Business Details
50+ Years
experience
Your Trusted Accounting Partner in Waukesha, WI
Founded in 1974, we have dedicated five decades to delivering comprehensive accounting and financial services to businesses and individuals in Waukesha, WI. Our firm combines the resources of a full-service accounting practice with personalized attention, ensuring clients receive tailored solutions that address their unique needs. With expertise spanning tax planning, payroll management, QuickBooks implementation, and strategic business consulting, we empower clients to achieve financial clarity and long-term success. Our team of certified professionals prioritizes proactive guidance, leveraging deep industry knowledge to help businesses navigate complex financial landscapes.Recognized as a top 25 accounting firm in the Milwaukee area, we maintain a commitment to excellence through continuous education and adherence to the highest ethical standards. Our client-centric approach emphasizes transparency, reliability, and measurable outcomes, fostering trust that has sustained relationships for generations. By staying at the forefront of technological advancements like cloud-based accounting systems, we provide innovative tools that enhance financial efficiency for modern businesses. This combination of experience, adaptability, and community focus positions us as trusted advisors for organizations seeking sustainable growth.
Services
Small Business Accounting
Payroll Services
Tax Preparation
QuickBooks Setup
Strategic Business Planning
IRS Audit Representation
Non-Profit Accounting
Part-Time CFO Services
Tax Problem Resolution
Financial Consulting
Details
- Year established: 1974
Highlights and features
- We offer 50 years of combined experience in accounting and tax services.
- Our team includes certified QuickBooks professionals with specialized software expertise.
- We provide personalized service with a focus on local business needs.
- Our strategic planning helps businesses optimize financial performance year-round.
- We maintain A+ BBB accreditation and top-tier industry recognition.
Services
Small Business Accounting
Our comprehensive accounting services ensure accurate financial records for small businesses. We handle bank reconciliations, income statements, balance sheets, and general ledger maintenance to provide clear financial insights. This service helps business owners make informed decisions while maintaining compliance with regulatory requirements.
Payroll Services
We offer complete payroll processing solutions that save business owners significant time. Our services include tax filings, W-2 preparation, and customized reporting. By handling payroll complexities, we allow business owners to focus on core operations while ensuring complete compliance with federal and state regulations.
Tax Preparation
Our certified professionals prepare accurate tax returns for businesses and individuals. We stay current with evolving tax laws to ensure compliance while identifying legitimate deductions. This service helps clients minimize tax liabilities and avoid costly errors through expert preparation and strategic planning.
QuickBooks Setup
We implement customized QuickBooks solutions for businesses. Our certified professionals configure software settings, train staff, and provide ongoing support. This service optimizes financial operations by leveraging technology to improve accuracy and efficiency in accounting processes.
Strategic Business Planning
We help businesses develop actionable growth strategies. Our consultants analyze financial data to identify opportunities for improved profitability. This service provides business owners with clear roadmaps for achieving long-term financial goals through data-driven decision making.
People
Bradley B. Best
CPA Partner
Certified public accountant with 25+ years experience in small business accounting. Specializes in tax planning and business consulting. Graduated from University of Wisconsin-Madison. Active in local community and youth sports coaching.
Margaret A. Claudon
CPA Partner
Experienced tax professional with 35+ years in public accounting. Expert in QuickBooks implementation and individual tax preparation. Member of multiple professional accounting organizations. Active in non-profit bible distribution initiatives.
William H. Lentz
CPA Partner
Seasoned accountant with 50+ years experience. Focuses on tax advisory services for small businesses. Active in local non-profit leadership roles. Enjoys outdoor activities and UW hockey events.
Kenneth A. Losey
CPA Partner
Certified public accountant with 40+ years experience in business tax planning. Specializes in QuickBooks solutions and financial reporting. Member of Wisconsin Institute of CPAs. Enjoys family time and outdoor recreation.
Nathan Roth
CPA Partner
Tax specialist with 15+ years experience in pass-through entity taxation. Leads Team 6 department. Focuses on proactive tax planning and business advisory services. UW-Milwaukee graduate with master's degree in accounting.
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 customized reporting to ensure accurate financial management.
Do you handle payroll tax filings and compliance?
Yes, our comprehensive payroll services include federal and state tax filings, W-2 preparation, and EFTPS tax deposits to ensure complete regulatory compliance.
Can you help with QuickBooks software implementation?
Our certified QuickBooks professionals offer setup, training, and ongoing support to optimize your accounting operations using the latest software solutions.
What tax planning services are available?
We provide strategic tax planning to minimize liabilities, including year-round advisory services and identification of legitimate deductions for businesses and individuals.
Do you assist with IRS audit representation?
Yes, our certified professionals provide complete IRS audit representation and resolution services for businesses and individuals facing tax compliance issues.
What strategic planning services do you offer?
We help businesses develop growth strategies through financial analysis, cash flow planning, and operational efficiency improvements tailored to specific organizational needs.
