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Carrie Shefchik, CNA

Senior Manager

Accounting

Carrie Shefchik started in the Accounting Solutions Group at Wegner CPAs in 2017 after running her own accounting services business for over 16 years. Carrie has experience providing controllership and CFO services to both for and not for profit organizations. She prides herself on her ability to create strong relationship driven service for her clients. She specializes in the following:Outsourced accounting, controllership, and CFO services

Outsourced accounting, controllership, and CFO services
Compilation and preparation of financial statements
Financial management of for profit and not for profit organizations
Grant compliance and reporting

Certified Nonprofit Accountant
Certified Sage Intacct Accounting Specialist
Certified Bill.com Guru

Bachelor of Business Administration, Accounting; University of Wisconsin-Whitewater

Office

(608) 308-1610

Service Area

Business

Specialties

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Authored Content

Cost-Saving Strategies for Nonprofits Facing a Funding Crunch

05/20/25

It has been an unpredictable few months across several industries, and many nonprofits are finding themselves in increasingly tight financial positions. Whether it’s due to shifting grant cycles, increased competition for resources, market volatility,…

CAS, CAAS, Outsourcing, Trusted Advisor, what does it all mean?

06/10/22

CAS (or CAAS) stands for “Client Accounting Services” or “Client Accounting and Advisory Services.” Still clear as mud, right? These new buzz phrases refer to a variety of services that a CPA firm provides…

How to Apply for the Employee Retention Credit and get a Refund for Your Business

03/4/21

Did you have payroll expenses last year? Will you have payroll expenses first or second quarter of 2021? Was your company struggling during the pandemic and is it continuing to struggle? If so, it…