THE SQUARE DEAL

Bull Moose Financial’s Square Deal Pricing is an affordable way to get needs met so you can focus on your business. This package lets us review your business regularly, which helps us be more proactive advisors, which helps you make even better decisions for your business.

Accounting & tax services

With a flat, all-inclusive monthly fee starting at $825, you get the help you need without any surprises. Services included:
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  • Monthly bookkeeping and financial statements
  • Corporate tax returns
  • Personal tax returns
  • Payroll processing complete with direct deposit and filing of all returns
  • Preparation of Sales and Use Tax Returns
  • Annual 1099 filings
  • Hosting of Quickbooks Online
  • Provide 2 tax projections per year
  • Unlimited Phone Call and E-mail Support


*Additional fees may apply for multi-partner or multi-entity businesses.
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 eight of my accounts and go beyond the realm of just accounting. They put me as 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. 

Michael Vitucci, Hospitality & Real Estate Entrepreneur (Milwaukee, WI)