Expertise.com

Best Bookkeeping Services in Milwaukee

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Bookkeeping Services FAQs

Learn more
FREE

Expertise.com Concierge

Let us do the work for you!

Share your needs with our Concierge team, and they'll book you with our best available top-ranked service providers!

Angie's Tax Service, LLC logo
Visit WebsiteWebsite

Angie's Tax Service, LLC

Visit WebsiteWebsite
West Allis, WI 53214

Business Description

Angie's Tax Service, LLC caters to individuals and small to medium-sized businesses in Milwaukee and the surrounding areas. The firm offers a variety of tax and accounting solutions, including bookkeeping system set-up and write-up on a monthly, quarterly, or annual basis. Its team, which is composed of IRS Enrolled Agents, also performs income tax preparation and filing, tax management and payroll services, unfiled tax returns rectification, and IRS audit representation. The firm is a Certified QuickBooks Proadvisor and a member of NATP and NSA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
BITS & Associates LLC logo
Visit WebsiteWebsite

BITS & Associates LLC

Visit WebsiteWebsite
4259 S. Howell Ave, Suite #200, Milwaukee, WI 53207

Business Description

BITS & Associates LLC is a veteran-owned company that caters to customers in the Milwaukee metro and the surrounding communities. It helps clients manage the financial side of their business by offering bookkeeping and write-up services. It also provides other accounting solutions, such as accounting software selection and implementation, financial statement development and finalization, payroll management, and tax preparation and planning. Frank Becerra, the owner, brings over 30 years of industry experience. He is a Certified Acceptance Agent.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)
Yelp
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dura Services logo

Dura Services

Greenfield, WI 53221

Business Description

Dura Services, located in Greenfield, aims to provide high-quality accounting services. The company offers bookkeeping, business consulting, business and personal tax, payroll management, translation and immigration services. Dura Services takes great pride in having a professional team that delivers quality craftsmanship.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (38)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DWT Tax & Accounting, Inc logo
Visit WebsiteWebsite

DWT Tax & Accounting, Inc

Visit WebsiteWebsite
3216 S 92nd St, Suite 101, Milwaukee, WI 53227

Business Description

DWT Tax & Accounting, Inc, provides its services to the Milwaukee community and the surrounding areas. It offers business, estate, individual, and multi-state tax preparation services. It also helps clients plan their taxes to increase profits and minimize tax liability. The company also handles the accounting and tax needs of clients in the real estate, professional, law, and consumer industries. Its founder, David W. Tepper, is a certified public accounting that brings over 25 years of experience in the public accounting industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Giersch logo
Visit WebsiteWebsite

Giersch

Visit WebsiteWebsite
1661 N. Water St. #408, Milwaukee, WI 53202

Business Description

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. Its bookkeeping services include tax filing, outsourced accounting, payroll processing, and cash flow analysis. It also provides startup consulting to individuals planning a new business. The firm was recognized by the Milwaukee Award Program as the Best of 2020 in accounting and bookkeeping. Founder Peter Giersch is a Certified Small Enterprise Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
5.0 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hale Park Tax & Accounting LLC logo

Hale Park Tax & Accounting LLC

Hales Corners, WI 53130

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
HB Solutions logo

HB Solutions

4319 N 76th St, Milwaukee, WI 53222

Business Description

Howard’s Business Solutions in Milwaukee assists small businesses in keeping their financial reports and balance sheets up-to-date for tax and growth purposes. Its team of accountants provides bookkeeping services and helps clients interpret financial statements to understand and grow their businesses. The firm also provides business tax services, assisting in optimizing tax plans, reducing costs, and improving profitability. Other services include tax planning and payroll services. Howard's Business Solutions was founded in 2006 by the owner, Irene Howard.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (30)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Insight Accounting & Financial Consulting, Inc. logo

Insight Accounting & Financial Consulting, Inc.

4712 W. Forest Home Avenue, Milwaukee, WI 53219

Business Description

Insight Accounting & Financial Consulting, Inc., serves individuals and businesses in Milwaukee and the surrounding areas. It has been providing accounting, tax, and financial solutions for more than three decades. It helps companies keep up with their daily operations through bookkeeping and write-up services. It offers input and planning assistance to ensure accounting and financial systems are meeting the needs of the business. It also assists with accounting software selection and implementation, IRS representation, tax preparation and planning, and business consulting.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.0 / 5 (4)
Yelp
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
James R. Schneider, CPA logo

James R. Schneider, CPA

Germantown, WI 53022

Business Description

James R. Schneider, CPA is a locally owned and operated business in Germantown that has specialized in income tax and bookkeeping services since 1988. The firm offers tax preparation, bookkeeping, public accounting assistance, and other services. James R. Schneider prides himself in delivering accuracy and attention to detail with each service.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Midwest Bookkeeping logo
Visit WebsiteWebsite

