Business Consulting,
Accounting, and Tax Services
Birch River Financial, led by Jonathan Demers, CPA, is dedicated to delivering streamlined and transparent financial solutions tailored to propel your business forward. With a customer-centered approach, we focus on enhancing client value through comprehensive accounting and financial services. Whether catering to small business bookkeeping, handling specialized project accounting for larger corporations, or providing individualized tax preparation and planning, our team has the industry expertise, integrity, and reliability necessary to surpass your business and financial objectives.
Virtual & In-Person Support
Competent & Timely Advice
Personal Communication
Reliable & Accurate Deliverables
Certified Public Accountant
Business Consulting Services
to support Wisconsin companies in meeting their goals
Our business consulting services are ideal for new or established businesses seeking fractional controllership, temporary staff augmentation, or experienced support for critical projects when deadlines and accuracy cannot be compromised. At Birch River Financial, we’re here to help guide you through key financial changes and provide real-time support exactly when you need it.
Our business consulting services are ideal for:
- Companies of all sizes
- Startups or established companies
- Businesses needing to keep payroll to a minimum
- Businesses requiring an interim or fractional Controller or CFO
- Accounting teams who need assistance with developing or streamlining processes
- Assistance with system conversions and implementations
- Support for special or routine audits including annual financial statement audits and reviews
- Additional support during mergers and acquisitions
- Assistance with development or compilation of budgets, forecasts, and reporting packages
Adapting to Meet Your Unique Needs So You Can Worry Less and Strategize More
We believe every business is fascinating, with unique and individual circumstances and challenges that require well thought out solutions. Our ability to adapt quickly, our commitment to clear communication, and our dedication to detail ensure that we can seamlessly integrate with your existing staff to meet your unique needs.
With Birch River Financial providing short-term or recurring support, you can rest assured that your critical financial tasks are being appropriately managed and completed by seasoned professionals.
We Provide Support For:
Special
Projects
Systems
Analysis
Audit
Support
Staff
Augmentation
Process
Improvement
Financial
Statements
Our Accounting Services
to keep your business on track
Our bookkeeping and accounting services are perfect for small business owners looking to outsource their critical day-to-day and monthly bookkeeping tasks to a licensed and seasoned CPA. We are uniquely equipped to work closely with you regardless of where you are in Wisconsin. Our clear, detailed processes keep your finances in order so you can get back to what you love doing most.
Our accounting services are ideal for:
- Newly formed businesses in need of financial guidance
- Companies needing help setting up their general ledger and monthly processes
- Owners who no longer have the time to keep up with daily or weekly transactions
- Businesses who do not have a full-time bookkeeper on staff
- Small businesses working to better understand and analyze their financial statements
- Businesses who need support optimizing their books
- QuickBooks users
Let’s Meet Your Financial & Long-Term Business Goals Together
Our success is due, in large part, to the small businesses who have trusted us with their financial needs and goals. As a small business ourselves, we understand the work that goes into building a profitable and successful company. There’s a lot to do, but there are only so many hours in the day. With Birch River Financial, you can trust our expert, licensed team to manage your daily and monthly bookkeeping tasks so you can focus on the bigger picture.
Request Support For:
Invoicing
Recordkeeping & Categorization
General Ledger
Design & Setup
Bank Account Reconciliation
Business
Setup
Budgeting &
Forecasting
Financial
Statements
QuickBooks
Tax Compliance, Preparation, and Planning
so you never pay more than what you need to
Our goal is to help individuals, families, and small businesses throughout Wisconsin take advantage of every tax benefit available to ensure that they pay exactly what they owe and nothing more. We recognize that tax planning and preparation can feel overwhelming, which is why we actively monitor tax law changes and your tax position, to ensure optimal outcomes.
Our tax compliance, preparation, and planning services are ideal for:
- Individuals & families who need assistance preparing taxes
- Small businesses who need support remaining compliant to tax code
- Small businesses looking for a reliable partner to ensure proper preparation & filing
- Businesses looking to minimize their tax burden and preserve wealth
Confidently Approach Tax Season with Birch River
We can help you, your family, and your business prepare for tax season with confidence, no matter where you are in Wisconsin. We’re here to help you proactively minimize your tax burden while adhering to state and federal tax codes. Work with our experienced team to ensure your taxes are filed correctly and on-time, every time.
With Birch River Financial providing short-term or recurring support, you can rest assured that your critical financial tasks are being appropriately managed and completed by seasoned professionals.
Request Tax Support For:
Business Income Tax Returns
Personal Income Tax Returns
IRS Representation
Sales Tax Filing & Reporting
Property Tax Returns
Meet Jonathan Demers, CPA
Founder & CEO
My name is Jonathan Demers, a certified public accountant in southeast Wisconsin. I am also the founder of Birch River Financial, a boutique accounting firm that provides business consulting, bookkeeping, and tax services to individuals and organizations throughout the state of Wisconsin.
Most of my life has been spent in the south. I primarily grew up in Texas before joining the US Army, where I am proud to have served for six years as a helicopter mechanic. I also lived in Florida where I earned a bachelors degree from the University of South Florida while building a family and a career in accounting and finance.
Let’s Talk About What You Need
Share your information so we can build your solution together
We aren’t just another CPA firm. At Birch River Financial, we take the time to get to know our clients. We work to fully understand their short-term objectives and long-term goals to ensure everyone’s success.
We have an eagerness for learning, a passion for excellence, and a sense of urgency built on twenty years in service, retail, and manufacturing industries. Above all, we believe every client deserves the same level of attention, consideration, and quality regardless of size or industry.
We will work to seamlessly integrate with your business, providing tailored services and clear communication that help you achieve your goals. Please use the form below to help us schedule an introductory conversation about your needs and goals:
