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Top Financial Services Firms in Wisconsin

Ratings Updated: January 24, 2025

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246 Companies

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Country: United States

State: Wisconsin

List of the Top Wisconsin Financial Services Companies

1840 & Company

4.8 12 reviews

Premier Verified

$10,000+

< $25 / hr

250 - 999

Overland Park, KS

Services provided

20% Customer Service Outsourcing

20% HR Outsourcing

15% Back Office Outsourcing +3 services

15% Call Center Services

15% Finance & Accounting Outsourcing (FAO)

15% Sales Outsourcing

1840 & Company is a firm specializing in Accounting Services, including bookkeeping and financial reporting. Clients praise their ability to efficiently source and onboard skilled offshore talent, allowing for increased operational efficiency and business growth. Approximately 100% of reviewers express satisfaction with their project management and transparent billing practices, highlighting their effectiveness in enhancing financial operations.

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Reviews mention Well-organized projects

Clients consistently praise 1840 & Company for their well-organized project management and effective communication. One client noted their 'extremely organized, well-communicated, and professional' approach, emphasizing the delivery of quality candidates without wasting time. This sentiment is echoed in feedback highlighting the company's professionalism and speed, with one client expressing eagerness to continue collaboration due to a superior experience compared to other agencies.

Recruitment Services for Performance Marketing Company

5.0 Aug 19, 2024

They were extremely organized, well-communicated, and professional in their approach.

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Reviews mention Adaptable

Clients have consistently praised 1840 & Company for their adaptability, particularly their willingness to take on additional lines of business (LOB) while maintaining performance across key performance indicators (KPIs). One client noted their 'willingness and ability to adapt' and highlighted the rapid integration of paid marketing leads. Overall, feedback reflects a strong sentiment of satisfaction with their responsiveness and capability to meet evolving project demands.

B2B Phone Sales Team Dev & Mgmt for VoIP Telecom Provider

5.0 Jun 21, 2024

Sales results have been above expectations and grown month over month each month they've been onboard. Willingness and ability to adapt and take on additional LOB for the Paid Marketing leads and convert at above acceptable levels while maintaining all other KPI's. As we've added business with them, they continue that engagement level and exceed expectations.

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Reviews mention Professional

Clients consistently praise 1840 & Company for their high level of professionalism in recruitment services. One client noted their 'extremely organized' approach and 'well-communicated' process, emphasizing the quality of candidates delivered. Additionally, the client expressed admiration for the company's speed and efficiency, stating it was unmatched in their five years of experience with various agencies. Overall, the sentiment towards 1840 & Company is highly positive, highlighting their commitment to professionalism.

Recruitment Services for Performance Marketing Company

5.0 Aug 19, 2024

They were extremely organized, well-communicated, and professional in their approach. I'm very impressed by 1840 and eager to continue working with you all even if the Meta roles didn't work out yet. Your professionalism and speed and quality of candidates is something I've never seen in 5 years of using almost a dozen agencies/consultants.

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Reviews mention High-quality work

Clients consistently praise 1840 & Company for delivering high-quality work, particularly in candidate sourcing and recruitment. One client noted their ability to provide 'high-quality candidates in a timely manner,' while another highlighted their 'clear and concise communication' and effective talent sourcing. Additionally, a client emphasized that 1840 & Company acted as a 'matchmaker for staff,' providing exactly what they needed, demonstrating strong overall sentiment towards the quality of their services.

Recruitment Services for Manufacturing Company

4.5 Dec 15, 2023

1840 & Company were able to provide high-quality candidates in a timely manner. Their ability to source quality candidates despite geographical challenges and the regular constructive communication was impressive.

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Staff Recruitment for Startup Incubator & Accelerator

5.0 Jul 29, 2022

1840 & Company responds very quickly and provides a good selection of the right candidates. They're like a matchmaker for staff; they provide exactly what we're looking for, which is rare. Moreover, the resources they find can start working immediately.

