Business Details
Your Trusted Milwaukee Accounting Partner
At Affinity Accounting, we specialize in proactive financial management for businesses of all sizes. Our Milwaukee-based CPAs work year-round to optimize tax strategies, ensure accurate bookkeeping, and provide strategic financial guidance. With a focus on transparency and client education, we deliver monthly reporting, budget tracking, and personalized advisory services to help businesses achieve long-term growth. Our team combines decades of experience with cutting-edge financial technology to streamline accounting processes and maximize savings.We prioritize open communication, ensuring clients always understand their financial position and the rationale behind our recommendations. By handling complex financial tasks with precision, we empower business owners to focus on operational excellence while we safeguard their financial health.
Services
Bookkeeping
Tax Services
CFO Advisory
Financial Coaching
Budget Tracking
Highlights and features
- We offer year-round tax planning to minimize legal tax liabilities
- Our team provides transparent monthly financial reports showing exact spending allocation
- Experienced CPAs with 15+ years of combined public accounting expertise
- Proactive financial strategies prevent surprises and support business growth
- Personalized service prioritizing client education and financial clarity
What people say
Tax efficiency
Understand where money is allocated
Financial stress off your plate
Outstanding partner
Instrumental in growing business
Services
Monthly Bookkeeping
Our monthly bookkeeping service ensures accurate financial records through weekly reconciliations and automatic bank feeds. We create customized charts of accounts tailored to your industry, providing real-time visibility into business performance. Clients receive regular check-ins to review financial health and make data-driven decisions.
Year-Round Tax Services
We specialize in proactive tax planning that extends beyond annual filings. Our CPAs implement strategies to minimize tax liabilities throughout the year while maintaining compliance with evolving regulations. Services include quarterly tax planning, entity structure optimization, and integrated personal/business tax management for maximum savings.
CFO Advisory
Our CFO services provide strategic financial leadership through budget creation, cash flow forecasting, and KPI tracking. We conduct financial health diagnostics, develop growth strategies, and offer expert guidance on pricing models, staffing decisions, and business expansion. Monthly consultations ensure alignment with evolving business goals.
People
Victoria Haas
Principal
With 18+ years of public accounting experience, Victoria specializes in tax planning and financial forecasting. She helps clients achieve goals through real-time financial metrics and technology integration. Holds degrees from University of Illinois and DePaul University.
Renee Morawa
Chief Integration Officer
A former tax partner with 18+ years experience, Renee advises closely held businesses and high-net-worth individuals. She combines tax expertise with operational strategy, focusing on process optimization and technology integration for improved efficiency.
Paul Krejcarek
Fractional CFO
With 30+ years of experience, Paul provides fractional CFO services to small businesses. His expertise includes financial strategy, EOS implementation, and operational guidance. Holds CPA license and MBA from UW-Milwaukee.
Questions
How does your proactive tax strategy benefit businesses?
Our year-round planning identifies tax-saving opportunities early, prevents surprises, and ensures compliance with changing regulations through continuous monitoring and adjustments.
What accounting software do you use?
We utilize Hubdoc for document management and Karbon for workflow automation, integrating with major accounting platforms to streamline financial processes.
Can you help with messy financial records?
Yes, we specialize in cleaning up disorganized books and implementing systems to maintain accurate, up-to-date financial records moving forward.
What industries do you serve?
While we work with various service-based businesses, our expertise particularly benefits marketing agencies, professional services, and small consulting firms.
How often do we receive financial reports?
Clients receive monthly financial reports with customized KPI tracking, plus quarterly and annual summaries for comprehensive business performance analysis.
