From monthly bookkeeping to IRS representation, our services are built around the real financial needs of Wisconsin restaurants, farms, and small businesses.
No hourly billing. No surprise invoices. Flat monthly retainers so you always know what you're paying.
We handle your books every month — categorizing transactions, reconciling accounts, and delivering clean financial statements so you always know exactly where your business stands.
Our month-end close process is analytics-ready, meaning your data is structured from day one to support KPI tracking, tax planning, and future advisory work.
We prepare federal and Wisconsin state returns for business entities and individuals, including employees of the businesses we serve. Every return is e-filed and reviewed by a credentialed tax professional.
Pay-by-refund is available for individual filers — no upfront cost, your preparation fee is deducted directly from your refund by our bank partner.
We use your actual monthly financials to project your tax liability throughout the year and identify strategies before deadlines pass — not after April 15.
Because your books live with us, we can run real-time tax projections at any point — not estimates based on last year's return.
We manage payroll end-to-end through Gusto — processing runs, handling tipped wage complexity, filing quarterly 941s, and generating W-2s and 1099s at year-end.
Restaurant and farm payroll has complexities most providers don't handle well — tipped minimum wage, FICA tip credits, and seasonal employee management. We do.
As an Enrolled Agent — the highest credential the IRS grants to non-attorney tax professionals — we can represent you before the IRS in any matter, including audits, appeals, collections, and notices.
If you receive an IRS or Wisconsin DOR notice, don't respond without representation. We handle the entire correspondence on your behalf.
We look at your last 3 months of financials and tell you what we find.
We send a flat-rate engagement letter — sign and pay in one step.
We set up your portal, connect your accounts, and handle any QBO migration.
Books closed by the 10th, statements delivered, planning ongoing.
Start with a free financial review — 45 minutes, no obligation.
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