Victoria Haas

Collaborative CPA and Virtual CFO for IT, Marketing, Legal, Consulting, and Professional Service Firms

Role
Principal at Affinity Accounting
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Victoria Haas

I help forward-thinking, service-based small businesses achieve greater profitability, increase operational capacity, improve cash flow, and build sustainability through clear financial insight and proactive tax planning.As a trusted accounting partner, I understand that small business owners need expert, responsive, and collaborative support. The most common frustrations I hear? Lack of proactive tax planning and insufficient visibility into the financial health of their business—making it difficult to make informed decisions for growth.Our relationship-based approach means that you get timely, consistent bookkeeping and financial statements throughout the year. This foundation allows our tax team to implement tax-saving strategies as opportunities arise, not just at year-end. As your business grows, we provide ongoing support in budgeting, forecasting, and tracking the right metrics—empowering you with the data needed to make confident, strategic decisions. Our fractional CFO services are available as you scale.Our Proven 7-Step Process:Identify: Assess your current financial setup, issues, and concernsCleanup: Organize and reconstruct financial recordsArchitect: Design efficient financial processesTechnology: Implement the right accounting systemsMaintain: Deliver ongoing bookkeeping and data managementReview: Evaluate results and performanceScale: Expand support as your business growsLet’s Start the Conversation:https://affinitymke.com/contact/

Experience

  1. Principal

    Affinity Accounting

    Sep 2012 — Present · Milwaukee, WI, US

    As the founder and chief executive of Affinity Accounting, I lead a dynamic team of 11 accounting, tax, fractional CFO, and administrative professionals dedicated to empowering small businesses with clarity, strategy, and peace of mind in their financial operations.Key Responsibilities- Strategic Leadership: Define and communicate the firm’s vision, mission, and long-term strategic objectives, ensuring alignment across all teams and services- Team Development: Recruit, mentor, and develop a high-performing team, fostering a culture of continuous learning, collaboration, and quality client service- Business Growth: Set and execute sales and business development goals, driving growth through client acquisition, retention, and value-added services- Client Experience: Oversee delivery of high-quality accounting, tax planning, and advisory solutions tailored to the needs of forward-thinking, service-based small businesses- Community Engagement: Serve as a community ambassador for Affinity’s mission—building relationships with local business stakeholders and promoting financial literacy and responsible business practices.

Education

  • DePaul University

    Masters, Taxation

    2009 — 2012

  • University of Illinois Urbana-Champaign

    Bachelors, Accountancy

    2002 — 2006

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Victoria Haas — Principal at Affinity Accounting in Milwaukee, WI, US | Unifers