Giersch Milwaukee Bookkeeping for Business
Bookkeeping. Accounting & Reporting.

Milwaukee's best bookkeeping services for small business

Maximize your profits & potential with impeccable accounting

affordable Milwaukee bookkeeping service

Our bookkeeping services give you peace of mind & more time for your business (and the ones you love).

Proper bookkeeping and accounting are vitally important for small and family-run businesses. Failure to maintain accurate accounting records can have serious financial and legal consequences, inhibit growth and even cause a business to fold. 

Our professional bookkeeping service gives you CPA-ready books, regular reporting and online accounting support at an affordable price. You'll have more time to spend running your business and learn how to make strategic decisions based on financial data.

The Giersch Group has convenient locations in Milwaukee, Madison and Brookfield. Book a free, no-obligation consultation with us today to learn how our bookkeeping services can benefit your bottom line. Bring in your balance sheet for a free analysis, or just come with a list of questions.

We'll sit down for 30 minutes, pressure-free, so you can learn about our process and decide if our approach is right for you.

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Software Reporting Benefits Pricing Industries FAQ Meet the team

Bookkeeping Review

Having the Giersch Group on our team is like having a personal trainer. They help you surpass your personal best and take the risks needed to make it to the next level. With all we have invested in our business, we wouldn't have it any other way!

--Pam Foti and Jenny Wagner, Vesta Senior Network

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Accounting software setup & training

For convenience and efficiency, we urge all our clients to migrate to QuickBooks™ online or a similar cloud-based solution. The Giersch Group can facilitate this transfer and train the client in the viewing of reports from the online software. We'll help you understand how to use your financial statements to make decisions for the good of your business. QuickBooks™ setup can be done as a standalone service, or we can take over your bookkeeping entirely depending on the level of support you need.

New to online accounting software? We can help you choose the right version and teach you how to use it.

Not sure if you've been doing it right? We can clean up your books and review them periodically for accuracy.

It's YOUR money--you tell us how much help you need and we'll simplify your accounting procedures.

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Bookkeeping reporting packages

Accounting services for small businesses

Want to see a sample of our reporting package? We're happy to walk you through one.

The primary function of our bookkeeping service is to provide a monthly, quarterly and annual reporting package in full accrual accounting:

  • Beginning balance sheet for the period
  • Ending balance sheet for the period
  • Income statement for the period v. budget and/or previous period
  • YTD income statement v. budget and/or previous period
  • Cash flow statement for the period
  • Company dashboard of basic financial ratios

We don't just deliver a monthly financial report and leave you to figure it out - we explain how to use your numbers to grow your business and make more money.

We work with small business owners all the time. They can afford our services and so you can you. Call or send us a message online to schedule a free consultation today.

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The benefits of our unique approach to bookkeeping

small business bookkeeping service

Our approach to bookkeeping leverages the power of teamwork for your benefit.

Keeping financial records for a business is a complex process involving many steps. In larger companies, these steps are separated into different roles, and even at times different departments.

The benefit of the Giersch Group is that you get a team approach to your financial systems needs for a very reasonable price. We approach each client with the following team:

Controller: Every client is assigned a controller who acts as your own personal account manager. He or she will work with you to make sure your financials are done correctly and your monthly report focuses on the areas of greatest concern to you. It is the job of the controller to oversee the Giersch Group bookkeepers and consult with a Giersch Group CFO as needed to solve more complex, strategic issues.

Bookkeepers: We work with local universities to employ finance and accounting majors to take care of client data entry. Our interns are put through a rigorous application process including a test with questions from the Certified Professional Bookkeeper exam. Our bookkeepers work under the supervision of our controllers and CFOs.

CFO: Giersch Group CFOs have decades of experience in small business financial systems and reporting. They are able to step in as necessary to handle thorny withholding tax issues and complicated payroll and insurance questions, as well as to give strategic business advice as needed.

bookkeeping process flowchart

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Additional services include:

  • Budgeting
  • Financial modeling
  • Audit Support
  • Company Value Analysis
  • Basic HR Management Services 
  • Creating or Refreshing Employee Handbook
  • Creating Org Chart
  • Writing Job Descriptions
  • Professional Development Plans
  • Employee Review Templates

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The Giersch Group has experience helping a wide variety of businesses throughout the Milwaukee and Madison metro areas. No matter what type of business or organization you’re running, we will cater our bookkeeping & consulting services to your needs.

Whether you consider your organization to be a small business, medium-sized business or charitable organization our services will help you. Every type of business deserves and benefits from professional bookkeeping support.

Our experience working with clients in many different industries helps us develop custom services for your business and budget. Book your free consultation today to learn how we can help you.

Service area for our bookkeeping services

Our outsourced accounting & virtual CFO services are available anywhere in or outside of Wisconsin.

From our offices in Milwaukee, Madison and Brookfield we primarily serve businesses located in and around Milwaukee, Dane, Ozaukee, Washington and Waukesha counties.

Milwaukee County bookkeepers serving: Downtown Milwaukee, Shorewood, Whitefish Bay, Glendale, Fox Point, River Hills, Brown Deer, Granville, Butler, Wauwatosa, West Allis, Greenfield, Hales Corners, Greendale, Franklin, Oak Creek, South Milwaukee, Cudahy, St. Francis & everywhere in between.

