262-682-0038

414-255-3508

21001 Watertown Road, Suite 304, Waukesha, WI 53186

©2017 by Ashley Fredricks CPA, LLC

These are some of the most common service packages we provide for clients.  Contact us today to learn more.

Tax Planning Basics

Annual Tax Planning Meeting

Owner Payroll Allocation

Retirement Plan Review

Business & Shareholder(s) Tax Prep

Estimated Tax Vouchers

Advanced Strategies

Basics +

Quarterly Performance Review

Business Goal Tracking

Full Service Advisory

Advanced +

Monthly Performance Review

Controller Services

Bank & Credit Reconciliations

Month End Close

Cash Management Advisory

Growth Advisory

Accounts Payable

Other Services 

Financial Statements:

  Preparation

  Compilations 

  Reviews

Nonprofit Tax Returns

Sales Tax

Payroll Processing