Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

9

Save time by dealing with common tasks automatically. 

9

Generate and customize reports with ease. 

9

Easily customize and adapt your setup so that it will work the way you need it to work for your business. 

9

Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.

9

Manage invoicing and payments online — No more check-in-the-mail syndrome.

9

Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.

9

Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

:

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

9

Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

9

Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

9

Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

9

Enter any transactions as of your start date into the QuickBooks system.

9

Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

9

Follow-up training to make sure the system is working seamlessly for your business.

9

Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

:

Training for You and Your Staff

9

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.

Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

:

Reset Your Quickbooks

9

Does your bookkeeping need a little housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

:

What Are Some Things I Should Do Before December 31st to Save Money and Taxes?

As the holidays are just a few weeks away across Southeastern Wisconsin, the year-end rush brings more than festive cheer. It's your last chance to optimize finances before the 2026 tax season starts. At The Neal Group, we've helped countless local families and...

A Moment to Give Thanks for My Milwaukee Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

What Are The Best Safe Online Shopping Tips For Milwaukee Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

How Tax Resolution Can Save Your Holidays (Yes, Really)

As the holidays begin and family gatherings start, the last thing you need is IRS notices ruining the holidays. In Milwaukee and Southeastern Wisconsin, tax stress can hit hard this time of year. But here's the good news: tax resolution services from The Neal Group...

How Do Milwaukee Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

 Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...

Grateful for Our Clients: A Tax Team that Feels Like Family

As the leaves start to fall in Milwaukee and Southeastern Wisconsin, we're pausing to say thank you. At The Neal Group, our clients aren't just numbers on a spreadsheet, they're the heartbeat of our business. We're grateful for the trust you've placed in us, turning...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for Milwaukee Families

Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly) must...

What’s Alternative Minimum Tax? A 2026 Update for Milwaukee High Earners

Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...

Can an ABLE Account Help Milwaukee Families with Qualified Disability Expenses?

 Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...

Year-End Resolution: Wipe Out Tax Stress Before January

Quick Answers: How to Eliminate Year-End Tax Stress? Review your books and records now to spot deductions you might miss. Maximize retirement contributions and charitable donations before December 31. Organize receipts and records digitally for easy access. Consult a...

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!