Helping individuals and small businesses with their accounting, payroll and tax preparation is our passion. Our key to success is listening to our client's needs and then working with them on a one-to-one basis to meet those needs. We're a CPA firm that has been in business for over 10 years and have worked with thousands of people, helping them to reach their financial goals.
The best part is when we get a client that has a problem and we are able to resolve it. Seeing the customer relieved and happy is the best part of the job.
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We usually have a face to face meeting or phone conversation to discuss the client's needs. We then do a follow up meeting to present a proposal of what we can do and the price. If the clients agrees to the proposal, we then proceed with the work.
Both myself and the CPA that works for me have a combined experience of over 60 years in both private and public accounting. We are both licensed CPA's in the state of Wisconsin and the firm is registered with the state as well. In addition, the four part-time preparers that work for us during tax season have a combined total of over 40 years of experience in preparing individual returns.
We primarily focus on small businesses under $2 million in revenue. Some of them include:
1. Professional Firms
2. Hair Salons
3. Trucking Firms
5. Bars and Restaurants
6. Small Manufactures
7. Retail Shops