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.
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.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.