What Waxman Associates does

Waxman Associates is a U.S.-based outsourced accounting and financial consulting firm headquartered in Chesterfield, Missouri, serving small to mid-size enterprises across multiple verticals. The firm delivers six integrated service lines: Outsourced Accounting (bookkeeping through CFO-level activities), Cash Flow Management, Financial Analysis (ad hoc reporting, budgeting, pro forma development), Strategy & Advisory (acquisition evaluation, succession planning), In-House Training for client accounting teams, and Financing Liaison services that leverage 25+ years of banking relationships to source capital. Its primary vertical is Healthcare — including medical practices, non-profit assistive services, and senior housing owner-operators — with secondary practices in Technology & Sciences, Automotive, Engineering & Creative Design, Retail & Manufacturing, and Food Services. The firm operates as a relationship-driven professional services practice with custom quote-based engagement pricing, non-binding contracts, and a stated 25+ year operating history dating to approximately 2000.

The business model is straightforward professional services: billable consulting hours and recurring outsourced accounting engagements sold directly to business owners, primarily via referrals, the firm website, and LinkedIn. The firm maintains a team of approximately 25 professionals including CEO Andrew Schechter and Founder Bruce Waxman, and reports serving clients ranging from startups to organizations with over $50 million in annualized revenue. The firm holds no proprietary technology, software platform, or disclosed AI/ML capability, relying entirely on human expertise delivered through direct engagement.

In February 2026, Consero Global acquired Waxman Associates, integrating the firm as a dedicated platform for the Senior Living property management market serving private equity firms and REITs in long-term care. Post-acquisition, Waxman operates as a division of Consero Global under its own brand, with Andrew Schechter continuing as CEO and the team folded into Consero's broader outsourced finance platform.

Name

Waxman Associates

Legal name

Waxman Associates

Website

https://waxmanassociates.com

Company type

Private

Founded year

2000

Operating status

Acquired

Headcount range

11–50 employees

Short description

Waxman Associates is a U.S. outsourced accounting and financial consulting firm serving small to mid-size enterprises, primarily in healthcare and senior living, with services spanning bookkeeping through CFO-level advisory. Acquired by Consero Global in February 2026.

Ownership category

akta.pro rank

Product category

Accounting & Financial Consulting Services

NAICS

Office Administrative Services (5611), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Property Management Advisory & Leasing Administration (FSAEAJAN)

Keywords

• Outsourced accounting services
• Financial consulting services
• Cfo advisory services
• Cash flow management
• Small business accounting

Headquarters

HQ city

St. Charles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Outsourced Accounting Services: Provides comprehensive outsourced accounting services ranging from bookkeeping to CFO-level activities. Engagements include staff accountants, controller oversight, and financial reporting for clients lacking internal accounting support.
2. In-House Training Services: Onsite training for client accounting groups, including software implementation support and process optimization.
3. Financing Liaison Services: Treasury and financing services leveraging 25+ years of banking relationships to assist clients with capital needs and debt restructuring.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Waxman Associates provides outsourced accounting and financial consulting services to small to mid-size enterprises. Its service stack spans bookkeeping, controller oversight, and CFO-level activities, complemented by cash flow management, financial analysis, strategic advisory, in-house accounting training, and financing liaison support leveraging long-standing banking relationships. Engagements are customized per client, ranging from ongoing collaboration to interim transitions and one-off projects.

