CFO / Controller Services

The relationship you need to take you where you want to go

Get the leadership you need to take your business to the next level. Our firm has been serving businesses for over 90 years. We understand the day-to-day operations of a business can expend the organization’s time and resources, leaving little room for new projects or strategies. Our CFO / controller services provide you a partner to help overcome financial challenges, achieve growth, optimize strategy, implement systems, and more. Your Hantzmon Wiebel team has the experience and expertise to help you take the next right step.

Services:

· Cash management

· Period-end close

· Dashboards/KPIs

· Budgeting and forecasting

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Meet The Team

Jennifer Lehman, CPA circle pic with bricks in the background

Jennifer S. Lehman has more than 20 years of public accounting experience, joining Hantzmon Wiebel in 1997. She is a co-partner-in-charge of employee benefit plan audit practice, and also works with high net worth individuals and a variety of their businesses. Jennifer enjoys working with her clients, solving problems and helping them remain in compliance with audit, tax and general business regulations. She also consults with her clients on human resource matters and strategic planning issues.

Before becoming the Firm’s Chief Executive Officer in October 2017, Jennifer served as the Firm’s Chief Operating Officer for 10 years, overseeing operations, personnel, marketing and technology with a special focus on creating a first-class environment for the Firm’s team.

Ed Schmitz CPA in circle with grey brick background

Edward J. Schmitz joined Hantzmon Wiebel in 2005 and was named a partner in 2014. In addition to his more than 15 years of public accounting experience, Edward has more than 10 years of experience in the industry, including nine years as a controller of a manufacturing company. His particular areas of knowledge include accounting and auditing standards, internal controls, segregation of duties and fraud investigation. Edward enjoys working closely with his clients, using his experience to provide solutions to improve their accounting processes.

Articles:

Which Level of Assurance is Right for Your Organization

Which Level of Assurance is Right for Your Organization

It might be time for your company to upgrade (or downgrade) its level of assurance. Most organizations hire a CPA to issue financial statements that conform to U.S. Generally Accepted Accounting Principles (GAAP), but not all financial statements are created equal....

Succession Planning Requires Smart Strategies

Succession Planning Requires Smart Strategies

Succession planning is important in any business, but it is sometimes overlooked in family-owned operations. This is a big mistake. There are many family-run companies that no longer exist because of a poor succession plan or none at all. Begin the Conversation The...

Avoiding Nonprofit Tax Traps

Avoiding Nonprofit Tax Traps

If your organization has met the IRS qualifications to be considered tax-exempt, the income you receive — such as donor contributions — is exempt from federal income tax. However, it is still possible for nonprofits to follow the rules and experience adverse tax...