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Data Verification for Tech Company

5.0 Jul 26, 2022

The team moved quickly to source quality candidates for us. We were able to have a team start within 2 weeks of them starting their search. They moved quickly and provided quality candidates.

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CSTMR

4.9 5 reviews

Premier Verified

$25,000+

$200 - $300 / hr

10 - 49

Bee Cave, TX

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in financial services, offering expertise in SEO, content development, branding, website development, and digital advertising. The reviews indicate a high level of satisfaction, with clients praising their adaptability, strategic insights, and effective project management. Approximately 85% of reviewers highlight CSTMR's role in enhancing brand visibility and digital engagement, while 10% mention a need for improved timeliness in specific tasks. Overall, CSTMR is recognized for its commitment and capability in driving marketing success.

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Reviews mention Results-oriented

CSTMR has received positive feedback for their results-oriented approach, exemplified by a client's mention of achieving year-end goals with a lower customer acquisition cost (CPA) through well-optimized advertising campaigns. The client praised CSTMR's ability to utilize data for ad performance optimization and highlighted the team's capability to deliver results despite challenges. Overall, the sentiment reflects satisfaction with CSTMR's effectiveness in meeting project objectives and fostering progress.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.

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Reviews mention Great project management

Clients consistently highlight CSTMR's exceptional project management capabilities. One client praised their workflow, stating, "Their project management is on point!" and noted the ease of tracking ongoing projects. Another client emphasized the effectiveness of regular communication and weekly meetings, which fostered strong collaboration. Overall, feedback indicates a high level of satisfaction, with clients appreciating CSTMR's accessibility and commitment, positioning them as true partners in their projects.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps.

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Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’ve executed very well. We have regular communication and weekly Zoom meetings to coordinate, answer questions, and get updates. Basecamp allows us to share documents and monitor daily tasks.

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Reviews mention Understands the needs of their clients

CSTMR has received positive feedback for their deep understanding of client needs and their proactive approach to problem-solving. A client highlighted their collaborative work style, stating that CSTMR's team effectively integrated with theirs, providing valuable insights and solutions. The client appreciated CSTMR's patience and commitment to refining their brand and website, noting that the firm consistently went above and beyond to ensure their satisfaction. Overall, the sentiment is overwhelmingly positive, emphasizing CSTMR's dedication to client success.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

Their work on information architecture delivered what we wanted as a client but also helped us see things in a new way and see opportunities we may have missed. The work has been really collaborative. They’re plugging into our team and adding resources. They take the time to understand your problem and find proactive solutions for solving it.

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Talent Formula

5.0 1 review

Verified

$25,000+

Undisclosed

250 - 999

Sydney, Australia

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars
1 new review for Accounting in past 6 months
$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm

5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more

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Chortek LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Vernon, WI

Services provided

50% Accounting

25% IT Managed Services

15% Cybersecurity +1 service

10% Business Consulting

Chortek LLP is an Accounting company. They are based in Vernon, Wisconsin and have midsize team. They focus on Accounting and IT managed services.
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Accountful Advising

5.0 3 reviews

$1,000+

$100 - $149 / hr

2 - 9

Milwaukee, WI

Services provided

100% Accounting

Accountful Advising is an accounting services company specializing in bookkeeping, financial reporting, tax preparation, and CFO-level insights. The reviews highlight a strong emphasis on timely delivery, excellent communication, and high-value service. Notably, 100% of clients mentioned their flexibility and proactive approach, describing their services as transformative and essential for business growth.

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Reviews mention High-quality work

Clients consistently commend Accountful Advising for delivering high-quality work, emphasizing the transformation of accounting functions into valuable assets. One client noted, "They do a fantastic job of helping you understand your reports," highlighting the company's exceptional service. Another client praised their "super responsive" nature and high standards, stating they reduced revenue reconciliation time significantly. Overall, feedback reflects strong satisfaction with the quality, responsiveness, and professionalism of Accountful Advising's services.

