Bookkeepers in the Milwaukee-Waukesha Area, WI Compared (2026)
Key Takeaways
- Too few firms reached 70% evidence coverage to rank (none of the 14, where a ranking needs 8), so the list is alphabetical.
- Only 2 of 14 publish a price or a starting price, while 12 say nothing about fees.
- Compared with every firm we list, this group stands out on reporting: 5 of 14 state how often reports arrive (36% against 21%).
Sources cited in this article: DNS check, Firm's own website, and our published methodology.
63 profiles reviewed, 14 met the listing bar, 0 scored (evidence coverage of 70% or more). Fewer than 8 firms reached the scoring bar, so this is an unranked comparison. The bar is not lowered to make a ranking.
Firms on this page have offices in Milwaukee (7), Brookfield (3), Greenfield (3) and West Allis (1). The page covers 73 towns and cities in the metro area, and a firm elsewhere in Wisconsin appears on the state page.
How this list is built: Methodology · Disclosures · About · Report a correction
This page compares the 14 Milwaukee-Waukesha bookkeeping firms that met our listing bar, alphabetically, because too few have enough checked evidence to rank. Start from what you need and use the filters: a published price (2) and remote service (4).
Comparison (unranked, alphabetical)
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage | Evidence Score |
|---|---|---|---|---|---|---|---|
| Affinity Accounting Says it serves: technology, startups | Milwaukee, WI | monthly bookkeeping, payroll coordination, month-end close | Hubdoc, Gusto, Expensify | Publishes prices | Not verified | 69% | Not scored |
| B&M Accounting & Tax Service, INc. | Brookfield, WI | payroll coordination | Not verified | Not verified | Not verified | 69% | Not scored |
| Hammernik & Associates | Greenfield, WI Local | payroll coordination, month-end close | Not verified | Not verified | Not verified | 69% | Not scored |
| Hillstrom Accounting LLC | Milwaukee, WI | payroll coordination | QuickBooks | Not verified | Not verified | 69% | Not scored |
| Horizon Tax and Accounting services | Milwaukee, WI | payroll coordination | Not verified | Not verified | Not verified | 69% | Not scored |
| Howard's Business Solutions | Milwaukee, WI | payroll coordination, month-end close | Not verified | Not verified | Not verified | 69% | Not scored |
| Integro CPA Says it serves: healthcare, technology | Brookfield, WI Local | monthly bookkeeping, payroll coordination, month-end close | QuickBooks Online, QuickBooks Desktop | Not verified | Not verified | 66% | Not scored |
| Locatelli and Company Says it serves: non-profits, professional services, law firms | Brookfield, WI Local | AP/AR, payroll coordination, month-end close | Not verified | Not verified | Not verified | 69% | Not scored |
| Lockwood Enterprises Says it serves: startups | WEST ALLIS, WI Local + remote | Not verified | QuickBooks | Not verified | Not verified | 15% | Not scored |
| Midwest Bookkeeping & Tax Solutions Says it serves: nonprofits, law firms, churches | Milwaukee, WI Local + remote | payroll coordination, month-end close | Not verified | Not verified | Not verified | 66% | Not scored |
| Nolan Accounting Center | Greenfield, WI | monthly bookkeeping, payroll coordination, month-end close | Not verified | Not verified | Not verified | 69% | Not scored |
| Passageway Financial | Milwaukee, WI Local + remote | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks Online, Gusto | Publishes prices | Not verified | 69% | Not scored |
| RitzHolman CPAs Says it serves: real estate, medical, dental | Milwaukee, WI | Not verified | QuickBooks | Not verified | Not verified | 69% | Not scored |
| The Neal Group, LLC | Greenfield, WI Local + remote | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 66% | Not scored |
What the evidence shows
Pricing
Pricing is where these sites say least: 12 of 14 are silent on fees, none say they quote each job, and 2 publish a figure. Figures the firms publish themselves, as their sites word them: Affinity Accounting ("$950/month") and Passageway Financial ("$650 / mo"). That's more open than Wisconsin as a whole, where 8% publish a price. Get the monthly fee, the transaction volume it assumes and what counts as extra in writing.
Services and process
None of the 14 sites here mentions catch-up or cleanup work, so ask about past months directly if you're behind. Fewer write down the process: 2 of 14 describe onboarding and 5 name a reporting schedule. Nationally 21% of listed firms name a reporting schedule, so this group is above the norm.
Software and remote work
QuickBooks leads the software firms here name (29%); after it come Gusto 14% and QuickBooks Online 14%. 4 of 14 say they work with clients remotely, so a firm across the metro can still take you on.
Licenses and public records
Without Wisconsin records we can match, the evidence here is what firms publish about themselves, and that alone stops short of the 70% coverage a ranking needs. Median evidence coverage here is 69%. Check any CPA claim yourself on the Accounting Examining Board lookup.
Milwaukee-Waukesha area in figures
Shares of the 14 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it.
| Publish a price or starting price | 14% (2 of 14) |
|---|---|
| State they price by quote | 0% (0 of 14) |
| Say nothing about pricing | 86% (12 of 14) |
| Hold a third-party-verified credential | 0% (0 of 14) (the Wisconsin CPA register isn't searched automatically, so licenses read Not verified) |
| State a reporting cadence | 36% (5 of 14) |
| Describe onboarding | 14% (2 of 14) |
| Offer catch-up or cleanup work | 0% (0 of 14) |
| Work remotely (stated) | 29% (4 of 14) |
| Most-mentioned software | QuickBooks 29%, Gusto 14%, QuickBooks Online 14%, Hubdoc 7%, Expensify 7% |
| Median evidence coverage | 69% |
Frequently Asked Questions
Which Milwaukee-Waukesha bookkeepers publish their prices?
Affinity Accounting and Passageway Financial show a price or a starting price on their own site. Open a profile to see the exact wording and the page it came from.
Which Milwaukee-Waukesha bookkeepers say which industries they serve?
6 of 14 name them on their own sites, among them Affinity Accounting (technology and startups), Integro CPA (healthcare and technology), Locatelli and Company (non-profits and professional services), Lockwood Enterprises (startups) and Midwest Bookkeeping & Tax Solutions (nonprofits and law firms). It's self-reported, so ask for a client reference in your trade.
Every place this page covers (73)
Addison, Allenton, Barton, Bayside, Belgium, Big Bend, Brookfield, Brown Deer, Butler, Cedarburg, Chenequa, Cudahy, Delafield, Dousman, Eagle, Elm Grove, Erin, Fox Point, Franklin, Fredonia, Genesee, Germantown, Glendale, Grafton, Greendale, Greenfield, Hales Corners, Hartford, Hartland, Jackson, Kewaskum, Lac La Belle, Lannon, Lisbon, Menomonee Falls, Mequon, Merton, Milwaukee, Mukwonago, Muskego, Nashotah, New Berlin, Newburg, North Lake, North Prairie, Oak Creek, Oconomowoc, Oconomowoc Lake, Okauchee Lake, Ottawa, Pewaukee, Polk, Port Washington, Richfield, River Hills, Saukville, Shorewood, Slinger, South Milwaukee, St. Francis, Summit, Sussex, Thiensville, Vernon, Wales, Waubeka, Waukesha, Wauwatosa, Wayne, West Allis, West Bend, West Milwaukee, Whitefish Bay.
Sources and further reading
Dates are when we checked. Report an error.
- DNS checkChecked Sep 26, 2026
- Firm's own websiteChecked Sep 26, 2026
- Accounting Examining Board: license lookupAccounting Examining Board
- Wisconsin business entity searchState of Wisconsin
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index