Walter W. Mathieson, III, CPA
President and Managing Member

Walt Mathieson is a native of the Metropolitan Washington, DC area. He received a Bachelor of Science, with High Honors, in Accounting from the University of Maryland in College Park. Part of his education was financed by working in a local public accounting firm. After graduation he became a Certified Public Accountant and worked for ten years with local, regional and national public accounting firms. His clientele included real estate developers, homebuilders, property managers, manufacturers, medical professionals, not-for-profit organizations and retailers.

For the next 18 years, Walt was the principal accounting, finance, information systems and administrative officer for organizations in the construction, contracting, homebuilding, real estate development, property management and building services industries. He created accounting departments "from the ground up." He is an effective supervisor and trainer of staff. Walt has significant experience purchasing and administering property and casualty insurance and employee benefit programs. He was a major contributor to the design, development, implementation and documentation of a unique franchising system for building services contracting operations.

Walt created and managed information systems using many different platforms, including minicomputers, service bureaus, personal computers, peer-to-peer local area networks and client-server networks. He uses his significant skill with MS Excel to develop project feasibility studies, cash flow projections and profitability analyses. Walt designed and, with the help of contract programmers, developed proprietary custom software packages to manage and control building services and construction operations.

As a Sage Master Builder Certified Consultant, Walt has aided a number of clients in the construction industry with their implementation of Sage Master Builder. He has developed a special expertise in custom form design of purchase orders, subcontracts, proposals and invoices to tailor these documents to his clients' specific needs. Walt holds Advanced Certifications in Estimating, Report Writer, Project Management and Service Receivables.

Gerry R. Mathieson, CIT
Vice President

Gerry Mathieson grew up in Hammond, Indiana, but resided in the Metropolitan Washington, DC area for over twenty-five years. She received a Bachelor of Arts with a double major in Criminal Justice and Telecommunications from Indiana University in Bloomington, Indiana. After graduation, she worked in office administration and residential property management before becoming the firm accountant for a fast growing regional public accounting firm.

For the next 24 years, Gerry worked off and on for this regional public accounting firm, taking breaks to have and raise a family. During her work in public accounting, Gerry worked with their small business practice team and an audit team specializing in construction and cost certifications. She became valued as a preparer of payroll tax and personal property tax returns. Gerry also provided implementation assistance to small clients looking to set up accounting and bookkeeping systems using generic software.

Gerry is certified as a Construction Industry Technician by the National Association of Women in Construction, having completed a rigorous course of study and passing a comprehensive examination in construction industry issues.

As a Sage Master Builder Certified Consultant, Gerry has aided a number of clients in the construction industry with their implementation of Sage Master Builder. She has focused primarily on using her experience in public accounting to assist clients with their accounting and payroll issues.


Mathieson Consulting, LLC | Phone: 480.471.5305 or 800.281.2675 | Fax: 480.471.5309 | E-mail:

6635 W. Happy Valley Road, Suite A104 #450, Glendale, AZ 85310-2609