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Virtual CFO – Milwaukee (WI)

Outsourced CFO – Milwaukee (WI)

Many organizations in Milwaukee and across Wisconsin have accounting departments that are focused on managing routine tasks. This may include bookkeeping, AR/AP management, payroll inventory data review, and more. While important these traditional accounting functions do not provide the strategic leadership and insights that help support and guide the accounting team. Whether its assistance expanding into new markets, raising capital, or undergoing rapid growth, it may be time to hire, or in some cases replace, a Chief Financial Officer (CFO) that can provide the insights, strategic direction, and experience needed.

A key concern is the difficulty in finding a qualified CFO. Not only can it be a difficult and long process, but often salary requirements exceed what many can afford. Beyond this, the onboarding process can be lengthy delaying impact. For this reason, organizations often turn to outsourcing to meet needs. A Virtual CFO can “plug-in” to your organization and quickly start offering essential insights and direction. These seasoned professionals have an immediate impact.

Virtual CFO Experience – Wisconsin

WhippleWood CPAs offers Virtual CFO services to companies in Milwaukee and across Wisconsin. Our team has significant experience helping companies implement systems, manage growth, and resolve capital needs. Since we work with dozens of companies, our virtual CFOs have significant experience assisting those in a variety of industries and situations. This allows us to deliver best practices based on real-world experience.

Virtual CFO Services – Milwaukee (WI)

Below is a summary list of the virtual CFO services provided to companies and organizations, including:

  • Accounting Software Selection/Implementation
  • Accounting Staff Mentoring/Training
  • Budgeting & Forecasting
  • Bank Finance Meeting Preparation
  • Capital Asset Acquisition Evaluations
  • Cash Flow Forecasting/Optimization
  • Contract Review
  • Financial Improvement Plans
  • Key Metric Benchmarking/Trend Analysis
  • Lease v Buy Decisions
  • Treasury Management

Contact our Milwaukee Outsourced CFOs

WhippleWood CPAs offers Virtual CFO services to companies in Milwaukee and across Wisconsin remotely from our Denver offices. For additional information on and how we can assist you, complete the form below and a team member will follow up promptly.

About Milwaukee (WI)

The city, which rose to prominence on the banks of Lake Michigan through its famed breweries, still celebrates this history, but the business scene has diversified significantly. Milwaukee has become a hub for advanced manufacturing, healthcare, and professional services, driving economic growth well beyond the brewing tanks.

Manufacturing, while evolving technologically, remains a cornerstone of Milwaukee’s economy, paying homage to the days when it was known as “the machine shop of the world.” Today, this sector is increasingly sophisticated, pivoting towards automation, robotics, and high-tech manufacturing, demonstrating adaptability and forward-thinking.

Milwaukee’s healthcare sector also stands out, marked by renowned hospitals and a burgeoning biomedical ecosystem. It’s a nexus for research and development in medical technology, benefitting from collaborations between healthcare institutions and universities.