Client Accounting Services

Chortek & Gottschalk, LLP is a firm of business advisors and CPA’s who focus on giving personalized attention to each of our clients. Our Mukwonago office specializes in providing this attention to smaller size businesses. Unlike larger businesses that likely have experienced financial controllers on staff that can handle accounting complexities, the smaller businesses need a trusted advisor that can provide that level of special attention.

We assist new companies with their business structure, business plans, budgeting and accounting system choices.

We assist existing companies to better utilize their existing accounting software more efficiently and effectively. Our overall goal is to identify issues and opportunities at whatever stage the company is at, to advise in its growth, and to help the business owner obtain the financial information necessary for making strategic business decisions.

As business advisors with extensive private industry experience, we understand that there are many issues to address when operating a business. We are here to help navigate through those issues so that the business owner can keep their focus where is should be - on running their business.

        

Services

  • Accounting software selection  
    • Certified QuickBooks ProAdvisors
    • Peachtree Software Accountant Network Member
  • QuickBooks setup and training for new or existing companies
  • Bookkeeping Services
  • Business startup and setup
    • Business entity selection
    • Federal and State tax identification number/permit applications
    • Accounting software selection, implementation, and training
    • Reporting requirements for state and federal tax compliance
    • Business plan consultation
  • Develop cash flow projections
  • Financial reporting
  • Procedure and instruction development
    • Month end procedures
    • Business function instructions
    • Procedural manual