Having access to a part-time or interim CFO/controller is extremely helpful in the following situations:
  • Managing transition (ownership of a company, acquisition of another company, sudden departure of staff).
  • Preparing for a strategic event (fundraising/capital raising or an exit).
  • Supporting growth, especially to start up or small companies.
  • Improving operations and/or financial results (developing internal controls or processes, negotiating with vendors or lenders).
If this is your company's situation, we can provide assistance.
You decide what tasks/projects you'd like tackled and when you'd like them accomplished.
Additionally, we provide CFO/controller services to companies who experience a loss/vacancy in these positions until the company can find the right individual to fill the role permanently.
You can save by reducing your overhead costs for maintaining an accounting department (in salary, payroll taxes, employee benefits and training costs) by outsourcing your accounting recordkeeping work to us.
Virtual Accounting is also ideal for smaller businesses that haven’t reached the size to take on the cost of hiring an employee to fill that role.
Through our Virtual Accounting process we can handle the following financial tasks for your company:
  • Recording sales invoices and cash receipts; monitoring accounts receivable.
  • Recording vendor invoices and payments; monitoring accounts payable. Preparing vendor payments.
  • Preparing required journal entries, bank reconciliations and account reconciliations.
  • Preparing financial statements (balance sheet, income statement) and financial reports meaningful to the business.
Business & Corporate Income Tax Preparation
We can prepare your federal and state income tax returns to assure that your business enjoy maximum deductions to the full extent of federal income tax laws.
We have experience in the following business tax returns:
  • Sole proprietors, including single-member LLCs (Schedule C).
  • C and S corporations.
  • Partnership returns.
Personal Income Tax Preparation
Would you like to obtain or renew a bank loan, but find the process of gathering all the required information daunting?
Are you an individual who finds the recent changes to the tax laws confusing?
Do you ever wonder if you’re missing something, even if you are using a computer software program?
Do you just not want to deal with preparing your taxes?
You are not alone.
We can prepare your federal and state income tax returns.
Additionally, we can point out potential deductions or strategies to limit your tax liability.
We can also help review taxes withheld on your wages to enable a refund or reduce payment to the taxing authorities when filing your returns.
Meet Lisa Wollersheim, CEO & Chief Consultant
Lisa Wollersheim
I am an Illinois registered CPA with over 25 years of experience. Graduating cum laude from North Central College with a Bachelor of Science in Accounting I began my career in public accounting: first with a small firm in Naperville, Illinois and then with Deloitte.
Moving forward from my public accounting career I held various Controller and then CFO roles in companies of various sizes and industries. My particular strength in corporate financial management is financial reporting & analysis along with treasury/banking. I am a member of the Illinois CPA Society and Financial Executives International. In my leisure time I serve as Treasurer of Friends of Cycling in Elk Grove Village, Illinois. And, I play on a top-rated women's volleyball team in tournaments across the U.S.
You can email me at:
lisa@heightsfinancialmanagement.com
You can call me at:
847-602-3324
Heights Financial Management is committed to being your financial management partner.
We have over 25 years of experience helping businesses define and accomplish their financial goals.
We can also perform necessary accounting/bookkeeping services.
No matter what your business — a startup or established, small or mid-sized, sole proprietor, partnership or corporation — we will help you succeed.
We also provide tax preparation services for individuals. We can help if you have a unique or one-time transaction and don't feel comfortable taking it on yourself.
We work with honesty and integrity to be your trusted financial advisor.
Let us show you how we provide top-notch financial management for any project…any situation…any company.