Walston Advisory Firm acquires Craig Hancey & Co. accounting firm

June 24 22:48 2021
Walston Advisory Firm acquires Craig Hancey & Co. accounting firm

David Walston, principal at Walston Advisory Firm
Craig Hancey & Company, a Utah CPA, joins Walston Advisory Firm, an accounting and business services provider with offices in Sandy, UT and Lynchburg, VA.

Sandy, UT – June 24, 2021 – Murray-based CPA firm joins the Walston Advisory Firm portfolio.

Walston Advisory Firm, a CPA and business services provider, announced the acquisition of Craig Hancey & Co. David Walston, the founder and CEO of Walston Advisory Firm, said that he was “thrilled to welcome Craig and his staff on board, and excited to provide the same level of exceptional customer service to Craig Hancey & Co. clients that they’ve come to expect.”

Craig Hancey, the principal for Craig Hancey & Co., said for his part that he was anticipating retirement, but that he planned to “stay on for as long as David needs me” to ensure a smooth transition for his clients. Additionally, two staff members from Craig Hancey & Co. will continue on with Walston Advisory Firm: Kirby Leavitt, Tax Manager, and Matthew Morris, Accountant. 

“I’m confident in turning over the keys to my company to David Walston,” Hancey announced. “He’s meticulous and knowledgeable, and I know he will take great care of my clients.”

In addition to tax preparation and filing services, Walston Advisory Firm offers the following to its clients, including those from Craig Hancey & Co.:

  • Payroll services

  • Forecasting services

  • CFO services

  • Business consulting

  • IT consulting


About Walston Advisory Firm

Walston Advisory Firm helps businesses create clear strategic goals, as well as assisting in the collecting, verifying, and analyzing of business data. We assist companies and individuals with tax and accounting services, CFO and operational services, and more. Walston Advisory Firm is headed by David Walston, an experienced CPA and CFO with more than a decade of experience in the financial and information industries. David has expertise in auditing, tax preparation, management report preparations, business goal setting, software implementation, business analysis, process improvement, and government compliance.

Contact:

David Walston
Tel: (801) 999-0743
Email: info@walstonadvisoryfirm.com

Media Contact
Company Name: Walston Advisory Firm
Contact Person: David Walston
Email: Send Email
Phone: (801) 999-0743
Address:9690 South 300 West MCPC 3rd Floor C34
City: Sandy
State: UT
Country: United States
Website: https://www.walstonadvisoryfirm.com/

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