McMurtry Financial Services, LLC


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On the Books



Your go-to source for MFS news, Cheryl's latest speaking engagements, and financial insights that keep your business moving forward.


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Speaking & Events



Bring Your Vison To Life - Vision Board & Networking Workshop



5/11/2025



Join our President, Cheryl McMurtry, and Heather Deaton of Ellenbecker Financial Group at Women’s Entrepreneurship Week 2026 on May 11th to learn why money doesn’t have to be intimidating.


Learn practical tools and strategies to manage your business finances, make smart decisions, and feel empowered about your financial future.


When: May 11th at 2:30 PM

Where: UWM School of Continuing Education


Learn More!

Bring Your Vison To Life - Vision Board & Networking Workshop



2/20/2026 - 2/21/2026



We’re excited to share that Cheryl McMurtry, President and Founder of McMurtry Financial Services, will be a featured speaker at Girl Yes 2026: Back to Life!, a two-day women’s conference happening February 20-21, in Maricopa, Arizona.


This year’s theme, Back to Life, is all about healing, restoration, and transformation, creating space for women to reconnect with their purpose while navigating both personal and professional growth. Cheryl will be speaking during the Tree of Life Entrepreneurship Luncheon, where the focus is on caring for the whole person, mentally, physically, financially, creatively, and spiritually, and how that wholeness supports sustainable entrepreneurship and long-term success.


Learn More!

Become Financially Fearless at WEW 2026!



1/31/2026



We’re excited to share that Cheryl McMurtry, Principal Accountant, will be a guest speaker at The Purpose Filled Brunch Hosted by The Pink Hustle on January 31st from 12:00-4:30 PM.


This event is for women who want to scale their businesses while protecting their peace and building long-term wealth. Joined by Mental Wellness Expert, Dr. Lia Knox, Cheryl will be speaking on building sustainable wealth that lasts, with a focus on practical, real-world strategies.


You’ll walk away with:

  • Financial tools to make your money work for you
  • Strategies for building sustainable wealth
  • Mental wellness insights to scale without burnout
  • A supportive network of like-minded women



Learn More!

UWM School of Continuing Education Courses



9/10/2025 - 10/15/2025



Join Cheryl McMurtry on September 24-25 for a course on Financial Management with the Nonprofit Sector.


This course is offered through the University of Wisconsin-Milwaukee School of Continuing Education. You can sign up for the course or take all of the courses offered to receive your certification in nonprofit leadership.


Learn More!

Women's Entrepreneurship Week: Organizing Your Business Finances



5/7/2025



Join Cheryl at Women’s Entrepreneurship Week 2025 for "Organizing Your Business Finances" on Wednesday, May 7 from 10:30-11:45 AM!


It’s time to take control and get your finances working for you. This session is an empowering session designed to help women entrepreneurs ditch the stress, get organized, and build a financial system that fuels success. We’ll break down budgeting, cash flow, and smart money moves in a way that’s simple, actionable, and designed to keep your business thriving.


Save Your Spot

Beyond The Books: Building Financially Strong Coaching Practices



5/14/2025



If you're a coach ready to take control of your business finances, don’t miss this!


Join Cheryl J. Muldrew-McMurtry for Beyond the Books: Building Financially Strong Coaching Practices, on May 14 at 11:30am, for a powerful session designed to help you gain clarity around pricing, systems, and scaling your business with confidence. You’ll walk away with real tools and strategies to grow a financially solid coaching practice.


Register Here

Culture of Racism, Recovery & Resiliency (CR3) Series



6/12/2025



Discover the Culture of Racism, Recovery & Resiliency (CR3) Series, a transformative program exploring the impact of racism and fostering paths toward healing and resilience.


This series takes place the third Thursday of each month and our President and Founder Cheryl McMurtry will lead the Financial Literacy As A Community Building Tool session on June 12, 2025.


Register Here

Funding Forward - UW-Madison Extension



4/19/2024



Small business owners and organizational leaders are often looking for trusted resources and information to strengthen and increase their financial capacity. Providing access to resources in our community for business owners of diverse backgrounds and socioeconomic status will strengthen the longevity of small businesses and nonprofit organizations in Southeast Wisconsin.

​


Learn More

Articles & Insights



Practical financial knowledge, written for the business owners and nonprofit leaders who are building something real. Browse our latest articles, newsletter editions, and timely updates on what's happening in the accounting world.



