McMurtry Financial Services, LLC

Quality Service with integrity



SERVICES



A Wisconsin based financial service company specializing in accounting services for small businesses and non profit organizations.



SERVICES WE OFFER



Business Accounting





McMurtry Financial Services, LLC offers bookkeeping and accounting services to include accounts payable, accounts receivable, bank reconciliations and trial balance (cash on hand) reporting. We provide our small businesses and non profit clients with Profit and Loss Statements, Balance Sheets, General Ledger Reports and a Statement of Cash Flows. We assist our clients with preparation of their annual profit plans to achieve the strategic goals for the entire organization.



Tax Preparation Services





McMurtry Financial Services, LLC prepares Sales & Use Tax Returns, Schedule C Tax Returns, 1065, 1120 S & 1120 Corporate Tax Returns, 990 Tax Returns and 1099's for our small business and non profit clients.



business consulting





McMurtry Financial Services, LLC will ensure your organization is operating as fiscally efficient as possible while remaining compliant with all regulatory agencies. We will provide you with your organization’s profitability, the value and nature of your organization’s assets, liabilities and owner’s equity. We will also reveal resources available to you, the means employed to finance those resources and the results achieved through their use.



Financial Education & Seminars





Financial training and seminars are offered to individuals, small groups, business partners and civic organizations.



A PARTNERSHIP WITH MCMURTRY FINANCIAL SERVICES, LLC



At McMurtry Financial Services, LLC, we are honored to partner with local and global small business and nonprofit organizations providing accounting, tax preparation, consulting, and financial education services.



McMurtry Financial Services, LLC commits to:

  • Providing quality services with integrity according to the established service agreement.
  • Being a strategic partner working closely with the leadership of the organization.
  • Effective and timely communication along with 4 free consultations annually.
  • Always interact with clients with respect and courtesy.​

Our clients commit to:

  • Provide all necessary supporting financial documentation on a consistent timely basis.
  • Meet with a MFS team member on a quarterly basis to review financial statements.
  • Read and respond to MFS communications such as emails, telephone calls, and newsletters in a timely manner.
  • Always interact with MFS team members with respect and courtesy.


We value our clients and seek to partner with them to ensure the financial viability of their organization. Our desire is that the partnership is mutually beneficial for both parties and adhered to. This partnership will foster success for the organization and guarantee satisfaction is met.


Partnerships with longevity is our goal and we welcome your organization to our family!



our unique pricing



  • Our services can be packaged specifically for the needs of your organization and are priced at market rate based on the size of your company and the scope of work required.
  • Monthly fees for basic bookkeeping and accounting services can range anywhere from 1-3% of your annual revenues based on your company's priorities.
  • Prices will increase for additional services added such as payroll, tax preparation, budget and forecasting, grant tracking, etc.


For pricing specific to your organization sign up for your free consultation today!


Free Consultation

Connect. Partner. Grow.





6904 N 41ST STREET MILWAUKEE, WI 53209
414-751-0236
INFO@MCMURTRYFINANCIALSERVICES.COM
MCMURTRYFINANCIALSERVICES, LLC


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