Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI (2026)
Key Takeaways
- First on the list: Affinity Accounting, scoring 58 with 75% of the evidence checked.
- We reviewed 67 firms here; 13 of the 18 that met the listing bar reached 70% evidence coverage, and the 9 with at least 6 documented items are numbered.
- Only 1 of 18 publishes a monthly price or a starting price, while 15 say nothing about fees.
- Compared with every firm we list, this group stands out on reporting: 6 of 18 state how often reports arrive (33% against 24%).
Sources cited in this article: DNS check, Firm's own website, IRS preparer records, and our published methodology.
67 profiles reviewed, 18 met the listing bar, 13 scored (evidence coverage of 70% or more). 9 document at least 6 of the items we score and are ranked by Evidence Score; the other 4 are under the list as Also scored.
Firms on this page have offices in Milwaukee (8), Brookfield (3), Greenfield (3), Oak Creek (1), Waukesha (1), Wauwatosa (1) and 1 other place. 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 list numbers the 9 Milwaukee-Waukesha bookkeeping firms with enough documented evidence to rank, out of 18 that met our listing bar, and scores 4 more below it without a number. Start from what you need and use the filters: catch-up work (1 firm), a published price (1) and remote service (6).
What firms here charge
We verified a monthly bookkeeping price for one of the 18 firms on this list: Passageway Financial publishes from $650 a month (at $500K annual revenue and includes tax returns) on its own site, captured September 26, 2026 (source). For the other firms we have no verified monthly bookkeeping price; some may publish other pricing, so ask them for a quote.
Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI, Ranked by Evidence Score
- Affinity Accounting (Milwaukee, WI). Evidence Score 58/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person; publishes prices. Documented fit: technology, startups.Who they say they serve (self-reported): technology, startups.
- Schumacher Sama (Wauwatosa, WI). Evidence Score 49/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: QuickBooks Online users.
- AM Accounting (Milwaukee, WI). Evidence Score 47/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; publishes prices.
- Integro CPA (Brookfield, WI). Evidence Score 42/100 at 72% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: healthcare, technology; QuickBooks Online users.Who they say they serve (self-reported): healthcare, technology.
- RitzHolman CPAs (Milwaukee, WI). Evidence Score 34/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: real estate, medical.Who they say they serve (self-reported): real estate, medical, dental.
- Locatelli and Company (Brookfield, WI). Evidence Score 32/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: non-profits, professional services.Who they say they serve (self-reported): non-profits, professional services, law firms.
- Hammernik & Associates (Greenfield, WI). Evidence Score 29/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
- Midwest Bookkeeping & Tax Solutions (Milwaukee, WI). Evidence Score 28/100 at 72% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: nonprofits, law firms.Who they say they serve (self-reported): nonprofits, law firms, churches.
- Smrecek & Co., S.C. (Waukesha, WI). Evidence Score 26/100 at 70% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
Also scored
These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) | Evidence Score |
|---|---|---|---|---|---|---|---|
| Wasserman, Shuff & Co | Oak Creek, WI | payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 73 | 19 |
| Howard's Business Solutions | Milwaukee, WI | payroll coordination, month-end close | Not verified | Not verified | Not verified | 75 | 16 |
| Hillstrom Accounting LLC | Milwaukee, WI | payroll coordination | QuickBooks | Not verified | Not verified | 75 | 11 |
| Horizon Tax and Accounting services | Milwaukee, WI | payroll coordination | Not verified | Not verified | Not verified | 75 | 11 |
Top firms in Milwaukee
Affinity Accounting leads Milwaukee with an Evidence Score of 58/100 at 75% coverage. Also ranked in Milwaukee: AM Accounting (47/100, 75% coverage), RitzHolman CPAs (34/100, 75% coverage), Midwest Bookkeeping & Tax Solutions (28/100, 72% coverage).
Top firms in Brookfield
Integro CPA leads Brookfield with an Evidence Score of 42/100 at 72% coverage. Also ranked in Brookfield: Locatelli and Company (32/100, 75% coverage).
Comparison table
| 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 | Not verified | IRS preparer record | 75 | 58 |
| Schumacher Sama | Wauwatosa, WI Local + remote | monthly bookkeeping, payroll coordination, month-end close | QuickBooks Online | Not verified | Not verified | 75 | 49 |
| AM Accounting | Milwaukee, WI Local | monthly bookkeeping, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 75 | 47 |
| 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 | 72 | 42 |
| RitzHolman CPAs Says it serves: real estate, medical, dental | Milwaukee, WI | AP/AR, payroll coordination | QuickBooks | Not verified | IRS preparer record | 75 | 34 |
| 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 | 75 | 32 |
| Hammernik & Associates | Greenfield, WI Local | payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 75 | 29 |
| 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 | 72 | 28 |
| Smrecek & Co., S.C. | Waukesha, WI Local | payroll coordination, month-end close | Not verified | Not verified | IRS preparer record | 70 | 26 |
Also listed (not scored yet)
These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage (%) |
|---|---|---|---|---|---|---|
| B&M Accounting and Tax Service Says it serves: medical, healthcare | Brookfield, WI Local + remote | AP/AR, payroll coordination | Not verified | Not verified | Not verified | 69 |
| Lockwood Enterprises Says it serves: startups | WEST ALLIS, WI Local + remote | Not verified | QuickBooks | Not verified | Not verified | 21 |
| Nolan Accounting Center | Greenfield, WI | monthly bookkeeping, payroll coordination, month-end close | Not verified | Not verified | Not verified | 69 |
| Passageway Financial | Milwaukee, WI Local + remote | monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks Online, Gusto | Publishes prices | Not verified | 69 |
| The Neal Group, LLC | Greenfield, WI Local + remote | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 69 |
What the evidence shows
Pricing
Pricing is where these sites say least: 15 of 18 are silent on fees, none say they quote each job, and 1 publish a monthly figure. Figures the firms publish themselves, as their sites word them: Passageway Financial ("$650 / mo"). Get the monthly fee, the transaction volume it assumes and what counts as extra in writing.
Services and process
1 of 18 says it takes on catch-up or cleanup work, which matters if your books are months behind. On this page that's Passageway Financial. Fewer write down the process: 4 of 18 describe onboarding and 6 name a reporting schedule. Nationally 24% 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 (28%); after it come QuickBooks Online 17% and Gusto 11%. 6 of 18 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 74%. Check any CPA claim yourself on the Accounting Examining Board lookup.
The ranking
Numbered scores on this list run from 58 down to 26, and the median across every scored firm is 29. 4 more firms reached 70% coverage with fewer than 6 documented items, so they sit under the list as Also scored, without a number. The top of the list: Affinity Accounting (58 at 75% coverage), Schumacher Sama (49 at 75% coverage) and AM Accounting (47 at 75% coverage). Milwaukee has the most numbered firms (4), and the list spans 5 towns in all. A high-coverage firm with a modest score isn't a weak firm. Its site simply leaves more for you to ask.
Milwaukee-Waukesha area in figures
Shares of the 18 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it. Credentials: the Wisconsin CPA register isn't searched automatically, so licenses read Not verified. Median evidence coverage: 74%; median Evidence Score of the scored firms: 29.
| What the firms state | Share (%) | Firms (of 18) |
|---|---|---|
| Publish a price or starting price | 6 | 1 |
| State they price by quote | 0 | 0 |
| Say nothing about pricing | 83 | 15 |
| Hold a third-party-verified credential | 0 | 0 |
| State a reporting cadence | 33 | 6 |
| Describe onboarding | 22 | 4 |
| Offer catch-up or cleanup work | 6 | 1 |
| Work remotely (stated) | 33 | 6 |
| Mention QuickBooks | 28 | 5 |
| Mention QuickBooks Online | 17 | 3 |
| Mention Gusto | 11 | 2 |
| Mention Hubdoc | 6 | 1 |
| Mention Expensify | 6 | 1 |
Frequently Asked Questions
Which Milwaukee-Waukesha bookkeepers publish their prices?
Passageway Financial shows a price or a starting price on its own site. Open a profile to see the exact wording and the page it came from.
Which firms in Milwaukee-Waukesha take on catch-up bookkeeping?
Passageway Financial says it does catch-up or cleanup work.
Which Milwaukee-Waukesha bookkeepers say which industries they serve?
7 of 18 name them on their own sites, among them Affinity Accounting (technology and startups), Integro CPA (healthcare and technology), RitzHolman CPAs (real estate and medical), Locatelli and Company (non-profits and professional services) 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 to Nov 12, 2026
- Firm's own websiteChecked Sep 26, 2026 to Nov 12, 2026
- IRS preparer recordsChecked Sep 27, 2026 to Nov 10, 2026
- Accounting Examining Board: license lookupAccounting Examining Board
- Wisconsin business entity searchState of Wisconsin
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index