Accounting Services for Business Development Company

5.0 Oct 9, 2023

Accountful Advising has turned our accounting function from our monthly stress into a monthly asset. Although it is hard to prescribe an exact ROI to our engagement, the financial clarity provided by monthly reporting and forecasting has been immeasurable. They do a fantastic job of helping you understand your reports so you can make informed financial decisions.

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Accounting Services for Neuroscience Institute

5.0 Oct 4, 2023

Significant reduction in time for revenue reconciliation. Able to reduce the time from business day 7 to business day 2. Super responsive and high standard bar of quality. Take the ownership of all tasks.

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Reviews mention Proactive

Clients have expressed strong satisfaction with Accountful Advising's proactive approach, highlighting their timely communication and responsiveness. One client noted, "Communication is on the mark and proactive," emphasizing that issues are addressed promptly with proposed solutions. Furthermore, they appreciated the flexibility of the team, which allows for tailored support as business needs evolve. Overall, the sentiment reflects a high level of confidence in Accountful Advising's proactive service delivery.

Accounting & Financial Services for Consulting Company

5.0 Sep 29, 2023

AA is always on time. Communication is on the mark and proactive. When issues arise, I receive a heads up as soon as they occur; the issues are presented with solutions, too.

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3 of 3 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Business Development Company

5.0 — Accountful Advising provides accounting services to a business development firm. They're responsible for invoicing, payroll, financial consulting, month-end close, and quarterly and cash flow Read more

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Reviews mention Communicative

Clients consistently commend Accountful Advising for their excellent communication skills, describing them as proactive and timely. One client highlighted, "Communication is on the mark and proactive," noting that they receive timely updates and solutions when issues arise. The overall sentiment reflects high satisfaction with Accountful Advising's ability to adapt and respond effectively to client needs, contributing positively to their collaborative relationship.

Accounting & Financial Services for Consulting Company

5.0 Sep 29, 2023

AA is always on time. Communication is on the mark and proactive. When issues arise, I receive a heads up as soon as they occur; the issues are presented with solutions, too.

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ILRAA Data & Analytics

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Milwaukee, WI

Services provided

10% Accounting

20% BI & Big Data Consulting & SI

15% Business Consulting +4 services

15% ERP Consulting and SI

15% Finance & Accounting Outsourcing (FAO)

15% Other Application Development

10% CRM Consulting and SI

ILRAA Data & Analytics is a big data company. Their small team of employees is located in Milwaukee, Wisconsin. Their team provides BI & big data consulting & SI and ERP consulting and SI.
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Wipfli

Not yet reviewed

Undisclosed

$100 - $149 / hr

1,000 - 9,999

Milwaukee, WI

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Wipfli is an Accounting company. Founded in 1930, the company is headquartered in Milwaukee, Wisconsin. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Advisors Management Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

La Crosse, WI

Services provided

50% Accounting

50% Financial Advising & Planning

Advisors Management Group, an Accounting and Financial Advising & Planning company, is in La Crosse, Wisconsin and La Crosse, Wisconsin. The team provides Accounting and Financial Advising &
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Sorge CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Monona, WI

Services provided

100% Accounting

Launched in 1992, Sorge CPA is an Accounting company. Their team provides Accounting.
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The VanderBloemen Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Brookfield, WI

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

The VanderBloemen Group, an Accounting company, is headquartered in Brookfield, Wisconsin and Juneau, Wisconsin. Their services include Accounting and Business Consulting.
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Uncle Sam's Accounting LLC

Not yet reviewed

$1,000+

$50 - $99 / hr

Freelancer

Helenville, WI

Services provided

100% Accounting

Uncle Sam's Accounting LLC is a Helenville, Wisconsin-based Accounting company. The team specializes in Accounting.
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Terrence Rice, CPA

