When it comes to business, relying on gut feel can only take you so far.
Bradley Manderscheid
Matthew Dattilio
Sarada Duvvuri
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.
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.
Are you wondering if our CFO and advisory services are the right fit for you?
Here’s when we can help:
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.
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.
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.
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.
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.
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.
Check out all of our 5-star reviews on Google!
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.
At Affinity Accounting, your dedicated team takes care of your monthly bookkeeping, accounting, payroll, tax services, and more.
759 N. Milwaukee St., Suite 203
Milwaukee, WI 53202