How we help you
Outsourcing your accounting function provides a leaner, more flexible way to get the experience and support of a full-time accounting team without the cost. And Wipfli can help, providing you with outsourced finance and accounting for insurance that can help manage finance at the highest levels in your organization.
Navigate financial risk and regulatory compliance effectively.
Augment or fully outsource your financial function.
Get experienced leadership to guide financial strategy.
Build a high-performance financial team
Wipfli provides a range of insurance back-office outsourcing services, including CFO and controller, to help you augment your financial team. From adopting new accounting technology to developing a strategy to guide your organization’s growth, we’re ready to support your financial management so that you can focus on running the business.
Explore our outsourced finance and accounting services
Add significant financial knowledge to your organization with Wipfli’s fractional CFO and controller services. We deliver insights at the executive level to help you generate profit, mitigate financial risk and maintain a growth trajectory.
We can support your company by:
- Providing strategic planning and financial analysis.
- Establishing KPIs.
- Evaluating cost drivers and financial stability.
- Consulting on debt structure or refinancing opportunities.
- Developing and overseeing action plans to address budget gaps.
- Analyzing cash flow forecasting.
- Identifying opportunities to improve cash flow and liquidity.
- Maintaining banking relationships.
- Attending board meetings.
Wipfli’s outsourced controller services can help you manage risk, enhance financial reporting and manage your accounting operations effectively. Our services include:
- Reviewing, analyzing and identifying trends in financial statements.
- Performing month-end close.
- Overseeing your accounting team.
- Monitoring budget to actual and identifying trends.
- Overseeing the production of financial reports and KPIs.
- Collaborating with tax preparer.
- Providing strategic planning support.
- Performing cash flow management.
- Supervising payroll processing and submission.
Wipfli understands your complex, industry-specific accounting challenges, and we’re ready to provide support. Our outsourced services can help augment your accounting function with support for:
- Statutory accounting.
- Downloading and monitoring bank activity.
- Downloading and monitoring credit card activity.
- Reconciling vendor statements.
- Paying vendors and tracking accounts payable.
- Processing and recording payroll.
- Submitting 401(k) payments.
- Preparing and submitting sales and use tax returns.
- Reconciling credit card and bank statements.
- Recording depreciation.
- Tracking unbilled revenue.
- Managing and storing financial documents in the cloud.
- Tracking and adjusting significant balance sheet accounts.
Elevate your existing CFO with personalized coaching from our experienced team. A Wipfli CFO can provide your leader with a customized and comprehensive growth plan that’s designed to give them the skills they need to:
- Develop financial strategy and planning.
- Monitor and enhance risk management.
- Improve financial reporting and compliance.
- Participate in strategic decision-making.
- Manage project or program costs and efficiency.
- Determine capital structure and project financials.
You can also use our deep bench of support to augment your CFO and give them increased capacity for special projects or day-to-day work.
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Discover how Wipfli can help you adapt to a challenging market with decades of experience and a deep bench of insurance professionals across a wide range of specialties.
