Your Business is Unique

Your goals, your objectives and management requirements are unique to your business.  Because we work with a variety of businesses every day, we can quickly determine your special accounting needs and make recommendations to meet your unique requirements.  Our accounting and financial management services free you to grow your company and achieve your goals by allowing you to focus on your core operations.

Accounting Services

Accounting is typically a time-consuming and often frustrating task - a "necessary evil" that distracts you and your staff from focusing on your products, services, and customers.  Let us erase the burden of financial management, and deliver to you a level of expertise that few small to midsized companies could afford to maintain in-house.

Each month, we prepare a complete set of easy-to-read management reports that give you an accurate, up-to-the-minute picture of your company's financial status, including:

• Detailed General Ledgers:  Armed with accurate general ledger data we can quickly analyze specific income or expense items in detail and determine any opportunities for improvement.
• Payroll and Check Registers:  Complete listings of all company checks written during the month show you exactly where your money is going, and are indispensable if an employee has a payroll question or a supplier calls regarding a payment.  In the event of an audit, all the necessary information needed to substantiate any deductions is at your fingertips.
• Bank Reconciliation:  Cancelled checks and bank statements can be sent directly to our office, so we can immediately reconcile the account and alert you if corrections need to be made or any matters require your attention.
• Financial Statements:  We prepare a complete set of financial statements for you, including balance sheets, and income and cash flow statements, so you'll have an accurate monthly picture of your company's well-being.
• Tax Compliance:  Regardless of your business calendar, we will prepare all of your business tax returns,  get them filed on time, and handle any questions.
• Custom Reports:  Additional customized reports further help you manage your operations for greater efficiency and profit, including budget preparation and compliance issues.

State-of-the-Art Technology

Today, access to technology is a requirement for all companies.  Supported by advanced technology, we are continually discovering ways to improve efficiencies and enhance client service.

Software Support

We work with several software programs that are designed to work with small businesses.  By working only with the best small business packages we can save you time, money, and aggravation in setting up appropriate, cost efficient,and effective business management systems.

Business Counseling

Good ideas and the right decisions at the right time - these are the keys to business success.  Our business counselors can assist you in analyzing your data and acquiring additional knowledge to make sound and profitable decisions.  We provide you with everything to help you remain in control and achieve your business and personal goals.

The monthly fee includes:

• Balance Sheet
• Comparative To Prior Year Profit & Loss Statement
• Bank Reconciliation
• Detailed General Ledger
• Journal/Check Register
• Payroll Earnings Register
• Postage Paid Envelopes
• Telephone Calls
• Routine Consultation
• Tax Reporting
• State & Federal Tax Deposits
• Federal Form 941
• State & Federal Unemployment
• Sales Tax:  Monthly, Quarterly, Annual

The following items are not included in the monthly fee, but will be provided at a minimal additional fee:

• Financial Graphs
• Schedule Monthly Consultation
• WI Corporate Annual Report
• Federal and State Tax Audits
• Review of Workmen's Compensation Audit
• Resolving Back Tax Issues
• Reorganization Planning