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.

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 Affinity CFO Service

Our CFO & Advisory Program is designed to take small businesses like yours to the next level.
Here’s what to expect:

Start with a financial health diagnostic

We start with a complimentary 2-3 hour analysis of your financial health to give our recommendation.
Here’s what we’ll grade:

We'll build your budgets, forecasts, and metrics to track

Set up your operational foundation.

We’ll help you get smarter with your reporting

Get a deeper look into reporting.

Profitability Report

How do I make sure I’m pricing correctly? Do I have room to hire more employees? How much should I pay myself?

Employee Utilization

Are my employees efficient?
How is their time being spent?

Industry Benchmarking

What are others in the industry doing?
How are their costs being allocated?
What are current industry spending priorities?

Cash Flow Forecasting

Do I have enough cash to weather seasonality?
How much cash do I need to retain in the checking account for operational needs?

We’ll tackle strategic monthly projects

You’ll get hands-on, strategic support every month.

Merger and Acquisitions

Company valuations
Business Exit Planning
Business Expansion Planning

Pricing Strategy

Service pricing analysis
Analyze profitability by service type, pricing tiers, or client categories
Value-based pricing analysis

Labor Management

Labor cost optimization
Subcontractor or freelancer management
Incentive compensation review and analysis

Fundraising and Investing

Meet with bank, investors or stakeholders
Analyze ROI to maximize investment return
Minimize borrowing %

Scaling Strategy

How to scale efficiently – add staff, expand services?
Assessing financial viability of offering new services or targeting new client demographics

Compliance and Risk

Tax laws and financial regulations
Assessing and mitigating insurance risk
Assessing and mitigating financial risk

Insurance and Benefits

Health benefits review
Retirement plan review
Worker’s comp – safety issues
Property & Casualty review

Cash Flow Management

Implement strategies for efficient working capital management
Seasonality management to ensure cash needs are met in slow times

Revenue Forecasting

Service specific revenue models
Establish revenue recognition rules
Retainer, subscription, or project-based contracts

We’ll help you take your business
from 0 to 100

You are here

Diagnostic review

2-3 Weeks

Ongoing work

CFO Advisory Services

Onboarding / Deep Dive

Phase 1

Build Budget & Forecast

Phase 2

Strategic Project

Phase 3

You'll be here

Financial Clarity

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: