As your outsourced accounting team we’ll provide you with management of your organizations finance, accounting, bookkeeping, payroll, and advisory services needs. Through our cloud-based tools, we can deliver a comprehensive, fully integrated financial management and accounting system that can meet the needs of your evolving business today and tomorrow.

1. Wegner CPAs Outsourced Accounting Services

2. Overview – Monthly Accounting Services
As your outsourced accounting team
we’ll provide you with management of
your organizations finance,
accounting, bookkeeping, payroll, and
advisory services needs.
Through our cloud-based tools, we
can deliver a comprehensive, fully
integrated financial management and
accounting system that can meet the
needs of your evolving business today
and tomorrow.
Accounting &
Reporting
Payroll
Accounts
Payable &
Accounts
Receivable
Technology
& Document
Management
Advisory
Services
Banking &
Cash Flow
Planning &
Budgeting
Core
Business

3. Wegner CPAs - Built for Success
Accounting and Audit Services to over 700
tax-exempt organizations nationwide
Accounting Today’s:
Top 100 Accounting Firms to Work For
Members: AICPA & CPAmerica
International
66+ year track record of delivering results
Wegner CPAs is about people – our clients, our
employees, our community. Our professionals
guide individuals, businesses and nonprofits with
personal service, education, and knowledge.
We listen, research, advise, and implement
solutions to guide you on a path to succeed in
today’s complex economic environment.
Wegner is in its 66th year as a full-service
certified public accounting and consulting firm.
Guiding You. Beyond the Numbers. is the
number one reason we come to work each day
at Wegner CPAs. Wegner CPAs’ relationship-
based approach ensures our services are
available every day, without the interruptions you
might otherwise experience due to your own
staff turnover or unplanned absences.

4. Wegner CPAs Outsourced Accounting Services
Besides saving your organization precious time, labor, and money by outsourcing key
business and financial services to our firm, you’ll also be able to free up and redirect your
internal staff and resources to supporting higher-value, revenue-generating business
functions, including strategic planning and forecasting. In addition, your financial data and
business information is always safe and secure. Our cloud technology platforms offer the
highest levels of security in the industry. Count on us to provide you with:
THE OUTSOURCING ACCOUNTING ADVANTAGE

5. Wegner CPAs Outsourced Accounting Services
 Track true financials and operations
 Visibility for planning/strategy
 Flexibility as needs change
Drive performance
and growth
Managing for Long-Term
 Process automation
 Oversight and controls
 Accuracy and compliance
Make my business
more efficient
Better Every Day
With Wegner CPAs, you can do both

6. Consultative & Advisory Services
Cash flow management
Financial planning & statements
Forecasting & budgets
Policies and procedures
Industry benchmarking
Financing proposals
Recommendations to improve your
company’s financial results
Dashboards & customized financial reports
and much more…
One more way we can save you time and money is by offering you the highest-
level CFO and Controllership services including:
If you have need of a specific service, just ask.
We’re here to help you.

7. Technology & Document Management
With real-time access to your data using
our cloud-based systems, we can
generate custom reports, forecasting,
benchmarking, and real-time data
analysis not possible until today.
Why settle for financial reports and
analysis that are out of date the day
they are printed? Now you can be sure
you are always working with the latest
up-to-date information at your fingertips,
24/7.
Get a better picture of your business in
real time.
 Online document exchange
 Real time collaboration
 Built-In audit trail
 Workflow management
 Electronic document storage
 Accounting software synchronization

8. Reporting
We offer a complete range of traditional write-
up and bookkeeping services to save your
business the hassles and headaches of doing
it yourself.
Wegner CPAs will prepare standard monthly
management reports and post them to a user
defined dashboard for 24/7 accessibility.
We will also provide you with a monthly
telephone/video consultation to review
financial statements and discuss strategic
planning opportunities.
Drive business performance and make better
decisions with real-time, actionable, and
tailored financial and operational information.
Take advantage of our powerful cloud-based
accounting and financial reporting and
analysis capabilities to build, plan, define, and
measure business metrics and performance.
We will empower your employees and
executives with the business insights and
visibility they need to make better decisions
and drive performance.
Real-time Financial & Operational Reporting

9. Managing What’s Important to Your Organization
Key Metrics
Revenue
Analysis
Budget vs.
Actual
Multi-Location
Expense
Analysis
Trend
Indicators
Snapshot of key financial and operational data is the first step

10. Streamline Reporting and Compliance
• FAS 116
– Accounting for contributions
• FAS 117
– Financial statements for nonprofit
organizations
• Segregation and auditing of uses and
sources of funds
• 501(c)(3) charitable vs. non-exempt
activities
• IRS Forms 990 etc.
Sample Compliance Not for Profit Reports

11. Payroll Services
Highlights of Wegner CPAs Payroll Processing:
Live checks and/or Direct Deposits processed weekly, bi-weekly,
or monthly
Complete Tax Pay services
Tax collected and deposited with required Federal, state and local payroll tax agencies
Preparation of all required Federal, state and local employment tax forms
Employee Access Center
Wegner CPAs’ payroll services can offer you an efficient and effective solution to one of the
most consuming administrative functions of running your company – your payroll, allowing
you to reallocate some of your time to other areas of your business.
Our customizable payroll services are ideal, no matter the size and complexity of your
business or nonprofit. Engaging Wegner CPAs to manage your payroll activity ensures you
have expert and accurate payroll processing and reporting, completed efficiently and on
time.

12. Transactional Services
Wegner CPAs can help you take complete control of your daily transactions & data entry
Cash Management – Record cash receipts and
disbursements, process expense reimbursements, and
provide cash flow assistance
Accounts Receivable – Invoice preparation and delivery,
recording of receipts, and customer/donor management
Accounts Payable – Coding of vendor bills, route bills
through approval process, schedule and pay bills, electronic
retention of all bills, payments, vendor credits, and approvals
Bookkeeping – Bank and credit card reconciliations, journal
entries, deferred revenue, reconcile prepaid accounts and
more…

13. Tax Services
Form 990 Preparation Services - At Wegner CPAs, we will make sure your Form 990 puts
your best foot forward. Our team of dedicated staff members work only on 990s year-round
and process over 700 returns annually. We specialize in helping nonprofits submit 990s that
not only are free of errors, but also show that your organization is professionally run and
make a strong case for supporting it. When you engage our firm to prepare your Form 990,
you can count on us to:
Keep you informed about all relevant deadlines
Monitor state requirements and the need for additional filings
Provide you with best practices policies and procedures
Advise you about ways to use the form as a marketing tool
Work to improve your ratings on sites like Charity Navigator and GuideStar
1096 & 1099’s – We will prepare and file your 1096 and 1099-MISC’s in accordance with
IRS guidelines. We mail 1099’s directly to the recipients and electronically file the returns with
the federal and state government. We can even assist with gathering information.
Sales Tax Filings - Wegner CPAs will calculate and prepare your organizations sales tax
returns and file them to the appropriate agencies.

14. Engagement Staffing
In lieu of maintaining your own full time
accounting staff with salary and benefit
costs, and instead of the financial and
administrative burden of providing
accounting office space, computer
hardware and accounting software,
Wegner CPAs’ Accounting Solutions
Group provides reliable, timely and
accurate financial information for your
organization.
Client
Virtual Controller
Outsourced Accountant
Accounts Payable
Specialist
Accounts Receivable
Specialist
Payroll Specialist
STAFFING STRUCTURE

15. Flexibility to Grow with You
START-UP
True integrated
accounting
system
Expansion
Outsourced
accounting
services
Advanced
reporting
capabilities
CFO advisory
services
Changing needs of growing companies
 Not for Profit Focus
 Best-in-class financials
Wegner CPAs partnership–taking you all the way
 Scalable, flexible architecture
 Continual innovation

16. Wegner CPAs Outsourced
Accounting Services
Financial Management
System
Wenger CPAs Outsourced Accounting Overview
Automate
 All financial processes
 With seamless integration
across business systems
Manage
 Adapt to the way your
business changes
 Optimize financial resources
Deliver
 Audit quality
processes and
financial reporting
 Accurate and timely
financial and business
intelligence

17. Big Picture
Your business depends on choosing
the solutions and support services that
make the best long-term business
sense. By using proven repeatable
processes, leading methodologies,
and detailed analysis, Wegner CPAs
provides client accounting services to
help your organization reach its
mission.
With Wegner CPAs as your
accounting expert, you will receive
relationship-driven, individualized
service that addresses your particular
needs.
Accounting &
Reporting
Payroll
Accounts
Receivable
& Donor
Tools
Technology
& Document
Management
Accounts
Payable
Banking &
Cash Flow
Planning &
Budgeting
Core
Business

18. www.wegnercpas.com | Dale.kunin@wegnercpas.com | 1-608-442-1904
FOR MORE INFORMATION:
Thank you!