Business Details
Proactive Accounting & Tax Services in Milwaukee
At Affinity Accounting, we are dedicated to transforming the financial health of businesses through proactive, year-round accounting solutions. Our Milwaukee-based team of certified public accountants specializes in monthly bookkeeping, strategic tax planning, and CFO advisory services designed to maximize profitability and ensure compliance. With a focus on transparency and client education, we provide tailored financial reports, budget tracking, and actionable insights to empower business owners to make informed decisions. Our expertise spans industries, serving small businesses, agencies, consultants, and professional services with personalized attention.Since 2017, we have built a reputation for delivering exceptional value through our commitment to minimizing tax liabilities, streamlining financial processes, and fostering long-term client partnerships. Our approach combines advanced technology with hands-on support, ensuring clients always have real-time visibility into their financial status. Recognized for our 5-star service, we prioritize clear communication, ethical practices, and a deep understanding of both local and federal regulations to help businesses thrive in competitive markets.
Services
Bookkeeping
Tax planning
CFO advisory
Financial coaching
Accounting for agencies
Highlights and features
- We offer year-round tax planning to legally minimize liabilities.
- Our transparent monthly reports show exact financial allocations.
- We track budgets against actual spending for fiscal accountability.
- Our bookkeeping ensures accurate, reliable financial data monthly.
- We create strategic plans with KPI tracking for growth goals.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Tax efficiency
Transparent reporting
Financial clarity
Proactive support
Knowledgeable CPAs
Services
Monthly bookkeeping
Our monthly bookkeeping service ensures accurate financial records through weekly reconciliations, automatic bank feeds, and customized chart of accounts. We provide real-time financial visibility, enabling businesses to track revenue and expenses efficiently. Clients receive tailored reports to monitor cash flow and make informed operational decisions.
Year-round tax services
We specialize in proactive tax strategies to minimize liabilities legally. Our CPAs stay updated on changing tax laws, ensuring compliance while maximizing deductions and credits. Services include quarterly tax planning, personal and business tax returns, and strategic advice to optimize tax savings throughout the year.
CFO advisory
Our CFO services offer strategic financial guidance for growth-oriented businesses. We conduct financial health diagnostics, create budgets and forecasts, and analyze KPIs to improve profitability. This includes cash flow management, pricing strategy, staffing decisions, and long-term planning for business expansion or exit strategies.
Accounting for marketing agencies
Tailored accounting solutions for marketing agencies focus on maximizing profitability through tax optimization, budget tracking, and financial reporting. We help agencies streamline cash flow, structure business operations for growth, and make data-driven decisions to enhance client service delivery and operational efficiency.
Financial coaching
We provide personalized financial coaching to help business owners understand their financial metrics and improve decision-making. This includes budget vs. actual analysis, profitability assessments, and strategic planning sessions to align financial practices with business goals and growth targets.
People
Victoria Haas
Principal
With 18+ years of public accounting experience, Victoria specializes in tax planning, preparation, and financial forecasting. She earned her CPA license, a B.S. in Accountancy from the University of Illinois, and an M.S. in Taxation from DePaul University. Victoria serves on the TEMPO Milwaukee Board of Directors.
Renee Morawa
Chief Integration Officer
A licensed CPA with 18+ years of experience, Renee provides tax advisory and compliance services across industries. She holds a B.S. in Accountancy and Finance from DePaul University and focuses on strategic operational initiatives, technology integration, and process optimization for business growth.
Paul Krejcarek
Fractional CFO
With 30+ years of experience, Paul offers fractional CFO services, EOS implementation, and financial strategy. He holds a CPA license, a B.S. in Accounting from Marquette University, and an Executive MBA from UW-Milwaukee, specializing in guiding small businesses through financial challenges.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, year-round tax planning, CFO advisory, and financial coaching tailored to small businesses, ensuring accurate records and strategic growth support.
How do you help businesses save on taxes?
Our CPAs proactively identify deductions, credits, and legal strategies throughout the year to minimize tax liabilities while ensuring compliance with evolving tax regulations.
Can you handle both personal and business tax filings?
Yes, we manage integrated personal and business tax planning to ensure cohesive strategies that maximize savings and simplify the filing process for clients.
What sets your bookkeeping service apart?
Our bookkeeping includes weekly reconciliations, automatic bank feeds, and customized reporting to provide real-time financial insights and maintain accurate, up-to-date records.
Do you work with clients outside Milwaukee?
While based in Milwaukee, we serve clients nationwide through secure digital tools, offering the same personalized service regardless of location.
