Services

Full-Service Bookkeeping

Transaction categorization, bank and credit card reconciliation, and monthly financial reporting. Your books stay clean and current so you can make decisions with confidence.

Catch-Up Bookkeeping

If your books are months or years behind, we clean them up, organize everything, and bring your financials current so you can move forward with numbers you trust.

Bill Payment

We manage your accounts payable so every bill gets paid on time. Vendors are tracked, payments are scheduled, and everything is recorded properly in your books.

Payroll System Setup & Training

Get your payroll system configured correctly and learn how to run it yourself. One-time setup with hands-on training so you're confident from day one.

1099 Preparation

Year-end 1099 preparation and filing for contractors and vendors. We collect the information, prepare the forms, and file them so you meet the deadline without the hassle.

QuickBooks Online Setup & Training

We configure QuickBooks Online for your business and train you on how to use it properly. Your chart of accounts, bank connections, and workflows are built correctly from day one.

Sales Tax Management

We prepare and file your sales tax returns with the Wisconsin Department of Revenue so deadlines don't slip and numbers stay accurate.

Sellers Permit

Obtaining a Wisconsin sellers permit so your business can legally collect sales tax. We handle the application with the Department of Revenue.

Personal Tax Returns

Individual federal and state tax return preparation for existing bookkeeping clients only.

Budgeting & Cash Flow Forecasting

Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions.

Financial Strategy

We analyze your financial data and help you make informed decisions about growth, profitability, pricing, and where to put your money.

Fractional CFO

Part-time CFO-level support including cash flow forecasting, financial analysis, and strategic planning. You get the financial leadership your business needs without the cost of a full-time hire.

Construction Job Costing

Job-level cost tracking for construction and contracting businesses. Know exactly what each job costs and whether it actually made you money.

Inventory Accounting

Tracking materials, supplies, and inventory items with proper counts and valuations so you know what you have and what it's worth.

Business Formation

Setting up new Wisconsin LLC entities including state registration and EIN acquisition. Get your business started on the right foundation.