Complete Outsourced Accounting

Our team of experts embraces a personalized approach to accounting needs providing:

  • Accurate and pertinent information at your fingertips
  • Streamlined accounting systems and procedures

As your strategic advisor, we will provide you with Controllership and CFO services, and by working together on the same system we’ll ensure that we’re always working with the same, up-to-date data. This enables our team of outsourced accountants and controllers to collaborate as if we were right in your office. Wegner’s outsourced accounting team provides our clients with management of the organization’s accounting, date-to-date financial reporting, compliance, strategic planning, and advisory services. Each client enjoys a team of industry specialized and experts in industries:  Cooperatives, Non-Profits, Foundations, Health Managed Services and Supply Chain and Distributors.

Why Should You Outsource Your Accounting Department with Us?

Besides saving your company precious time, labor, and money by outsourcing key business and financial services to our firm, you’ll also be able to free up and redirect your internal staff and resources to supporting higher-value, revenue-generating core and business functions. In addition, when you outsource with us, you won’t have to worry about software and hardware upgrades and maintenance, or security!

The Wegner Accounting Solution Group will provide you with secure, 24/7 access to our online accounting solutions, Sage Intacct, QuickBooks Online, Nexonia, and

Empowering you to do what you do best while we handle the rest!

  • Transactional Solutions

    Wegner CPAs helps clients take complete control of their daily transactions and data entry

    • Cash Management – Record cash receipts and disbursements, process expense reimbursements, and provide cash flow assistance
    • Accounts Receivable – Invoice preparation and delivery, recording of receipts, and customer/donor management
    • Accounts Payable – Coding of vendor bills, route bills through approval process, schedule and pay bills, electronic retention of all bills, payments, vendor credits, and approvals
    • General Ledger – Bank and credit card reconciliations, journal entries, deferred revenue, reconcile prepaid accounts
    • Payroll – work with our HR Aware Partner to process accurate payroll and record payroll journal entries and allocations.
  • Advisory Services / Controllership and CFO

    Virtual Controllership and CFO: One more way we can save you time and money is by offering you the highest-level virtual CFO and Controllership services

    • Cash flow management
    • Financial statements: customized financial reports
    • Budgeting and forecasting
    • Policies and procedures review
    • Accounting systems analysis and implementations
    • Assessment of accounting systems and procedures
    • Industry benchmarking, financing proposals, data analysis, dashboards, financial planning, advising and more
  • Reporting and Dashboards

    • Financial statement preparation: customized reports
    • Performance Cards and Charts
    • Compliance reporting including grant tracking, sales tax and GAAP compliance
  • Cloud Based Accounting Software

    • Drive business performance and make better decisions with real-time, actionable, and tailored financial and operational information.
    • Take advantage of our powerful cloud-based accounting and financial reporting and analysis capabilities to build, plan, define, and measure business metrics and performance