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
- Quickbooks Online Help
- Quickbooks to Quickbooks Online Conversion
- 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