YOUR PASSION. OUR EXPERTISE.
Bull Moose Financial believes in your business. Our comprehensive accounting, tax, and wealth management services are designed to give small businesses and entrepreneurs a decisive edge. Complicated tax questions? Interested in investments? Buying a business? Bring it on.
We’ll focus on the finances so you can focus on your business.
FINANCIAL PACKAGES
Bull Moose Financial’s accounting, tax, investment, and advisory services are custom-built for small businesses. Our area of expertise is dental and private practice medicine, but we work with businesses in a variety of industries, including marketing, hospitality, and professional services. A typical client has revenue between $500k and $20m, with 5-50 employees. If that sounds like you, we’ve got your back.
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STANDARD
BOOKKEEPING & COMPLIANCE
Designed for businesses that need reliable monthly bookkeeping and year-end tax filing. It’s the perfect foundation for staying compliant and organized all year long.
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OPTIMIZED
MANAGEMENT & PLANNING
Built for established businesses ready to take their financial management up a notch. It’s smart support that helps you plan ahead with confidence.
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PREMIUM
FINANCIAL PARTNERSHIP
Created for business owners who want a strategic advisor, not just a tax preparer. This is your all-in-one financial partnership — built to support and scale your business with clarity and care.
ADDITIONAL SERVICES
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STRATEGY SESSION
You don’t have to be a client to get expert financial guidance. This one-hour Strategy Session is perfect for business owners, professionals, or anyone needing clarity on a specific financial or tax issue.
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VALUATION SERVICES
Gain clarity and confidence in the true value of your business with our expert valuation services. Our certified valuation professionals ensure accuracy, objectivity, and regulatory compliance
the team
Our team blends decades of traditional accounting experience with forward-thinking advisory insight. We are your financial partners, committed to fueling your growth by providing clarity, control, and strategic counsel.
We pride ourselves on personal connection and care for our clients, guaranteeing that you get the best from each of the members of our team.
TOP seven WAYS TO HELP YOUR FINANCES WORK FOR YOU!
We have worked with a lot of businesses and found some simple but important patterns over the years common to most businesses. Our expertise in your industry allows us to provide insight based on real-world experiences we have accumulated through the years.
Download these seven changes you and your team can implement to create high-impact results.
“The Bull Moose Financial team is the best. All responses are prompt. Mike is always knowledgeable and creative when it comes to thinking outside of the box. that he helps me keep in line with my dental practice.”
Niraj Patel, DDS
Cary Family Dentistry
Cary, IL
“The team at Bull Moose Financial have been my anchors to ensure my smooth journey across the seas of business ownership. Their calm and intelligent advice through confusing or challenging times has made my start up dental practice sound and successful. ”
C.J. Wagner, DDS
Wagner Pediatric Dentistry
Whitefish Bay, WI
“If you're looking for a company that understands small business, gives you individual attention, and supports your vision... Bull Moose is the best place to be!”
Susan Angel
Wonderkind Pediatric Dentistry
Wauwatosa, WI
CONNECT WITH US
Let’s start a conversation and see how we might work together.