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We offer a free initial consultation to small business owners in the Milwaukee area. Please call us at 414-906-9130 or complete this form and we will contact you shortly.

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Outsourced CFO & Controllership

Milwaukee Outsourced CFO Services & ControllershipThe role of CFO (Chief Financial Officer) varies from company to company, but primary duties typically include financial risk management, analysis, planning & reporting. At Milwaukee CPA firm Oliver Plunkett, S.C., we can provide any combination of these services based on your business needs.

Most businesses don't need the added payroll expense of an in-house financial officer, making outsourced CFO services a perfect fit for small businesses. Whether you're looking for ongoing or project-based services, Oliver Plunkett, S.C. will work with you to develop the perfect business consulting plan - expanding services as your business grows.

If you're ready to learn more about our outsourced controller and CFO services, give us a call at 414-906-9130 to schedule your free initial consultation. We'll go over all your available options.

Some of our outsourced CFO/Controller services include:

  • Cash flow management
  • Financial risk management and analysis
  • Financial planning and budgeting
  • Bank reconciliations
  • Accounts receivable/payable
  • Profit improvement solutions
  • Financial reporting
  • Accounting systems establishment
  • Management audits
  • Accounting staff training & management coaching
  • Due diligence
  • Equity and debt financing
  • Mergers and acquisitions
  • Government compliance
  • Tax planning and preparation
  • Point-of-sale software and support
  • QuickBooks® training and support

Keep Connected

2973 N Hackett Ave Milwaukee, WI 53211
Phone number: 414-906-9130
Email address: oliver@plunkettcpa.com

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Tax Tips

Five Ways to Prepare for Tax Filings

Organize records for tax return benefits Now that the page has turned on another calendar year, the tax return season is fast approaching.

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