Messy books are costing you time and money

If your financial records are disorganized or behind, you are not alone. Many small businesses in and around Milwaukee scramble each tax season. Curler Accounting turns messy books into tax ready financials so you can file confidently, avoid penalties, and make better decisions. When you compare accounting firms Milwaukee WI, you want accurate numbers, on time reporting, and proactive advice. That is exactly what we deliver, along with a free consultation to get you started.

What tax ready really means for your business

Tax ready books give you clarity. They make tax filing smooth and they unlock better cash flow planning. When your numbers are clean, you spend less time worrying and more time growing your business. Clean books help you qualify for financing, understand profit by product or job, and plan for payroll and owner draws without stress. Curler Accounting makes that happen with a simple, reliable process tailored to small businesses.

• Transactions are recorded to the correct accounts each month
• Bank and credit card statements are reconciled and matched
• Sales tax, payroll tax, and withholding are tracked and paid correctly
• Accounts receivable and accounts payable are accurate
• Owner draws, partner distributions, and loans are recorded correctly
• Fixed assets and depreciation are up to date
• Financial statements tie out to source documents
• Year end adjustments and tax schedules are complete and reviewed

Why books fall behind and how to fix them

Busy owners wear many hats. It is easy to push bookkeeping to the bottom of the list. Sometimes a prior bookkeeper made errors. Sometimes cash flow gets tight and you stop reconciling. Other times your software is not set up right. The result is the same. You lack confidence in your numbers and tax season is stressful. Curler Accounting finds the gaps, cleans up the records, and builds a monthly rhythm that keeps you current. That way taxes are not a last minute fire drill.

• Uncategorized expenses that hide tax deductions
• Old bank feeds that never reconciled to statements
• Sales tax liabilities that were not tracked by jurisdiction
• Payroll postings that do not match payroll reports
• Owner transactions mixed with business costs
• Missed 1099s and vendor compliance issues
• Outdated chart of accounts that confuses the true picture

Meet Curler Accounting & Tax Services, LLC

Curler Accounting & Tax Services, LLC serves individuals and small businesses across Washington County, Mequon, and communities north of Milwaukee. The firm is led by Matt Curler, CPA, who brings more than 20 years of experience in tax, finance, and treasury management. Matt started his career at KPMG and later supported tax strategy at Harley-Davidson. He carries that Big Four rigor and corporate skill into practical solutions for local small businesses.

Matt is a veteran of the Wisconsin Army National Guard with 18 years of service as a Military Police Officer, including two deployments to Iraq. He then served six years with the Milwaukee Police Department. That background shapes the Curler Accounting approach. You get discipline, integrity, and attention to detail in every engagement. Clients trust Matt to do what he says, when he says, and to explain the why behind every recommendation.

Why Curler Accounting stands out among accounting firms Milwaukee WI

• Personalized service that fits your goals and budget
• Military precision and integrity on every file
• Small business focus with practical guidance you can use today
• Proactive tax planning baked into monthly accounting
• Local expertise with virtual convenience across Wisconsin
• Community commitment through Rotary Club and VA Hospital volunteer work
• Transparent pricing and clear timelines, with no surprises

Services built for small businesses and families

Tax preparation and planning

Taxes should not be a guessing game. Curler Accounting prepares accurate federal and Wisconsin returns for individuals, LLCs, S Corps, partnerships, and trusts. We plan ahead so you pay the least legally allowed and avoid last minute shocks. Planning continues all year, not just in March and April.

• Current and prior year tax filing with full review
• Quarterly estimated tax calculations
• Year round tax strategies based on your goals
• Support for depreciation, credits, and deduction optimization
• Clear explanations so you know what changed and why

Bookkeeping

Monthly bookkeeping is the backbone of tax ready records. Curler Accounting sets up a smart chart of accounts, reconciles every account, and closes your books on a reliable schedule. We catch errors early, track key metrics, and prepare clean financials your lender and tax return can trust.

• Monthly categorization and bank reconciliations
• Accounts receivable and accounts payable tracking
• Expense documentation and digital record keeping
• Month end closes with balance sheet and profit and loss
• Quarterly reviews to keep you on track

Payroll solutions

Payroll should be simple and compliant. We set up payroll that fits your team size and pay schedules. Curler Accounting handles filings, pays payroll taxes, and ensures your postings match your payroll reports. You get consistent paydays and clean year end W-2 and 1099 reporting.

• Payroll setup and processing
• Payroll tax deposits and filings
• Direct deposit and new hire reporting
• Year end W-2 and 1099 processing
• Clear mapping to your general ledger

Cash flow optimization

Profit is not the same as cash. We help you forecast inflows and outflows so you can plan vendor payments, owner draws, and tax deposits with confidence. Curler Accounting highlights trends, builds scenarios, and points out simple changes that improve liquidity.

• Rolling cash forecasts matched to your business cycle
• Collection strategies and AR follow up workflows
• Inventory and job cost reviews where applicable
• Debt planning and timing of large purchases

Business tax and compliance

From annual returns to sales tax and payroll, compliance takes time. Curler Accounting guides LLCs and S Corps through what to file, when to file, and how to keep records that hold up to scrutiny. We help you avoid penalties and keep your business in good standing.

• Federal and Wisconsin business returns for pass through entities
• Sales and use tax tracking and filing
• 1099 compliance and vendor setup
• Year end adjustments and schedules for your tax file

IRS representation

If the IRS or the state sends a notice, do not panic. Curler Accounting communicates with tax authorities on your behalf, responds to notices, organizes documentation, and represents you in audits. You get a steady hand from a CPA who knows how to navigate the process.

