Wisconsin

Bookkeeping and CFO services for Wisconsin contractors

In Wisconsin, we focus on the Siren and Grantsburg area of northwest Wisconsin, and we work with contractors, specialty trades, landscaping and home-service businesses across the state.

What affects contractors’ numbers here

Wisconsin trade businesses face many of the same seasonal patterns as their Minnesota neighbors: a busy building season, winter slowdowns for some trades, and peak demand for others like heating and snow removal.

Tax rules differ from state to state, and businesses working in both Minnesota and Wisconsin have extra considerations. We keep your books organized and tax-ready and coordinate with your CPA, who handles preparation and filing.

Where we work most in Wisconsin

Across the rest of Wisconsin

Eau Claire and the Chippewa Valley

Chippewa Valley contractors often cover a wide service area from a regional hub, mixing in-town residential and service work with rural projects. Drive time and travel between job sites are real costs that belong in job reports.

Like the rest of the Upper Midwest, the seasonal cycle shapes revenue. A monthly cash outlook helps plan payroll and purchases through the slower months.

Including Eau Claire, Chippewa Falls, Menomonie, Altoona and Lake Hallie.

Madison and south-central Wisconsin

The Madison area combines a large stock of existing homes with ongoing new development, which supports a steady mix of remodeling, service and new-construction work. Businesses running several kinds of work at once benefit most from seeing gross margin by type of job.

Work runs virtually through cloud accounting, our client portal and video meetings.

Including Madison, Middleton, Sun Prairie, Fitchburg, Verona and Waunakee.

Milwaukee and southeast Wisconsin

As Wisconsin’s largest metro, the Milwaukee area has a large base of older homes and commercial buildings, which keeps remodeling, repair and service trades busy. Service-heavy businesses often have many small jobs, so reporting by service line can be more useful than job-by-job detail.

Work runs virtually through cloud accounting, our client portal and video meetings.

Including Milwaukee, Waukesha, Brookfield, West Allis, Racine and Kenosha.

Green Bay and the Fox Valley

Northeast Wisconsin’s mix of residential, commercial and industrial work means many contractors run project work and service work side by side. Heavy winters make snow removal and heating service major parts of the year for some businesses.

Separating those revenue streams in the books shows which ones carry the business, and a cash outlook helps plan the transitions between seasons.

Including Green Bay, Appleton, Oshkosh, De Pere, Neenah and Fond du Lac.

Most of this work runs virtually. Request a discovery call wherever you’re based.

How the work runs

In Wisconsin, we focus on the Siren and Grantsburg area, and in Minnesota on the Albertville area. Most meetings happen virtually, and monthly work runs through cloud accounting software and our client portal. Books are closed on a schedule agreed in your proposal, once we receive complete information.

See how an engagement works and our core packages.

Industries we work with

Talk it through with Molly

A free 30-minute conversation about your business, your financial challenges, and the support you need.

Call Request a discovery call