Business Details
50+ Years
experience
Emergency
services
Trusted Accounting & IT Services in Waukesha
Chortek is a distinguished professional services firm with over seven decades of experience delivering assurance, accounting, and tax compliance services, complemented by innovative technology solutions. Our client-centric approach focuses on protecting assets and enhancing operational efficiencies through tailored strategies. We provide timely, actionable insights to help business leaders make informed decisions at every growth stage. Our extensive industry relationships with bankers, attorneys, and professionals enable us to offer comprehensive support for business success. We believe in personalized solutions rather than one-size-fits-all approaches, ensuring our services align with each client's unique needs.With a legacy dating back to 1947, we've built our reputation on trust, expertise, and a commitment to helping businesses thrive in competitive markets. Our team of specialists combines deep industry knowledge with cutting-edge tools to deliver forward-thinking advice and decision-making expertise. We measure our success by the growth of our clients' businesses, which in turn strengthens communities and advances philanthropic goals. Our dedication to continuous improvement and client satisfaction has maintained our position as a trusted partner for over 70 years.
Services
Tax Planning
Accounting Services
Managed IT
Software Consulting
ERP Implementation
Cybersecurity
Business Analytics
Compliance Audits
Technology Strategy
Cloud Solutions
Details
- Year established: 1947
Highlights and features
- We offer 70+ years of combined experience in accounting and business advisory services
- Our team specializes in industry-specific solutions for manufacturing, distribution, and construction sectors
- We provide proactive tax planning and compliance strategies tailored to business needs
- Our managed IT services deliver 15-minute response times and 60% fewer daily issues
- We combine financial expertise with cutting-edge technology solutions for comprehensive support
What people say
Unparalleled support
Exemplary business partner
Seamless conversions
Proactive identification
Peace of mind
Services
Tax Planning
Our tax planning services help businesses navigate complex regulations while maximizing savings. We provide customized strategies for state and local tax compliance, IRS audit support, and entity formation. Our experts stay current with changing tax laws to ensure optimal planning for mergers, acquisitions, and business expansions. With specialized knowledge in manufacturing and distribution sectors, we deliver solutions that align with your operational goals.
Managed IT
Our managed IT services offer proactive technology solutions with 15-minute response times and 60% fewer daily issues. We provide comprehensive network monitoring, cybersecurity protection, and business continuity planning. Our team delivers strategic technology consulting and annual risk assessments to maintain secure, efficient systems. With a flat-rate pricing model, we eliminate unexpected costs while ensuring reliable IT operations for growing businesses.
Accounting Services
We offer outsourced accounting solutions tailored to manufacturing and distribution companies. Our services include core accounting functions, CFO-level guidance, and modern analytics tools. We implement best practices for financial reporting and operational efficiency, with expertise in ERP systems like Acumatica and Sage 100. Our team provides timely business intelligence to support data-driven decision-making and sustainable growth strategies.
ERP Implementation
As certified Acumatica partners, we specialize in cloud-based ERP implementations for manufacturing and distribution businesses. Our four-phase process includes system assessment, customization, deployment, and ongoing support. We help transition legacy systems to modern platforms while ensuring data security and operational continuity. Our experts provide training and strategic planning to maximize ROI on technology investments.
Cybersecurity
Our cybersecurity services protect businesses from evolving digital threats through comprehensive risk assessments and proactive monitoring. We implement robust security controls, data encryption, and disaster recovery plans. Our team provides regular security audits and employee training programs to maintain compliance with industry standards. With 24/7 network monitoring, we detect and resolve potential breaches before they impact operations.
People
Mark Albrecht
CPA
Experienced CPA with expertise in accounting and business advisory services. Provides strategic financial guidance to manufacturing and distribution companies.
Scott Henkel
CPA, MST
Tax specialist with advanced knowledge in strategic tax planning and compliance for businesses and individuals.
Michael Senkbeil
CISSP, CISA
Cybersecurity expert with certifications in information systems security and audit. Leads IT risk assessment and protection strategies.
Rick Sovitzky
CPA, CITP
Technology-focused CPA with expertise in ERP implementations and business software solutions for manufacturing industries.
Julie Schroeder
CPA
Experienced accountant providing comprehensive financial services and advisory support to growing businesses.
Questions
What industries does Chortek specialize in?
We specialize in manufacturing, distribution, construction, and real estate industries with tailored accounting and technology solutions.
How quickly does Chortek respond to IT issues?
Our managed IT services guarantee 15-minute or less response times for critical issues during business hours.
Do you offer cloud-based accounting solutions?
Yes, we are certified Acumatica partners implementing cloud-first ERP solutions for modern business needs.
What tax services do you provide?
We offer comprehensive tax planning, compliance, and strategy services including R&D credits and entity formation.
How does Chortek ensure data security?
We implement cybersecurity assessments, network monitoring, and protection controls to safeguard business data and systems.
Can you help with ERP software implementation?
Yes, our four-phase implementation process ensures smooth transitions to modern ERP systems with ongoing support.
