Focus on your foundation, we’ll focus on the financials

Let the Accounting Solutions Group at Wegner CPAs simplify everything from fund management to internal controls.  We use a top of the line, web-based application tailored to the needs of community, private, and public foundations.  Do you want the ability to effortlessly track donors, grants, scholarships, gifts, and more?  We can provide your Foundation with a comprehensive financial accounting system that will become the basis to a well-run organization.

Why outsource your foundation’s accounting with us?

Besides saving your organization precious time, labor, and money by outsourcing key financial services to our firm, you’ll also be able to free up and redirect your internal staff and resources to focus on achieving your mission. In addition, when you outsource with us, you won’t have to worry about software and hardware upgrades, maintenance, or security!

We provide a complete offering of outsourced accounting services:

  • Transactional activities, cash flow management,  budgeting and forecasting, and controllership and CFO functions
  • Accounting solutions implementation
  • Accounting system assessments

Our solutions

Real time collaboration, Sage Intacct software and a fully integrated CRM that allows the tracking of grant and scholarship management, donor tracking, gift/pledge processing and fund accounting.

Learn more about our partnership with these web-based applications designed for foundations:

  • Sage Intacct
  • Akoya
    • Community harnesses the power of Microsoft Dynamics CRM to bring you a fully integrated solution tailored to the needs of community and public foundations
    • Contact/CRM Tracking
    • Grant and Scholarship Management
    • Donor Tracking
    • Gift/Pledge Processing
    • Fund Accounting

Want to learn more?

Contact us to sign up for the next demo and see how our cloud based tools can streamline your tracking systems.

Ruth Oppedahl

“I highly recommend Wegner CPAs. They managed a complex conversion from Quickbooks to a new fund accounting software called Intacct. They were amazing doing this and even have an Intacct specialist on staff who keeps up on her training on the software.

I like that they use the staff appropriate to the task;  one team member codes bills, one does our daily accounting, and the partner member reviews the reports. I think this saves us money. I also like that they have a team, so if someone goes on family leave, they will train in the replacement.

They are very experienced with restricted funds which is a special issue for nonprofits. They have customized reports that are more easily understood by our board.

I cannot say enough good about Wegner CPAs. If we had chosen another CPA or CPA firm in 2016, they would not have been able to build up the capacity that we needed with all our financial complexity. There are not enough CPAs in Madison, and I was worried that some of the smaller shops or individuals would have been overwhelmed. Wegner has the capacity we needed.

All of their work is done remotely for us, which has worked really well. We used to think our accountant needed to be in our office, but I am now a believer that outsourced accounting works.”

Ruth Oppedahl, Executive Director
Natural Resources Foundation of Wisconsin