This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Madison, WI. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
David Hennick CPA, S.C. – Madison, WI #
Website: https://www.davidhennickcpa.com
Phone: 608-216-4142
David Hennick CPA, S.C. is a certified public accounting firm serving the Madison, Wisconsin area. According to its website, the firm describes itself as a Madison, WI CPA firm while listing its office address as 232 Chads Crossing, Verona, WI 53593. Verona is a community in the Madison metropolitan area, so the practice operates from a nearby suburb while presenting itself as serving Madison and the surrounding region. The site offers a free initial consultation to both individuals and businesses.
The firm provides a combination of accounting and tax services. Its accounting offerings, as listed on the website, include small business accounting, incorporation services, QuickBooks services, and payroll services. The site states that the firm provides more than accounting and bookkeeping, describing an active role in helping increase profits for client businesses. On the tax side, the website lists tax preparation, tax planning, and IRS problem resolution, and it emphasizes comprehensive tax planning and preparation aimed at helping clients avoid paying more than necessary.
Construction is a clearly stated industry focus for the firm. The website includes a dedicated construction accounting section in which the firm states that it understands construction accounting extends beyond the traditional functions of a fixed-location business. It describes serving local craftsmen, residential contractors, and large commercial construction companies, and it lists construction-specific services including full-service accounting for contractors, fixed asset accounting, tax compliance, job estimating and costing, payroll, QuickBooks setup and support, sales tax processing, month-end closings, cash balance tracking, bank reconciliations, general ledger maintenance, and operational reviews. The site notes that job estimating and costing for the firm’s construction clients can account for factors such as travel time, logistics, and the mobilization and demobilization phases of a job. It also references the complex tax implications of running a construction business.
Beyond construction, the website identifies several other industries the firm serves, including government contracting, architects and engineers, farming and agriculture, homeowners associations, and real estate. The breadth of this list, combined with the detailed construction material, indicates that the firm works with contractors, building-trade professionals, and project-based businesses alongside other sectors. For home-service and contractor businesses specifically, the firm’s stated expertise in job costing, fixed asset accounting, payroll, and the tax considerations particular to construction is directly relevant.
The website describes the firm’s general approach as partnering with business owners on both day-to-day bookkeeping and larger decisions, such as hiring additional employees or making significant purchases, while assisting with strategic tax planning to limit liabilities. The firm characterizes itself as a trusted Madison, WI CPA firm offering customized, accurate accounting services; in keeping with a neutral directory perspective, descriptions such as trusted are claims the firm makes about itself. The site states that the firm’s staff is experienced and available to answer questions.
For resources and logistics, the website offers a free consultation, a newsletter sign-up that delivers tips, tax due dates, and tax strategies, and a secure file-sharing tool for sending documents to the firm. Visitors can also schedule appointments and leave reviews through the site. Contact is directed to the firm’s phone number and its Verona office address.
In summary, the website presents David Hennick CPA, S.C. as a CPA firm operating from Verona in the Madison metropolitan area and serving the Madison region, offering small business accounting, incorporation services, QuickBooks support, payroll, and a full range of tax services. The firm places notable emphasis on construction accounting and serves contractors, government contractors, architects and engineers, agricultural businesses, homeowners associations, and real estate clients. Prospective clients are directed to request a free consultation through the website.
EWH Small Business Accounting – Madison, WI #
Website: https://www.ewhsba.com
Phone: 608-243-1120
EWH Small Business Accounting is a Wisconsin accounting firm that provides accounting, payroll, tax, and related services to small businesses. According to its website, the firm has been serving small businesses since 1979 and operates from several locations across Wisconsin. The listed offices are in Waukesha/Brookfield (20670 Watertown Rd, Waukesha, WI 53186), West Bend (2021 S 18th Avenue, Ste 201, West Bend, WI 53095), and Onalaska (1613 Main Street, Ste 4, Onalaska, WI 54650). The website also lists a dedicated Madison Area phone line, 608-243-1120, indicating that the firm serves Madison clients from its existing Wisconsin offices rather than from a physical office located in Madison itself.
The firm’s core focus is small business accounting and bookkeeping. The website lists accounting and bookkeeping services, payroll, business consulting, tax and tax planning, accounts payable, and QuickBooks and accounting software support among its service lines. The site frames the firm’s value as taking day-to-day financial tasks off owners’ hands, describing how most business owners do not enjoy managing payroll, accounting, taxes, and balancing their books, and positioning the firm to handle those tasks so owners can focus on their work. It emphasizes helping clients find strength in their numbers through reporting they can understand and trust.
