Tax Services, Accounting & Payroll

WORK. LIFE. BALANCED.

Small business accounting isn’t about financial statements, budgets, or reconciling accounts. It’s about finding a comfort level in your finances. It’s about understanding and managing your resources so you can achieve more. It’s about finding your work-life balance as an ever so busy small business owner.

At Belt Accounting & Tax we don’t just “do accounting.” By taking the things like monthly bookkeeping, quarterly reconciliations, or annual tax preparation off your plate, we give you time to do more.

More team leadership. More time on the boat with your family. More sales calls. More time to hit the slopes. And, more time scratching the office dog behind the ears. Those are the best things about work and about life…we just help you keep them balanced.

PERSONAL TAXES

  • Individual Tax Preparation

  • Federal & State Filings

  • Retirement Tax Planning

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BUSINESS ACCOUNTING & TAX

  • Advisory Services

  • Flat Rate Packages

  • Business Tax Planning & Preparation

  • Sales Tax Preparation & Filing

  • Payroll & Employment Tax

  • Bookkeeping Services

  • Budgeting & Forecasting

  • Quickbooks ProAdvisor Consulting

  • Financial Reports & Statements

  • Paperless Filing & E-Filing

  • Client Portal & Document Management

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OUR TEAM

Our team has a passion for our work. But, we also have a passion for life. So, we help you employ financial and tax strategies that allow you to enjoy more of both. A perfect balance between creative and correct means understanding and interpreting the tax law, ensuring you check all the right boxes while achieving maximum savings. It isn’t enough just to make payroll, file your taxes, or reconcile your accounts…you have to do it often. You have to do it consistently. Most importantly, you have to do it right. That’s what our team is here for.

KELLI BELT, OWNER, CPA

Owner, Accountant

PATTI MAYNARD, CPA

Accountant

KELLY PARKHILL, CPA

Accounting Manager

RICH MUELLER, ABA

Accountant

KATIE BURNETT

Tax Accountant

ABBEY GROSSMAN

Admin Coordinator & Accounting Assistant

KARLIE PARKHILL

Administrative Assistant

RUSTLER

Client Greeter

PROFESSIONAL. FUN. ORGANIZED.

SMART. DRIVEN.

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REAL WORK. REAL LIFE. REAL CLIENT STORIES.

Heather Noel, MBA, owner of Ampersand

Heather Noel, MBA
Owner, Ampersand (Pewaukee, Wisconsin)

What lead me to Belt Accounting & Tax:
Filing my sales tax, frustrations reconciling accounts, tax planning, budgeting, and improving the financial procedures in my company.

What “Work. Life. Balanced.” means to me:
Focusing on strategic rather than day-to-day financials, golfing with clients, cooking, leveraging the spare change that the Belt Accounting team found under the “couch cushions” of my business, grilling out at the office with our staff, and handing out goodies at the Pewaukee 4th of July parade in front of our office.

Billy Cooley

Billy Cooley
Owner, Next Step Builders (Delafield, Wisconsin)

What lead me to Belt Accounting & Tax:
Tax planning and preparation, an accounting partner who actually listens to my needs and provides insight and recommendations in my best interest, someone who will collaborate with my financial advisor.

What “Work. Life. Balanced.” means to me:
Keeping up with my busy construction company while still having time to catch a Badger game, designing my own home with the latest in building material technology, and tracking my personal vacation miles I have to claim, hoping they exceed the work miles I put on my truck!

Cory Schneider

Cory Schneider
Owner, Case Management Specialists, Inc. (Hartland, Wisconsin)

What lead me to Belt Accounting & Tax:
Full-service bookkeeping and accounting services, payroll, tax preparation and a partner who can help me manage both the day-to-day and big-picture strategic financial needs of my business.

What “Work. Life. Balanced.” means to me:
Spending time building my business not balancing my books, cutting out of the office early to catch my kids’ games, taking advantage of the tax benefits of owning a business in the right ways, and knowing I have an accounting partner that will go to bat for me.

Jason Scherer

Jayson Scherer
Owner, Assurance Safety, LLC (Hartland, Wisconsin)

What lead me to Belt Accounting & Tax:
An outsourced accounting department, someone to handle my payroll needs, a partner to help me restructure to an S Corp to achieve tax savings, someone ethical who has my best interest in mind.

What “Work. Life. Balanced.” means to me:
Spending time with clients, squeezing fishing time with my boys into my already full calendar, getting fast answers about my finances even if it’s early in the morning or late at night, and an accounting partner who frees me up to spend more time with family.