Plan for tomorrow today!
To establish long-term professional and personal relationships with our clients that enables us to provide them with the best financial guidance.
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.
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 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.
Can complete/file individual tax returns in a timely manner and provide financial advice for the future
Can complete/file corporate tax returns required by the United States IRS in a timely manner
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.
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
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.
Get reports on your complete financials:
We also offer timely year-end tax prep, corporate, personal, sales tax and property tax filings.
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.
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.