Our Services
Specialized accounting and compliance services designed specifically for churches and nonprofit organizations in Southeastern Wisconsin.
Complete Accounting Solutions
From day-to-day bookkeeping to complex compliance requirements, we offer a full range of services tailored to the unique needs of faith-based and nonprofit organizations.
Church & Parish Accounting
We understand the unique financial structure of religious organizations. Our church accounting services ensure compliance with Archdiocese reporting requirements while maintaining transparency for your congregation.
- Archdiocese-compliant financial reporting
- Parish financial statement preparation
- Collection and donation tracking
- Fund accounting for designated gifts
- Annual diocesan report preparation
Archdiocese Expertise
Milwaukee & Beyond
We have deep experience working with parishes in the Archdiocese of Milwaukee and understand the specific reporting requirements and financial standards expected of Catholic organizations.
Wisconsin Compliance
State & Federal Requirements
Wisconsin has specific requirements for nonprofit organizations. We stay current on all state regulations to ensure your organization remains in good standing.
- Wisconsin Charitable Organization Registration
- Annual Report Filing
- 501(c)(3) Status Maintenance
Nonprofit Compliance & Regulations
Navigating nonprofit regulations can be complex. We help ensure your organization meets all federal, state, and local requirements while maintaining your tax-exempt status.
- Form 990 preparation and filing
- Wisconsin nonprofit registration compliance
- IRS tax-exempt status maintenance
- Unrelated business income tax (UBIT) guidance
- Board governance financial requirements
Bookkeeping & Financial Records
Accurate bookkeeping is the foundation of good financial management. We maintain your records with precision, giving you real-time insight into your organization's financial health.
- Accounts payable and receivable management
- Bank and credit card reconciliations
- General ledger maintenance
- Chart of accounts setup and optimization
- Monthly and quarterly reporting
QuickBooks Support
Setup & Training Available
We work with QuickBooks and other popular accounting software. Whether you need setup assistance, training, or ongoing support, we can help your team get the most from your financial tools.
Reports We Prepare
Financial Reporting & Statements
Clear, accurate financial reports build trust with your board, donors, and stakeholders. We prepare comprehensive statements that meet nonprofit accounting standards.
- GAAP-compliant financial statements
- Board meeting financial packages
- Grant reporting and compliance
- Donor acknowledgment letters
Advisory & Consulting Services
Beyond day-to-day accounting, we provide strategic financial guidance to help your organization grow and thrive. Our advisory services are designed to support your long-term success.
- Budget development and forecasting
- Internal controls assessment
- Financial policy development
- Audit preparation support
- Board financial training
Strategic Planning Support
We help you understand your financial position and plan for the future with data-driven insights.
Cash Flow Management
Maintain healthy cash reserves and plan for seasonal fluctuations in giving and expenses.
Financial Systems Setup
Implement effective accounting systems, processes, and internal controls for your organization.
Let's Discuss Your Needs
Every organization is different. Schedule a free consultation to discuss which services are right for your church or nonprofit.
Schedule Free Consultation