Its advanced automations and formula-building allow users to set triggers and notifications that move cases and deals through the workflow seamlessly. Schedule your free, no-obligation consultation with the Giersch Group and get a free balance sheet analysis, a clearer picture of the financial health of your organization, and answers to your questions. Just a couple of unexpected cash flow hiccups made worse by the wrong action (or reaction) can be enough to cripple or kill a business when the numeric relationship is unhealthy. We don’t mind creative spelling – the accuracy of your business financials is what matters to us. Our professionals have the experience and the heart to help you reach your goals. Giersch Group was founded to solve the problems that many small businesses face when it comes to bookkeeping.

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Accountants do not automatically have a Certified Public Accountant (CPA) designation unless they have passed the Uniform CPA Examination and received the proper license. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates. Our bookkeeping, consulting and nonprofit services define the relationships we have with our clients. The Giersch Group is proud to serve Wisconsin small businesses and nonprofit organizations in Milwaukee, Waukesha, Washington and Ozaukee Counties from our Lower East Side and Brookfield bookkeeping firms. While we draw many of our clients from southeast Wisconsin, our services are 100% virtual and available to businesses anywhere in the country.

Bookkeeping services for every business

This builds a culture of accountability, improving team performance and collaboration. This in-context communication helps prevent miscommunication, reduces the chances of missing important messages, and allows team members to stay organised. Cloud software with live client files, connected workpapers and AI you can trust.

Testimonials of services

• While we draw many of our clients from southeast Wisconsin, our services are 100% virtual and available to businesses anywhere in the country.
• This flexibility means that accounting firms can maintain their productivity even when teams are dispersed, helping to foster a more collaborative work environment no matter where the team is located.
• Ultimately, when teams work in sync with the right tools, growth and success follow naturally.
• They often work closely with law enforcement and lawyers, and they can help determine the legality of financial activities, according to the BLS.
• Accountability is critical in accounting, where small mistakes can lead to significant consequences.
• While there is a place in this world for institutions and corporations, it is the small business owner or non-profit volunteer who is our hero.

It offers non-profit, multi-state, alternative minimum, strategic, and succession tax planning services. Its accounting services include business loan assistance, QuickBooks set up, IRS audits, and financial information compilations. The company caters to clients in the construction, real estate, healthcare, and manufacturing industries. Its founder, Jon Neal, is a certified profit first professional who has over four decades of experience in public accounting. Giersch Group serves small enterprises and non-profit organizations in Milwaukee. The firm offers business consulting and bookkeeping services to various clientele, from family-run businesses and churches to medical practices and law firms.

SERVICES

Contact us today for a free, no-obligation consultation to learn how our bookkeeping and reporting services can benefit your bottom line. It is easy enough for the owner to get daily bank account balances sent to their inbox or to review them online periodically to make sure that they match with the numbers on the Balance Sheet. Finally, a working cash flow forecast that ties to the bank every Monday is an excellent way to manage cash levels and prevent fraud.

In addition, clients can hire the firm to prepare their annual tax returns. Co-founder Daniel Hyman is a certified public accountant and Quickbooks Certified Pro Advisor. Hale Park Tax & Accounting LLC is a CPA firm based in Hales Corners that serves individuals and businesses in the Milwaukee area. The company offers a broad range of accounting and tax services that cover tax preparation, bookkeeping, payroll, and QuickBooks support. Hale Park Tax & Accounting LLC works with a variety of industries such as professional businesses, consumers, and non-profits. Schumacher Sama is a full-service accounting firm servicing the Milwaukee community since 1960.

I scored every CRM provider on this list against an inhouse rubric created by our team. This rubric is outlined with criteria and subcategories of standard CRM features and functionalities. Then, I identified an ideal use case for each provider that summarizes the product’s best offerings to help guide you to a provider that could fit your requirements.

Gross Profit is known as the amount of money left over after direct costs for the production of good or services (aka, costs of goods sold) have been taken out of the company. Gross Profit is not pure profit because it does not take into account overhead or fixed expenses. No matter where you are at in your small business’s life milwaukee bookkeeping firms cycle or what industry you are in, we’ll provide you with the right tools and services to simplify your finances and save you money. We serve more than 300 nonprofit organizations providing audit, accounting, and tax services. Learn more about the average cost of bookkeeping services and why our unique approach works better.

At Giersch Group, we serve your Milwaukee business with efficient, reliable bookkeeping. Book a free 30-minute consultation and we’ll review the financial state of your business in plain English and design a time and cost-effective approach to achieving your goals. Our areas of expertise include working with the construction industry and contractors, professional services, the hospitality and service industry, and service organizations. We mentor business owners and leaders in the best financial practices used by the most successful corporations, adapted for the small enterprise. The Giersch Group logo represents the importance of balancing relationships and maintaining financial health. Getting your financials sorted out will improve relationships and make you happier.

Get free guides, articles, tools and calculators to help you navigate the financial side of your business with ease. We are passionate about being an active, vibrant member of the Southeastern Wisconsin community. It is our mission to serve our clients and community with passion, exceptional knowledge and superior service. Ultimately, when teams work in sync with the right tools, growth and success follow naturally. When every task is tracked, team members are more likely to take ownership of their work. Cloud platforms create a transparent working environment where everyone is aware of what needs to be done and by whom.

Its staff prepares financial statements, manages bookkeeping, and runs payroll for its clients. In addition, they provide businesses with accounting software solutions, financial analysis, and business consultations. KKCPA, S.C., is a Milwaukee-based CPA firm that assists individuals and small to mid-sized companies with a host of tax and accounting matters. KKCPA’s founder, Karl E. Klein, CPA, started the firm after graduating from Marquette University in 1982. The firm also offers a wide range of ancillary services, such as business valuation, succession planning, expert witness services, and more. The Neal Group LLC serves individuals and small businesses in Milwaukee and the surrounding areas.