In every service we provide, we are

Attentive
overachievers

Our team provides a wide range of service, including a full scope of small business services, audit and review services, tax planning and preparation for every entity type, and management consulting and on-site CFO services; and, we welcome Spanish-speaking clients to meet with our bilingual staff.

Select an area of service for more information:

Small business services
  • Business Startup, including entity selection
  • Reviews and Compilations of Financial Statements
  • Accounting Software Selection and Implementation
  • Bookkeeping
  • Payroll Services
  • Cash Flow Analysis
  • Forecast and Projections
  • Lease vs. Buy Analysis
  • Personal Financial Statements
  • Succession Planning
  • Buying or Selling a Business
  • Management Advisory Services
  • QuickBooks Help
  • Financial Statement Audits
  • Getting Ready for an Audit
  • Preparing the Financial statements and Notes for your Audit
Government & non-profit services
  • Financial Statement Audits
  • GASB 34 Audits
  • Single Audits
  • Yellow Book Audits
  • 401(k) Audits
  • Preparing Your Books for External Auditors
  • Preparing the Financial statements and Notes for your Audit
  • Prepare your Government’s Management Discussion & Analysis
  • Prepare Year-end Journal Entries
  • Eliminate Audit Findings Related to Inability to Prepare Statements and Notes
  • Agreed Upon Services and Procedures
  • Church/Parish Annual Review Services
  • Non-profit Bookkeeping Services, including grant reporting
  • Payroll with Clergy Pay calculations
  • WI K-12 public school district compliance issues expertise
  • Family Care Program expertise and consulting
  • Nonprofit Startup Advising Services
Management consulting services
  • Internal controls assessment and development plans
  • Grant application and reporting preparation
  • Cash Handling Procedures and Training
  • Cash flow analysis and management assistance
  • Budget Preparation
  • Accounting Software selection and Implementation
  • Business office process and workflow improvements
  • Procedure Manuals composition
  • Nonprofit Organization application
  • CFO support services
Tax planning & preparation services
  • Individual Tax Preparation & Planning – Electronic filing in all states
  • Business Tax Preparation:
    • Corporate
    • S Corporation
    • Partnership
    • Sole Proprietors
    • LLC & LLP
    • Nonprofit Tax Return Preparation
  • Multi-state tax return Preparation
  • Transactions involving 1031 / Starker / Like-Kind Exchanges
  • Preparation of Back Taxes returns
  • Federal Estate (and Generation-Skipping Transfer) Tax Return
  • State Estate Tax Returns, if necessary
  • Federal Gift (and Generation-Skipping Transfer) Tax Return
  • Federal and State Fiduciary Income Tax Returns
  • Decedent’s Final Individual Federal and State Income Tax Returns

Supporting Services to Attorneys and Executors

  • Tax Return Preparation and Review
  • Estate & Trust Administration
  • Probate Court Accounting and Reporting
  • Asset Inventory Preparation
  • Proposed Estate Plan Tax Consequence Evaluation

Personal Financial Planning

  • Retirement Planning
  • Education Funding
  • Financial Check-ups
  • Income Tax Planning
  • Windfall Planning
  • Employee Benefit Analysis
  • Estate Planning
  • Stock Options