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.

:

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...

Is Your Business Audit Proof? What Every Owner Needs to Know

We get it—small business accounting in Southeastern Wisconsin is tough enough without the fear of an IRS audit. As your trusted business advisor at The Neal Group, LLC, we've helped countless owners turn audit anxiety into confidence. Audit-proofing isn't about...

Milwaukee Families: Will Updating My W4 Tax Form Boost My Paycheck?

 “A man should never neglect his family for business.” —Walt Disney Quick Answers: Will Updating My W4 Tax Form Increase My Paycheck?Child Tax Credit (CTC) is going up to 2.2K per child, but many will need to update their W4 to see that reflected in...

Who’s the Best Accountant to Help My Milwaukee Business Grow?

 Quick Answers: Who’s the Best Accountant to Help My Milwaukee Business Grow? The “perfect” accountant doesn’t exist. But the right fit for your business growth does. Look for an accountant who understands your industry so they don’t miss critical...

What’s the Last Day to File Taxes on Extension, Milwaukee Taxpayers?

“No plan ever failed due to good planning.” —Jury NelQuick Answers: What’s the Last Day to File Taxes on Extension?October 15, 2025, is the last day to file your 2024 federal return if you filed an extension back in April. If you still owe, penalties and interest...

How Will the OBBBA’s Excess Business Loss Limitations Impact Milwaukee Business Owners?

"The essence of strategy is choosing what not to do.” -–Michael Porter Quick Answers: What Are the OBBBA’s Excess Business Loss Limitations?The OBBBA made the Excess Business Loss limitation permanent (previously set to expire in 2028). ​​For 2025, the IRS...

Itemizing Deductions This Year? Milwaukee Taxpayers, Read This

“If a window of opportunity appears, don't pull down the shade.” —Tom Peters Quick Answers: 2026 Charitable Giving Changes Under OBBBAIn 2026, itemizers can only deduct gifts above 0.5 percent of taxable income, and the 60 percent AGI limit becomes...

Customer Service Retention Strategies That Save Milwaukee Businesses

"Courteous treatment will make a customer a walking advertisement." —James Cash Penney Quick Answers: Customer Service Retention StrategiesFollowing up after every sale or service can dramatically increase loyalty and uncover issues before they become...

OBBBA’s No Tax on Overtime & Tips: The Positives for Your Milwaukee Business

Raise your hand if you feel like you're juggling too many balls in your Milwaukee business right now. (Yes, my hand is raised too.)Running a business means your brain is already pulled in ten different directions. And then Q3 shows up with a slew of tax code changes...

How Can Milwaukee Business Owners Know They’re Running A Profitable Business?

My guess is, back when Bill Holley first sketched out Cracker Barrel’s original logo on a napkin, he didn't imagine its retirement would cause a nationwide uproar. The restaurant chain, known for its comfort food and front-porch nostalgia, recently unveiled...

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!