Victoria Haas

Affinity Accounting

✓ VETTEDWhat our “Vetted” badge means. The "Vetted" designation means we have spoken with the firm’s founder about their services and reviewed their publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.Book intro call

Reviewed by our editors · affinitymke.com ↗

Our verdict

Proactive Milwaukee and Chicago accountants whose whole pitch is that you never have to wonder whether your accountant is saving you money. They work at it year-round rather than at filing time.

Serves

Marketing and creative agencies, Professional Services, Consulting firms, SMBs

Location

Milwaukee, WI and Chicago, IL

Services

Tax planningBookkeepingFractional CFOTax returns

✓ Why they passed vetting

Their promise is to actively look for your savings all year, not to file a return and go quiet until next spring. A free five-minute assessment grades where you stand across accounting, tax and CFO, with no sales pitch attached. Offices in Milwaukee and Chicago, with a practice built around owner-led service businesses and marketing agencies. They work in both QuickBooks and Xero, so nobody is forced to migrate to suit the firm.

✕ The heads-up

Nothing negative has come back to us. Anything that does will be published here.

What their clients say

Read their Google reviews ↗

“I have been working with Victoria and Affinity Accounting since I started my business in fall 2017. Between basic bookkeeping, monthly consultation, and detailed budget projections, Affinity Accounting has been instrumental in growing my small business in Milwaukee. I would recommend them to anyone looking for a CPA that is a fantastic communicator, always reliable, and a wonderful person!”

Published by Affinity Accounting on their own site.

Affinity Accounting

Who you will work with