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Milwaukee, WI

Services provided

50% Accounting

50% Tax Law

Terrence Rice, CPA is an Accounting and Tax Law company. They are located in Milwaukee, Wisconsin and have small team of experts. Their services include Accounting and Tax Law.
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Wisdom Insurance

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pewaukee, WI

Services provided

100% Insurance Services & Brokers

Wisdom Insurance is an Insurance Services & Brokers company. Established in 2020, the team focuses on Insurance Services & Brokers. The company is based in Pewaukee, Wisconsin.
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Lockwood Enterprises

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

West Allis, WI

Services provided

40% Accounting

20% Business Consulting

20% Financial Advising & Planning +1 service

20% Financial Consulting

Launched in 2007, Lockwood Enterprises is a small West Allis, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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Smart Solutions CPA

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Kenosha, WI

Services provided

100% Accounting

Smart Solutions CPA is an Accounting company. They are in Kenosha, Wisconsin and Chicago, Illinois, and their services include Accounting.
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Celerity Accounting

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Madison, WI

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Celerity Accounting, a Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Madison, Wisconsin. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Lake Geneva Insurance

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Genoa City, WI

Services provided

100% Insurance Services & Brokers

Founded in 2000, Lake Geneva Insurance is a small Genoa City, Wisconsin-based Insurance Services & Brokers company. Their team specializes in Insurance Services & Brokers.
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panaHEALTH

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sheboygan, WI

Services provided

25% Back Office Outsourcing

25% Business Consulting

25% Document Digitization & Management +1 service

25% Insurance Services & Brokers

Business Consulting company panaHEALTH was founded in 2016. The team specializes in Business Consulting and Back Office Outsourcing and is headquartered in Sheboygan, Wisconsin and Mequon,
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Brew City Accounting and Tax

1.0 1 review

Undisclosed

Undisclosed

2 - 9

Muskego, WI

Services provided

100% Accounting

Brew City Accounting and Tax is an accounting firm specializing in tax preparation and accounting services. However, based on the available review, their customer service is notably poor, with the reviewer reporting no responses despite multiple contacts and expressing dissatisfaction with their communication and workflow. This singular feedback suggests significant room for improvement in client relations and service delivery.

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Keil Financial Partners

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

New Berlin, WI

Services provided

100% Financial Advising & Planning

Keil Financial Partners is a Financial Advising & Planning company launched in 2019. Based in New Berlin, Wisconsin, the team focuses on Financial Advising & Planning.
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Wilson Small Business Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Delafield, WI

Services provided

95% Accounting

5% Finance & Accounting Outsourcing (FAO)

Established in 2012, Wilson Small Business Accounting is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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IBC Bookkeeping Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Fitchburg, WI

Services provided

100% Accounting

IBC Bookkeeping Solutions, LLC, an Accounting company, was established in 2010. Based in Fitchburg, Wisconsin, the team specializes in Accounting.
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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Madison, WI

Services provided

50% Accounting

25% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +1 service

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Schenck SC

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Milwaukee, WI

Services provided

80% Accounting

20% Business Consulting

Established in 1930, Schenck SC is a midsize Accounting company in Milwaukee, Wisconsin. Their team provides Accounting and Business Consulting.
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DK Tax & Accounting

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

West Allis, WI

Services provided

70% Accounting

30% Business Consulting

DK Tax & Accounting is an Accounting company. They are in West Allis, Wisconsin and have small team. Their services include Accounting and Business Consulting.
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Lulloff, Leben & Taylor, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wauwatosa, WI

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Lulloff, Leben & Taylor, LLC is a small Wauwatosa, Wisconsin-based Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Scribner, Cohen and Company, S.C.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

80% Accounting

20% Business Consulting

Scribner, Cohen and Company, S.C. Is an Accounting company. The agency is headquartered in Milwaukee, Wisconsin. Their team offers Accounting and Business Consulting.
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Nolan Accounting Center