Construction and contractors are an explicitly served industry. The website includes a dedicated section for construction and contractors that acknowledges the long hours and demanding nature of the work and frames accounting as building a firm financial foundation for the business. It states that the firm offers complimentary consultations during which it reviews a client’s accounting and bookkeeping setup in QuickBooks or Sage 50 (formerly Peachtree) and provides an upfront estimate for the work. The site identifies the contractor challenges it helps address, including accurate reporting of sales and use tax and regulatory compliance, subcontractor invoicing, payments and year-end 1099 reporting, upfront material and supply costs and cash flow approval, precision in bidding and client budget management and change orders, budgeting and financing for equipment, trucks, and tools, and the staffing and cash flow swings of a seasonal business. The firm names builders, remodelers, landscapers, electricians, plumbers, carpenters, and other skilled tradespeople among the contractors it serves.
Beyond construction, the website lists additional industries the firm serves, including restaurant, bar, and food businesses, healthcare practices, automotive and body shops, service providers, franchisees, childcare facilities, and other small businesses. This range, combined with the detailed contractor material, indicates that home-service and building-trade businesses are a recognized part of the firm’s client base alongside other small business sectors.
The website includes client testimonials referencing multi-year relationships, payroll and accounting support, and assistance during the COVID-19 period with loans and grants; these are statements from the firm’s clients rather than independent assessments. The firm also publishes resources such as small business tax briefs, an important dates calendar, payroll and timekeeping forms, sales and use tax resources, and FAQs, and it offers a client portal, automated timekeeping, and a free download covering critical accounting mistakes small businesses make.
For contact, the website provides location-specific phone numbers for its Waukesha/Brookfield, West Bend, and Onalaska offices, a header line of 262-796-1040, and the separate Madison Area line of 608-243-1120. Prospective clients are invited to schedule a consultation through the site.
In summary, the website presents EWH Small Business Accounting as a Wisconsin firm in operation since 1979, offering accounting and bookkeeping, payroll, tax and tax planning, business consulting, accounts payable, and QuickBooks support, with physical offices in Waukesha/Brookfield, West Bend, and Onalaska and a dedicated Madison Area phone line for serving Madison clients. The firm maintains a clear construction and contractor focus while serving a broad range of other small business industries. Prospective Madison-area clients are directed to the firm’s Madison Area number and consultation request on the website.
EXACT Accounting & Financial Services – Madison, WI #
Website: https://www.exactafs.com
Phone: 608-249-2716
EXACT Accounting & Financial Services is an accounting and tax firm located in Madison, Wisconsin. According to its website, the firm operates from 1949 Winnebago Street, Madison, WI 53704, and describes itself as a professional tax and accounting firm in Madison. The site states that the firm has been in business since 1996, presenting it as an established local provider serving both individuals and business owners in the area.
The firm’s services span accounting, tax, bookkeeping, and payroll. The website describes accounting services that include small business accounting, bookkeeping, bank reconciliation, financial statement preparation, QuickBooks services, and individual consultation. Bookkeeping is presented both as a standalone service and as part of the firm’s small business accounting work, reflecting an emphasis on maintaining accurate day-to-day records for business clients. The site frames the firm’s broader purpose as helping clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and build wealth over time.
Payroll is a defined service area. The website lists payroll processing along with the tracking of vacation, sick, and personal day accruals, tax reporting and EFTPS deposits, preparation of W-2, W-3, and 1099 forms, and additional ad hoc payroll services. On the tax side, the firm lists tax preparation, tax planning, IRS audit representation, and what it describes as creative solutions to tax problems. The website notes that the firm will advocate for a speedy resolution when clients face nagging tax issues.
The firm also offers non-profit accounting and advisory services. For non-profits, the website lists asset classification tracking, fund accounting, donation management, grant reporting, registration for tax-exempt status, and annual filing. Its advisory services include new business formation, business valuation, internal controls, and personal financial planning. This combination indicates a firm that handles both routine compliance work and higher-level planning for the businesses and organizations it serves.
