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.
Wegner CPAs Outsourced Accounting Services
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
Wegner CPAs Outsourced Accounting Services
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
Wegner CPAs Outsourced Accounting Services
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
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