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Client Accounting & 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 its size or industry, requires sound financial management to thrive in today’s dynamic market. Our team of experienced professionals provides comprehensive and scalable accounting and advisory services tailored to meet the unique and evolving needs of each of our clients. From monthly bookkeeping to strategic CFO-level advisory services, we are here to support your financial success every step of the way.

Why Outsource?

Why Outsource?

Whether you’re a small startup or a large corporation, outsourcing your accounting functions can offer numerous advantages, helping you streamline operations, mitigate risk, and achieve your business goals more effectively.

 

COST SAVINGS

Avoid the challenge and cost of hiring, training, and managing an in-house team. You don’t have to pay benefits, paid time off, rent office space, or handle the human resources related to this function. 

Expertise

Outsourcing allows your company to go beyond the capabilities of in-house accounting staff, and gain access to a team with specialized knowledge that can advise your company and provide accurate financial intelligence. 

Scalability

Services are easily scalable depending on the fluctuating needs of your business. Whether you’re experiencing rapid growth or need to streamline operations, outsourcing provides the flexibility to adjust your level of service accordingly. 

Reduce expenses

Review detailed financial reports that include key performance indicators (KPIs) allowing you to see exactly how each facet of your company is performing and decide how to focus future efforts.

Efficiency

Free up and redirect your internal staff and resources to supporting higher-value, revenue-generating core business functions instead of spending time on financial administrative tasks.

Technology

Outsourcing comes with a full technology stack, freeing you from worry about software and hardware upgrades, maintenance, and security. Gain access to advanced technology without significant upfront investment.

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.

Accounting Services

  • Weekly Streamlined Bookkeeping
  • Month End Close
  • Financial Statement Preparation
  • Multi-Class/Project/Department Tracking
  • Weekly Bill Pay Services
  • Credit Card/Expense Management
  • Monthly Financial Review and Highlights

CFO Strategy and Advisory Services

  • Monthly Financial Review and Highlights
  • Financial Systems Review & Design
  • Financial Statement Audit Support
  • Cash Management
  • Budget Services
  • Cash Flow Forecasting
  • 12 Month Forecasting
  • Custom Reporting and KPIs/Dashboards

Accounting Services

  • Biweekly Streamlined Bookkeeping
  • Month End Close
  • Financial Statement Preparation
  • Multi-Class/Project/Department Tracking
  • Biweekly Bill Pay Services
  • Credit Card/Expense Management

Advisory Services

  • Monthly Financial Review and Highlights
  • Financial Systems Review & Design
  • Financial Statement Audit Support
  • Cash Management
  • Budget Serivces

Accounting Services

  • Monthly Streamlined Bookkeeping
  • Month End Close
  • Financial Statement Preparation

Advisory Services

  • Monthly Financial Review and Highlights
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Talk with an Expert

Providing comprehensive outsourced accounting services to a variety of clients including businesses and non-profit organizations.

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.

Resources

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.