Waukesha, WI27 Bookkeepers near you

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Waukesha Bookkeepers

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

  • 5 years in business
  • 98 hires on Thumbtack
Marc C.
Verified review

This is my experience with a virtual accountant. I was xoncerned on how it would work. Josh Beaugrand couldn't have made the transition and process any easier and more professional. It has been and exceptional experience. I couldn't have asked for a better person and would recommend him both highly and without and reservation.

  • 2 years in business
  • 52 hires on Thumbtack
Vikas G.
Verified review

After searching for small business & personal CPA's in my area, we found Tax Management & Financial Horizons thru Thumbtack. Mike Sargent is not only very knowledgeable and experienced but goes an extra mile with you to solve your problems. We recently set up an S-Corp and Mike helped us immensely in tax planning (personal and business), bookkeeping and payroll. Mike, unlike other CPA's we have worked with, would always take our call and try to answer questions on phone itself. He is very flexible with the schedule and reasonably priced. What more can you ask for!

Top Pro
  • 17 years in business
  • 19 hires on Thumbtack
  • Top Pro on Thumbtack
Shane K.
Verified review

I came to MH Bookkeeping for not only this years taxes, which have a new business component and two partners taxes, but also 4 years of amendments needed to be done. I have been through so many locations trying to find someone who could do these for a reasonable price and who I could trust. I either didn't trust them, didn't like their work ethic, or they charged at a rate that would have not offset the cost of me doing it myself. Mark Has gone above and beyond in all these areas and I have already recommended his services to a couple of friends. I would gladly recommend him for anyone who values having a relationship with your accountant and who values being treated with the up-most respect. What is possibly the best part is Mark is proactively involved with all of his clients lives.

PLD Accounting, LLC
from 4 reviews
  • 2 years in business
Amy R.
Verified review

Patti is very timely with her services and flexible/accommodating with her schedule, plus at the onset had the foresight to meet me at my office so she could access any documentation she might need for bookkeeping purposes. She's cognizant of my business' needs and situation, and is proactive in offering services and solutions to assist in the best way possible.

Chris G.
Verified review

Work was handled promptly and efficiently with any follow up questions being fully addressed. Jeannine is an enthusiastic and reliable person to work with.

  • 1 year in business
  • 2 hires on Thumbtack
Poonam G.
Verified review

Thumbtack provided opportunity to reach out to many professionals and find the best match. I appreciate all the professionals that responded to my needs.

Paul F.
Verified review

If your looking for a kind smart and professional bookkeeper look no further. Hilda has been helping me for the past few years on bookkeeping and taxes with the quick books system and has made my life easier for it. She has work with my accountant and has communicated with him to bring everything together when tax time comes. I highly recommend her services.

QB Bookkeeping Services
from 1 review
    John D.
    Verified review

    Margaret has an amazing head for business and is always will to build relationships to get the job done.

    • 23 years in business

    I strive to customize affordable solutions to the needs of each client.

    • 18 years in business

    I provide full charge accounting, bookkeeping, and tax services for small businesses; from data entry to financial reporting.


    I reliably provide organization of office records and accurate bookkeeping services, so that my clients can focus on what they do best.


    I provide accounting and bookkeeping services, including accounts payable, accounts receivable, payroll (including all liability payments and quarterly and yearly reconciliations), financial statements, individual income tax returns -- including single-owner LLCs. If you need help in starting a new business, I can help. If you are a new business that needs help in starting a filing system, starting QuickBooks, and organizing the flow of paperwork, I can help. If you are an established company looking to save money by having an outside source take care of your accounts payable, accounts receivable, and/or payroll, I can help. Ask me how; it is less expensive to have an outside consultant than employees. Pricing is flat rate (not hourly) and easy to understand, and I offer discounts for multiple services.


    I provide financial freedom to small business owners. By providing bookkeeping services utilizing cloud based platforms (Xero / QuickBooks Online) I enable all users to access their financial information whenever they want, wherever they need. I work with my clients to manage their financial data accurately so that they can focus on running their business with the confidence that their money is being properly accounted for.


    My Online Accountant offers affordable, user-friendly services, such as bookkeeping, payroll, tax preparation, and consulting. Call today for a free consultation!

    • 18 years in business

    I have over 15 years of experience in real estate. From managing multi-family buildings, bookkeeping, managing contractors and supervise staff and projects. I am an excellent multi-tasker and I have a Bachelors in Accounting, Quickbooks Pro Certified, Paralegal Certificate from Boston University and I am a Licensed Managing Broker.

    • 4 years in business
    • 1 hire on Thumbtack

    I have over 10 years of experience working with small businesses. I enjoy talking with my clients about their business and helping them reach their goals. I have close relationships with all of my clients. I'm sure you will be happy with my service. Not only will I prepare your financials and tax returns, but I will analyze your financials for tax planning I enjoy helping other companies succeed.

    • 10 years in business

    We run a full service cloud based accounting firm. Being a cloud based firm means that we utilize the latest technology to help advance our ability to provide you with the best services. Many firms around the country are set in the “old ways” of doing accounting. We are breaking free from traditional restrictive barriers, while sticking to core accounting principles, which allows us to offer a better service without increasing the charge. We set up all of our clients on a cloud accounting system (unless they already have a system in place they would like us to use). This includes bring their day-to-day accounting online so we can work on our client’s finances seamlessly. There is no downloading of software and transferring of files. Our client ‘s have full access to their financials at all times from anywhere. We also have a proprietary cloud based client management system that is designed specifically for us to communicate more effectively with our clients. Through this system our clients are able to see our progress on various projects and tasks. It also allows them to ask questions and communicate with a JETRO agent one-on-one. Utilizing cloud technology we are able to bring our clients accounting into the 21st century. This allows us to provide information in a more timely matter while also improving communication, workflow, and success for the company.


    I provide accounting and bookkeeping services as well as tax services. I travel to your home or business for services.

    • 7 years in business

    I feel my service stand out because I don't just do numbers, help my clients in any way I can from, property rentals, bookkeeping, personal matters, payroll, taxes, back taxes, research, small claims and much more. I become more of a personal assistant for the things they just don't have time, don't want to do them or knowledge to complete


    I provide bookkeeping and tax services including the following: * Tax Preparation * Bookkeeping * Tax Consultation * Tax Returns * E-Filing * Audit Assistance


    We offer professional accounting, bookkeeping, tax and a lot more services by trained and caring people! We help entrepreneurs, small business people and individuals achieve more success in their attempts to make money, save money, reduce expenses, find solutions to problems and QuickBooks assistance. We give the best assistance and personal attention we know how to provide. Put us to the test, and prove us right, or improve our talents, and we can grow together! We have over 35 years of experience by our leader and staff, with a broad spectrum of past experiences. Whether you are an individual or in business which needs budgeting help, or analysis of different options, we can and will provide you with the type of service and caring you give to your customers or employer! We also have two locations to serve you! We are available by appointment outside of our standard hours. We know your schedule will not always fit ours, and we can accommodate almost any schedule. We have great experience, great staff, and the right attitude to get the job done, and we do it right. We offer bookkeeping and Quickbooks help quicker than quick! Call us today! Lets work together!

    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.  

    Actual Requests

    See other requests for bookkeepers in Waukesha

    Need a Tax Preparer

    Milwaukee, WI

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      I have a Health Savings Statement
    • $75
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