Business CPA, Tax & Accounting Near Milwaukee WI

Accounting, Bookkeeping & Tax for Small Business

Stop settling for reactive accountants who only call at tax time. Vickney & Associates delivers year-round financial guidance through proactive tax planning, comprehensive bookkeeping, and business advisory services.

Get Complete Tax Reduction, Expert Bookkeeping, and Growth Systems in One Solution

Demand more than basic compliance from your accountant.

Implement proactive tax planning that saves thousands annually, outsource bookkeeping to experts who maintain perfect records, and establish operational systems that drive profitability.

Transform your accounting into a strategic business advantage.

We've Crafted the Perfect Accounting & Tax Services for Small Business

TAX PLANNING & PREPARATION

Stop tax-time surprises with proactive strategies that legally minimize your tax burden. We identify opportunities throughout the year, implement tax-saving approaches, and prepare accurate business and personal returns.

MONTHLY BOOKKEEPING

Stop wasting time on tedious accounting tasks. We deliver accurate, timely financial records that keep you compliant and provide insights for better decision-making.

PAYROLL MANAGEMENT

Free yourself from complex payroll responsibilities. Our team handles all aspects from processing to tax filings, ensuring accuracy and compliance.

SUCCESSION PLANNING

Secure your business legacy with comprehensive succession strategies. Our team guides you through ownership transitions, valuation, and tax-efficient structures that protect what you've built.

FINANCIAL REPORTING

End the confusion of interpreting financial data. We provide clear, actionable reports that translate complex numbers into valuable business insights.

Book a Tax Reduction Second Opinion

Most businesses overpay in taxes because they use a typical, overly-busy accountant that struggles to provide leadership to business clients.

We're 100% focused on helping businesses maximize their profits and lowering taxes, while establishing an accounting system they can scale with.

Is Your S-Corp Leaking Thousands in Preventable Tax Payments?

When Was the Last Time Your Accountant Proactively Suggested Tax Savings?

Proactive vs. Reactive: Is Your Accountant Preventing Tax Bills or Just Reporting Them?

Built for Small Business

Beyond Tax Returns & Accounting: We Transform Your Entire Business

We deliver year-round tax reduction strategies, pristine bookkeeping, and operational systems that reveal profit opportunities—transforming accounting from expense to advantage.

We'll Cleanup & Catchup Your Books

We'll take complete control of your accounting mess. Our team will reconcile every transaction, fix categorization errors, and deliver pristine books ready for strategic planning.

We'll Create a Tax Reduction Plan & Implement It

We'll create and execute your comprehensive tax reduction strategy. Our experts will leverage every legitimate opportunity and handle all implementation details from start to finish.

We'll Guide Your Business Every Month

We'll deliver actionable business intelligence every month. Our team will provide comparative analysis, track budgets, and identify specific profit drivers to enhance your bottom line.

Six Ways Our Integrated Accounting Approach Transforms Your Business

DRAMATICALLY REDUCED TAX BURDEN

Through proactive planning and strategic implementation, we identify and execute legitimate tax reduction strategies that typically save clients 15-30% annually on their tax obligations.

Our integrated approach means tax planning happens year-round, not just at filing time, allowing us to implement entity restructuring, timing strategies, and deduction optimization that keeps more money in your business and personal accounts.

OPERATIONAL EFFICIENCY THROUGH OUTSOURCING

Eliminate the productivity drain of in-house bookkeeping and accounting management. Our team handles all aspects of your accounting backend with precision and expertise, freeing your administrative staff from time-consuming financial tasks.

This operational streamlining typically reclaims hundreds of valuable hours annually that can be redirected to revenue-generating activities or eliminated to reduce administrative overhead costs.

BUSINESS INTELLIGENCE FOR BETTER DECISIONS

Transform raw accounting data into actionable business insights that drive performance improvements.

Our detailed monthly reporting provides clear visibility into revenue trends, expense patterns, and profitability metrics through comparative analysis across time periods and business segments.

This level of business intelligence supports informed decision-making that directly impacts your bottom line through both problem identification and opportunity recognition.

PROTECTION FROM COSTLY MISTAKES

Avoid the expensive consequences of amateur bookkeeping and reactive tax planning.

Our professional approach ensures compliance with tax regulations, accurate financial reporting, and proper documentation of all transactions.

This preventative measure eliminates the risk of penalties, interest charges, and restatements that often plague businesses with inadequate accounting practices, protecting both your finances and your reputation.

IMPROVED CASH FLOW MANAGEMENT

Transform cash flow from unpredictable to strategically managed.

Our detailed reporting and proactive planning help you anticipate cash needs, optimize payment timing, and identify cash flow improvement opportunities.

This comprehensive approach eliminates the stress of unexpected shortfalls, improves vendor and employee relationships, and enables confident planning for major purchases or investments without risking operational stability.

SEAMLESS BUSINESS TRANSITION PLANNING

Develop and implement succession strategies that maximize business value and minimize transition taxes.

Our specialized expertise in business valuation and transition planning helps you prepare your business for eventual sale or internal succession with the financial structures that optimize outcomes.

This long-term planning creates transferable business value that significantly enhances your personal wealth position when you decide to exit or step back from operations.

Our Technology

We'll Take Charge of Your Accounting & Tax

Here's what we'll do when you come on-board with Vickney & Associates CPA.

Accounting
Bookkeeping
Tax Reduction
CFO Guidance

We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.

Provide an in-depth analysis of your taxes, financial situation and accounting system.

We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.

We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

We'll set you up on the best payroll, and either run it for you or equip your staff to do it.

We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.

We'll provide monthly or quarterly reports and management dashboards for key performance indicators.

We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.

We'll close out your books and perform high levels of year end reporting.

We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.

We'll prepare & file your taxes.

We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.

We Make Upgrading & Switching Accountants Easy

Ready to unlock your business's full potential and achieve financial freedom? Here's your roadmap to success with Profiscal Solutions:

1

Discover

Explore our services and see how we can help you.

2

Analyze

We'll conduct a comprehensive analysis of your financial situation.

3

Optimize

We'll develop a customized plan to optimize your finances and minimize your taxes.

4

Grow

Experience the power of expert financial management and achieve sustainable growth.

Vickney CPA Tax & Accounting

From Tax Reduction to Operational Excellence: Our Complete Service Suite

We take complete ownership of reducing your taxes, maintaining perfect books, and building operational systems that support growth and enhance profitability.

Book a Tax & Accounting Analysis

Connect with our team, and we'll analzye your accounting and tax returns to find ways to reduce taxes, improve profits and upgrade your operations.