McMurtry financial matters: May Edition



5-26-2026



Read our latest newsletter here. You'll find the latest in business accounting, financial resources, local events, and the hottest grants.


Receive this directly in your inbox once a month by signing up for our mailing list.



Read Newsletter

Systemizing Your Financial Success



5-15-2026



You've built something real.


Clients are coming in, revenue is moving, and your team is expanding. But behind the scenes, if your financial systems haven't grown with you, you're running a scaling business on a shaky foundation.


Here's the truth most business owners and nonprofit leaders don't want to sit with: growth exposes the gaps. When you're not reconciling your numbers monthly, not reviewing your financial reports, and not surrounded by the right support, you feel the friction.


Cash flow gets murky. Decisions get delayed. And the confidence that built your business starts to wobble. The fix isn't working harder. It's building the systems that work for you


Systemizing your finances means:


  • Knowing your numbers before someone else points them out
  • Having a monthly rhythm that keeps you in control, not in reaction mode
  • Making strategic decisions based on clarity, not gut feelings and guesswork

Your business deserves financial infrastructure that matches its ambition. If your systems haven't kept pace with your growth, now is the time.



McMurtry Financial Matters: January Edition



1-15-2026



Start the Year With Clear, Confident Numbers!


January is the pause before the year picks up speed. Before deadlines, tax season, and day-to-day demands take over, this is your chance to reset. Your January financial goal is simple: get your books caught up, cleaned up, and ready for the year ahead. Read more to learn exactly what you should do as a business owner in January to level up...


Read Newsletter

BOI Update: New Deadline Alert!



2-24-2025



Beneficial ownership reporting requirements are back in effect, with a new deadline of March 21, 2025, for most companies. FinCEN may adjust deadlines further, so stay informed and ensure your business stays compliant!


Read the full alert by clicking the but


Read Full Alert

Upcoming Grant Opportunities for Milwaukee Nonprofits



2-19-2025



Looking for funding for your nonprofit?


Here are some grant opportunities in the Milwaukee area with upcoming deadlines...


Learn More & Apply

Spring 2025 Tax Deadlines: Are you prepared?



1-10-2025



Tax season is here, and with over 10 critical deadlines on the horizon, preparation is key! In this edition, we’re breaking down the upcoming spring tax deadlines, sharing tips to stay compliant, and helping you avoid costly penalties.


Let’s make tax season simple and stress free!


2025 Tax Deadlines

CONNECT WITH EXPERTS THROUGH NONPROFIT LIFT



1-01-2025



Are you looking for expert guidance to strengthen your organization? Do you have valuable expertise to share?


Nonprofit Lift connects nonprofit leaders with 50+ expert consultants specializing in financial management, organizational development, fundraising, and more. Whether you need support or want to offer your skills, this platform is designed to elevate the impact of nonprofits across Greater Milwaukee.


Join the movement and make a difference today!


Learn More

In the news



Cheryl and the MFS team have been showing up in conversations that matter. From podcast features to local media appearances, catch the latest on where MFS is making an impact.



Journey to Mastery: Cheryl McMurtry and Elzie Flenard



4/23/2026



"Humility Isn't Weakness"


Ever feel like you have to show up differently depending on the room you're in, scaling back parts of yourself just to fit the table? Cheryl McMurtry sat down with Elzie Flenard to unpack exactly that.


In this conversation, she and the host dig into what becomes possible when you stop compartmentalizing and bring your whole self forward! Because here's what seasoned leaders know: staying a student of your craft isn't a sign that you haven't arrived. It's the mark of someone who's still growing on purpose. The freedom and impact that show up when you stop holding back? It's real, and this episode gets into all of it.


Listen Now

Money Sense Podcast featuring Karen Ellenbecker and Cheryl McMurtry



4/11/2023



Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming Financial Symposium on overcoming challenges for thriving diverse businesses.


Listen Now

TMJ4 - The Morning Blend with Cheryl McMurtry



4/19/2024



Small business owners and organizational leaders are often looking for trusted resources and information to strengthen and increase their financial capacity. Providing access to resources in our community for business owners of diverse backgrounds and socioeconomic status will strengthen the longevity of small businesses and nonprofit organizations in Southeast Wisconsin.


Watch Now

What is Your Money Communicating to You with Cheryl McMurtry



3/05/2021



On this episode of Communication Guru podcast, Tim welcomes a money expert, top accountant, entrepreneur and business owner, Cheryl J. McMurtry.


Listen Now



Connect. Partner. Grow.



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