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Waukesha Business Plan Consultants

Browse these business plan consultants with great ratings from Thumbtack customers in Waukesha.

  • 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
Mark R.
Verified review

Mark did a great job on our taxes. This was our first time using his services and definitely plan on going with him on a continuous basis. He was quick and walked us through the forms when he was done. Thanks, Mark.

Lewis Wile
from 19 reviews
  • 18 years in business
  • 33 hires on Thumbtack
Barry C.
Verified review

Lewis was very professional and thorough in helping me file my 2015 taxes. As someone who files self employment related materials, he took the time to fully understand all of my receipts and paperwork, and he helped me fully understand how to be efficient and mindful of my tax related business expenses and paperwork going forward. I would recommend him, especially to those who have multiple sources of income and/or self employed business related filings!

Badger Office
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Diana H.
Verified review

Dwight was able to quickly grasp our somewhat unique business structure and show us how to set up our accounts in QB Online properly. He is great at explaining QB and how to use it, and offered advice on business structure and some tax stuff. He tutored me on how to do some new things in QB as well. We will definitely be working with him again in the future when we have questions or just for a "tune up". He has been responsive and easy to reach. I highly recommend hiring Dwight to help with your accounting and QB needs.

  • 13 years in business
Phillip W.
Verified review

A good business consultant will get you answers to all of your questions, while a great one will help you find answers to questions you didn't think to ask. Fokus Forward's Ryan Doerr will force you to see your opportunities will high level of clarity while forcing you to confront your business' threats. Often turning weaknesses into opportunities to grow.

Epic Heights Consulting
from 2 reviews
  • 6 years in business
Tokara W.
Verified review

It is quite refreshing to have a company available to assist with marketing, communications, and public relations needs while I focus on providing safe quality services to our clients and balancing day to day operations in order to propel business forward. What a Godsend! If your looking for a business who will be responsible and dedicated to furthering your vision (at a great cost) look no further Epic Heights is for you!

Chris Z.
Verified review

Mary Nicole returned my first call promptly and was Eager to come to my business to see our brand first Hand. Mary Nicole came prepared with folio of works And prices. She has completed to date invitations, post cards Business cards and more. I would highly recommend Mary Nicole and will continue to work with her in the future.


I am a business/finance manager who can provide consulting services to individuals and small businesses. I am willing to work during evenings and weekends at the client's convenience. I am proficient in the Microsoft Office Suite as well as Sage 50 Accounting and Quickbooks software systems.


SMB IT offers computer and business consulting services for individuals and small- and medium-sized businesses. SMB's mission is to ensure businesses can compete with the larger organizations that are so common. SMB IT services all types of different customers and companies. The goal is to make sure you come to us when you have a computer or business problem that can be solved with technology. SMB wants to continue saving small business owners and individuals' money by bringing them technology that will last years into the future. SMB keeps costs down, which allows SMB to pass those savings on to you.


I help small business owners solve problems, from management to marketing, accounting, planning, cash flow, loan preparation, systems design and implementation, recruiting, hiring, collections, and many aspects of small business management.


We provide business consulting services including business plan development, strategic planning, tax exemption application, and leadership and board development. We are passionate about assisting organizations in bringing their vision to pass. Our success has led to organizations securing funding to open a restaurant, winning government grants, expanding services, and becoming a federally recognized tax-exempt organization.

  • 22 years in business

We specialize in the following areas: * Remote Desktop/Small to Medium Business Support * Windows Servers (all versions) * Firewalls and VPN (remote access, UTM and monitoring) * Secure Wireless Solutions * Data Protection (antivirus/anti-malware and backups -- local and cloud based) * E-mail (Hosted Exchange, Office 365 and SmarterMail) * Security camera systems *Site survey/assessments and planning *Wireless heat mapping


I'm providing consulting services to small and mid-sized businesses. I also provide short and long term management services including bookkeeping and financial planning. I have over 30 years of experience running a business. After leaving the business, I began consulting for other businesses to help them grow. From start-ups to existing businesses, no job is too small. My passion is to help anyone who needs help with his or her business. My consulting clients have been in manufacturing, hospitality, distribution, cheer-leading gym, and restaurant industries as well as service professionals and a premier provider of services to universities.


I have demonstrated success in the following: * Strategic planning * Market development * Product development * Business development processes


10 years of experience creating resumes and cover letters. Assisted over 50 job seekers obtain employment within the last 2 years.


PBA provides consulting, coaching and problem-solving services to businesses needing to increase efficiency and productivity, meet regulatory and customer requirements and reduce risk and cost.


We are a freelance research consultancy business that offers services to both students and businesses. Our services are academic writing, grant writing, strategic planning, accounts, data analysis and presentation, business plans and resume writing. We provide high-quality work and client satisfaction is our pride.


If you are looking to grow your business we have done it with dozens of companies, of all sizes. PAI is a business strategy and growth advisor with over a decade of experience with start-ups, small businesses, larger enterprises and non-profits. Our goal is to help you and your business grow in a sustainable manner through: > Strategic Planning > Business Planning, Business Plans, and Pitch Decks > Marketing Plans > Sales Plans > Operation Plans > Launching New Products/Services > Reaching New Customers or Markets > Getting the right Team on Board > Preparing the business to raise money (equity and debt financing) > Preparing the business and its Owner for the Sale of the Business > Helping the business reach the next stage In addition to helping you define winning strategies and plans, we offer a unique level of service to help you succeed -- we are there for you when you execute! This added level of service means you're not alone... we can bring experts from different disciplines in to roll up their sleeves with you. We look forward to hearing more about your business, your goals and sharing our expertise in growing businesses. Wishing you Success!


We are providing ideas, direction and advice to the small business community to ensure growth and increased success. With years of highly successful combined small business leadership and development, we can help take your small business to the next level. We can evaluate and advise on all aspects of your business, from HR, inventory, advertising, growth and expansion to store design and P&L evaluation. We specialize in retail turnarounds and work on both short- and long-term projects.


We provide asset protection, i.e. insurance for personal and commercial clients, business plan writing, corporate and family travel.


Business is more than just the numbers. The numbers have to come from somewhere, but they do not come from accountants and lawyers. They can only ascertain what you give them. They can look at the numbers and give advice; "You need to lower your inventory." You need to add more Sales personnel." That's all well and good, but YOU are the one who is there everyday and should know certain things before they do. This is where my service will stand out. WE work with your day to day operations in a manner that you will recognize as being a benefit. It's your business, and business decisions should be yours to make from a confident position. If you are having trouble at the moment, give me the opportunity to help. Don't wait until you lose control to others.

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