Business Details
24 Years
experience
Certified Accounting & Financial Services in Elm Grove
Established in 2002, Neptune Financial & Management has built a reputation as a trusted public accounting and consulting firm serving clients across Southeastern Wisconsin. Our team of certified professionals combines decades of industry experience with ongoing education in the latest financial regulations and technologies. We specialize in personalized accounting solutions for individuals, businesses, and real estate ventures, maintaining strict adherence to accounting standards while offering customized services that maximize return on investment.As Certified QuickBooks ProAdvisors and active members of leading financial organizations, we provide comprehensive tax preparation, payroll management, and financial consulting services tailored to each client's unique needs. Our commitment to excellence is demonstrated through our CPA certification in Wisconsin, participation in community programs like Big Brothers/Big Sisters, and dedication to maintaining the highest professional standards through continuous learning and industry engagement.
Services
Accounting
Tax Preparation
Payroll Management
Financial Consulting
QuickBooks Support
Real Estate Accounting
Tax Strategy
Business Registration
Financial Tools
Secure File Transfer
Details
- Year established: 2002
Highlights and features
- We are Certified Public Accountants with Wisconsin state certification
- Our team maintains Intuit QuickBooks ProAdvisor certification for software expertise
- Active members in top financial organizations including AICPA and WICPA
- Specialized experience in real estate accounting and tax strategies
- Proven track record serving Southeastern Wisconsin businesses since 2002
Associations and certifications
- CPA with the State of Wisconsin
- Quickbooks ProAdvisor - Intuit
What people say
Comprehensive and reasonably priced
Timely delivery
Smooth sailing accounting
Expertise to implement
Maintains highest standards
Services
Accounting
Our certified accounting services follow the latest standards while adapting to your specific business needs. We provide audited financial statements, budgeting support, and accounts receivable/payable management for individuals and businesses. With specialized expertise in real estate accounting, we help clients maintain complete financial control over their properties.
Tax Preparation
We offer comprehensive tax preparation services for individuals, businesses, and special entities. Our expertise covers corporate tax, partnership returns, fiduciary filings, and nonprofit organization compliance. We stay current with changing regulations to ensure accurate filings and maximize legitimate deductions while maintaining full compliance with state and federal requirements.
Payroll Management
Our payroll solutions handle all aspects of employee compensation for small businesses. We process payroll, manage tax deposits, file quarterly reports, and handle W-2 generation. Our services include tracking deductions for retirement plans, child support, and garnishments while ensuring compliance with employment tax regulations and deadlines.
Financial Consulting
We provide strategic financial guidance for business growth and personal financial planning. Our consulting services include software implementation support, entity formation strategies, budgeting frameworks, and tax debt resolution plans. We help clients make informed decisions through customized financial management solutions tailored to their specific circumstances.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer expert implementation and ongoing support for QuickBooks users. Our services include system setup, data cleanup, training, and integration with existing financial processes. We help businesses transition to digital accounting systems while maintaining accurate records and optimizing software capabilities for their specific needs.
People
Bryan
Certified Public Accountant
Bryan has provided comprehensive tax and accounting services for over 20 years. He specializes in small business support, QuickBooks implementation, and real estate accounting solutions while maintaining active CPA certification in Wisconsin.
Questions
What accounting services do you offer for real estate businesses?
We provide specialized real estate accounting services including property financial management, portfolio tracking, and tax optimization strategies tailored to real estate investors and property managers.
Are you certified QuickBooks ProAdvisors?
Yes, we are Certified QuickBooks ProAdvisors with expertise in software implementation, data cleanup, and customized accounting system setup for businesses of all sizes.
What tax services do you provide for small businesses?
We offer complete business tax services including corporate filings, partnership returns, payroll tax compliance, and entity formation strategies to ensure proper tax classification and benefits.
How do you handle payroll management for small businesses?
Our payroll services include tax deposit management, W-2 processing, deduction tracking, and compliance reporting while ensuring adherence to all employment tax regulations and deadlines.
What financial tools are available to clients?
We provide access to mortgage calculators, debt analysis tools, investment planners, and budgeting resources through our secure client portal for ongoing financial management support.
Are you members of professional accounting organizations?
We maintain active memberships with the American Institute of CPAs, Wisconsin Institute of CPAs, and National Society of Accountants to stay current with industry standards and best practices.
