Wegner CPAs Outsourced Accounting Services

Overview – Monthly Accounting Services

As your outsourced accounting team we’ll provide you with management of your organizations finance, accounting, bookkeeping, payroll, and advisory services needs.

Through our cloud-based tools, we can deliver a comprehensive, fully integrated financial management and accounting system that can meet the needs of your evolving business today and tomorrow.

Accounting & Reporting

Payroll

Accounts Payable & Accounts Receivable

Technology & Document

ManagementAdvisory Services

Banking & Cash Flow

Planning & Budgeting

Core Business

Wegner CPAs - Built for Success

Accounting and Audit Services to over 700 tax-exempt organizations nationwide

Accounting Today’s:

Top 100 Accounting Firms to Work For

Members: AICPA & CPAmerica International

66+ year track record of delivering results

Wegner CPAs is about people – our clients, our employees, our community. Our professionals guide individuals, businesses and nonprofits with personal service, education, and knowledge.

We listen, research, advise, and implement solutions to guide you on a path to succeed in today’s complex economic environment.

Wegner is in its 66th year as a full-service certified public accounting and consulting firm.

Guiding You. Beyond the Numbers. is the number one reason we come to work each day at Wegner CPAs. Wegner CPAs’ relationship-based approach ensures our services are available every day, without the interruptions you might otherwise experience due to your own staff turnover or unplanned absences.


Besides saving your organization 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 business functions, including strategic planning and forecasting. In addition, your financial data and business information is always safe and secure. Our cloud technology platforms offer the highest levels of security in the industry. Count on us to provide you with:

THE OUTSOURCING ACCOUNTING ADVANTAGE


Track true financials and operations Visibility for planning/strategy Flexibility as needs change

Drive performanceand growth

Managing for Long-Term

Process automation Oversight and controls Accuracy and compliance

Make my businessmore efficient

Better Every Day

With Wegner CPAs, you can do both

Consultative & Advisory Services

Cash flow management

Financial planning & statements

Forecasting & budgets

Policies and procedures

Industry benchmarking

Financing proposals

Recommendations to improve your

company’s financial results

Dashboards & customized financial reports

and much more…

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

If you have need of a specific service, just ask. We’re here to help you.

Technology & Document Management

With real-time access to your data using our cloud-based systems, we can generate custom reports, forecasting, benchmarking, and real-time data analysis not possible until today.

Why settle for financial reports and analysis that are out of date the day they are printed? Now you can be sure you are always working with the latest up-to-date information at your fingertips, 24/7.

Get a better picture of your business in real time.

Online document exchange

Real time collaboration

Built-In audit trail

Workflow management

Electronic document storage

Accounting software synchronization

Reporting

We offer a complete range of traditional write-up and bookkeeping services to save your business the hassles and headaches of doing it yourself.

Wegner CPAs will prepare standard monthly management reports and post them to a user defined dashboard for 24/7 accessibility.

We will also provide you with a monthly telephone/video consultation to review financial statements and discuss strategic planning opportunities.

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.

We will empower your employees and executives with the business insights and visibility they need to make better decisions and drive performance.

Real-time Financial & Operational Reporting

Managing What’s Important to Your Organization

Key Metrics

RevenueAnalysis

Budget vs. Actual

Multi-LocationExpense Analysis

Trend Indicators

Snapshot of key financial and operational data is the first step

Streamline Reporting and Compliance

• FAS 116– Accounting for contributions

• FAS 117– Financial statements for nonprofit

organizations

• Segregation and auditing of uses and sources of funds

• 501(c)(3) charitable vs. non-exempt activities

• IRS Forms 990 etc.

Sample Compliance Not for Profit Reports

Payroll Services

Highlights of Wegner CPAs Payroll Processing:

Live checks and/or Direct Deposits processed weekly, bi-weekly,

or monthly

Complete Tax Pay services

Tax collected and deposited with required Federal, state and local payroll tax agencies

Preparation of all required Federal, state and local employment tax forms

Employee Access Center

Wegner CPAs’ payroll services can offer you an efficient and effective solution to one of the most consuming administrative functions of running your company – your payroll, allowing you to reallocate some of your time to other areas of your business.

Our customizable payroll services are ideal, no matter the size and complexity of your business or nonprofit. Engaging Wegner CPAs to manage your payroll activity ensures you have expert and accurate payroll processing and reporting, completed efficiently and on time.

Transactional Services

Wegner CPAs can help you take complete control of your daily transactions & 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

Bookkeeping – Bank and credit card reconciliations, journal entries, deferred revenue, reconcile prepaid accounts and more…

Tax Services

Form 990 Preparation Services - At Wegner CPAs, we will make sure your Form 990 puts your best foot forward. Our team of dedicated staff members work only on 990s year-round and process over 700 returns annually. We specialize in helping nonprofits submit 990s that not only are free of errors, but also show that your organization is professionally run and make a strong case for supporting it. When you engage our firm to prepare your Form 990, you can count on us to:

Keep you informed about all relevant deadlinesMonitor state requirements and the need for additional filingsProvide you with best practices policies and proceduresAdvise you about ways to use the form as a marketing toolWork to improve your ratings on sites like Charity Navigator and GuideStar

1096 & 1099’s – We will prepare and file your 1096 and 1099-MISC’s in accordance with IRS guidelines. We mail 1099’s directly to the recipients and electronically file the returns with the federal and state government. We can even assist with gathering information.

Sales Tax Filings - Wegner CPAs will calculate and prepare your organizations sales tax returns and file them to the appropriate agencies.

Engagement Staffing

In lieu of maintaining your own full time

accounting staff with salary and benefit

costs, and instead of the financial and

administrative burden of providing

accounting office space, computer

hardware and accounting software,

Wegner CPAs’ Accounting Solutions

Group provides reliable, timely and

accurate financial information for your

organization.

Client

Virtual ControllerOutsourced Accountant Accounts Payable

Specialist Accounts Receivable

Specialist Payroll Specialist

STAFFING STRUCTURE

Flexibility to Grow with You

START-UP

True integrated accounting system

Expansion

Outsourced accounting services

Advanced reporting capabilities

CFO advisory services

Changing needs of growing companies

Not for Profit Focus Best-in-class financials

Wegner CPAs partnership–taking you all the way Scalable, flexible architecture Continual innovation


Financial Management System

Wenger CPAs Outsourced Accounting Overview

Automate All financial processes With seamless integration

across business systems

Manage Adapt to the way your

business changes Optimize financial resources

Deliver Audit quality

processes and financial reporting

Accurate and timely financial and business intelligence

Big Picture

Your business depends on choosing the solutions and support services that make the best long-term business sense. By using proven repeatable processes, leading methodologies, and detailed analysis, Wegner CPAs provides client accounting services to help your organization reach its mission.

With Wegner CPAs as your accounting expert, you will receive relationship-driven, individualized service that addresses your particular needs.

Accounting &

Reporting Payroll

Accounts Receivable

& Donor Tools

Technology & Document Managemen

tAccounts Payable

Banking & Cash

Flow

Planning &

Budgeting

Core Business

www.wegnercpas.com | [email protected] | 1-608-442-1904

FOR MORE INFORMATION:

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Wegner CPAs Outsourced Accounting Services

Business

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