Business Consulting Services

At Sorge CPA, we offer professional business financial consulting services for companies. Our team of experienced professionals provides financial consulting across many disciplines, including entrepreneurship, accounting, business financing, and more. Allow our years of experience in financial consulting, from large corporations to small start up companies, to take your business to the next level. With our business consulting services, we can assist you in bridging gaps within your company, such as:

  • Jumpstarting growth by developing business financing options.
  • Identifying and solving financial problems that may be costing your business money.
  • Improving your business profitability: from budgeting and planning to reporting and measuring.
  • Providing strategic exit planning and exit strategies based on vast business valuation knowledge and experience.

Why do I need a Business Consultant?

Having access to the advice, oversight, and knowledge of a team of experienced financial professionals who are also skilled business consultants is a key aspect of success for any size business. No matter how big or small your business is, or where you are in your business life cycle, Sorge CPA is available to you, able to provide financial advice and accounting support needed in order to take your business to the next level.

With our combination of a fully fledged, extremely experienced CPA firm with years of expertise when it comes to accounting and tax planning, and our team of creative and knowledgeable business consultants, you’ll be hard pressed to find a better business consulting service for your company.

At Sorge CPA, we offer everything you need as a business owner in order to make informed business decisions, implement operational adjustments, improve performance, reduce expenses, boost profits, and maintain (or even increase) optimal cash flow levels. We see you and your business as more than just another client. We’ll work hard to learn about your specific business goals, and we’ll get to know you as a business owner. After understanding you and your business goals, we’ll work with you to develop a plan for how your business can improve financially, no matter the state of the economy.

Our Business Consulting Services Include:

  • Cash Flow Monitoring 
  • Budgeting and Forecasting
  • Business Valuation
  • Risk Management 
  • Exit Planning
  • Mergers and Acquisitions
  • Internal controls evaluations
  • Management advisory services 
  • Business tax planning strategies

Why Sorge CPA?

Sorge CPA is a different kind of accounting firm, made great by our exceptional talent. We are fueled by the entrepreneurial spirit and driven to serve our community, and our industry, with conviction and vision. We offer:

  • Personalized Attention

Big or small, a cornerstone of our firm is providing each and every client with responsive and highly personalized service delivered by our experienced partners and team of more than 60 specialists.

  • Value-Added Approach

In addition to providing personalized service and a quality work product, you will also benefit from valuable insights and recommendations delivered by a team with years of experience and expertise helping clients increase efficiency and strengthen financial controls.

  • Big Firm Capabilities

Our breadth of services is on par with the larger firms allowing us to provide organizations nationwide with the broad resources and expertise to help them stay at the forefront of their industry.

Wisconsin Business Consultants

At Sorge CPA, we are committed to getting real results. We work to identify problems and implement solutions in order to improve business performance and increase profitability. We’re equipped to show you how to cope with any financial challenges you may face, so that your business is prepared for any opportunities that may arise. 

Interested in discovering how our insights and experience can transform your business? Call us today to speak with a member of our team. Sorge CPA & Business Advisors, S.C. has many locations across Wisconsin with offices in Monona, Oshkosh, Delavan, Madison, Stoughton, Watertown, Waukesha, and now in Downtown Milwaukee

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