It   is   not   the   critic   that   counts

​​Bull Moose Financial provides comprehensive accounting/tax/wealth management services for small businesses and entrepreneurs.    We are inspired by the passion of our clients and are honored to serve a role in the success of those actually in the arena. 
When it comes to running your practice or business, your core strengths make you great at what you do.  For many owners, the financial aspects can be confusing, annoying, or downright scary.  Our services take the uncertainty out of running a business and put you on path to success. 
Your passion got you into business, our expertise enables you to thrive.
Full Service Accounting & Tax for Business & Personal
Retirement Plans &
​Wealth Management
Complete Financial Advisory for Start-Ups or Purchasing
While our foundation is strong within dental and private practice medicine, we also serve professional services such as law and marketing firms and the hospitality industry.  Our typical client is a small business with revenue of $500,000 and $20m and 5-50 employees.

Medical   &   Dental

HOSPITALITY

Professional Services


​Dennis Adler, DDS
(Mount Horeb, WI)

ACCOUNTING AND PRACTICE SALE
I've been with Mike for about ten as my CPA and he had a great knowledge of the accounting and tax rules.  Mike was also a great assey when it came time to sell part of my practice.  He waded through several options and helped to determine which alternative was the best for me.  I have some great new partners now.  He's been a wonderful asset to my office and personal life and I feel fortunate to know him.  


TOTAL CARE DENTAL – Dr. Brett Clark and Dr. Jason Vandehaar (Madison, WI)
 
COMPREHENSIVE ACCOUNTNG AND TAX SOLUTIONS
 
Bull Moose helped us in numerous ways.  Our immediate need was for someone to take over the bill-paying and accounting for our Practice because our office manager’s role had grown and she no longer had the time.  Bull Moose was able to offer a cost effective solution that made sure that our bills and payroll was taken care of.
 
Mike was also able to identify some immediate savings for us.  We converted our business to a S-corporation yielding savings, elected to have a cost segregation study completed on our build-out and we refinanced our loan to a much lower interest rate.
 
They were there for us as we expanded and brought in Jason as a partner helping with valuation, tax structure, compensation formulas and partnership agreements.  The team at Bull Moose is a trusted business advisor.
Michael Vitucci, Hospitality & Real Estate Entrepreneur
​(Milwaukee, WI)
"Just when you thought your present service was excellent, in steps Bull  Moose Financial. I was introduced to the team by my banker in late 2015, and let me tell you, I wish I met  them sooner! Their accounting service is comprehensive and professional. They handle all 8 of my accounts and go beyond the realm of just accounting. They put me at ease at the direction I wish to go, help my businesses grow as well as assist in my retirement strategy. Mike Bark, Rob Joyce, and Andrew Witt have my best interest."

​ 
WISCONSIN DENTAL SOLUTIONS – Dr. Peter and Agnes Lotowski (Sun Prairie, WI)
 
UNDERSTANDING THE NUMBERS AND RETIREMENT PLANNING
 
We purchased a practice in 2016 and needed to find a firm that I could communicate with and I found that in Bull Moose.  Mike Bark helped streamline our financial statements so that we could interpret our results and focus on the key factors that drive the business.  When the time came to discuss retirement plan options we were impressed that Rob Joyce offered a comprehensive plan that did not try to sell us products.  He was in for the long haul and not to try and make a quick sale.  We appreciate how responsive they are and how they are able to easily break down accounting and tax issues.
​WILLOW DENTAL SC (Dr. Jon Gruchalski)
​ New Berlin, WI
 
STARTING A PRACTICE
 
A few years ago I decided to take the leap and own my own practice after years as an associate.  It was a scary and exciting time.  Mike was able to help us obtain financing by providing us with a comprehensive business plan that not only gave me comfort that the business could be a success, but also gave us credibility with the bank. 
 
Once we were started, Bull Moose handled all of our bookkeeping, payroll and taxes and I’ve been happy with their pro-active approach.  Recently, they suggested we should have the bank look at dropping our interest rate.  They did, and it reaped us immediate savings.
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