01

What services do you provide?

We service individuals and businesses! Our services include:

- personal tax preparation

- business sales tax preparation

- payroll

- financial statements

- bank reconciliation

- for a more detailed list of services, visit our Services page.

04

Why is a local bookkeeper like us integral to your business's success?

We have the unique opportunity to be a simple phone call away for any questions or concerns that you may have. With over 50 years of collective experience in the Kenosha area, we have a deep understanding of the community and what your business needs to thrive. Plus, being a small business ourselves, we strive to know all of our clients personally, creating relationships that last for years.

06

Do you specialize in my industry?

We like to say that we specialize in small businesses. Our clientele ranges from auto sales, to mechanics, to hair salons, to restaurants, to freelancers and more. If you are a small business in the Kenosha area, we want to work with you!

08

What if my books are a complete mess?

​No worries, we've got your back. We understand how difficult it can be to manage your finances, especially if you are doing that and running a business at the same time! We are happy to work with you to get your books organized and in tip-top shape.

09

What software do you use?

For our tax preparation, we use Drake Tax. For bookkeeping, we use QuickBooks.

02

How much do your services cost?

The price for services is evaluated on a case-by-case basis. Depending on your personal and business needs, we can discuss a personal quote during a free consultation. Call the office for more information!

03

Do I need to drop off my documents and receipts?

While dropping off hard copies of your documents is always an option, we also offer a secure way to upload any sensitive documents that you may have entirely online through our client portal. You can visit the Resource page for more information.

05

How often will you reconcile my books?

If you choose to entrust us with your bookkeeping, you can expect your books to be reconciled on a monthly basis.

07

Do I have to give up total control of my finances to work with you?

Absolutely not! Our biggest priority is to make sure that your bookkeeping is done efficiently, accurately, and that you are following all federal and state procedures. All we ask is that you provide Accountant Access to your business accounts in order to keep track of your finances and download monthly bank statements. We are always happy to help set that up for you when you first become a client with us!