We provide a wide range of accounting services to individuals and families. They receive the same professional and personalized care as our businesses clients do. Many of these individuals and families have been our clients and our friends for decades. Below is a small example of how we strive to be a Milwaukee area accounting firm that reflects our community’s values of respect and caring.

One such client is an elderly woman who lives alone and requires some assistance in her day to day life. We assist her with a number of financial matters and her tax preparation. Recently she needed to sign some papers we had prepared and was unable to get to our office or use some form of technology to get it done.

With this Milwaukee Area Accounting Firm, Our Clients Come First

Steve was quick to volunteer to deliver the documents and return with them signed. Upon arrival, he found her somewhat down in the dumps so he stayed and chatted for a while. When he asked if she had eaten she said no. Steve proceeded to scramble some eggs and they sat down for a light meal together.

This may seem like an unusual case history for an accounting firm to publish but we feel it is exactly the right one. The foundation of our firm is the positive relationships we have formed with the people who are our clients. The friendships we have made and kept for so many years is what makes our work so gratifying.