Outsourced CFO Services – Milwaukee (WI)

Milwaukee Outsourced CFO Services

Recent economic conditions have left many businesses with countless difficult decisions to make. The COVID-19 pandemic forced many businesses to eliminate all but the most essential positions. This meant many departments, including accounting and finance, were operating on a scaled-down basis. Now that many businesses are reopening, the need for a Chief Financial Officer that provides strategic vision, guidance, and leadership is more important than ever.

However, finding a qualified CFO is challenging.  It’s a competitive environment that takes time, costs money, and is accompanied by a lengthy onboarding process. As a result, on-demand accounting and finance services are rapidly growing as an alternative to hiring someone full-time in-house.

Wisconsin Virtual CFO Services

A virtual CFO is a cost-effective solution that can fill immediate needs ranging from assisting with special projects or bridging the gap until a replacement can be found.  It can also be a long-term solution for businesses looking to streamline operations and operate more efficiently while ensuring you do not have to worry about hiring and retaining a qualified CFO.


Wisconsin Outsourced CFO Services

  • Accounting software selection and implementation
  • Assist management in interpreting and utilizing financial reports.
  • Audit preparation and liaison with audit firm
  • Bank financing and investor meeting preparation
  • Blockchain and distributed ledger technology
  • Budgeting and forecasting (short and long term)
  • Capital asset acquisition planning and financing evaluations.
  • Cash flow modeling, management, and projections
  • Contract review
  • Financial and operational improvement plans
  • Financial, business, and strategic planning and implementation
  • Key metric benchmarking and trend analysis