Enrolled Agent Candidate · Milwaukee, WI · IRS-authorized e-filing · Pay-by-refund available
Wisconsin Bookkeeping & Tax

Financial clarity for the businesses that build Wisconsin

Specialized bookkeeping, tax preparation, and business advisory for restaurants, farms, bars, and small businesses — with the depth your numbers deserve.

Why it matters
73%
of small businesses have bookkeeping errors that cost them at tax time
$4k+
average missed credits per small business return
EA
IRS representation — most bookkeepers can't offer this

Food cost tracking

Weekly food cost % monitoring tied to your POS and inventory — know your margins before the month ends.

Tip & wage compliance

Tipped wage FICA credit calculations and payroll setup built for front-of-house complexity.

P&L benchmarking

Compare your ratios against Wisconsin restaurant averages to find where you're leaving money.

Farm income averaging

Multi-year averaging to reduce tax burden in high-yield years — a tool most preparers miss entirely.

Section 179 & fuel credits

Full equipment expensing and fuel tax credit capture built into every farm return — never missed.

Figured-based bookkeeping

Agricultural-specific software tracking crop inputs, livestock, and machinery all in one place.

Monthly close package

Clean P&L, balance sheet, and cash flow statement delivered within 5 business days of month end.

Year-round tax planning

Quarterly check-ins using your actual numbers to project your tax position — no surprises in April.

Payroll & 1099 filing

Full payroll management and contractor filing integrated with your books automatically.

Pour cost tracking

Weekly pour cost monitoring to catch shrinkage, overpours, and comp creep before it erodes margin.

License & compliance

Wisconsin liquor license record-keeping and sales tax compliance built into your monthly package.

Revenue by category

Food vs. liquor vs. beer vs. wine with matching COGS — know exactly which category drives profit.

What we offer

Flat-rate monthly packages — plus individual tax filing for you and your employees.

Bookkeeping

Monthly close, bank reconciliation, chart of accounts management, and financial statements on schedule.

From $250/mo

Tax preparation

Business and individual returns — federal and Wisconsin state. Pay-by-refund available. E-filing included.

Business & individual

Payroll management

Full payroll processing, tipped wage handling, quarterly filings, W-2s, and 1099s for contractors.

Powered by Gusto

Tax planning

Quarterly projections, entity structure review, credit identification, and year-end strategies.

Year-round

Why Ballard Finance

EA

IRS representation

EA credential in progress — enabling full IRS representation capability that most bookkeepers never pursue.

QBO

Certified & credentialed

QuickBooks Online Level 2, Intuit Bookkeeping, and Intuit CAS Foundations certified — not self-taught.

WI

Wisconsin based

Milwaukee-based, serving Wisconsin businesses. Local presence, not a national firm handling your account from a call center.

Start with a free financial review

We'll look at your last 3 months of financials and tell you exactly what we find — no obligation, no pitch.

Book a free review Send us a message