Drive strategy and accelerate performance
Dynamic dashboards. Measurable KPIs. Actionable insights.
To excel in today’s competitive environment, you can’t rely on Excel spreadsheets and manual processes. That’s why we built Wipfli’s CFO Connect. With CFO Connect handling your accounting and financial management needs, you will have reliable, credible and actionable data at your fingertips.
Built off of Sage Intacct, Wipfli’s CFO Connect allows you to:
- Gain insights using budgets, dashboards and benchmarking.
- Compare actuals to budget to understand trends.
- Uncover insights into your client demographics.
- Review comparable data to similar firms.
- Start thought-provoking discussions on culture.
- Explore forward-thinking visions, goals and strategy.
Why Wipfli?
CFO Connect isn’t just a piece of software. It’s a system powered by a dedicated team who will work with you to decode your data so you can spend more time leading your team and business. Our team combines experience and technology to turn your obstacles into opportunities.
Our reporting package
- Monitor bank and credit card activity.
- Manage and process payment of approved vendor invoices.
- Reconcile significant balance sheet accounts.
- Maintain fixed asset ledger.
- Reconcile bank and credit card accounts.
- Reconcile general ledger transactions and prepare journal entries.
- Reconcile revenue with practice management platform.
- Analyze budget to actual for anomalies and trends.
- Prepare financial statement reporting.
- Provide themed dashboard presentation.
- Prepare necessary 1099 information forms through electronic submission.
Our team
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
