Professional Management of Milwaukee Inc provides a wide range of services to individuals and businesses in a variety of industries. At Professional Management of Milwaukee Inc, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
Business Planning
- Practice valuations
- Entity selection and formation
- Start-up planning
- Financing acquistion
- Mergers and acquisitions
- Liquidations
- Business succession planning
- Buy/sell agreement review
- Employment agreement review
- Third party payer contract review
- Owning vs. renting
- Utilization of office space
Practice Management
- Routine visits to your office
- Monthly accounting and financial statement preparation
- Comprehensive payroll services
- Analysis of income and expenses
- Profit distribution methodology
- Accounts receivable analysis
- In-house billing and collection process analysis
- Third party billing service evaluation
- Reimbursement analysis
- Fee analysis and restructure
- Annual statistical comparisons
- Business insurance review
- Retirement plan accounting and administration
Personnel Issues
- Office policy development and review
- Utilization of personnel analysis
- Annual salary surveys
Tax Compliance
- Business and personal tax planning
- Corporation and partnership tax return preparation
- Individual tax return preparation
- Fiduciary tax return preparation
- Payroll tax reporting
- Sales & use tax reporting
- Personal property tax return preparation
- Representation before the IRS and other regulatory agencies
Personal Financial Planning
- Tax planning
- Education funding
- Personal insurance needs evaluation
- Retirement planning
- Required Minimum Distribution (RMD) planning
- Investment portfolio allocation