Dane County bookkeepers serving: Madison, Middleton, Waunakee, Windsor, Sun Prairie, Cottage Grove, McFarland, Fitchburg, Verona, Riley, Pine Bluff, Cross Plains, Springfield Corners, Black Earth, Mazomanie, Mt. Horeb, Belleville, Rutland, Stoughton, Kengosa, Deerfield, Monona & everywhere in between.

Ozaukee County bookkeepers serving: Mequon, Thiensville, Cedarburg, Lakefield, Grafton, Saukville, Port Washington, Knellsville, Newburg, Waubeka, Fredonia, Holy Cross, Belgium, Dacada & everywhere in between.

Waukesha County bookkeepers serving: Waukesha, Brookfield, New Berlin, Muskego, Big Bend, Vernon, Mukwonago, Jericho, Eagle, North Prairie, Saylesville, Genesee Depot, Ottawa, Wales, Dousman, Delafield, Oconomowoc, Monterey, Nashotah, Hartland, Merton, Town of Lisbon, Sussex, Lannon, Menomonee Falls, Butler, Pewaukee & everywhere in between.

Washington County bookkeepers serving: Germantown, Hubertus, Richfield, Thompson, Ackerville, Hartford, Kirchhayn, Jackson, Cedar Creek, Slinger, Cedar Lake, St. Lawrence, Allenton, Addison, St. Anthony, Kohlsville, Wayne, Kewaskum, Boltonville, Fillmore, Cheeseville, Young America, West Bend, Nabob and everywhere in between.

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Bookkeeping service FAQs

Should I hire a bookkeeper or a bookkeeping firm?

There are many benefits to hiring a firm to manage your financials systems.

SECURITY: Small businesses and nonprofits are often the victim of fraud when one person has too much access and freedom with the books. Having adequate separation of duties is difficult at the small enterprise level due to the lack of staff. Hiring a firm to help you with your services solves this problem as the Giersch Group will assign at least two people to your account, along with a senior staff person who will do the monthly and quarterly reviews.

FLEXIBILITY: Whereas a single part-time bookkeeper may need time off or may not be able to provide more hours during busy seasons, the Giersch Group has the flexibility to staff up during the times you need us most.

COST: Hiring a full time bookkeeper can come with a great deal of overhead, benefits, and employer taxes. The Giersch Group’s fees are often equal to a bookkeeper’s base pay, with no additions for benefits, overhead, or employer taxes.

QUALITY: An individual bookkeeper is only as good as his or her training and experience. The Giersch Group has a team of professionals that will work on your books, and there will always be two senior staff who will review your books monthly, quarterly and annually. In addition, we will help you learn how to read your own financials and teach you the basics of managing from your books at no extra charge. In addition, we can provide many other in-depth services that can help you better manage your enterprise using the data provided by your financials.

The Giersch Group is more than an employee or a bookkeeper, we are a team that is here to partner with you on running your organization based upon timely and accurate financial data.

How do I know if my bookkeeper is stealing from me?

When a bookkeeper is stealing from a company, it is often a result of a lack of financial oversight by the owner and poor separation of duties in the financial controls.

When your bookkeeper is stealing from you it is common to find the following conditions present in the company:

  • Owner rarely asks for detailed financial statements
  • Owner does not review the bank account balances on a regular basis
  • Owner is not comfortable with "the numbers" and leaves it all up to the bookkeeper

These conditions constitute a lack of oversight and do not guarantee theft, but addressing these three items alone can usually prevent theft and embezzlement in a small business. Continue reading more information answering How do I know if my bookkeeper is stealing from me?

What business financial statements should I be reviewing?

There are three fundamental financial statements which every small business should utilize:

  1. Income Statement
  2. Balance Sheet
  3. Cash Flow Statement

What does it mean to close the books?

In bookkeeping, closing the books is a technical term which means that the numbers have all been tied out to the bank account, all economic activity is accounted for, and all transactions are classified correctly, or nearly enough. You should close your books in this way every month. If there’s one discipline to really practice in your business, it’s closing the books and reviewing them every 30 days.

What should be included in a monthly financial package?

Our financial packages include:

  1. Income Statements (otherwise known as the Profit and Loss Statement)
  2. Balance Sheet (Beginning and Ending of the Period)
  3. Cash Flow Statement
  4. Income and Expense Graph
  5. Accounts Receivable Aging Summary
  6. Accounts Payable Aging Summary
  7. Dashboard highlighting key financial ratios for your business

By monitoring these statements and ratios, it is possible to see the financial position of your business based on benchmarks or prior statements.

Bookkeeping firm with flexible support services

If your money is important to you, then the bookkeeper should be one of the most important roles on your team. Too often the bookkeeping is another hat given to an already busy employee. Sometimes that person is the owner-operator who is trying to do it all themselves. A good bookkeeper who can present timely, accurate financial package every month, with helpful commentary and discussion is one of the indispensable pieces of building a great business that lasts.

The Giersch Group provides as much or as little bookkeeping support as you need for your small business or nonprofit organization. We also offer business management consulting, family business succession planning and professional fundraising services.

Contact us today for a free, no-obligation consultation to learn how our bookkeeping and reporting services can benefit your bottom line.

Schedule a free consultation with our Milwaukee bookkeeping firm today!


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