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
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.
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:
Building a Compliance Culture
Ensuring compliance depends on the individual actions of employees. That is why businesses that want to comply with changing laws and regulations should focus on building a compliance culture, where employees understand why compliance matters as well as their roles in...
10 Payroll Issues for Small Businesses
You may not think of your small business’s payroll function as risky. But if you do not properly handle certain payroll challenges, you may risk IRS scrutiny, operational disruptions, and financial losses. What should you watch out for? There are 10 payroll issues...
The Importance of Segregating Duties
Small and medium-sized companies are particularly prone to employee theft because they typically do not have the staff available to assign more than one employee to processes to help ensure that fraud does not take place. Assigning more than one employee to certain...