ABOUT US
We have walked in your shoes, or a pair like it. We know how it feels to find cash to cover payroll, find the next customer and make those estimated quarterly income tax payments.
We go beyond tax returns and financial statements we actively help you get the most out of your business.
Our unique combination of experience is three fold
1
Walk in your shoes
We have started, owned, managed, bought, merged and sold at least one business
2
Worked inside the business
We have help positions as an internal auditor, control and chief financial officer. These positions got us behind the numbers, allowing us to match the activity to the financial results.
3
Work outside the business
In public accounting we learn to work quickly and provide tax, accounting, and financial services
MEET OUR TEAM
Our key advisors are licensed by the State of Wisconsin, registered with the IRS and are members of the American Institute
of Certified Public Accountants, Wisconsin Institute of Certified Public Accounts and are Certified Global Management Accountants.
Mary Guldan-Lindstrom, CPA
THE TRANSLATOR
Ricardo Sevilla, CPA
TAX MANAGER
Jodi/Clara Luther
Our Right Hand Person
Lorraine Moody
The Information Guru
Jennifer Kivioja
Chief Organizer
Paige Stauber
Small Biz Accountant
Steve O’Sullivan
Tax Pitch Hitter
core values
Care
Improve the life of our clients.
Excellence
Do it right the first time.
Passion
Put our hearts into it.
Passion
Put our hearts into it.
Hope
Inspire and nurture our clients.
Hope
Inspire and nurture our clients.
Focus
Identify what is important.
Innovation
Find solutions.
