The Brookfield Wi accountants at SBAS Group (Small Business Accounting Solutions)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...
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