Online Bookkeeping Services Wauwatosa, WI

Your financial statements aren’t just numbers on a page, they are the foundation of your company’s growth. Whether you need to plan strategically, secure funding, or meet regulatory requirements, we deliver accurate, audit-ready financial statements that provide a clear picture of your business’s financial position.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your revenue, expenses, and net income so you can measure growth, identify trends, and enhance profitability.
• Balance Sheet - A structured breakdown of your resources, liabilities, and equity, helping you assess your financial health.
• Cash Flow Statement - See exactly your revenue sources and your expense distribution, so you can keep finances under control and eliminate cash flow surprises.
• Financial Ratios & KPI Analysis - We analyze key metrics like profit margins and liquidity ratios to uncover opportunities and potential risks.
• Investor & Grant Reporting - Professionally prepared reports customized for financial institutions, investors, and philanthropic organizations to help you win grants.

Accurate financial statements increase trust among investors, strengthen financial security, and help you make data-driven decisions that drive growth.

A strong financial plan is the key to business growth and stability. We create customized budgets and forecasts to help you stay on track, prepare for uncertainties, and make informed financial decisions.

How We Help:

• Annual & Monthly Budgeting - Structured financial plans built around past performance, market standards, and future goals. 
• Revenue & Expense Forecasting - Insightful 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 - Ongoing comparisons between your financial projections and current financial performance to keep you on track.

Strategic budgeting and forecasting put you in control, prevent cash flow surprises, and allow you to grow with confidence.

Generating revenue doesn’t ensure financial stability, cash flow does. We help you take control of your cash flow effectively so you can cover expenses, compensate your team, and invest in growth.

How We Help:

• Cash Flow Projections - Immediate and future forecasts to prevent cash shortages and sustain stability.
• Accounts Payable & Receivable Optimization - Faster invoice collections and efficient payables management to enhance cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, eliminate unnecessary expenses, and increase margins.
• Emergency Fund Planning - Establish financial reserves to create a safety net from unexpected downturns.
• Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always ready to expand.

Poor cash flow management is one of the biggest reasons businesses fail, our expertise keeps you ahead of financial challenges.

Payroll mistakes can lead to frustrated staff, tax penalties, and legal trouble. We handle payroll for you, ensuring your team gets paid correctly, on time, and in complete alignment with regulations.

How We Help:

• Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and automatic deposits.
• Federal & State Payroll Tax Withholding - Precise tax calculations to keep your business legally sound.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including year-end employee tax forms, contractor tax documents, and 941s.
• Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, pension deductions, and overtime pay.
• Payroll Audits & Compliance Checks - Routine payroll inspections to identify mistakes, stay ahead of regulations, and adhere to labor laws.

A error-free payroll system keeps your employees happy, shields you from lawsuits, and ensures compliance.

Audits can be nerve-wracking, but they don’t have to be. We help you stay audit-ready year-round with meticulously maintained accounts and full compliance with regulations.

What We Offer:

• Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
• Internal Controls Assessment - Identify financial discrepancies, inaccuracies, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for charities to manage donor contributions and meet grantor requirements.
• IRS & Tax Audit Support - Full documentation, expert guidance, and legal adherence if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.

Being proactive with audits minimizes anxiety, keeps you legally secure, and shields your organization from costly penalties.

Beyond bookkeeping and regulatory adherence, we provide professional financial insights to help you increase profitability, secure funding, and enhance decision-making.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to boost revenue and reduce expenses for a stronger bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to reduce tax burdens and increase savings.
• Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to attract investors or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on fundraising, donor engagement, and cost-effective financial management to ensure financial longevity.

The right financial strategy can take your business from surviving to expanding.