Business Details
24 Years
experience
Trusted Accounting & Financial Services in Elm Grove, WI
Neptune Financial & Management was founded in January 2002 as a full-service public accounting and consulting firm serving clients throughout Southeastern Wisconsin. Our expertise spans personal, business, and real estate accounting, tax preparation, payroll management, and financial consulting. We prioritize customized solutions to maximize client return on investment while maintaining strict adherence to the latest financial standards and regulations. Our team holds key certifications, including Certified Public Accountant (CPA) status in Wisconsin and Intuit QuickBooks ProAdvisor accreditation. We actively participate in continuing education programs and maintain memberships with prestigious organizations such as the American Institute of CPAs (AICPA) and the Wisconsin Institute of CPAs (WICPA).Our client-centric approach allows us to adapt our services to individual needs, whether through on-site support or remote collaboration. With over two decades of experience, we combine deep industry knowledge with practical solutions for complex financial challenges. Our commitment to excellence is demonstrated through our work with local organizations like the Wauwatosa Historical Society and Big Brothers/Big Sisters. We leverage cutting-edge tools including secure file transfer portals and specialized financial calculators to enhance client service delivery. Our proven track record includes helping businesses establish proper accounting systems, resolving disorganized financial records, and providing strategic tax planning for real estate transactions.
Services
Accounting Services
Tax Preparation
Payroll Management
Financial Consulting
Real Estate Accounting
Tax Calendar Services
Financial Tools
Secure File Transfer
Business Entity Setup
Tax Strategy Planning
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in accounting and financial consulting
- Our team maintains CPA certification and QuickBooks ProAdvisor accreditation
- We provide customized solutions tailored to each client's specific needs
- We implement secure file transfer technology for client convenience
- We combine technical expertise with community-focused service values
Associations and certifications
- Certified Public Accountants (CPA) - State of Wisconsin
- QuickBooks ProAdvisor - Intuit
What people say
Comprehensive service
Reasonably priced
Timely delivery
Smooth sailing
Highly recommend
Services
Accounting Services
Our accounting services follow the latest standards while offering flexibility with different systems. We specialize in real estate accounting, providing audited financial statements, budgeting support, and accounts receivable/payable management. Our CPA-certified professionals ensure accurate financial reporting tailored to your business needs.
Tax Preparation
We handle complex tax preparation for individuals, businesses, and estates. Our expertise includes corporate tax, partnership returns, fiduciary tax, and electronic filing. We stay current with changing regulations to maximize returns while ensuring compliance with state and federal requirements for optimal tax outcomes.
Payroll Management
Our comprehensive payroll solutions cover tax compliance, direct deposits, and regulatory reporting. We manage employee W-2s, tax authority filings, and deduction maintenance including 401k contributions. This service helps businesses focus on growth while we handle payroll complexities and legal requirements.
Financial Consulting
We offer strategic financial consulting covering software implementation, tax strategy for business entities, and debt remediation. Our consultants provide personalized budgeting solutions and system setup to improve financial operations. This service helps clients make informed decisions for long-term business success.
Real Estate Accounting
Specialized accounting for residential and commercial real estate investors. We help establish systems to track income and expenses, prepare tax returns, and develop tax strategies for property transactions. With our expertise in property management accounting, we help maximize returns on real estate investments.
People
Bryan K. Stutzki
Owner & CPA
Bryan Stutzki, CPA, founded Neptune Financial in 2002 after graduating from the University of Wisconsin-Milwaukee with degrees in Accounting and Economics. With over 25 years of experience in accounting and financial consulting, he specializes in real estate accounting and QuickBooks implementation. He actively participates in continuing education programs and maintains multiple professional certifications.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial statements, budgeting, accounts receivable/payable management, and system implementation for small businesses.
Do you specialize in real estate accounting?
Yes, we have specialized real estate accounting services with expertise in property management accounting and tax strategies for real estate transactions.
Are you certified QuickBooks ProAdvisors?
Yes, we are Intuit Certified QuickBooks ProAdvisors with expertise in implementing and supporting QuickBooks deployments for businesses.
What tax preparation services do you provide?
We offer comprehensive tax preparation for individuals, businesses, estates, and non-profit organizations including electronic filing and tax strategy planning.
How do you handle payroll management for businesses?
Our payroll services include tax compliance, direct deposits, employee W-2 processing, and regulatory reporting to ensure complete payroll management solutions.
