With more than 20 years of experience in public accounting, Kim Wegner is a trusted advisor to business owners seeking clarity, strategy, and long-term financial success. She specializes in business taxation, tax planning, and advisory services, offering both technical expertise and practical insight. Kim also holds advanced valuation training, enabling her to guide clients through acquisitions, expansions, and other major financial decisions.
Kim’s practice centers on hospitality and restaurant organizations, particularly growth-focused franchise groups. She assists clients with maximizing tax credits and incentives, conducting cost segregation studies, and improving monthly financial close processes. Her approach emphasizes building efficient, scalable businesses through strengthened cash flow management and tax-efficient growth strategies.
Kim holds a Bachelor’s degree in Business Administration, Accounting and a Master’s degree in Taxation. She is a Certified Public Accountant, Certified Valuation Analyst, and Certified Global Management Accountant. She is also active in the Wisconsin Institute of CPAs, the American Institute of CPAs, and NACVA. Committed to delivering clarity and strategic value, Kim empowers business owners to make informed decisions and achieve sustainable growth.
