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← Back to Top 9 Bookkeepers in the Milwaukee-Waukesha Area, WI (2026)Affinity Accounting
Evidence Score 58/100 at 75% evidence coverage 1 of 9 on the Milwaukee-Waukesha area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Not stated on its website
- Software?
- Hubdoc, Gusto, Expensify
Who they say they serve: technology, startups (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Affinity Accounting | home page Nov 10, 2026 | |
| Website | https://affinitymke.com/ | home page | |
| Office locality | Milwaukee, WI | home page | |
| Phone | +14145338100 | home page | |
| Offers bookkeeping | Documented: ...decisions Services we provide Our Milwaukee accountants handle everything from bookkeeping to financial coaching There’s not a financial task that we can’t help with. Check out... | home page | |
| Monthly bookkeeping | Documented: ...not a financial task that we can’t help with. Check out our regular monthly services: Monthly Bookkeeping Reliable, reconciled numbers every month, so you always know where your... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...so you’re never buying it separately. Foundation Compliance + Clarity Clean books, payroll oversight, and a quarterly review that tells you what your numbers mean. Certainty... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...focus on compliance and reporting, ensuring your taxes are filed correctly and your financial statements are accurate. CFOs dive deeper into your business to help you make more... | /bookkeepers-milwaukee | 6 pts (max 6) |
| Industries served (documented) | technology, startups | /about-us | 5 pts (max 5) |
| Software supported | Hubdoc, Gusto, Expensify | /bookkeepers-milwaukee | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Renee Morawa · CPA (self-reported to the IRS, not a state license) · business name on the record: Affinity Accounting | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$950/month" | /about-us | 6 pts (max 6) |
| Onboarding described | Documented: ...be transparent about what's going on in your business. Make timely payments and respect our process-we’re all about efficiency and mutual respect. When It Might Not Work Out: We... | /about-us | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...month, so you always know where your money is going. Monthly Accounting Transparent monthly reports and reviews that tell you what your numbers actually mean. Tax Strategy & Filing... | home page | 4 pts (max 4) |
| Named contact / team | Victoria Haas, CPA | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...forecasts, and metrics to track Set up your operational foundation. Dedicated CFO Monthly meetings In-depth monthly review of financials Annual budget preparation & reporting... | /cfo-services-milwaukee | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Renee Morawa under the business name 'Affinity Accounting' in Milwaukee, WI. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Affinity Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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