CFO-Controller heading with partner, Ed Schmitz

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

Meet The Team

Partner & CEO, Jennifer Lehman, CPA

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:

Don’t Fall for Invoice Fraud Schemes

Don’t Fall for Invoice Fraud Schemes

According to a recent survey by software company Medius and researcher Censuswide, middle-market businesses lose an average of almost $300,000 annually to invoice fraud. Invoice fraud can be challenging to spot — and even more difficult to recover from — but your...

Financial Benchmarking for Success

Financial Benchmarking for Success

A comprehensive benchmarking study can provide a healthy view of your business. By comparing your business’s financial performance to competitors — or even itself over time — benchmarking can help identify trends, value drivers, and potential risks. A comprehensive...

Taking Stock of Your Inventory Accounting Method

Taking Stock of Your Inventory Accounting Method

How inventory is accounted for can have a significant impact on your tax bill if your business involves the production, purchase, or sale of products. In some cases — particularly during periods of high inflation and stable inventory levels — adopting the last-in,...