Business Services
Financial Advisors
in Delavan, WI, offers a variety of business services
from accounting to planning. If you need more information or would like to discuss the services we have available, call 262-728-2202
today.
Small Business Accounting
We take care of your books for you, so you can focus on running your business. We offer the following services each month or quarter:
Reconciling your bank account
Generating an income statement
Generating a balance sheet
Cleaning up your general ledger
Providing unlimited consultations
Payroll Services for Small Businesses
Payroll is time consuming for a small business owner and that’s why we are here to keep your payroll running smoothly. We offer three custom payroll options: comprehensive payroll services, after-the-fact-payroll services, and online payroll processing. Contact us today for a free consultation!
Non-Profit Organization Services
Whether you are looking to maintain your current non-profit organization or looking to set-up a new one, we are here to help you with the following items:
- Income Statements
- Balance Sheets
- Functional Expense Statements
- Individual Program Expense Statement
- Revenue Support Schedules
- Preparing Your Organization’s 501 (c)(3) application
Litigation Support
When faced with litigation, our Certified Public Accountant will be on your side and provide guidance for you and your legal team. We will guide your team in the right direction by providing consultations, questions to ask, effective documents, and qualified witness testimonies.
Other Business Services
- Part-Time CFO Services
- Forensic Accounting
- Cash Flow Management
- Bank Financing
- Business Valuation
- Strategic Business Planning
- Succession Planning
- New Business Formation
- Internal Controls