The website lists a range of industries the firm has served, including associations, attorneys, consultants, contractors, dealerships, dentists, eCommerce, landlords, physicians, retail stores, restaurants, schools, and social service agencies. The inclusion of contractors and landlords among this list indicates that the firm works with building-trade and property-related clients alongside professional practices, retail, and other sectors. For home-service and contractor businesses, the firm’s bookkeeping, payroll, QuickBooks, and tax services would apply within the general small business support it describes, although the site does not provide a separate industry section detailing how its services are tailored to the trades.
A client testimonial on the website comes from a distribution company owner who states he has worked with Maurice for more than twenty years and credits the firm with helping his company stay in compliance and with providing guidance when needed. This is a statement from a client of the firm rather than an independent assessment, and the website presents it as part of its testimonials.
For contact and document handling, the website provides the firm’s Winnebago Street address, a phone number, a fax number that matches the phone number, and an email address of office@exactafs.com. The site offers a secure method to send tax documents, a client login to an online organizer, and the ability to schedule a tax preparation meeting or book a free consultation.
In summary, the website presents EXACT Accounting & Financial Services as a Madison-based firm in operation since 1996, offering small business accounting and bookkeeping, payroll, tax preparation and planning, IRS audit representation, non-profit accounting, and advisory services such as business formation and financial planning. Its stated client industries include contractors and landlords among a broader mix of professional, retail, and service businesses. Prospective clients are directed to the firm’s Madison office, secure document tools, and free consultation through the website.
Forward Financial CPAs – Madison, WI #
Website: https://www.forwardfinancialcpas.com
Phone: (608) 285-2039
Forward Financial CPAs is a bookkeeping and accounting firm based in Madison, Wisconsin. According to its website, the firm provides bookkeeping, payroll, bill pay, and compliance services to small businesses, real estate investors, and S corporations across the Madison area. The site lists the firm’s location as Madison, Wisconsin, and identifies it as part of Helt Capital Group, presenting it as a local provider serving area businesses.
The practice is led by Kacey, described on the site as a UW-Madison CPA with more than ten years of experience. The website frames the firm’s role as taking over the financial operations that consume a business owner’s nights and weekends so the owner can focus on running the business. Its central message is keeping clients organized and ready for tax season throughout the year.
Bookkeeping is the firm’s primary service. The website describes clean, reconciled books with monthly financial statements and a CPA-ready year-end packet. This is paired with payroll, which the site describes as accurate and on-time pay runs that include tax filings, direct deposits, and year-end forms. The firm also offers bill pay, presented as tracking, approving, and paying vendor invoices on schedule to avoid late fees and missed payments. A fourth service line covers compliance and advisory work, which the website describes as monitoring deadlines, providing KPI dashboards, and offering CFO-level financial guidance when a client needs it.
A distinguishing feature the firm emphasizes is flat-rate pricing. The website states that core services are billed at a predictable monthly rate, with no hourly billing and no per-employee fees. It also stresses that books are kept organized year-round so there is no scramble at tax time, and it notes that the firm coordinates directly with a client’s tax CPA. The site describes its systems as built to scale, capable of growing with a business from a single entity to many across properties, projects, or new ventures, which aligns with its stated focus on real estate investors and businesses operating multiple entities.
The website identifies the firm’s clients as small businesses, real estate investors, and S corporations, and it references an industries section, though the public-facing material centers on the entity types just noted rather than detailing specific trades. While the site does not single out home-service or contractor industries by name, its mention of serving businesses across properties and projects, together with its core offering of bookkeeping, payroll, bill pay, and compliance, places it within reach of contractors and other service businesses that operate on a project or multi-property basis. The firm’s emphasis throughout is on organized books and reliable financial reporting that supports both day-to-day decisions and tax preparation.
The website invites prospective clients to book a free call with Kacey to discuss their operations and review available options, and it directs visitors to a plans page for service details. Contact information includes an email address of info@forwardfinancial.com and a phone number. The site also carries a disclaimer noting that the information provided is general and should not be construed as tax, legal, or accounting advice, and that clients should consult an advisor regarding their specific situation.
In summary, the website presents Forward Financial CPAs as a Madison-based firm offering flat-rate bookkeeping, payroll, bill pay, and compliance and advisory services, led by a UW-Madison CPA and aimed at small businesses, real estate investors, and S corporations in the Madison area. The firm emphasizes year-round organization, CPA-ready records, predictable monthly pricing, and systems designed to scale with a growing business. Prospective clients are directed to book a free consultation through the website.