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

Ken Larsen, CPA, CGMA

The Tax Guy

Jodi/Clara Luther

Our Right Hand Person

Lorraine Moody

The Information Guru

Ricardo Sevilla, CPA

TAX MANAGER

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.

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