Maverick Advisors

Unconventional thinkers. Unmatched service.

What We Do

Executives need more than recommendations. They need strategy and execution.We help our clients grow their finance function - bridging the gaps in strategic finance, accounting, and operations by integrating with your existing team at a fraction of the cost of full-time employees.Customized to your needs. Scalable to grow with you.

Finance & vCFO Services

  • Cashflow modeling and FP&A

  • KPI setting & custom reporting

  • Value Creation Plans & cost saving strategies

  • Budget v. Actuals v. Forecast

  • Capital raise advisory & roadshow representation

  • Transaction services

  • Scenarios

  • Cohort analysis & segmentation

  • Pricing strategies

  • Compensation plan creation

  • Insurance & risk assessment

Accounting & Controller Services

  • GAAP accounting & month-end close

  • Custom chart of accounts

  • Audit readiness & support

  • M&A readiness & post-transaction support

  • Revenue recognition (ASC 606)

  • Equity compensation (ASC718)

  • Lease accounting (ASC 842)

  • Fund accounting

  • Consolidation & intercompanies

  • SOC2/ISO27001 support

  • Commission plan administration

  • Annual tax support & 1099 filings

  • R&D tax credit support

Finance Operations & Payroll Services

  • Multi-state payroll administration

  • Bill pay & A/R collection

  • Treasury & cash management

  • Finance tech stack design, implementation, and migrations

  • MFO Family Office services

  • Sales Tax Adminstration

Dave Burton, CPA

Founded by Dave Burton, a CPA (active licenses in NY and FL) with over 15 years of experience in public accounting, leadership, finance, transaction, operations, and tax services.Dave has successfully built and exited Burton & Co CPAs NYC, held various positions as CFO, global controller, and built a tax function for a multi-billion dollar hedge fund.Maverick Advisors is evolving the traditional CPA firm into an integrated, hands-on service providing deep financial and operating expertise, enterprise-grade solutions, and AI tech-enabled client service.We're forever grateful for the hundreds of clients who have trusted Dave and his team for over a decade and a half. 🙏X: @daveburtoncpa

Contact Us

[email protected]