Milwaukee Bookkeeping Services

Milwaukee, meet your all-star team of bookkeepers. With online bookkeeping services and real human support, Out Of The Box is the expert financial solution your business deserves. We’re as reliable as the mighty Mississippi River, so you can focus on growing your business.

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How Out Of The Box works with your Milwaukee business

Get your bookkeeping, income tax prep, and filing done by experts—backed by one powerful platform. From startups to agencies, Out Of The Box works with Milwaukee small businesses.

We get you set up

Our team takes the time to deeply understand your business, answer your questions, help you link your accounts, and show you how Out Of The Box works.

We do your bookkeeping

Each month, your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you, they’ll get in touch.

We deliver tax-ready financials

Our team of pros is familiar with state tax rules and will customize their approach to your business’ unique needs.

Here’s why Milwaukee business owners like you trust Out Of The Box with their bookkeeping

Get fast, unlimited support from our expert advisors

We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.

Guaranteed accuracy in every detail

Our platform allows you to automate data inputs from most major providers to avoid common mistakes. We partner with merchants like Gusto, Stripe, Shopify, and Square—so your finances are always accurate.

See where you’re spending. Make smart decisions

Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts. Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions.

Happy Customer Voices

Carolina Contreras

CEO/Founder of Miss Rizos

Doing payroll on QuickBooks Online and QuickBooks Payroll has saved me so much time, because it is very intuitive and easy to use.

Joy Terrell

owner of Powder Beauty Co.

I wish that we had started with QuickBooks the moment we started the business. We woulve been on a much better footing.

Scott Klein

owner of JKL Concepts

QuickBooks just simplifies things, like getting reports into my account and paying sales tax.

Leslie J

Finance Manager, Graywolf Press

One big value is going into an audit with reliable data. Another is the time-savings in terms of audit prep. There’s no more pulling data from disparate places. We now can filter and pull reports based on tags. Throw in the immense peace of mind that comes with knowing data is clean for an audit and the value just keeps going up.

Robert C

CFO, Sacramento Zoo

When everyone has access to current data, it facilitates conversations around budget and what people need. Good data is driving good conversations.

Choose Plan

Essential

For small businesses with simple accounting needs looking for tax ready financials.
Starting At
$ 449 399 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, balance sheet
Select Plan

Strategic

For businesses that need in-depth financial operations custom built for their business.
Starting At
$ 2,799 2,499 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • Bill pay
  • Invoicing
  • Payroll
  • KPI reporting
  • Sales tax compliance
  • And more (see below)
Select Plan
Common Queries, Clear Answers

Answers to Your
QuickBooks Questions

Why should I choose OOTB?

We have 30 years of QuickBooks and accounting experience—and more than 50,000 satisfied clients. Our personalized, local approach (no offshoring) gives our clients the best possible experience and outcome. Finally, our powerful reporting and insights platform makes things easy and enjoyable. But don’t take our word for it. Hear what our clients have to say.

What’s the difference between bookkeeping and accounting?

Bookkeeping refers to the daily and monthly recording of transactions, including maintaining the ledger, supporting payroll, categorizing transactions, etc. Accounting, on the other hand goes more in-depth. It an involve reporting on, assessing and leveraging financial information (from regular bookkeeping) to help inform business strategy, create financial models and more.

I’m not sure which plan I need. Can you help?

Yes! If you’re not sure which plan is best for your business, contact us today. We can help assess your needs and recommend the best set of services.

Where are your bookkeepers located?

All of our employees are 100% US based

Who will I be working with every month?

At OOTB, we believe in providing you with a single, consistent team for as long as possible. Other services switch out your bookkeeper regularly, which can cause issues in bookkeeping consistency. Your dedicated team consists of two professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements. This stability and consistency provides greater value and better outcomes.

Does OOTB provide invoicing, bill payment, payroll, 1099s or inventory management?

Yes. OOTB can help with a variety of ongoing monthly accounting and bookkeeping needs—including invoicing, bill pay, payroll, 1099s, inventory management and more. If you don’t see the specific package you need above, let us know—we’ll tailor something to your business.

My books are not up to date. How should I proceed?

Whether you’re months or years behind in bookkeeping, we’ll help (no judgment!). Our fast, skilled QuickBooks clean-up service will get you up to date—and a more accurate view of your financials. So you can move forward with confidence and peace of mind.

I already have an in-house team. How can OOTB help?

Regardless of the size or experience of your in-house team, OOTB can help your business get to the next level with bespoke accounting support. From taking mundane tasks off team members’ plates to helping with advanced training or QuickBooks data challenges, our support is tailored to your business.

Join the thousands of customers who trust Out of the Box, every single month