• Notice response and penalty abatement requests
• Audit prep, representation, and documentation support
• Payment plans and compliance fixes

Entity formation

The way you form your business affects your taxes, liability, and cash flow. We help you choose and implement the right structure for your situation. Curler Accounting supports LLC setups, S Corp elections, and clean onboarding into your accounting system.

• Consultation on entity types and tax impact
• S Corp election analysis and filing
• Accounting and payroll setup for new entities

A simple process that gets you tax ready fast

1. Free consultation. We discuss your goals, deadlines, and pain points. You get a clear quote and next steps.
2. Records review. Provide access to bank statements, prior returns, and your accounting file. We assess gaps and risk areas.
3. Cleanup plan. We outline a prioritized cleanup with a timeline. You know exactly what will be fixed and when.
4. Implementation. We reconcile accounts, recode transactions, set up rules, and prepare clean financials.
5. Monthly rhythm. We close your books each month and monitor key metrics and compliance dates.
6. Year end. We complete adjustments, prepare tax ready schedules, and review results with you.
7. Tax filing and planning. We file accurate returns and set a plan to reduce taxes next year.

Who we serve in and around Milwaukee WI

Curler Accounting focuses on small businesses and families in Washington County, Mequon, and communities north of Milwaukee. We also support clients across Wisconsin through secure virtual services. Our clients include trades and contractors, real estate investors, restaurants and food trucks, e-commerce sellers, healthcare providers, creative agencies, consultants, and family owned manufacturers. Whether you are a startup, a growing S Corp, or a seasoned owner preparing for a transition, we build a plan suited to your stage.

If you are comparing accounting firms Milwaukee WI, consider what matters most. You want a CPA who will answer questions quickly, keep your books clean, and advocate for you with tax authorities. You want someone who speaks plainly and respects your time. Curler Accounting delivers that level of service with local knowledge and a disciplined work ethic.

Tools and collaboration that fit your workflow

You need a simple way to share documents and approve payroll without extra steps. Curler Accounting uses secure portals and leading cloud accounting platforms, so you can upload receipts, sign forms, and review reports from anywhere. We set up logical categories, automation rules, and bank feeds that actually reconcile. You keep the controls you want and we handle the details you would rather not manage. The result is a smooth month end close and timely reports you can trust.

Frequently asked questions

What makes Curler Accounting different from other accounting firms Milwaukee WI?

We combine Big Four caliber training with small firm attention. Matt Curler is a CPA with deep tax and finance experience and a background in military and law enforcement service. That means disciplined processes, clear communication, and a relentless focus on accuracy. You work directly with a seasoned professional who knows your business and cares about your results.

Can you help if my books are a mess?

Yes. Cleanup work is a core service. We review your records, fix reconciliations, correct postings, and document a simple routine that prevents future issues. Most clients see value quickly as their numbers become clear and tax stress fades.

Do you work with startups and side hustles?

Absolutely. Curler Accounting helps new owners pick the right structure, set up bookkeeping and payroll, and build a tax plan. Simple steps early on save money and headaches later.

How does pricing work?

We provide transparent quotes based on the scope of work. Many clients choose a monthly package that includes bookkeeping, payroll support, and year end tax preparation. Project based cleanup or advisory is available when you need it. No hidden fees.

Do you offer virtual meetings?

Yes. We serve clients across Wisconsin through secure portals and video calls. For local clients in Mequon and Washington County, in person meetings are also available.

Can you represent me before the IRS?

Yes. As a CPA, Matt Curler can represent you. Curler Accounting handles notices, audits, payment plans, and compliance reviews. You get one point of contact who guides you through each step.

How fast can you get me tax ready?

It depends on the volume of transactions and complexity. Many cleanups take a few weeks once we have access to records. We build a timeline at the start so you know what to expect. Our goal is accuracy, speed, and minimal disruption to your operations.

How to choose among accounting firms Milwaukee WI

Look for a firm that understands small business realities. Ask who will do the work, how often you will meet, and how they handle deadlines. Review the plan for monthly closes, tax planning, and IRS notices. Make sure the firm values your time and explains things clearly. Curler Accounting prides itself on that level of service. We are proactive, not reactive, and we stand by our work.

Your next step

If your books are not tax ready, the best time to fix them is now. Curler Accounting offers a free consultation to review your goals and outline a plan. We help you get accurate, on time reporting, pay the least legally allowed in taxes, and build a smarter cash flow. When you think about accounting firms Milwaukee WI, choose the firm that brings discipline, integrity, and clear results. Contact Curler Accounting today and take the stress out of your finances.

About the owner, Matt Curler, CPA

Beyond credentials, character matters. Matt’s service in the Wisconsin Army National Guard and years with the Milwaukee Police Department built a mindset of accountability and calm under pressure. Clients appreciate his steady approach during audits, tight deadlines, and complex decisions. Curler Accounting brings that same steadiness to every monthly close and every tax return. The firm also gives back through Rotary Club and VA Hospital volunteer work, because strong communities support strong businesses.

The bottom line

Your business deserves books that tell the truth. With clean records, you file on time, reduce risk, and make better choices. Curler Accounting is ready to help you get there. If you are searching for accounting firms Milwaukee WI that you can trust, talk to us. We will review your situation, design a clear plan, and handle the details so you can focus on customers, employees, and growth. Schedule your free consultation and turn messy books into tax ready numbers that work for you all year long.