Friday, December 13, 2013

Brookfield Accountants | Sbas Group


I had an accountant... then I became an accountant...
My name is Dan Milos, and here's what's important to know about me...
Before I became a CPA, I owned a small business.  We designed complex tooling and machinery and what often kept me up at night was worrying about cash flow and tax liabilites. It seemed like every time I turned around my bank account was being emptied out by the IRS. I hired good accounting firms, but often felt that I didn't understand their language. Consequently, I was often surprised with my tax position - and often watched as my bank account drained unexpectedly.
My trade moved overseas to China so I decided to reinvent myself. I was great with numbers and really thought I could help others understand what I didn't as a small business owner. I worked for very successful CPA firms in Southeast Wisconsin before opening my own business. I watched carefully, paying attention to what each of them did well - and finally opened my own practice using the best of what I learned.

I learned that business owners want us to listen to them, guide them and not surprise them with fees and tax liabilities. It's personally important to me to have a relationship with each client - and to communicate clearly in a language that everyone understands. I want my clients to reach their goals - and want to do more than just crunch numbers for them.
We Listen...
It's important to really listen to someone if you want to help them. We need to understand each Client's unique goals if we're really going to help them succeed - so we listen carefully. We encourage our Clients to communicate with us as often as they'd like - and don't bill them for their phone calls and questions. 
We Guide...
We guide our Clients once we understand their goals. We help them develop a plan for profit using simple budgeting tools.  We also help them understand their tax position throughout the year by reviewing their financial statements - to avoid surprises at tax time.
You Smile...
We measure our success by how happy our Clients are. It's a simple measure - but it's really the most important one. Clients can smile when they know that they're really in control of their financial future. Clients can smile when tax time rolls around and they find themselves prepared - rather than surprised. Clients can smile knowing that they can call us with any question at any time - and there's no added cost...
My Firm...
All Associates in our office are educated and dedicated to our Clients.
Sarah is our Accounting Services Director. She has superior skills when it comes to attention to detail and organization. In other words - nothing falls through the cracks once it hits Sarah's desk! She's earned a four year degree in accounting and is currently working on her Master's degree so that she's eligible to take the CPA exam.
Diane is our Payroll and HR Director. She's an incredible problem solver - and when things get tough Diane steps up to the plate. Clients love her direct and no-nonsense approach. She's earned a four year degree in accounting, a Master's degree in HR and is pursuing an MBA.
Jean is our Client Services Director. She has great  integrity and is truly  one of the most dedicated people you'll ever know. Jean keeps our entire office focused on keeping our Clients happy. She works hard to introduce Clients to our firm and takes her reputation as seriously as I take the reputation of our entire firm.
Whitney is apprenticing as our Bookkeeper. She's an incredibly fast learner and has matched Sarah's attention to detail (which is really quite an accomplishment!). Whitney is currently attending college while pursuing a degree in accounting.
Please feel free to call us any time to learn more...
Dan Milos, CPA

We at Small Business Accounting Solutions LLC, work closely with small business owners in Milwaukee, Waukesha, Racine and Washington counties. As a "one-stop-shop", we provide our clients with complete Accounting services, Business and Individual Income Tax preparation, Payroll services, Quickbooks training and more! Small Business Accounting Solutions, LLC 1025 S Moorland Road Suite 500 Brookfield, WI 53005 Phone: (262)547-6000 http://www.sbasgroup.com

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