Affinity Accounting

Affinity Accounting is an accountant in Milwaukee, WI. The firm provides bookkeeping, tax preparation, tax planning, and CFO advisory services for individuals, families, and businesses. The team consists of CPAs who offer monthly services including reconciled bookkeeping, transparent monthly reports, and year-round tax planning. Their CFO and advisory program is designed for small businesses and includes budgeting, forecasting, KPI tracking, and profitability analysis by service type or client category. They also assist with financial technology setup, cash flow management, and assessing the financial viability of new services or demographics. The firm operates on a fixed monthly fee rather than an hourly rate. The team includes Victoria, who has over 18 years of public accounting experience specializing in tax planning, tax preparation, outsourced accounting, and financial forecasting. She holds a Bachelors of Science in Accountancy from the University of Illinois in Urbana-Champaign and a Masters in Taxation from DePaul University. Sami provides expertise in operations, finance, and marketing, with experience building financial systems and scaling a consulting firm. Mary's University in London. Affinity Accounting holds a 5.00 rating based on 8 reviews and has a solid reputation among the customers it has served.

The business is located on North Milwaukee Street, just a short distance from East Wells Street. It sits near the historic Matthew Keenan House and the George Watts & Sons Building.

BizScoreAI gives Affinity Accounting a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions and provides content that AI assistants can quote directly. The firm also receives an On-Page score of 92 out of 100, which shows that its page titles and headings are optimized to match the searches customers actually make. Additionally, BizScoreAI notes that Affinity Accounting ranks number 1 of 35 Accountant businesses that BizScoreAI has scored in Milwaukee.

Services:

• Budgeting
• CFO Services
• Financial Planning
• Monthly Bookkeeping
• Tax Strategy & Filing