Bookkeeping and financial strategy for small businesses in Beaver Dam and throughout Wisconsin.

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Bookkeeping Services for Winnebago County Businesses

Bookkeeping, payroll setup, and financial strategy for small businesses across Winnebago County. Serving Oshkosh, Neenah, Menasha, and surrounding communities.

Bookkeeping for Winnebago County

We provide bookkeeping and financial support for small businesses across Winnebago County. Monthly transaction tracking, bank reconciliation, financial statements, and books that are organized and ready when your CPA needs them. The kind of accounting work that keeps your business running smoothly without adding a full-time hire.

Our clients in the county range from restaurants near downtown Oshkosh to contractors working jobs across the Fox Valley to retail shops in Neenah and Menasha. We handle everything remotely from Beaver Dam, which is about an hour away but feels like next door when your books are managed through secure online tools.

Monthly Bookkeeping

Transactions categorized, bank and credit card accounts reconciled, books closed every month. You get a P&L and balance sheet you can actually use to make decisions instead of guessing where things stand. Our full-service bookkeeping keeps your numbers current without eating into your weekends.

Catch-Up Bookkeeping

Books that are months or years behind create real problems. Tax prep gets expensive. Loan applications stall. We clean up the backlog, reconcile everything, and get you to a point where monthly service keeps you current going forward.

Payroll Setup and Training

We configure your payroll system and walk you through how to run it on your own. Tax deposits, quarterly filings, and year-end forms like W-2s and 1099s are handled correctly from the start so you’re not scrambling later.

Wisconsin Sales Tax

Filing sales tax returns with the Wisconsin Department of Revenue on time and accurately. We track what you owe throughout the year so there’s no last-minute rush and no penalties from missed deadlines or incorrect filings.

Winnebago County Businesses We Work With

Winnebago County has a solid mix of businesses. Oshkosh brings manufacturing roots, a university, and a growing downtown. Neenah and Menasha have their own commercial corridors with shops, service companies, and professional firms. Smaller communities like Omro and Winneconne add trades, agriculture-adjacent businesses, and local services. Different towns and different industries, but the same underlying need for reliable financial records.

We work with business owners across the county who have outgrown doing their own books but aren’t ready for a full-time bookkeeper. If you’re running a business doing $50K to $5M in revenue and spending too much time worrying about your numbers, that’s exactly what Rock Steady Bookkeeping is built for.

Restaurants and Bars

Oshkosh and the Fox Valley have a strong restaurant and bar scene. High transaction volume, tipped employees, food cost tracking, and daily sales reconciliation are all part of the work. We keep it organized so you can focus on running your kitchen and front of house.

Contractors and Trades

General contractors, roofers, electricians, plumbers, and other trades working across Winnebago County. Job costing that tracks labor, materials, and overhead per project so you know which jobs actually made money and can bid the next one with confidence.

Retail Shops

Boutiques, gift shops, specialty stores in downtown Oshkosh, Neenah, and beyond. We handle inventory accounting, POS reconciliation, and sales tax so your books match what’s actually happening at the register.

Service Businesses

Cleaning companies, property managers, professional firms, creative studios. Service businesses deal with recurring revenue, contractor payments, and client-level profitability tracking. We set up your books to reflect how your business actually operates.

Common Questions

Do you work with businesses throughout Winnebago County?

Yes. We work with businesses in Oshkosh, Neenah, Menasha, Omro, Winneconne, and everywhere else in the county. Everything is handled remotely so your location doesn't matter.

How does remote bookkeeping work if you're based in Beaver Dam?

We connect to your bank feeds and you upload documents through a secure portal. Communication happens by phone, email, or video. Most clients find it more convenient than driving to an office for scheduled meetings.

What does monthly bookkeeping cost?

Monthly bookkeeping starts at $199. Your price depends on transaction volume and the complexity of your business. We quote a flat monthly rate after reviewing your situation so there are no surprises.

Can you help with Wisconsin sales tax filing?

Yes. We prepare and file your Wisconsin sales tax returns on time so you stay compliant and avoid penalties. We handle the details and keep records organized throughout the year.

What if my books are months or years behind?

That's common. We do catch-up bookkeeping to clean up the backlog, get your records current, and then transition to regular monthly service. Most businesses we work with started in that exact spot.

Wisconsin's Small Business Bookkeeper

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Tell us about your business. We'll talk through what you need, answer your questions, and give you a clear quote.

Small business bookkeeping firm based in Beaver Dam, Wisconsin. Bookkeeping, financial strategy, and fractional CFO services built around helping owners understand their numbers and plan ahead. Founded by Laura Prater, a QuickBooks Certified ProAdvisor with over a decade of accounting experience.

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