Walburn Financial Management

Walburn Financial ManagementWalburn Financial ManagementWalburn Financial Management

Walburn Financial Management

Walburn Financial ManagementWalburn Financial ManagementWalburn Financial Management

Making Your Future a Success

Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success

Plan for tomorrow today!

About Us

Our Mission

To establish long-term professional and personal relationships with our clients that enables us to provide them with the best financial guidance.  

Background

Walburn Financial Management, Inc. was established by Joseph Walburn in 2001 and serves small to medium size companies and individuals with accounting, tax, and financial analysis. Walburn Financial prides itself on assisting its business clients by providing the tools to manage cash and growth in their respective markets.

Our Team

Joseph Walburn, CPA

Joseph Walburn graduated from the Indiana School of Business with a Bachelor in Accounting in 1998. Joe obtained his CPA license in 2001 and started Walburn Financial Management later that year. Along with financial work, Joe bought and sold a satellite distribution company called GAB Radio Network and helped founded several recycling companies in Georgia. Joe also dabbles in real estate, but his true passions are dogs, high-school football, and his family.

Thomas Norris, Associate

Thomas Norris is a Walburn associate with extensive experience in operational analysis, financial reporting, corporate and individual taxation, budgeting, and strategic planning. Thom graduated from Manchester University in 2006 and has spent 18 years in public accounting, and over 30 years in CFO/controller positions with several small to medium size companies, including Hercules Machinery Corporation and Press Seal Corporation.

10 Interesting Facts about Joe and Thom

  1. Joe and Thom order carry-out from Hong Kong at least twice a week. Their favorites are chicken wings, candied pork, and sweet & sour soup. If you ask them, Joe and Thom will say the soup cures everything.
  2. They love picking college and NFL games.
  3. Joe is the idea guy and Thom is a spreadsheet master.
  4. Joe and Thom have been known to yell at their TVs.
  5. Thom has a dog named Gwennie. Joe has a dog named Coco and a cat (the meanest cat you will ever meet) named Ivan.
  6. Joe has a soft spot for animals. He likes to feed the chipmunks and birds outside the office. 
  7. Thom can fix anything that breaks in the office.
  8. Thom dresses as Santa for his friends and family every holiday season.
  9. Joe does the color for high school football every Friday night with Summit City Sports. 
  10. Thom has a wonderful singing voice. At least Joe thinks he does...

Services

1040 Individual Tax Returns

Can complete/file individual tax returns in a timely manner and provide financial advice for the future

Corporate Tax Returns

Can complete/file corporate tax returns required by the United States IRS in a timely manner

Period Financial Package

Provides the tools for managing cash, controlling inventory, and also provides an extensive store on store comparison for many markets, including construction, restaurants, manufacturing, etc.

Benefits of Period Financial Package

Timely

Period end results are published within 5-7 business days. Access store trends and financial highlights quickly with our one page analytical summary of key information.

You will save time, limit gathering/sending of period data and have current financial results to help make informed decisions

Efficient

After the initial service setup, access to your existing digital accounts means minimal data prep on you part.

Walburn reports include a "Corporate Format" profit and loss that will enhance you Franchise Financial Consultant's review of current operations with key benchmark information.

Financial

Get reports on your complete financials:

  • balance sheet
  • income, cash flow
  • operating costs
  • facility costs
  • payroll activity
  • banking activity
  • POS activity
  • sales tax reporting

We also offer timely year-end tax prep, corporate, personal, sales tax and property tax filings.

Analysis

Walburn's unique Analytical Summary speaks volumes: the most critical data is told on one page highlighting results period to prior period, year to year, and store on store. These reports give you the ability to see period changes, whether or not you are gaining ground, and highlights your best practices.

Other Projects

WMW Developments

Recently, our family teamed up with Ben Wahli and Melissa Maddox to form WMW Developments. The goal of WMW Developments is to restore old homes in the West Central neighborhood of downtown Fort Wayne. As of late, WMW Developments restored a home on Garden Street. Our newest project is to transform the former Hackett House into multiple luxury condos. 

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Contact Us

Contact Us

Get Started Today

Walburn Financial Management

14413 Illinois Road, Suite A, Fort Wayne, Indiana 46814, United States

P: (260) 459-2240 F: (260) 432-0986 Joe's Email: jww@fortmail.com Thom's Email: ttjnor@aol.com

Hours

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed

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