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Home
Meet the Team
Services
Bookkeeping
Bookkeeping Services in West Bend, WI
Tax Preparation & Filing
Professional Tax Preparation
Tax Planning
Tax Advisor Services
Consulting & Advisory
Schedule A Meeting
Pricing & Packages
Insights & Tools
Tax Time
News and Tips
Processes
Resources
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The Financial Resources You Need, All in One Place
Business & Bookkeeping
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Business & Bookkeeping
Bookkeeping FAQ: Common Questions Answered
Business & Bookkeeping
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Accounting Terms
Accounting Terms
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Learning
Bookkeeping FAQ: Common Questions Answered
Business & Bookkeeping
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Taxes
W-9 Tax Form: Understanding What It Is, Why It Matters, and When You Need It
Forms
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Where’s my Wisconsin Tax Refund?
Taxes
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Calendar
Class 2: Tax Basics for Small Business Owners
Date:
November 5, 2025 5:00 pm -
6:00 pm
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Class 3: Record Retention & Simple Digitizing Solutions
Date:
November 12, 2025 5:00 pm -
6:00 pm
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Class 4: Building Your Business Binder (aka Digital Dashboard)
Date:
December 3, 2025 5:00 pm -
6:00 pm
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Class 5: Organize Your Business: Systems & Processes!
Date:
December 10, 2025 5:00 pm -
6:00 pm
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Class 6: Budgeting Basics for Adults
Date:
December 17, 2025 5:00 pm -
6:00 pm
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Class 7: Budgeting Basics for Teens & Young Adults
Date:
January 14, 2026 5:00 pm -
6:00 pm
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Class 8: Paychecks, Taxes & Savings!
Date:
January 21, 2026 5:00 pm -
6:00 pm
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Appetizers & Learn Event!
Date:
January 27, 2026 5:00 pm -
7:00 pm
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Class 9: Emergency Funds – What, Why & How Much?
Date:
February 4, 2026 5:00 pm -
6:00 pm
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Class 10: Personal Finance for Adults
Date:
February 11, 2026 5:00 pm -
6:00 pm
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Class 11: Tax Time Prep!
Date:
February 18, 2026 5:00 pm -
6:00 pm
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Appetizers & Learn Event!
Date:
March 11, 2026 5:00 pm -
7:00 pm
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Appetizers & Learn Event!
Date:
May 12, 2026 5:00 pm -
7:00 pm
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Tools
Tools: Coming Soon!
Tools
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Calendar: Coming Soon!
Calendar
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Free Templates
FREE Cash Flow Weekly Tracker (Q3)
Free Templates
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Free Templates: Coming Soon!
Free Templates
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