Business Details
43 Years
experience
Trusted Accounting & Tax Services in Mequon, WI
Putterman & Watchmaker has been delivering comprehensive accounting and tax services to closely-held businesses, their owners, and individuals for over 40 years. Our team of CPAs, Enrolled Agents, and Accountants specializes in serving diverse industries including real estate, retail, professional firms, restaurants, contractors, service, and manufacturing. We prioritize building long-term relationships through personalized service, combining deep technical expertise with a commitment to understanding each client's unique financial landscape. Our Wisconsin-based firm extends services nationwide, offering tailored solutions for business owners, executives, and independent professionals.We maintain offices in Mequon and Brookfield, providing both in-person and virtual support through secure digital platforms. Our professionals stay current with evolving tax regulations to ensure compliance while optimizing financial outcomes. We emphasize proactive tax planning, cash flow management, and strategic advisory services to help clients achieve their business objectives. Our approach combines technical excellence with accessible, client-focused service delivery.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Part-Time CFO Services
Cash Flow Management
New Business Formation
Individual Tax Preparation
Tax Planning
QuickBooks Setup
QuickBooks Training
Details
- Year established: 1983
Highlights and features
- We offer over 40 years of experience serving diverse business sectors
- Our team includes certified CPAs and Enrolled Agents
- We provide personalized service tailored to specific industry needs
- We maintain expertise in both traditional and cloud-based accounting systems
- We focus on building long-term client relationships through consistent service
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, handling day-to-day financial operations while business owners focus on growth. Our services include financial statement preparation, accounts payable/receivable management, and month-end closing processes. We help maintain accurate financial records that support informed business decisions.
Tax Planning
Our proactive tax planning services identify legal opportunities to minimize tax liabilities while ensuring compliance with evolving regulations. We analyze business structures, income patterns, and expense allocations to develop customized strategies that maximize after-tax income for both businesses and individual taxpayers.
QuickBooks Setup
We implement customized QuickBooks solutions tailored to specific business needs, including software configuration, chart of accounts setup, and integration with third-party applications. Our experts ensure proper system initialization and provide ongoing support for both desktop and online versions of the accounting platform.
Cash Flow Management
We develop customized cash flow projections to help businesses maintain financial stability and avoid liquidity crises. Our analysis includes cash inflow/outflow patterns, seasonal variations, and contingency planning to ensure businesses maintain adequate working capital for operations.
New Business Formation
We guide entrepreneurs through the business formation process, providing expert advice on entity selection, registration requirements, and tax implications. Our services include preparing necessary documentation, establishing accounting systems, and implementing financial controls for new businesses.
People
Jeffrey Putterman
CPA
Jeffrey Putterman brings decades of accounting expertise to Putterman & Watchmaker, specializing in business tax strategy and financial planning. He focuses on building long-term client relationships through personalized service and practical financial solutions.
Tracy Watchmaker
CPA
Tracy Watchmaker combines technical accounting proficiency with client-focused service delivery. She specializes in small business accounting and QuickBooks implementation, helping clients optimize their financial operations through technology-driven solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial reporting, payroll processing, and cash flow management tailored to your specific industry needs.
Do you help with business tax planning?
Yes, we offer proactive tax planning services to help businesses minimize tax liabilities while maintaining compliance with changing tax regulations and requirements.
Can you assist with QuickBooks implementation?
We provide complete QuickBooks setup, customization, and training services to help businesses effectively implement both desktop and online accounting solutions.
What areas do you serve?
While based in Wisconsin, we serve clients nationwide with both in-person and virtual accounting and tax services through secure digital platforms.
How do you handle business formation services?
We guide new businesses through entity selection, registration processes, and accounting system setup to establish proper financial foundations for long-term success.
What experience do your professionals have?
Our team includes certified CPAs and Enrolled Agents with decades of combined experience serving diverse industries including real estate, retail, and professional services.
