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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