Product overview

Waxman Associates is a financial services firm offering a unified portfolio of six integrated accounting and advisory services for small to mid-size enterprises. The core offering centers on Outsourced Accounting (bookkeeping through CFO-level support), which is complemented by Cash Flow Management, Financial Analysis, Strategy & Advisory, In-House Training, and Financing Liaison services. These services work together to provide comprehensive financial operations, reporting, planning, and advisory support tailored to client needs across industries including Healthcare, Technology, Automotive, Engineering, Retail, Manufacturing, and Food Services.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Accounting Full-service outsourced accounting from bookkeeping to CFO-level activities for small to mid-size enterprises. Staff accountants manage cash functions including Accounts Payable, Accounts Receivable, and Treasury, reconcile balance sheet accounts, and produce accurate financial reports. Controller-level associates provide oversight and enhanced financial reporting for clients lacking internal accounting support.
• Cash Flow Management Comprehensive cash management services including receivables and payables management, treasury functions, and cash flow analysis with projections for future outlook. Evaluates existing systems and banking relationships to improve operational efficiencies for business owners.
• Financial Analysis Deep-dive financial analysis providing ad hoc analysis, trending analysis, variance reporting, and operational metrics. Includes annual operating budget preparation and pro forma development for business opportunities, expansion, financing, or capital injection decisions.
• Strategy & Advisory Strategic and advisory services from CFO-comparable associates including counseling on accounting fundamentals, financial statement interpretation, budget process guidance, profitability analysis, business acquisition evaluation, and succession planning for business owners.
• In-House Training Onsite training for client accounting groups covering accounting system selection, operating reporting systems, accounts receivable/payable guidance, systems development for accurate data entry/processing/filing, and implementation of cash management control systems. Includes extensive experience with a variety of software solutions and process optimization support.
• Financing Liaison Treasury and financing services leveraging 25+ years of cultivated banking relationships. Evaluates and works directly with financial institutions to address restrictive or expensive debt, inefficiencies in online treasury management, and broader capital needs. Works with local and national equity firms, venture capital, commercial lenders, and creative funding sources to satisfy company financing needs in cost-effective and strategic ways.

Named customers1 record

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Consero GlobalcoreStrategic or Co-development Partner · 25 February 2026Consero Global acquired Waxman Associates in February 2026. The acquisition establishes a dedicated platform for serving the growing Senior Living property management market as private equity firms and REITs increase investments in facilities serving an aging population. Andrew Schechter and his team joined the Consero Global family, combining two firms that serve senior living operators and private equity investors nationwide. The acquisition positions the expanded entity as a turn-key financial solutions provider for the long-term care industry. Waxman Associates now operates as a division of Consero.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Consero Global: Parent company and national outsourced finance and accounting platform focused on senior living, SaaS, and growth-stage companies. Direct strategic acquirer of Waxman and the most directly comparable operating model.
• Plante Moran: Large U.S. accounting, tax, and consulting firm with a strong healthcare and senior living vertical providing outsourced CFO and advisory services to middle-market clients.
• CliftonLarsonAllen (CLA): Major professional services firm serving middle-market companies with outsourced accounting, advisory, and industry-specific expertise including senior living and healthcare.
• Wipfli: Top-20 U.S. accounting and consulting firm with significant healthcare and senior living practices, offering outsourced CFO, accounting, and advisory services comparable to Waxman's stack.
• BDO USA: Global accounting and advisory network with U.S. middle-market practice providing outsourced finance, advisory, and industry-focused services to healthcare and senior living operators.
• Marcum LLP: Top-15 U.S. accounting firm providing advisory, tax, and outsourced CFO services to middle-market and PE-backed companies across healthcare, senior living, and other verticals.
• RSM US: Large middle-market accounting and consulting firm with outsourced finance and CFO services for healthcare and senior living operators, plus deep private equity relationships.

Direct peers

• Cherry Bekaert: Top-30 U.S. accounting and advisory firm with a dedicated Senior Living practice serving owners, operators, and PE-backed platforms — comparable client base and service stack to Waxman/Consero.
• Withum: Mid-Atlantic and national accounting and advisory firm with strong healthcare, senior living, and PE-backed practice delivering outsourced CFO and advisory services to comparable middle-market clients.
• Kreischer Miller: Boutique-to-mid-sized accounting and advisory firm serving closely-held businesses with outsourced accounting, CFO advisory, and succession services — comparable service mix and client profile.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/waxmanassociates

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Waxman Associates