​​​​​​ ​​​414.21​7.4510 

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​​​​​​​​​​​Small Business​​

​​Our business financial services include the following and are customized to meet your needs:

  • Small business consultation to review and improve business practices
  • Accounts payable
  • Accounts receivable and/or collections
  • Bank deposits and fund transfers
  • General ledger maintenance and support
  • Month-end closing assistance
  • Credit card reconciliation and monitoring
  • Bank and/or other balance sheet account reconciliations
  • Payroll processing and/or assistance
  • Tax documents and other paperwork organization for CPA/tax accountant or auditor​
  • QuickBooks set-up, maintenance, and support
  • Insurance paperwork management and review
  • Company accountant assistance with proper record keeping and bookkeeping
  • Client referrals to investment, legal and CPA/tax accountant professionals
  • Compilation of financial statements and reports that summarize and allow you to analyze your business situation

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​​​​​​​Please email ​us or call​

​us ​​at ​414.217.4510


 ​​​​​​​​​​​​​Pers​​​onal Financ​​es Brochure​


Personal Finances ​​& ​Small 

​​Business Brochure


Surety Bond​​​​​​​​​​

Errors/Omissions &  

General Liabil​ity Insurance


Free Initial Consultation​​




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