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Greenfield, WI

Services provided

100% Accounting

Nolan Accounting Center is an Accounting company located in Greenfield, Wisconsin. They focus on Accounting.
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Kohler and Franklin, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, WI

Services provided

80% Accounting

20% Business Consulting

In Glendale, Wisconsin, Kohler and Franklin, LLC is a small Accounting company. The team focuses on Accounting and Business Consulting.
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Oliver Plunkett, S.C.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

80% Accounting

20% Business Consulting

Small Accounting company Oliver Plunkett, S.C., is located in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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DWT Tax & Accounting, Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

80% Accounting

20% Business Consulting

Small Accounting company DWT Tax & Accounting, Inc, is based in Milwaukee, Wisconsin. The team specializes in Accounting and Business Consulting.
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Reilly, Penner & Benton, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Milwaukee, WI

Services provided

70% Accounting

30% Business Consulting

Reilly, Penner & Benton, LLP is a small Milwaukee, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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RitzHolman CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Milwaukee, WI

Services provided

75% Accounting

25% Business Consulting

RitzHolman CPAs is an Accounting company. Based in Milwaukee, Wisconsin, their team focuses on Accounting and Business Consulting.
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Tosa Accounting & Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wauwatosa, WI

Services provided

100% Accounting

Based in Wauwatosa, Wisconsin, Tosa Accounting & Tax Service is an Accounting company. Their services include Accounting.
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Giersch Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Milwaukee, WI

Services provided

60% Accounting

40% Business Consulting

Giersch Group is an Accounting company. Founded in 2016, the company is based in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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AM Accounting & Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

100% Accounting

AM Accounting & Tax Service is a Milwaukee, Wisconsin-based Accounting company. They offer Accounting.
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Fusion Anesthesia Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Brookfield, WI

Services provided

100% Accounting

In Brookfield, Wisconsin, Fusion Anesthesia Solutions is an Accounting company. The team provides Accounting.
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Broesch & Co.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Waukesha, WI

Services provided

100% Accounting

Broesch & Co. Is an Accounting company. Their small team is headquartered in Waukesha, Wisconsin. Their services include Accounting.
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Batley CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Green Bay, WI

Services provided

100% Accounting

Batley CPA is an Accounting company. Their small team is located in Green Bay, Wisconsin. Their services include Accounting.
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Vrakas CPAs + Advisors

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Brookfield, WI

Services provided

100% Accounting

Vrakas CPAs + Advisors is an Accounting company based in Brookfield, Wisconsin. Their services include Accounting.
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Broyles & Company CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Middleton, WI

Services provided

100% Accounting

Launched in 2000, Broyles & Company CPAs is a small Accounting company. Their services include Accounting.
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Feld, Schumacher & Company, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

West Allis, WI

Services provided

100% Accounting

Feld, Schumacher & Company, LLP is an Accounting company. Their team is based in West Allis, Wisconsin. The firm focuses on Accounting.
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Tirabassi, Felland & Clark, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Kenosha, WI

Services provided

100% Accounting

Tirabassi, Felland & Clark, LLC, a small Accounting company, is in Kenosha, Wisconsin. The team focuses on Accounting.
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Accounting Freedom, Ltd.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Grafton, WI

Services provided

100% Accounting

Accounting company Accounting Freedom, Ltd. Was founded in 1981. The small team specializes in Accounting.
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KerberRose

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Shawano, WI

Services provided

100% Accounting

Founded in 1979, KerberRose is a midsize Accounting company. Their services include Accounting.
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Hawkins Ash CPAs

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

La Crosse, WI

Services provided

100% Accounting

Established in 1956, Hawkins Ash CPAs is an Accounting company. The team specializes in Accounting.
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Weickgenant Accounting, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Baraboo, WI

Services provided

60% Accounting

40% Business Consulting

Accounting company Weickgenant Accounting, Inc. Is headquartered in Baraboo, Wisconsin. Their services include Accounting and Business Consulting.
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Seymour & Associates, S.C.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Kenosha, WI

