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 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.

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:

Should You Outsource Your Accounting Functions

Should You Outsource Your Accounting Functions

As your organization strives to use its resources as effectively as possible, you might at some point consider outsourcing the functions that fall under your accounting and financial umbrella. But wait: You’ll first need to weigh the possible benefits and pitfalls....

Audits Are Essential to Your Organization’s Health

Audits Are Essential to Your Organization’s Health

Audits have become more important due to increased public and government scrutiny of not-for-profit organizations, their management, and their boards. Audits not only provide you with a fair assessment of your organization’s financial health, but also can reveal...

How Virtual Currency Transactions Affect Your Tax Situation

How Virtual Currency Transactions Affect Your Tax Situation

Virtual currencies, also known as cryptocurrencies, have gone mainstream. For example, you can use Bitcoin to buy a Tesla, or you can use a Bitcoin wallet on your smartphone to make everyday purchases. However, using virtual currency has federal income tax...