Blog
Must-Have Tools Your Milwaukee Small Business Needs To Stay Ahead in 2025
There are so many deadlines and requirements for business owners to keep up with right now. I feel your pain. Are you doing okay with staying on top...
Jon’s Essential “What To Bring to Your Tax Appointment” Checklist
I’m feeling a bad case of deja vu after the teams playing the Super Bowl were decided this weekend. How about you?Most of America isn’t thrilled...
Strategic Business Plan Mistakes Milwaukee Business Owners Should Avoid
Let’s take a moment to realize the ground you and I are standing on because it will be 28 years before we see another day like this. Not only was...
Tax Season Software or a Milwaukee Tax Pro? Making the Right Call
Did you think TikTok was gone for good? The new president and Congress will soon decide how cooking videos, cringey dances, and comedy skits measure...
Strategic Business Planning to Level Up Your Southeastern Wisconsin Business
Before I start on business talk, I want to take a moment to offer my heartfelt condolences to those who’ve been devastated by the wildfires...
KPI Setting in 2025 for Boosting Your Milwaukee Business
Trust, I would argue, is the most important pillar in my relationship with my Milwaukee clients. Your financials aren’t to be taken lightly. When it...
Our Thanks For YOU: Our Milwaukee Clients
We’ve made it to the 2024 finish line. For my final blog of the year, I want to focus on something that will help frame your mindset for 2025. But...
What Disabled Employees Wish Their Milwaukee Bosses Knew
Be honest – on a scale of 1-10, how “merry and bright” do you feel this holiday season?The holidays can bring a lot of pressure to feel a certain...
7 Finance Reports Crucial to Your Milwaukee Business’s Success
Raise your hand if you feel like you’re living through the holiday chaos right now. (While I can’t see your raised hand, I can certainly feel...








