ClearPath CFO Advisory
4.5
Serves Milwaukee, WI
Updated Soon
We provide financial information to scale your company, minimize taxes, and free your time. Through our partnership with a dedicated Tax Law Group, we also evaluate tax-saving strategies that can unlock credits, restructure entities, and reduce obligations beyond what most firms offer.
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LSM CPA Firm
4.5
Serves Milwaukee, WI
11 years in business
LSM CPA Firm, PA is a mid-sized Public Accounting firm in South Florida. Our firm provides audit, business accounting, tax and consulting services. Our company was founded on a solutions based philosophy that places emphasis on providing the very best in customer service to all of our clients. We strive to provide peace of mind, promote financial health and offer superior service which goes above and beyond the usual platform.
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R L Brown CPA, LLC
4.5
Serves Milwaukee, WI
11 years in business
I am a CPA with over 22 years of experience in public accounting. I enjoy working with clients who are actively growing their business.
Services I provide include:
-Tax Preparation
-Tax Planning
-QuickBooks Pro-Advisor
-Financial Statement Preparation
-Business Advisory
-Bookkeeping
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Capital Gains Advisory LLC
4.5
Serves Milwaukee, WI
2 years in business
Based in Atlanta, we specialize in guiding clients with complex financials—delivering accuracy, compliance, and planning where it matters most. We are Enrolled Agents, Series 65 Investment Advisor Representatives & Registered Social Security Analysts.
Our minimum fee for new clients start at $700. Prospects who believe that to be expensive may have situations that are better served by other practices. Tax Prospects who are unwilling to allow us to perform our due diligence with regards to verifications of deductions and expenses, should not contact us.
Services offered:
- Individual Tax Preparation ($700 min)
- Tax Planning ($1500 minimum per year)
- Social Security Consultations ($1400 yr/1, $700 subsequent)
- Personal Financial Planning ($1500 minimum per year)
- Bookkeeping ($300 min per month)
- Business Tax Preparation ($700 min w/ Bookkeeping, $1400 min w/o)
- Tax Resolution ($1500 min)
Our process prices in:
-Initial Consultation
-Information Gathering
-Performing Requested Work
-Follow Up Meetings as Needed
-Compliance Guidance
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Q&A
1. What services do professional bookkeepers typically offer?
Bookkeepers handle financial record-keeping tasks such as recording transactions, reconciling accounts, managing invoices and payments, and preparing basic financial reports to keep your business organized.
2. How much does hiring a bookkeeper usually cost?
The cost varies based on the size of your business and the volume of transactions. Typically, bookkeepers charge between $20 to $50 per hour or offer fixed monthly rates.
3. When should I consider hiring a bookkeeper?
Consider hiring a bookkeeper if your financial records are becoming difficult to manage, you want to ensure accuracy for tax purposes, or you need regular financial insights to make business decisions.
4. Can bookkeepers help with tax preparation?
While bookkeepers organize and maintain financial records, they usually do not prepare or file taxes. However, accurate bookkeeping makes tax preparation easier for accountants.
5. What qualifications should a professional bookkeeper have?
Professional bookkeepers often have certifications like Certified Bookkeeper (CB) and proficiency in accounting software such as QuickBooks, Xero, or Sage. Experience with business accounting is essential.
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