Our clients receive the added benefit of working directly with a highly experienced staff, along with our sincere commitment to personal customer service. We invite you to contact us directly. We look forward to getting to know you on a personal level.
Jean began her career at a local auditing firm, then moved on to manage the operations and tax department at a Milwaukee law firm. She has over 30 years experience in service related businesses such as medical, dental and law practices. Jean is a member of the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants . She received her degree from the University of Wisconsin at Madison. Jean likes spending time with her 3 children, friends, and family.
Mike began his career by working his way up to controller of a local construction firm. He offers over 20 years of experience in the service and construction industries. Mike earned his accounting degree from Carroll College and is a member of both the Wisconsin and American Institutes of Certified Public Accountants. Mike enjoys spending time with his two kids, playing softball and basketball, and reading when time permits.
Michelle joined the practice in August 2004. Previously she spent 12 years with a local Manufacturing company working in human resources, job costing, accounts payable and accounts receivable. Michelle earned her Bachelor of Arts in Accounting from Lakeland College and her Bachelor of Science in Public Administration from Winona State University. She is married to Tim and enjoys traveling and spending time with her family, especially her nephew and niece.
Sue joined the firm in June of 2017. Previously she worked in accounting for a country club and a home healthcare company, and was also a senior teller in the banking industry. Sue received her Bachelor of Arts in Accounting from Ottawa University after earning an Associate’s degree in Accounting from Waukesha County Technical College. Sue is married with three children - two daughters that are married, and one son that is in the United States Air Force. She enjoys golfing, gardening and travel.
Jenny assists us with all aspects of administrative management and marketing. She also manages our client relations, executes billing and manages our information and communication systems. Jenny joined the firm in July 2001. She has one son and enjoys gardening, music, and spending time with her family.
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: