Finance & FP&A Leadership
Financial leadership is WBV’s core competency. We build out FP&A processes, implement ERP and finance systems like NetSuite, SAP, Xero, and QuickBooks — along with the expense technology partner platforms that support them. From board-ready reporting and financial models that support capital raises, to full finance function build-outs and modernizing legacy systems with AI-driven automation — WBV supports the hands-on finance infrastructure that most growing businesses need but don’t yet have.
Advisor Network & Introductions
Through our advisor network, WBV connects businesses with trusted professionals across technology, legal, tax, operations, and e-commerce. Whether you need a fractional controller, a tax strategist, or an introduction to the right law firm — we help assemble the support team around your business so you can focus on growth.
ERP & Systems Implementation
From evaluating and selecting the right ERP to full implementation and migration — we help businesses move from spreadsheets and legacy systems to scalable platforms like NetSuite, SAP, Xero, and QuickBooks. WBV brings hands-on implementation experience, not just advisory, ensuring finance teams are set up to operate efficiently from day one.
Strategic Advisory & Board Support
From investor-ready board packs and financial models that support capital raises, to M&A due diligence and post-acquisition integration — we translate complex financial data into the insights that leadership teams and boards need to make confident, timely decisions. WBV also steps in when organizations face finance leadership gaps or transitions — stabilizing operations, rebuilding reporting, and getting the finance function back on track.
Finance Transformation & Automation
From AI-driven FP&A workflows and automated reporting to full finance function redesign — we help organizations modernize how finance operates from the ground up. WBV evaluates, recommends, and implements the automation tools that free finance teams to focus on analysis and strategy instead of manual processes.
E-Commerce & DTC
Platforms
Shopify, Amazon FBA, Stripe, and subscription platform integration — connecting e-commerce operations with finance systems for clean reporting and scalable growth. WBV also supports multi-channel strategy analysis, helping businesses understand unit economics and profitability across DTC, marketplace, and retail channels.
