Accounting Done For You

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

Bank reconciliation

9

Identify lost checks, lost deposits, or unauthorized wire transfers.

9

Detect and prevent embezzlement of funds from within your business.

9

Track your business growth and manage your cash effectively.

9

Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income statements

9

We will provide you with regular profit / loss statements that will help you track the operating costs of your business.

9

Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.

9

Track increases in product sales or returns as a percentage of your sales.

9

Determine your current tax liability.

General ledger management

9

We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

Balance sheets

9

Gives you a snapshot of the financial health of your business at any given point of time.

9

Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

9

Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.

We can also customize our service to you by adding…

9

UNLIMITED CONSULTATIONS.

9

Payroll management.

9

Tax planning and preparation.

9

Any number of a wide variety of financial services that would benefit your business.

Let Us Help:

CFPB Small Business Loan Requirements & Your Milwaukee Biz

Ever thought about taking a “mini sabbatical”? As in, longer than a week vacation and focused specifically on total rest? Here’s why I ask…Tax Day has come and gone, and, after a four-month sprint of paperwork marathons and client demands, my tax pro friends are...

3 Debt Elimination Steps for Your Milwaukee Small Business

An important date is coming up, and even though I’m not your tax person, it only seems fair to remind you…The tax filing deadline is Monday, April 15th. Last minute filing is not recommended for the sake of your business’s financial health.Besides that, we’re now into...

A New Retirement Plan for Milwaukee Small Business Owners

Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work...

Managing Remote Workers Through I-9 Requirements: A How-To for Milwaukee Businesses

We’re working hard for you.And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked…I keep seeing headlines about the arm wrestling over remote work, as...

Why Retain Milwaukee Business Advisors Year-Round

Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now.Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind.That new spreadsheet you created to...

Zero-Based Budgeting in Your Milwaukee Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

Making Your Milwaukee Business and Tech Work Together

When I see relevant stats that my Southeastern Wisconsin business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about end-of-month tasks.If you haven’t gotten all of last...

The Nuances of Sales Tax Holidays For Milwaukee Business Owners

Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we've been asking for ... by the 1st? :)Second — Have you reported your Beneficial Ownership Information to FinCen yet? If not, and...

Milwaukee Business Owners, A Big Gmail Update Is on the Way

For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete...

A Failed Business Strategy Tale for Milwaukee Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!