At Heinzelman CPA Group, we provide comprehensive fractional controllership services, cash flow forecasting, bookkeeping and financial reporting services to help clients maintain accurate and reliable financial records.
At Heinzelman CPA Group, our Cash Flow Forecasting services empower businesses with the insights they need to predict, manage, and optimize their financial future. By analyzing revenue projections, expense patterns, and financing needs, we provide a proactive approach to financial management. Whether you’re navigating daily operations, planning for growth, or preparing for economic shifts, our customized forecasting tools create an actionable financial roadmap that aligns with your business goals and enhances decision-making.
At Heinzelman CPA Group, our Fractional Controller Services offer high-level financial oversight and management tailored to your business needs—without the cost of a full-time executive. We provide robust accounting processes, accurate financial reporting, and strategic insights to optimize your financial performance. Whether you’re scaling operations, enhancing internal controls, or ensuring compliance, our services empower your business to achieve financial excellence while focusing on growth.
We struggled with our corporate taxes for years, but after working with this firm, we finally feel confident at tax time. Their team not only prepared our taxes efficiently but also found valuable state incentives that saved us thousands. They’re a game-changer!
CFO, Midwest Manufacturing Group
Planning for the future of our family business was daunting, but their experts walked us through every step. Thanks to their clear guidance, we now have a solid succession plan in place that ensures our business’s legacy for generations.
Owner, Thompson & Sons Construction
During a complex acquisition, this team provided invaluable insights. Their due diligence and transaction structuring expertise helped us navigate the process smoothly and secure a great deal. We couldn’t have done it without them!
CEO, BrightTech Solutions
Controller, National Freight Inc.
Property Manager, Skyline Real Estate
We had no idea our business qualified for R&D tax credits until we worked with this team. Their thorough review and expertise resulted in substantial savings that we reinvested in new projects. Incredible service!
Founder, Innovate Labs
They helped us uncover local economic incentives we didn’t even know existed. Their work directly impacted our bottom line and allowed us to expand into new markets.
COO, Fresh Foods Co.
Cash flow forecasting predicts your business’s future cash inflows and outflows, helping you maintain financial stability, avoid cash shortages, and identify growth opportunities. It is essential for proactive financial management and informed decision-making.
We use advanced financial modeling, historical data analysis, and rolling 12-month projections to provide customized cash flow forecasts. Our process includes scenario planning and real-time monitoring through interactive dashboards to ensure accuracy and relevance.
Benefits include improved working capital management, early identification of financial risks, enhanced decision-making, and the ability to seize growth opportunities while maintaining financial stability.
Fractional controller services provide high-level financial oversight without the cost of a full-time executive. They include accounting process optimization, financial reporting, and regulatory compliance, empowering businesses to achieve financial excellence.
Businesses experiencing growth, managing increased financial complexity, or needing improved financial visibility and internal controls benefit greatly. This service is ideal for businesses that require senior-level expertise on a scalable basis.
Our services are customized to align with your specific goals and challenges. We provide flexible engagement options, streamline accounting processes, and offer strategic guidance to help you optimize cash flow, profitability, and financial management.
Financial ledger maintenance includes organizing, recording, and reconciling your financial transactions to ensure accuracy and compliance. It provides a clear, up-to-date view of your financial position and supports informed decision-making.
We offer comprehensive ledger management services, including automated reconciliations, detailed audits, and real-time reporting. Our team ensures your ledgers are accurate, organized, and aligned with regulatory requirements.
Accurate ledgers enhance financial visibility, simplify tax preparation, support compliance, and reduce the risk of errors. They also help businesses make strategic decisions based on reliable financial data.
Tax Day cometh
Note: Business tax due dates are earlier for S corporations and partnerships. These business entities must have their returns filed by March 17, 2025. An S corporation files Form 1120-S while a partnership files Form 1065.
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