Business Details
Your Trusted Partner for Accounting Solutions
Founded with a commitment to exceptional service, we have been serving clients in Waukesha, WI and the greater Milwaukee area for decades. Our firm combines the resources of a large accounting practice with personalized attention, ensuring every client receives tailored solutions. With expertise in tax planning, business accounting, and QuickBooks support, we prioritize strategic growth and compliance for businesses and individuals. Our team of certified professionals brings decades of combined experience, offering services ranging from payroll management to IRS audit representation. Recognized as a top 25 accounting firm in Milwaukee, we maintain a client-centric approach, focusing on long-term relationships and financial success.Through our 50-year legacy, we have built a reputation for reliability, technical proficiency, and proactive advisory services. Our dedication to continuous education ensures we stay ahead of evolving tax laws and accounting standards. Whether supporting new business formations or providing part-time CFO services, we aim to simplify complex financial challenges. By integrating technology like QuickBooks with personalized training, we empower clients to make informed decisions. Our mission remains to deliver value-driven solutions that protect assets, optimize tax outcomes, and foster sustainable growth.
Services
Small Business Accounting
Payroll Services
Part-Time CFO Services
Tax Preparation
QuickBooks Setup
Highlights and features
- We offer 50 years of combined experience in accounting and tax services.
- Our team provides personalized attention while maintaining large-firm resources.
- We specialize in strategic tax planning and IRS audit representation.
- QuickBooks ProAdvisor certification ensures expert software implementation.
- Ranked among Milwaukee's top 25 accounting firms for decades.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We handle complex returns, maximize deductions, and maintain compliance with federal and state regulations. Clients benefit from strategic planning to minimize liabilities while ensuring audit-ready documentation.
Payroll Services
We provide comprehensive payroll solutions including tax filings, check processing, and regulatory compliance. Our services reduce administrative burdens while ensuring accurate employee payments and government reporting. Custom options accommodate businesses of all sizes.
Small Business Accounting
This service includes bank reconciliations, financial statements, and general ledger maintenance. We help small businesses maintain accurate records for informed decision-making. Monthly consultations ensure clients understand their financial position and growth opportunities.
QuickBooks Setup
Our QuickBooks experts configure accounting systems tailored to business needs. We provide software implementation, data migration, and training to optimize financial tracking. Ongoing support ensures smooth operation throughout the year.
Part-Time CFO Services
This service offers strategic financial guidance for business growth. We assist with cash flow management, budgeting, and operational efficiency improvements. Clients gain access to experienced advisors without full-time executive costs.
People
Bradley B. Best
Partner
CPA with 25+ years of experience specializing in small business accounting and tax planning. Focuses on compilation services and business consulting while emphasizing client relationships.
Margaret A. Claudon
Partner
Certified QuickBooks expert with 35+ years in tax preparation and financial statement analysis. Serves closely held businesses and individual clients with personalized attention.
William H. Lentz
Partner
40+ years of public accounting experience focusing on income tax and small business advisory. Active in local nonprofit leadership and community development.
Kenneth A. Losey
Partner
30+ years of experience in tax planning and QuickBooks consulting. Specializes in business financial reporting and individual tax strategies for Wisconsin clients.
Nathan Roth
Partner
CPA with 15 years of local accounting experience. Leads Team 6 department focusing on pass-through entity taxation and proactive financial advisory services.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliations, financial statements, general ledger maintenance, and unlimited consultations.
Do you handle payroll tax filings and compliance?
Yes, we offer comprehensive payroll services including tax deposits, regulatory filings, and customized reporting for federal, state, and local requirements.
Can you help with QuickBooks software implementation?
Our QuickBooks ProAdvisors provide setup, data migration, training, and ongoing support to optimize your accounting operations.
What tax services do you provide for individuals?
We offer tax preparation, strategic planning, and audit representation services tailored to individual financial situations and goals.
How do you support nonprofit organizations?
We assist nonprofits with tax-exempt compliance, financial reporting, and IRS requirement adherence while maintaining proper revenue/expense classifications.
What strategic business planning services are available?
Our planning services help formalize business direction through operational analysis, internal control assessment, and growth strategy development.
