Amy Wall
CFO Advisor
PROFILE
Amy Wall is a CFO Advisor at Level10 CFO. She brings over 30 years of extensive experience in public accounting and private industry, including seven years with Deloitte. For the last eight years, she has worked in a remote senior controller advisory role with small and mid-sized business owners, which provides her with a comprehensive understanding of various business needs and financial complexities. Amy’s expertise includes budgeting and forecasting, strategy planning, and financial reporting. While she has worked across many industries, she considers manufacturing-based companies her strong suit, also having experience in professional services, construction companies, and retailers.
Amy’s approach to clients centers on understanding what is important to them and communicating on their level to facilitate discussions and help them achieve their business goals. She aims to help business owners move beyond day-to-day tasks to focus on strategic planning and future growth. Amy’s approach to technology is pragmatic, prioritizing what “makes the most sense for the client”. She focuses on implementing solutions that are meaningful, helpful, and easy to use to ensure proper adoption. She is familiar with forecasting tools like Fathom and Jirav, in addition to Excel.
Her professional values strongly align with Level10 CFO’s core values. She emphasizes honesty in financial reporting and outcomes, even when delivering challenging truths, and believes in having those difficult discussions with clients. She particularly resonates with Level10 CFO’s value of challenging the status quo, viewing it as a pet peeve when businesses do things “because it’s the way they’ve always done it”. She believes in questioning established practices and encouraging clients to embrace change, especially with new technology. Amy values teamwork and collaboration, stating, “We either all fail together or all succeed together”. She believes everyone shares in the task and emphasizes ensuring each team member understands their important role. She also likes to challenge her teams to grow and develop new skills. Her commitment to helping smaller businesses understand their financial picture reflects Level10 CFO’s mission.
Amy’s approach to clients centers on understanding what is important to them and communicating on their level to facilitate discussions and help them achieve their business goals. She aims to help business owners move beyond day-to-day tasks to focus on strategic planning and future growth. Amy’s approach to technology is pragmatic, prioritizing what “makes the most sense for the client”. She focuses on implementing solutions that are meaningful, helpful, and easy to use to ensure proper adoption. She is familiar with forecasting tools like Fathom and Jirav, in addition to Excel.
Her professional values strongly align with Level10 CFO’s core values. She emphasizes honesty in financial reporting and outcomes, even when delivering challenging truths, and believes in having those difficult discussions with clients. She particularly resonates with Level10 CFO’s value of challenging the status quo, viewing it as a pet peeve when businesses do things “because it’s the way they’ve always done it”. She believes in questioning established practices and encouraging clients to embrace change, especially with new technology. Amy values teamwork and collaboration, stating, “We either all fail together or all succeed together”. She believes everyone shares in the task and emphasizes ensuring each team member understands their important role. She also likes to challenge her teams to grow and develop new skills. Her commitment to helping smaller businesses understand their financial picture reflects Level10 CFO’s mission.
EDUCATION
Amy earned her BS in Accounting from the University of Wyoming. She is a Certified Public Accountant in the state of Colorado and a member of the Colorado Society of CPAs.
PROFESSIONAL EXPERIENCE
Amy’s career spans over 30 years in finance and accounting. While she has worked for Deloitte she has got her start in a four person firm (including her!) Her experience working with public companies was a great learning opportunity especially in the areas of company sales and acquisitions, she always has felt more at home with privately held businesses where she feels she can make the most impact. She has spent the last eight years working as a remote senior controller/advisor guiding small and mid-sized businesses.
Across her career, Amy has worked with various types of businesses. Her strong suit is manufacturing-based companies, particularly inventory-based clients. She also has experience with professional services, construction companies, and retailers.She believes in getting
Across her career, Amy has worked with various types of businesses. Her strong suit is manufacturing-based companies, particularly inventory-based clients. She also has experience with professional services, construction companies, and retailers.She believes in getting
MORE INFORMATION
Amy grew up in rural northern Wyoming and has spent the last 25+ years in Colorado. She enjoys an active outdoor lifestyle with her hobbies including hiking, skiing, and camping. However, a beach get-away is always welcome! She has two college-aged children, and family time is important when they can all get together. While she loves numbers at work, she humorously admits that cooking is “not her strong suit”, describing herself as a master “Pinterest fail”.