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Walnut St Consulting

The Power of Good Accounting.

Tax consultant (show on map)
Google 5.0
★★★★★
2 reviews

Walnut St Consulting is a specialized accounting and tax firm with a focused expertise in outsourced CFO, Controller, and finance functions for businesses that want more than a bookkeeper.

Call (650) 382-3581
Navigate to Visit website
Walnut St Consulting website

About

Walnut St Consulting is a specialized accounting and tax firm with a focused expertise in outsourced CFO, Controller, and finance functions — built for businesses that want more than a bookkeeper. They serve as an embedded finance team, providing comprehensive financial services from day-to-day accounting operations to strategic financial guidance. W

ith 35+ years of combined experience, they specialize in serving venture-backed tech startups from seed stage through IPO and M&A exits, and companies with international operations and cross-border tax needs.

35+ years of combined experience with cross-industry expertise
M&A, IPO and talent acquisition track record
Venture-backed startup expertise from seed stage through IPO and M&A exits
Software, AI and cross-border tax focus
Embedded finance team approach rather than outside vendor
Deep expertise across public companies, emerging growth businesses, and family offices

Services

Outsourced CFO & Controller

Strategic financial leadership on a fractional basis delivering C-level insight without the overhead of a full-time hire. Includes cash flow forecasting, treasury management, KPI development, funding and capitalization, exit strategy, and acquisition due diligence.

Cash flow forecasting Treasury management KPI development Financial reporting Funding Capitalization Investor relations Exit strategy Acquisition due diligence Governance Compliance Compensation oversight

Accounting Services

Reliable, accurate, and timely accounting that keeps businesses running smoothly and decisions well-informed. Includes financial statement preparation, budgeting, bookkeeping, and payroll processing.

Financial statement preparation Budgeting Implementation Follow-through Bookkeeping Payroll processing Accounting software selection Startup advisory Business entity formation

Tax Preparation

Accurate and thorough tax filings for individuals, businesses, and complex multi-entity structures including LLC, partnership, corporation returns, trust and estate tax returns.

Individual federal returns State returns LLC returns Partnership returns Corporation returns Trust returns Estate tax returns International tax consultation Tax review

Tax Planning

Proactive strategies to minimize tax liability and align financial decisions with long-term goals. Includes pre/post-immigration tax planning, retirement plan contributions, tax loss harvesting, charitable strategies, and estate planning coordination.

Pre/post-immigration planning Retirement contributions Conversions Tax loss harvesting Charitable gifting Estate planning coordination

Payroll Services

Payroll processing and management services.

Payroll processing

Credentials & Certifications

CFA (Chartered Financial Analyst)
EA (Enrolled Agent)

Reviews

Google
Rating
5
★★★★★
Reviews
2
"Lucas is super professional, efficient and attentive."

Frequently Asked Questions

What is Walnut St Consulting's expertise? +

Walnut St Consulting specializes in outsourced CFO, Controller, and finance functions for businesses that want more than a bookkeeper.

What industries does Walnut St Consulting specialize in? +

They specialize in venture-backed tech startups, software companies, AI companies, and businesses with international operations and cross-border tax needs.

What technologies do they work with? +

They work with QuickBooks, NetSuite, and other leading accounting, payroll, equity management, and financial reporting platforms including AI-native ERP systems.

Contact Walnut St Consulting

Walnut St Consulting
Category
Tax consultant
Wheelchair Accessible
Call (650) 382-3581

Opening Hours

Monday
09:00–17:00
Tuesday
09:00–17:00
Wednesday
09:00–17:00
Thursday
09:00–17:00
Friday
09:00–17:00

Location

Location of Walnut St Consulting · View on Google Maps

Get in Touch

Ready to work with Walnut St Consulting?

Reach out today to schedule a consultation.

(650) 382-3581

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