Run a smarter business with the help of a Milwaukee CFO

When it comes to business, relying on gut feel can only take you so far.

"I highly recommend Affinity Accounting if you are ready to take your company’s financial procedures and records to the next level."

Bradley Manderscheid

"They are worth every penny for the easy process, not to mention the tax efficiency."

Matthew Dattilio

"Bottom line, they care and protect and provide at the utmost excellence!"

Sarada Duvvuri

What do you need to take your business to the next level?

Your business is doing well, your team is happy, and you’re earning a salary that makes you proud. But what more could you achieve with a financial mentor by your side? At Affinity Accounting, we help business owners like you set clear financial goals and action plans to grow your business. Whether you’re looking to eventually sell or just want to bring home more income, our CFO services can help you run a smarter, more profitable business.

Scale your business with a Milwaukee business advisor by your side

At Affinity Accounting, we’re here to clear any roadblocks you’re facing and provide the financial guidance you need to take your business to the next level.

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Wondering if your labor costs are where they should be? Curious how your profit margins compare? We help you set clear goals and track the KPIs that matter most to your business, giving you the insights you need to measure success and drive growth.

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We help you set an annual budget that aligns with your goals. But a budget only works if you use it. Throughout the year, we track your budget against actual spending to spot any differences, keep your finances on course, and make sure you’re staying on target.

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Things don’t always go as planned in business. That’s why we create monthly forecasts to help you prepare for different scenarios. Whether it’s unexpected expenses or new opportunities, these forecasts help you make smarter decisions and stay ahead.

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Whether you’re planning to sell, hire more team members, or expand your business, we help you build practical plans to reach your goals. From assessing where you are now to mapping out the next steps, we make sure your growth is sustainable and successful.

When is a Milwaukee CFO right for your business?

Are you wondering if our CFO and advisory services are the right fit for you?
Here’s when we can help:

What to expect

We start with a full deep dive into your business

Curious what to expect? We’ll start by understanding your current business setup and continue with regular strategy sessions to help you make informed decisions and reach your goals.

#1

We’ll start with an introductory meeting where we’ll present our services, go over the process, discuss the expected timeline, and introduce the tools we’ll use.

#2

We’ll meet to gain a clear understanding of your business structure, financial and operational processes, sales workflow, HR (including labor, employment, and contractors), and the software/tools you use.

#3

We’ll do a thorough review of your financial setup, looking at your accounts, revenue assumptions, and costs. We’ll set key performance targets, review time management, and fine-tune how you prioritize clients and manage costs.

#4

We’ll provide tailored reports, including your annual budget, base scenario forecast, KPI analysis, client profitability, employee efficiency, product/service profitability, and cash flow forecasts.

#5

We’ll have regular check-ins to discuss strategy, update your monthly forecasts, and review important insights like client profitability, employee efficiency, and cash flow. We’ll also go over cash management, compensation plans, and benefits to keep everything running smoothly.

proven results

Don’t just take our word for it

Check out all of our 5-star reviews on Google!

Push your business farther with a Milwaukee CFO

At Affinity Accounting, we’re here to help you unlock your business’s full potential. Share a few details, and we’ll get back to you within one business day.

We handle more than just CFO services

At Affinity Accounting, your dedicated team takes care of your monthly bookkeeping, accounting, payroll, tax services, and more.

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Tax Preparation & Services