A real life story – Wheelhouse

By Casey Gillam – Sales Manager at CFO Plans Inc.

Greg Baszucki, a serial tech entrepreneur, built Wheelhouse Enterprises to address several key needs in the business software industry – giving companies the tools and resources needed to compare business software solutions, generating demand online, and connecting leading software vendors with highly qualified customer leads. Greg has incredible business acumen and his companies have successfully helped hundreds of thousands of companies grow with the right software for their needs.

To support his growth goals for Wheelhouse, Greg was looking for a way to create greater efficiencies and boost cash flow without losing the financial expertise of an internal controller. A mutual business contact at ‘Founder Partners’ connected Greg with CFO Plans to discuss both current and long-term needs, and Greg liked the options and services offered by CFO Plans.

The CFO Plans service team worked closely with Wheelhouse to transition all their finances successfully and seamlessly, including:

  • Accounts Payable
  • Accounts Receivable
  • Payroll
  • Compliance

Through several networked connections and top-notch referrals, CFO Plans took on a handful of brand new clients in a short period of time as a result of the Wheelhouse’s success story (including the company where Wheelhouse’s previous controller was working in a leadership role).

Wheelhouse has since gone through periods of hypergrowth, and CFO Plans has become an integral part of the financial staff by adjusting resources and meeting new needs alongside the company’s growth.

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