Online Bookkeeping Services Greenfield, WI

Your financial statements aren’t just data in a spreadsheet, they are the cornerstone of your company’s growth. Whether you need to plan strategically, attract investors, or meet regulatory requirements, we deliver precise, fully compliant financial statements that provide a clear picture of your company’s health.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, outflows, and profits so you can track performance, recognize opportunities, and enhance profitability.
• Balance Sheet - A concise overview of your assets, debts, and equity, helping you assess your financial health.
• Cash Flow Statement - See exactly where your money is coming from and where it’s going, so you can keep finances under control and avoid cash shortages.
• Financial Ratios & KPI Analysis - We evaluate key metrics like profit margins and liquidity ratios to identify strengths and red flags.
• Investor & Grant Reporting - Meticulously structured reports designed for banks, investors, and philanthropic organizations to help you win grants.

Well-prepared financial statements increase trust among investors, reduce financial risk, and help you make data-driven decisions that drive growth.

A strong financial plan is the backbone to long-term success and financial stability. We create tailored budgets and forecasts to help you align with your goals, mitigate risks, and optimize resource allocation.

What We Offer:

• Annual & Monthly Budgeting - Data-backed financial plans based on previous financial data, industry benchmarks, and long-term vision. 
• Revenue & Expense Forecasting - Data-driven projections that help you anticipate future financial needs, ensuring financial preparedness. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
• Budget vs. Actual Performance Tracking - Regular comparisons between your planned budget and real-world financial performance to keep you on track.

Proactive budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to grow with confidence.

Profitability doesn’t guarantee financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can cover expenses, handle payroll, and invest in growth.

How We Help:

• Cash Flow Projections - Immediate and future forecasts to ensure financial security and sustain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to enhance cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, reduce financial waste, and maximize financial efficiency.
• Emergency Fund Planning - Build financial reserves to create a safety net from unforeseen challenges.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always prepared for growth opportunities.

Poor cash flow management is one of the biggest reasons businesses struggle, our expertise ensures yours doesn’t.

Payroll mistakes can lead to unhappy employees, tax penalties, and regulatory violations. We handle payroll for you, ensuring your team gets paid accurately, without delays, and in full compliance with regulations.

What We Offer:

• Payroll Processing & Direct Deposits - Effortless handling of employee pay, contractor payments, and direct bank transfers.
• Federal & State Payroll Tax Withholding - Accurate tax deductions to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including W-2s, contractor tax documents, and 941s.
• Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, pension deductions, and extra hours compensation.
• Payroll Audits & Compliance Checks - Routine payroll inspections to prevent issues, avoid penalties, and adhere to labor laws.

A error-free payroll system keeps your employees happy, protects you from legal issues, and ensures compliance.

Audits can be overwhelming, but they don’t have to be. We help you stay audit-ready year-round with error-free books and full compliance with regulations.

How We Help:

• Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
• Internal Controls Assessment - Identify vulnerabilities, inaccuracies, and policy violations before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet funding guidelines.
• IRS & Tax Audit Support - Full paperwork preparation, expert guidance, and compliance guidance if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.

Being proactive with audits eliminates last-minute panic, keeps you legally secure, and shields your organization from costly penalties.

Beyond bookkeeping and compliance, we provide expert financial insights to help you increase profitability, get financing, and enhance decision-making.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to increase income and reduce expenses for a healthier bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens and increase savings.
• Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to gain investor interest or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and cost-effective financial management to ensure long-term stability.

The right financial strategy can take your business from stagnant to thriving.