#1 Milwaukee BoOkkeepers

There’s a smarter way to do your monthly bookkeeping

Weekly reconciliations? Check.
Clear insights into your business performance? Absolutely. Our Milwaukee bookkeepers provide you with the numbers and clarity you need to run your business smarter.

Where is all the money going in your business?

Do you find yourself at the end of each month asking, “Where is all the money going in my business?” or thinking, “We did well, but it feels like we overspent this month”? If so, you’re not alone. Clear, timely financial updates are key to running a successful business. Our Milwaukee bookkeepers make sure you always have a clear picture of your business’s performance, any time, all year.

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Services we provide

Bookkeeping done in Milwaukee, for businesses anywhere

At Affinity Accounting, we take care of your monthly bookkeeping so you can spend time on what really matters – running your business.

Have messy or overdue books?

Don’t worry, we handle that too! Let our Milwaukee bookkeepers clean up your overdue or disorganized books, so you can start next month with a fresh, clean slate. From there, we’ll keep everything on track with consistent monthly bookkeeping, giving you peace of mind.

What to expect

Here’s what you can expect when working with us

We start by identifying any current issues you have and put together an action plan to help you set goals, grow & succeed.

#1

We’ll meet to review your current financial setup, discuss any concerns, and identify issues that need attention.

#2

We’ll review your existing finances and clean up any old or messy data.

#3

We’ll create new financial processes and methods, and set up efficient financial technology and systems.

#4

We’ll maintain and manage all of your bookkeeping & financial data each month.

#5

You’ll receive monthly financials, and we’ll regularly meet to evaluate your business performance.

Frequently Asked Questions About Our Milwaukee Bookkeeping Services

Is my business big enough for a bookkeeper?

Yes! No matter how small or large your business is, having a bookkeeper is important. They help keep your records accurate so you’re ready for tax time and can see how your business is doing every month. You’ll be able to spot where you’re spending too much, where you’re making money, and make better decisions to keep your business on track.

How do I know if I need a bookkeeper vs accountant vs CFO?

It depends on the level of financial management and strategy your business needs:

Bookkeepers make sure your financials are reconciled and up-to-date so you always know what you’re earning and spending each month.
Accountants focus on compliance and reporting, ensuring your taxes are filed correctly and your financial statements are accurate.
CFOs dive deeper into your business to help you make more money and scale effectively. Through our CFO program, we provide:
- Setting the right prices for your products or services and planning for growth
- Reviewing your finances every month to spot trends and adjust forecasts
- Breaking down key metrics to show what’s working and what needs improvement
- Managing staffing costs and helping you make better hiring or scheduling decisions
- Guiding you through big decisions like raising money, selling your business, or managing cash flow
- Making sure you have the right insurance and employee benefits in place
- Creating a yearly budget and giving you clear steps to hit your financial goals

Whether you need day-to-day bookkeeping or strategic financial leadership, we’ll help you find the best fit for your business.

What if my books are a complete mess?

No problem at all! We specialize in cleaning up messy books and getting everything organized. Our team will work with you to untangle the chaos and get your financials back on track.

Do I need to send over documents every month?

No, you don’t need to send documents manually every month. We use Hubdoc, a secure online “file cabinet,” to store receipts, bills, and other documents you upload throughout the month. Our team also uses Karbon to request any missing documents or receipts needed to complete our work. When possible, we’ll request direct third-party access (e.g., for bank statements or recurring bills) to streamline the process for you.

How often can I ask questions?

Anytime! We’re here to support you whenever you have questions. Just reach out, and we’ll respond promptly.

Run your business with clear, more reliable numbers

Our Milwaukee bookkeeping services go beyond simple bank reconciliations. We make sure you have the numbers you need every month to make smarter financial decisions in your business. Ready for more transparency in your business? Book your introductory call!