Simply Balanced Accounting

Introduction: I am a CPA with nearly 8 years of accounting experience, including 6 seasons of experience at a mid-sized public accounting firm in the Milwaukee area, where I held a supervisory position. In October of 2016, I felt the entrepreneurial itch and left to establish my own practice, Simply Balanced Accounting. I specialize in helping small and closely-held businesses, as well as the individuals associated with those businesses. I offer individual, business, trust, and non-profit tax return preparation, bookkeeping services, financial statement preparation, consulting and more. I also routinely act as a liaison between clients and various taxing agencies. I pride myself on giving clients of all sizes prompt, reliable service. I have a strong attention to detail, which minimizes time spent on review and lowers costs for my clients. An avid cheesehead and amateur homebrewer, I live in Wauwatosa with my rescue pointer/lab mix Oreo. I enjoy helping clients find accounting solutions that allow them to get back to the part of their business that they love!