McMurtry Financial Services, LLC

Quality Service with integrity



SERVICES



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


Our Unique Pricing

Business Accounting





We provide 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





We provide tax preparation services to keep your business compliant with the ever changing tax laws. We prepare Sales & Use Tax Returns, Schedule C Tax Returns, 1065, 1120 S & 1120 Corporate Tax Returns, 990 Tax Returns and 1099's for our monthly clients.





business consulting





We 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.







our Value-Add



All monthly packages include a one-hour monthly meeting to review financial statements, receive expert advice and insights into financial strategies, and assist with creating sound financial systems to obtain financial data to manage your business effectively.



Ready to get started with accounting services?


Our Unique Pricing

Our Partnership Model



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!





Connect. Partner. Grow.



414-751-0236

INFO@MCMURTRYFINANCIALSERVICES.COM

MCMURTRYFINANCIALSERVICES, LLC



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