Appleton, WI6 Bookkeepers near you

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Appleton Bookkeepers

Browse these bookkeepers with great ratings from Thumbtack customers in Appleton.

Accounting Unlimited, LLC
4.9
from 13 reviews
  • 5 years in business
  • 27 hires on Thumbtack
Joe J.
Verified review

Thank you! Thank you! Thank you! Our previous accountant retired and dumped us with out much notice. After interviewing a couple accountants and not being thrilled I turned to thumbtack to find one. Susan and her husband worked their magic on a very short deadline. They also did a great job of explaining everything to us. Taxes are like a foreign language to me and they took the time to make sure we understood the best way to do things. We will most definitely continue to use them each year and once our businesses grow we will use them for payroll and quarterly filings. Thank you again.

BOS' Optimal Solutions, LLC
4.7
from 6 reviews
  • 4 years in business
Michele S.
Verified review

Bos' Optimal Solutions take care of all our accounts and bookkeeping, keeping us on top of our numbers, helping us plan for the future. We feel more in control of our bookkeeping now than when we were finding time to do it ourselves. CeCelia has been a crucial member of our team since May 2014.

Insight Bookkeeping LLC
5.0
from 5 reviews
  • 1 year in business
Jerry D.
Verified review

Insight Bookkeeping has provided sound and reliable accounting services, and I highly recommend Kristie and her accounting service to everyone!!!

RJM Consulting, Inc.

New To Thumbtack

  • 7 years in business
  • 1 hire on Thumbtack
About

RJM Consulting, Inc. has been providing financial, accounting and general business consulting services on Wisconsin based companies since 2010. RJM has an experience in nearly every industry in financial and accounting consulting, private industry, and/or public accounting. Services Offered: RJM Consulting, Inc. specializes in financial and accounting special project work, some of which are described below: - Assistance with preparation of business plans, budgets, cash flow forecasts, pro-forma financial information, and other financial analysis and models used by management for decision-making purposes. - Assistance with vendor negotiations and banking relationships. - Participation in software conversion/implementation projects. - CFO/controllership duties on a temporary or contractual basis. - Assistance with project management, cost accumulation, and related cost and financial analysis. - Assistance with preparation for audits of financial statements and other projects with tight reporting deadlines. - Implementation of monthly, internal financial reporting processes. - Design and implementation of accounting policies and procedures, including hiring and training accounting staff. - Assistance to non-accounting management in understanding financial reports. - Liaison between executive management and investment bankers in M&A transactions. - Interim CFO/control - Tax preparation - Treasury management - Crisis management - Strategic planning - Business development - Full-charge bookkeeping (for smaller firms) Specialties: - Accountancy - Advertising - Budgeting - Cash flow analysis - Business development - Treasury management - Contract management control - Customer relations - Data collection - File management - Finance - Funds - General ledger - Hyperion - Insurance - JD Edwards - Macromedia - Microsoft Office - Netscape Enterprise Server - Payroll processing - Peachtree - Policy analysis - Profit and loss - QuickBooks - Reports - Tax planning - MAS 90

  • 5 years in business
About

Let us prepare your federal and state taxes! Our other services include the following: * Business Taxes * Bookkeeping * Payroll Services * Professional Organization

Synergy Bookkeeping LLC

New To Thumbtack

    About

    I am a cloud-based bookkeeper for Small Business Owners and Real Estate Professionals/Investors ready to create SYNERGY, have organized, accurate and up-to-date financials, and PLAN FOR PROFIT to maximize their bottom line. When you work with me, you get more than a bookkeeper. You get a prosperity partner to help you achieve a better return on your investment. It's time for you to ADD VALUE to your business and let me ADD VALUE to your bookkeeping. In addition, with me, you get CPA experience with bookkeepers detail. While I do not prepare your tax returns, I speak the lingo and understand business income taxes and can help you and your accountant or tax preparer be ready for year-end, stress-free.

    Q & A

    Answers to commonly asked questions from the experts on Thumbtack.

    Who can file my taxes?

    Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

    What is an accountant?

    Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies. Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company.    

    Accountants do not automatically have a Certified Public Accountant (CPA) designation unless they have passed the Uniform CPA Examination and received the proper license. Regardless of whether they are CPA certified or not, accountants can assist businesses and individuals with bookkeeping and financial reporting, while CPAs are more knowledgeable in tax codes as a result of the CPA licensing examination and continuing education requirements. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates.

    Check out the average hourly rate for accounting services in your area.

    How much does it cost to hire an accountant?

    Accountants’ rates vary based on their education, licenses, experience, and the work for which they are being hired. An accountant may charge an hourly rate when a company or individual needs their services on a short-term basis, such as when performing an audit or requesting assistance setting up a financial database or process. Hourly rates can range as widely as $40 per hour to $300 or more per hour, depending on your geographic location and the accountant. Check out the average hourly rate for accounting services in your region.

    Accountants may offer a package rate for weekly, monthly or annual services to reward ongoing customers. Many accountants offer online services where small businesses can access online accounting software and payroll assistance, and the accountant — for a monthly or other recurring fee — provides financial analysis and reporting of their numbers. For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested. Nationally, full-time staff accountants earn between $40,000 and $80,000, depending on experience and other factors.

    How much does it cost to get taxes done?

    Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

    • Taxpayers filing only a W-2 tax form: $50.
    • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
    • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
    • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

    Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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