Samwise Advisors LLC
UNLOCK YOUR COMPANY’S FINANCIAL POTENTIAL
Samwise Advisors offers outsourced CFO/controller, bookkeeping, financial projections, process improvement, due diligence, reporting, payroll, and company formation services.
About
Samwise Advisors, founded by Sam Laverde, CPA in 2022, offers a range of financial services including outsourced CFO/controller, bookkeeping, financial statement and cash flow projection, business process improvement, due diligence procedures for acquisitions, financial reporting, payroll, and company formation. With experience from PwC and as CFO of a mid-size aviation company, Samwise Advisors provides the expertise and benefits of a full-time CFO at a fraction of the cost, allowing business owners to focus on growth while ensuring a solid financial foundation.
Services
Outsourced CFO/Controller
Provides strategic financial leadership and oversight for businesses without the need for a full-time CFO.
Bookkeeping
Handles day-to-day financial record-keeping and accounting tasks.
Financial Statement & Cash Flow Projection
Creates detailed financial statements and cash flow forecasts.
Business Process Improvement
Optimizes business processes to enhance efficiency and profitability.
Due Diligence Procedures
Conducts thorough financial and operational reviews for acquisitions and business combinations.
Financial Reporting
Provides regular and accurate financial reports for stakeholders.
