Accounting /Auditing Services

New and established businesses rely on accurate financial data to remain profitable and seize new opportunities. Our accounting services ensure precise record-keeping and reporting, along with expert guidance on financial matters such as setting up accounting systems, cost management, and tax planning.

Services

Preparation of General Ledger and financial Statements

Preparation of the general ledger and financial statements is crucial for businesses. A precise and up-to-date general ledger is essential for financial statements, tax filing, and transaction history.

Bookkeeping (Monthly,quarterly, or annually)

Bookkeeping is crucial for a business to keep track of financial activity and operations.

Accounting system setup and supporT

Accounting setup involves creating a bank account, choosing software, setting up accounts, and access. Support includes maintaining systems, preparing reports, and ensuring compliance. These two elements are vital for a strong accounting foundation, enabling businesses to operate effectively and comply with regulations while promoting growth

Cash flow budgeting, forecasting, and Personal financial statement

Provides insight into a business's cash movements, enabling proactive financial planning. Personal financial statements offer a snapshot of an individual's financial standing by detailing assets and liabilities. These tools are essential for informed decision-making and ensuring financial stability, whether for a business or an individual

Auditing

Audits can happen at any time! If audited, you’ll receive a letter from the IRS, or the State of Wisconsin. You may not have to attend the audit yourself. We provide comprehensive audit and assurance services to a variety of clients, including businesses and non-profit organizations.

We believe in using the financial reporting process as a key tool in providing insight and solutions to help you confidently make decisions and maximize your financial stability.

Specialization of Industries

Our specialized services cater to a diverse range of industries, including but not limited to:

01.

Childcare

02.

Education

03.

Non-Profit Organizations

04.

Real Estate Business

05.

Trucking Companies