Midwest Bookkeeping

Visit WebsiteWebsite
711 W Layton Ave Suite B, Milwaukee, WI 53221

Business Description

Milwaukee-based Midwest Bookkeeping caters to small and medium-sized companies in the metro. It offers management services such as daily transaction bookkeeping; payroll and tax planning and administration; and supplier and customer invoice handling. It also provides small business start-up advisory services and general office organization. Priscilla A. Prado, the company's owner and president, has been in the accounting industry for over two decades. She is also an IRS Certified Acceptance Agent. Midwest Bookkeeping is a member of the Latino Chamber of Commerce.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
4.9 / 5 (40)
Google
4.5 / 5 (16)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Multicultural Entrepreneurial Institute logo

Multicultural Entrepreneurial Institute

2778 S 35th St #203, Milwaukee, WI 53215

Business Description

Multicultural Entrepreneurial Institute is a business consulting firm operating in Milwaukee. It provides bookkeeping services that include educating clients about Quickbooks and basic accounting processes. Services include producing financial statements, setting the client's chart of accounts, managing general journal entries, balancing monthly or quarterly accounts, and setting up payroll systems. The firm also offers marketing services and entrepreneurial training. Its founder, Nelson Soler, was a recipient of the US Small Business Administration Award from the State of Wisconsin.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
4.7 / 5 (30)
Google
4.6 / 5 (23)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
My Online Accountant logo
Visit WebsiteWebsite

My Online Accountant

Visit WebsiteWebsite
11414 W Park Pl Suite 202, Milwaukee, WI 53224

Business Description

My Online Accountant works with individuals and businesses in the Milwaukee area. Its bookkeeping services help clients have accurate and complete records of their finances. These can be used for computing taxes and creating business strategies. The company also manages Quickbooks accounts and reconciles bank accounts for the IRS. 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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (61)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Quigley Tax Service logo

Quigley Tax Service

Milwaukee, WI 53218

Business Description

Quigley Tax Service is a firm based in Milwaukee that has filed taxes for clients in Milwaukee and Richfield since 1984. The company offers a broad variety of tax filing services that includes direct deposits, small business returns, income tax planning, notary services, bookkeeping, and more. Quigley Tax Service offers year-round support and strives to make every client a top priority.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
RDK Tax & Accounting logo
Visit WebsiteWebsite

RDK Tax & Accounting

Visit WebsiteWebsite
10915 W Lincoln Avenue, West Allis, WI 53227

Business Description

RDK Tax & Accounting serves individuals and businesses in Milwaukee. The accounting firm's services include tax planning and preparation, payroll processing, bookkeeping, and sales tax filing. Its bookkeeping service involves tracking budget expenses and bank balances and managing accounts receivable and payable. Its certified public accountants, Jill and Robert Knapp, also help resolve tax issues, such as IRS audits and delinquent tax returns. Robert and Jill have more than 25 years of collective experience. Both are members of the American Institute of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.6 / 5 (10)
Facebook
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Reilly, Penner & Benton LLP logo

Reilly, Penner & Benton LLP

Wauwatosa, WI 53226

Business Description

Reilly, Penner & Benton LLP is an accounting firm based in Wauwatosa that has provided service to a variety of industries for many years. The company offers accounting, audits, reviews and compilations, advisory, fraud and tax services, and much more. Reilly, Penner & Benton LLP works with a variety of industries including closely held companies, non-profits, governmental entities, and others.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Stark Yager, Ltd. logo

Stark Yager, Ltd.

Franklin, WI 53132

Business Description

Stark Yager, Ltd. is an accounting firm in Franklin that has closely helped family-owned and start-up businesses for more than 40 years. The company offers a broad range of accounting, tax, and consulting services that cover tax preparation, IRS representation, QuickBooks accounting, financial projections, and much more. Stark Yager, Ltd.’s services focus on helping individuals and businesses achieve their goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.1 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
T - Accounts Tax Service logo
Visit WebsiteWebsite

T - Accounts Tax Service

Visit WebsiteWebsite
2479 South Kinnickinnic Avenue, Bay View, WI 53207

Business Description

T-Accounts Tax Service is a family-owned firm that caters to the accounting needs of individuals and businesses in Milwaukee and its surrounding areas. It provides an assortment of services, including bookkeeping by teaching clients how to keep records accurately. The establishment also handles tax-related options such as planning, preparation, and submission. In addition, its team of professionals offers company forecasts. T-Accounts Tax Service has more than two decades’ worth of industry experience. Its accountants are board-certified.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Tennessen Accounting & Tax Service, Inc. logo

Tennessen Accounting & Tax Service, Inc.

3496 N. Oakland Avenue, Milwaukee, WI 53211

Business Description

Tennessen Accounting & Tax Service, Inc. is a Milwaukee-based firm that has been assisting individuals and local businesses in the area for more than 50 years. Its team of tax professionals provides bookkeeping or write-up, business consulting, financial statements preparation, tax planning and preparation, and payroll services. They serve various types of businesses, including family-owned businesses, retail stores, manufacturers, hair salons, and service professionals. The firm is a member of the National Association of Tax Professionals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (28)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Neal Group LLC logo
Visit WebsiteWebsite

The Neal Group LLC

Visit WebsiteWebsite
3001 W Layton Ave, Greenfield, WI 53221

Business Description

The Neal Group LLC serves individuals and small businesses in Milwaukee and the surrounding areas. 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. Neal is an author of five accounting and tax books.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (62)
Facebook
5.0 / 5 (42)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.