Giersch Milwaukee Bookkeeping for Business

Case in Point

Case Studies

The Giersch Group can help your business improve bookkeeping processes, provide actionable business analysis, and overcome the issues limiting your success. We share case studies of clients we've helped so you can get a better idea of how our services create real results.

Milwaukee consulting firm case studies

Pam Foti and Jenny Wagner started their business to assist older adults and their families in finding the best elder care community for their needs. The Vesta Way means treating every family as they would treat their own while guiding older adults and their families to the long-term care solution that is appropriate for them as individuals: the solution that will provide the best quality of care and quality of life in a financially sustainable way.

Common issues small businesses face

Rather than buying one of the many elder care franchises, Pam and Jenny wanted to build their own firm from scratch.  The duo brought many important skills to their new business, especially sales and customer care, yet neither one had ever owned or run a business before.  Furthermore, they wanted to build a real business that developed enterprise value over time, not just a practice that had no value once they stopped working. Cash management, HR, bookkeeping and understanding financial statements were all things they were willing to learn.

Solutions for Milwaukee small businesses

Through monthly “Board Meetings” with the Giersch Group, Jenny and Pam got a monthly dose of financial analysis, entrepreneurial “how to” and over time, developed a successful company with long term value.  As the years passed, the Giersch Group helped them as they added their first employees, expanded their territory and services offerings, and figured out a way to work more “on” the business than “in” the business.

Positive results for Milwaukee organizations

Vesta has had tremendous growth over the years, built real enterprise value in their company, and most importantly created a uniquely successful culture that their clients and employees deeply appreciate.  They still have their monthly Board Meetings with the Giersch Group, and while they do their own bookkeeping, they rely on the Giersch Group for the occasional bookkeeping review, financial systems tune up and supplemental Quickbooks training as needed.

“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 

Read more testimonials

Jim Wirtz's Woodworks business logo

Case Study: Jim Wirtz's Woodworks

“The Giersch Group helped me turn my business around at a crucial time and even stepped in to do our accounting when my bookkeeper resigned suddenly. Ultimately, Peter helped me sell the business. He was very helpful.” Jim Wirtz Jim Wirtz's Woodworks  Our bookkeeping services for contrac...
Read Full Case Study
Brew Pipeline business logo

Case Study: Brew Pipeline

“After experiencing a complex problem with a distributor, the Giersch Group took charge immediately and resolved the issue. Even more, they discovered a holding company was overcharging me and I received a significant refund.” Steve Kwapil Brew Pipeline  Affordable accounting servic...
Read Full Case Study
Falbo Bros Pizzeria business logo

Case Study: Falbo Bros Pizzeria

“Giersch Group helped me take care of many lingering issues with my former accountant, who had gone silent on us. They got us all caught up and introduced me to one of their partner CPA firms to file my taxes.”  Kelley McClane Falbo Bros Pizzeria  Our bookkeeping services for r...
Read Full Case Study
Catch-22 Creative business logo

Case Study: Catch-22 Creative

"We turned to the Giersch Group following the resignation of our part time office manager of 10 years. The transition was seamless. The entire Giersch team was sensitive to our needs and helped us improve our systems to create more efficiency. We not only appreciate the fact that they have been sensitive to c...
Read Full Case Study
Carmel Builders business logo

Case Study: Carmel Builders

“We’ve worked with Peter Giersch for many years. Throughout that time, Peter was very responsive. He was sensitive to the issues that face a family owned business being passed on to the second generation and was tactful in communicating what we needed to accomplish to get it done! As a result, the...
Read Full Case Study
Caitlin Carmody Stables business logo

Case Study: Caitlin Carmody Stables

“The Giersch Group is so much more than just a bookkeeping firm. They have helped me to better understand profit margins and pricing and have worked with me on thinking through a long-range plan for success.” Caitlin Carmody Caitlin Carmody Stables LLC  Learn more about our small bu...
Read Full Case Study
Tredo Group LLC business logo

Case Study: Tredo Group LLC

“I've worked with Peter Giersch on and off for many years. He and his team have helped me with M&A, management and strategy. They took over our books a few years ago and have done a solid job. I recommend them highly.” Jeff Tredo Tredo Group LLC    Our flexible accounting s...
Read Full Case Study
Smiley Barn business logo

Case Study: Smiley Barn

“The Giersch Group team has been extremely responsive. They are a pleasure to work with.” Maria Luther Smiley Barn  Our bookkeeping services for small business have helped dozens of companies improve their relationship with numbers. Contact us today for a free consultation.
Read Full Case Study
Unity of Madison Logo

Case Study: Unity of Madison

“I am extremely happy with the services we receive from the Giersch Group. They are extremely professional and very responsive to our needs. Couldn't be happier and I'd highly recommend them to anyone!” Rev. Evin Wilkins Unity of Madison  Learn more about our church bookkeeping services,...
Read Full Case Study
4th Dimension Sobriety Logo

Case Study: 4th Dimension Sobriety

“The Giersch Group has worked closely with us to institute better systems and controls to bring some order to the challenges we face every day in our business. They have been real partners with my husband and I. They have always watched out for us and had our best interests in mind.” Jamie Gonzale...
Read Full Case Study
Forty-Two Foot Forward Logo

Case Study: Forty-Two Foot Forward Music

“Outstanding and thorough service in addition to being a firm populated with great people. The weight of financial bookkeeping is off my shoulders -- worth every penny!” Josh Schmidt Forty-Two Foot Forward Music  Our bookkeeping services for artists and other creatives let you spend...
Read Full Case Study
Elements Architect Group Logo

Case Study: Elements Architectural Group

“For the past 4 past years, The Giersch Group has given me clarity in my financials and solid business counsel. I have found everyone in their group to be knowledgeable and trustworthy. Knowing I have The Giersch Group helping me organize and understand my financials allows me to focus on what I love to...
Read Full Case Study
JEL Manufacturing Logo

Case Study: JEL Manufacturing LLC

“Peter and the team have been invaluable to me as I build this business. In addition to providing monthly financials, they have helped me with bank financing, weekly cash flow and general strategy questions.” Matt Gladen JEL Manufacturing LLC  Our strategic business consulting servi...
Read Full Case Study
Discalced Carmelites of Holy Hill Logo

Case Study: Discalced Carmelites of Holy Hill

“The Giersch Group has provided us with bookkeeping and controller services for over a year. The Giersch Group’s expertise and steady work ethic has been very helpful to us over that period.” Father Don Brick Discalced Carmelites of Holy Hill  Our CFO services are a lifeline f...
Read Full Case Study
Contact Us Contact Us to Receive Financial Advice Choose financial peace of mind today.