Client Accounting and Advisory Services
Outsourced Accounting Solutions
Providing a Personalized Approach to Accounting and Advisory Services
At Wegner CPAs, we understand that every business and non-profit, regardless of size or industry, relies on accurate, up-to-date financial information to thrive in today’s dynamic market. Our team of experienced professionals offers comprehensive and scalable accounting and advisory services tailored to meet your unique and evolving needs.
From monthly bookkeeping to strategic CFO-level advisory services, we’re here to support your financial success every step of the way. But we don’t just work for you—we work with you. Acting as an extension of your team, we take on your day-to-day financial responsibilities, allowing you to focus on your mission with confidence. Our Outsourced Accounting services go beyond just managing numbers; we’re here to help you succeed with accounting solutions that adapt as your organization grows.
Why Outsource?
A Dedicated Partnership for Your Peace of Mind
At Wegner CPAs, we go beyond traditional accounting services to become a trusted partner in your success. By choosing us, you avoid the costs and challenges of hiring, training, and managing an in-house team. There’s no need to pay benefits, manage PTO, rent office space, or handle HR complexities related to accounting. Instead, you gain access to a team of experts who act as an extension of your staff, allowing you to focus on what matters most while having confidence that your finances are handled accurately and efficiently.
Proactive, Specialized Support with Scalability
Our Outsourced Accounting services allow your company to go beyond the capabilities of in-house accounting staff. With our team, you benefit from specialized knowledge that can provide expert advice, accurate financial insights, and detailed reports with key performance indicators (KPIs) to help guide future decisions. Our services are designed to scale with your needs—whether you’re experiencing rapid growth or looking to streamline operations, we offer the flexibility to adjust your level of service accordingly, so you always have the right support in place.
Advanced Technology Without the Overhead
Outsourcing with Wegner CPAs means gaining access to a full technology stack without the burden of software and hardware upgrades, maintenance, or security. We leverage advanced technology to support your accounting needs, so you can enjoy the benefits of the latest tools without a significant upfront investment.
Focus on Core Business Growth
By outsourcing your accounting to Wegner CPAs, you free up and redirect internal resources to higher-value, revenue-generating activities rather than financial administrative tasks. Our goal is to support your organization’s growth, allowing you to concentrate on your mission and core business functions with the peace of mind that your financial operations are expertly managed.
Resources
Compare Our Solutions
Wegner CPAs outsourced accounting team can support all your accounting needs ranging anywhere from managing accounts payable and accounts receivable, to designing your entire financial system, optimizing cash flow, and planning your financial strategies.
Category | Service | CFO | Controller | Accounting Manager |
|---|---|---|---|---|
Accounting | Streamlined Bookkeeping | Weekly | Biweekly | Monthly |
Month End Close | ||||
Financial Statement Preparation | ||||
Multi-Class/Project/Department Tracking | ||||
Bill Pay Services | Weekly | Biweekly | ||
Credit Card/Expense Management | ||||
Monthly Financial Review and Highlights* | *Advisory Only | *Advisory Only | ||
Advisory | CFO Strategy and Advisory | |||
Financial Systems Review & Design | ||||
Financial Statement Audit Support | ||||
Cash Management | ||||
Budget Services | ||||
Cash Flow Forecasting | ||||
12 Month Forecasting | ||||
Custom Reporting & KPIs/Dashboards |
Wegner CPAs has been an incredible asset to both our Chamber and Foundation. Despite being a smaller account, they always treat us with the same care and attention as their larger clients. Their team is organized, responsive, and a pleasure to work with, consistently delivering timely communication and making complex financial matters easy to understand. We particularly appreciate how they provide valuable insights and proactive guidance, helping us stay ahead when planning for the future. We highly recommend Wegner CPAs for their professionalism and exceptional service.
Kate Miller | President & CEO, Middleton Chamber of Commerce
Talk to an Expert
Get in touch
View All Services
Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
Find Out More
Insights
We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
Learn more