Services provided

30% Accounting

70% Business Consulting

Located in Kenosha, Wisconsin, Seymour & Associates, S.C. Is a small Business Consulting company. Their services include Business Consulting and Accounting.
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Wegner CPAs

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Baraboo, WI

Services provided

70% Accounting

30% Business Consulting

Wegner CPAs is an Accounting company established in 1949. Their services include Accounting and Business Consulting.
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Biesterveld & Spies, LLC.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Eau Claire, WI

Services provided

100% Accounting

Biesterveld & Spies, LLC. Is an Accounting company. They are headquartered in Eau Claire, Wisconsin and have small team. Their services include Accounting.
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Tax Management & Financial Horizons

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Menomonee Falls, WI

Services provided

100% Accounting

Tax Management & Financial Horizons, an Accounting company, was founded in 1998. The firm focuses on Accounting, and is small.
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Spurlock Runyan Miller & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Appleton, WI

Services provided

100% Accounting

Launched in 1981, Spurlock Runyan Miller & Associates, a small Accounting company, is headquartered in Appleton, Wisconsin. Their services include Accounting.
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Sitzberger & Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Brookfield, WI

Services provided

100% Accounting

Launched in 1994, Sitzberger & Company is an Accounting company. Their team focuses on Accounting.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top Wisconsin Financial Services Companies

Chortek LLP

Undisclosed

Undisclosed

50 - 249

Vernon, WI

Ability to deliver

8.4/40.0

0/20 Reviews

1.8/10 Clients & Experience

6.6/10 Market Presence

Service focus

50% Accounting

50% Other

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Accountful Advising

$1,000+

$100 - $149 / hr

2 - 9

Milwaukee, WI

Ability to deliver

23.4/40.0

16.6/20 Reviews

2.8/10 Clients & Experience

4/10 Market Presence

Service focus

100% Accounting

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ILRAA Data & Analytics

$1,000+

$50 - $99 / hr

10 - 49

Milwaukee, WI

Ability to deliver

6.4/40.0

0/20 Reviews

2.4/10 Clients & Experience

4/10 Market Presence

Service focus

10% Accounting

90% Other

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Wipfli

Undisclosed

$100 - $149 / hr

1,000 - 9,999

Milwaukee, WI

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

80% Accounting

20% Other

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Advisors Management Group

Undisclosed

Undisclosed

10 - 49

La Crosse, WI

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

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Sorge CPA

Undisclosed

Undisclosed

10 - 49

Monona, WI

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

100% Accounting

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The VanderBloemen Group

Undisclosed

Undisclosed

10 - 49

Brookfield, WI

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

80% Accounting

20% Other

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Uncle Sam's Accounting LLC

$1,000+

$50 - $99 / hr

Freelancer

Helenville, WI

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Accounting

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Terrence Rice, CPA

$1,000+

$50 - $99 / hr

2 - 9

Milwaukee, WI

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

50% Accounting

50% Other

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Wisdom Insurance

Undisclosed

Undisclosed

2 - 9

Pewaukee, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Lockwood Enterprises

$1,000+

$150 - $199 / hr

2 - 9

West Allis, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

40% Accounting

20% Financial Advising & Planning

40% Other

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Smart Solutions CPA

$1,000+

$50 - $99 / hr

10 - 49

Kenosha, WI

Ability to deliver

8.6/40.0

0/20 Reviews

2.5/10 Clients & Experience

6.1/10 Market Presence

Service focus

100% Accounting

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Celerity Accounting

$1,000+

Undisclosed

2 - 9

Madison, WI

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Accounting

50% Other

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Lake Geneva Insurance

Undisclosed

Undisclosed

10 - 49

Genoa City, WI

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

100% Insurance Services & Brokers

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panaHEALTH

Undisclosed

Undisclosed

50 - 249

Sheboygan, WI

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

25% Insurance Services & Brokers

75% Other

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