Business Details
24 Years
experience
Your Trusted Accounting Partner in Elm Grove
Neptune Financial & Management has provided full-service public accounting and consulting solutions since January 2002, serving clients across Southeastern Wisconsin. Our firm specializes in Personal, Business, and Real Estate Accounting, Tax Preparation, Payroll Management, and Financial Consulting, with a focus on customizing services to maximize client return on investment. Our team maintains key certifications including Certified Public Accountant (CPA) status and Intuit QuickBooks ProAdvisor accreditation, while actively participating in continuing education programs to stay current with evolving financial regulations. As active members of professional organizations like the American Institute of CPAs and the National Society of Accountants, we uphold rigorous quality standards and industry best practices.Our deep expertise in real estate accounting, demonstrated through decades of experience managing properties and advising clients on tax strategies, positions us as trusted advisors for both individuals and businesses. We prioritize client relationships by adapting our services to meet specific needs, offering flexible engagement models, and maintaining transparency in all communications. The firm's commitment to community involvement through organizations like Big Brothers/Big Sisters and the Wauwatosa Historical Society further underscores our dedication to ethical business practices and local development.
Services
Real Estate Accounting
Tax Preparation
Payroll Management
Financial Consulting
Business Accounting
Details
- Year established: 2002
Highlights and features
- Specialized expertise in real estate accounting with 20+ years of industry experience
- CPA-certified professionals maintaining rigorous continuing education requirements
- Customized service models tailored to individual client needs
- Active members of five leading accounting and business professional organizations
- Secure file transfer portal for confidential client document sharing
Associations and certifications
- American Institute of CPA's
- Wisconsin Institute of CPA's
- National Association of Tax Preparers
- National Society of Accountants
- National Federation of Independent Business
- CPA with the State of Wisconsin
- Quickbooks ProAdvisor - Intuit
What people say
Comprehensive and reasonably priced
Great experience
Timely fashion
Highly recommend
Smooth sailing
Services
Real Estate Accounting
Our Real Estate Accounting services specialize in tracking income and expenses for residential and commercial properties. We help clients establish accounting systems that maximize asset returns while simplifying tax preparation. With over 20 years of experience managing 18 apartment units and advising 25+ property owners, we provide tailored solutions that improve financial control. Our expertise includes preparing annual tax returns and developing strategic tax planning approaches for property transactions.
Tax Preparation
Comprehensive tax preparation services for individuals, businesses, and complex entities including estates and non-profits. We handle federal and state filings with expertise in evolving tax regulations. Our CPA-certified professionals specialize in maximizing refunds through strategic deductions and compliance with current laws. Services include individual returns, corporate filings, 5500 electronic submissions, and fiduciary tax reporting for trusts and estates.
Payroll Management
Full-service payroll management ensures compliance with tax regulations while maintaining accurate employee records. We handle tax deposits, W-2 processing, and quarterly/annual reporting for businesses of all sizes. Our services include direct deposit implementation, deduction management for 401k and garnishments, and integration with accounting systems. This allows clients to focus on business growth while we maintain payroll accuracy and regulatory compliance.
Financial Consulting
Strategic financial consulting services covering tax planning, software implementation, and budgeting solutions. We help businesses optimize QuickBooks systems and develop entity formation strategies. Our consulting includes tax debt remediation plans and customized financial management approaches. With CPA-certified professionals and QuickBooks ProAdvisor accreditation, we provide actionable insights to improve financial performance across industries.
Business Accounting
Complete business accounting services following current accounting standards, including audited financial statements and accounts receivable/payable management. We work with QuickBooks and other systems to maintain accurate financial records. Our services include budgeting support, financial statement preparation, and customized reporting. This helps businesses maintain clear financial visibility and make informed operational decisions based on reliable data.
People
Bryan K. Stutzki
Owner/Manager
CPA with Wisconsin since 1996, Bryan graduated from University of Wisconsin-Milwaukee with accounting and economics degrees. He holds QuickBooks ProAdvisor certification and has specialized in real estate accounting for 20+ years. Active in the Wauwatosa Historical Society and Big Brothers/Big Sisters, Bryan combines technical expertise with community commitment to deliver tailored financial solutions.
Questions
What accounting services do you offer for real estate businesses?
We specialize in real estate accounting, helping property owners track income/expenses, prepare tax returns, and develop tax strategies for property transactions. Our services include system setup, financial reporting, and compliance support tailored to residential and commercial real estate.
Are your accountants certified professionals?
Yes, we maintain Certified Public Accountant (CPA) status with the State of Wisconsin and hold QuickBooks ProAdvisor certification. Our team follows continuing education requirements to stay current with tax laws and accounting standards.
How do you help businesses with QuickBooks implementation?
We provide QuickBooks setup, data cleanup, and training services. Our ProAdvisor-certified professionals ensure proper configuration for accurate financial tracking, helping businesses transition from disorganized systems to streamlined accounting processes.
Do you serve clients outside Southeastern Wisconsin?
While our physical office is in Elm Grove, we primarily serve clients throughout Southeastern Wisconsin. The nature of accounting services allows us to provide remote support to businesses and individuals in the region.
What tax strategies do you offer for property transactions?
We provide strategic tax planning for real estate buying/selling, including entity structure recommendations, depreciation strategies, and timing optimization. Our goal is to minimize tax liabilities while maintaining compliance with current regulations.
How do you ensure client document security?
We use a secure file transfer portal for document exchange. Our systems follow industry standards for data protection, and we maintain strict confidentiality protocols to protect sensitive financial and tax information.
