Business Details
Trusted Accounting Services in Waukesha, WI
Founded in 1973, our firm has spent five decades building a reputation as a trusted financial partner for businesses and individuals in Waukesha, WI. We combine deep industry expertise with personalized service to deliver comprehensive accounting, tax, and business advisory solutions. Our team of certified professionals specializes in strategic business planning, tax optimization, and QuickBooks implementation, serving clients ranging from small businesses to nonprofit organizations. With a commitment to excellence, we provide tailored financial guidance that safeguards assets, enhances profitability, and ensures compliance. Our approach emphasizes proactive problem-solving and long-term client relationships, supported by specialized services like IRS audit representation and part-time CFO solutions.As a locally rooted firm with national standards, we maintain rigorous professional certifications and stay current with evolving tax regulations to deliver reliable, forward-thinking advice. Our dedication to client education is reflected in our monthly newsletter and personalized training programs, empowering clients to make informed financial decisions. This combination of experience, technical proficiency, and community focus has established us as one of Milwaukee's top 25 accounting firms for decades.
Services
Small Business Accounting
Payroll Services
Part-Time CFO Services
Tax Preparation
QuickBooks Setup
IRS Audit Representation
Business Strategic Planning
Nonprofit Accounting
Tax Problem Resolution
QuickBooks Training
Highlights and features
- We have 50 years of experience providing accounting services in Waukesha, WI
- Our team offers specialized QuickBooks setup and training expertise
- We provide strategic business planning with personalized financial guidance
- Our IRS audit representation services protect clients during tax disputes
- We combine the resources of a large firm with personalized client attention
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of business and individual tax returns. We help clients maximize deductions while maintaining compliance with federal and state regulations. With decades of experience, we handle complex tax situations for businesses, executives, and individuals.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and internal control assessments. Our services help business owners maintain accurate financial records while focusing on growth. We specialize in systems tailored to small business needs.
QuickBooks Setup
Our QuickBooks setup service ensures proper configuration of accounting software for business needs. We handle chart of accounts setup, system customization, and data migration. This foundational work enables accurate financial tracking and reporting for small to mid-sized businesses.
Part-Time CFO Services
Access experienced financial leadership through our part-time CFO service. We provide strategic financial guidance, cash flow management, and business planning expertise to growing companies that don't require full-time executive resources.
IRS Audit Representation
Our IRS audit representation protects clients during tax examinations. We handle all communications with tax authorities, resolve compliance issues, and negotiate settlements when needed. Our experience with tax controversies helps minimize potential penalties and liabilities.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll, financial reporting, and internal control assessments tailored to small business needs.
Do you help with QuickBooks software implementation?
Yes, we offer QuickBooks setup, training, and ongoing support to ensure proper system configuration and efficient financial management.
How can you assist with tax problems?
We represent clients during IRS audits, resolve back tax issues, establish payment plans, and provide strategies to address various tax compliance challenges.
What strategic planning services are available?
Our strategic business planning helps owners clarify goals, improve operations, and develop growth strategies with expert financial guidance.
Do you work with nonprofit organizations?
Yes, we provide specialized accounting services for nonprofits including tax compliance, grant reporting, and maintaining tax-exempt status requirements.
What experience do you have serving local businesses?
As a Waukesha-based firm with 50 years of experience, we understand local business needs and combine community knowledge with professional expertise.
Reviews (1)
Robert Zenoni
Mar 30, 2020
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Talk to Margee Claudon! She has the knowledge and expertise to help navigate the tax code. With a sense of humor!
