Huberty CPAs Business Accounting Firm in Wisconsin
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About Huberty
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Strategy Drives Change.

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Your Phase Determines our Approach

Through our experience, Huberty has recognized that a business’ phase dictates what mix of services should be delivered by a professional service provider. For example, a business in a growth phase requires a different mix of professional services than a business in the sale or exit phase. Through our approach, we assess your business phase and recommend a mix of services that align with the mutually agreed upon phase, which ensures you are maximizing both our relationship and your internal resources.


Launch Phase

Business Launch tends to be all about the cash. Specifically, not running out of it before the business has had a chance to build up consistent sales volumes that will fund continued operations.

Gross Cash Burn Rate = Current cash balance / monthly operating expenses

Steady Phase

Business as usual is not always less hectic, but it is a time of consistent performance. It also happens to be a great time to purposefully move the organization toward greater profitability and address existing pain points. Gross Margin Rate is a common Metric to manage by, but alone it can disincentivize capital investment and leave general expenses unchecked. Keeping an eye on the EBITDA rate often provides a better picture of profitability.

EBITDA Rate = Earnings Before Interest, Taxes, Depreciation & Amortization / Revenue

Growth Phase

Growth is about increasing market share and sales volume and sometimes sacrificing a measure of profitability to do so. It is important to plan for profitability while managing growth, but equally important to ensure that growth is not throttled by cash shortages. As revenues grow, so do accounts receivable, accounts payable, and inventory balances. For many businesses cash is spent, sales follow, and cash receipts trail further behind. Sales growth increases current cash outflows but allows cash collections to lag at the previous month’s sales levels. This can stress formerly healthy cash levels and downright throttle the operations of organizations that run lean cash balances.

Cash Conversion Cycle = Inventory Days + Accounts Receivable Days – Accounts Payable Days

Decline Phase

Declines happen, and there are several KPIs that can be important to decision-making. Measuring the rates of sales and profitability decline can inform management as to just how aggressively inventories and costs should be scaled back. Monitoring the Breakeven Margin of Safety will indicate just how much of a hit sales can take before it becomes painful, and Net Cash Burn Rate will indicate just how long the organization can sustain losses.

Breakeven Margin of Safety = Revenue – Breakeven Sales Volume

Wind Down Phase

An owner winddown may also be the business’s winddown but could be the owner transitioning away from the primary management of the business as it continues. Strategies can be varied, and the operations behind the financial statements may be fundamentally changing. In the case of an operational winddown or transition, liquidity can become a major concern as inventories discount or are rendered obsolete, and receivables and liabilities resolve or transition to new norms. Consider using a focused liquidity ratio such as the Quick Ratio or Operating Cash Flow to Current Liabilities ratio.

Operating Cash Flow to Current Liabilities = Annualized Operating Cash Flow / Total Current Liabilities

Exit Phase

How much money would it take make you walk away from your business right now? How much money is your business worth? Most small business owners do not earnestly consider how they plan to exit their business until they are ready and itching to move on to another part of their lives. For the best outcomes, begin planning for exit at least five to ten years in advance. Periodic valuations can help ground that planning and a KPI such as Economic Profit can help you keep score of value building progress.

Economic Profit = Annualized NOPAT – (Total Invested Capital * WACC/100)

NOPAT = Net Operating Profit After Tax

WAAC = Weighted Average Cost of Capital

Thrive is Huberty’s new, innovative platform that keeps clients informed and up-to-date with their financial information. Thrive by Huberty is designed to analyze data, create real-time collaboration with advisors, and coach business owners to future success.

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Huberty’s Strategies for Success

Real Stories

We Place Clients First.

Our inspired and client-centric teams differentiate us from traditional CPA-led firms. We strive to make a positive impact for each of our clients by leveraging our experience in our core service areas: Accounting, Analysis, Strategy, and Planning. View our case studies for real-life examples of our impact.

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Welcome to Huberty

Meet Huberty

Huberty is a CPA-led, professional service firm where an inspired team places clients first.

We have a deep passion for helping our clients fulfill their vision, mission, and purpose. We know our efforts will extend beyond everyday business to play a meaningful role in progressing our communities. Our family and friends live in these communities. That’s why each day we strive to have a positive impact.

Our advisors come together to find solutions and foster success by constantly learning, developing our skills, and maintaining a high level of excellence. Maintaining positive business relationships with our clients is a top priority that sets us apart through our superior customer service, interaction, and satisfaction.

Huberty advisors are invested in your success!

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Our Vision & Mission

Huberty's vision is to be a destination for innovation and inspiration for our employees, clients, communities, recruits, prospects, & colleagues.

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The Huberty Ideal

The Huberty Ideal is the essence of how we represent our firm inside and outside of working hours. We are Huberty.

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Team Members

Our people make a difference. Meet the professional advisors who guide our clients to achieve their goals.

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"Huberty has provided me with added insights into my business through financial data analysis. I look forward to our planning meetings, and I am proud to be a client.”


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