aggressively. During that same period, we began building my wife’s dream home in her native Colombia while opening ten new locations.
Accounting Reconstruction & Tax Resolution
Brian reconstructed five years of prior financial records and entered every transaction into QuickBooks Online with exceptional thoroughness and accuracy. For the first time, I had complete financial visibility in one system. Based on this work, prior tax filings were completed properly, and I even received a refund.
Brian continued as my personal accountant for another five years after the sale of my business. During that time, he helped us launch and sell several additional businesses, always with a clear focus on profitability and protecting my financial interests.
Brian is deeply committed to the success of the people he works with. He combines strong financial expertise, operational discipline, and genuine dedication to client outcomes. I recommend him without hesitation.