Service-Based Business Accounting
You Focus on Your Clients and Patients. We'll Help You Focus on Your Financial Future.
Running a successful practice or service-based business requires more than providing exceptional care or customer service. Behind every growing business are financial decisions that impact profitability, cash flow, staffing, and long-term success.
Accounting & Advisory Built for Growing Service Businesses
At Koss Accounting Solutions, we provide accounting and fractional CFO advisory services that help business owners understand their financial performance, improve operations, and plan confidently for the future.
We work with established and growing service-based businesses across Racine, Kenosha, Milwaukee, southeastern Wisconsin, and remotely — with a particular focus on healthcare, wellness, and professional service providers.
Who We Work With
Healthcare & Wellness Practices
- Dental offices and dental group practices
- Chiropractic offices
- Physical therapy and rehabilitation practices
- Mental health therapists and counseling practices
- Medical spas (MedSpas) and aesthetic clinics
- Wellness clinics and other private healthcare practices
Professional Services
- Consulting firms and professional service providers
- Privately owned businesses with multiple employees or locations
Trades & Automotive
- Automotive repair shops and service centers
- Construction companies and contractors
- HVAC, plumbing, and electrical businesses
- Landscaping and property maintenance companies
Financial Challenges We Help Solve
These are the situations we hear about most — and the ones we're built to help with.
- 1Revenue is increasing, but profitability isn't improving.
- 2Managing payroll, provider compensation, and staffing expenses.
- 3Understanding how much each provider, service, or location contributes to profitability.
- 4Cash flow challenges despite a busy appointment schedule.
- 5Planning for new equipment, additional providers, or expansion.
- 6Managing insurance reimbursements, payment timing, and accounts receivable.
- 7Financial statements that don't clearly explain business performance.
- 8Needing strategic financial guidance without hiring a full-time CFO.
Accounting & CFO Services for Growing Businesses
Monthly Accounting & Financial Reporting
Accurate financial records, monthly reconciliations, financial statements, and consistent reporting so business owners have a dependable understanding of their financial position.
- Monthly account reconciliations and close
- Profit & loss, balance sheet, and cash flow statements
- QuickBooks Online setup and management
- Consistent, on-time monthly reporting
Fractional CFO & Strategic Advisory
Financial planning, budgeting, forecasting, cash flow management, KPI analysis, and strategic guidance for business growth and financial decision-making — without the cost of a full-time CFO.
- Cash flow forecasting and management
- Annual budgeting and variance analysis
- KPI dashboards and performance tracking
- Strategic guidance for growth and expansion
Profitability & Performance Analysis
Help business owners evaluate revenue trends, staffing expenses, operating costs, service profitability, and financial performance across departments, providers, or locations.
- Provider and service-level profitability analysis
- Overhead and staffing cost review
- Revenue trend and margin analysis
- Multi-location performance reporting
Cash Flow Management & Forecasting
Help owners plan for payroll, equipment investments, staffing changes, expansion, and other major financial commitments with confidence.
- Short and long-term cash flow projections
- Payroll and staffing expense planning
- Equipment and investment timing analysis
- Accounts receivable and payment timing review
Accounting Cleanup & Process Improvements
Organize financial records, correct accounting issues, improve workflows, and establish reliable processes and systems using QuickBooks Online and other business tools.
- QuickBooks cleanup and catch-up bookkeeping
- Chart of accounts restructuring
- Workflow and process improvements
- System setup and integration support
Financial Guidance for Growth
Support financial decisions related to hiring additional providers, opening new locations, purchasing equipment, and developing long-term business strategies.
- Hiring and team expansion financial modeling
- New location feasibility and projections
- Equipment purchase and financing analysis
- Long-term business strategy support
Financial Clarity That Helps You Make Better Business Decisions.
At Koss Accounting Solutions, we believe accounting should do more than record what happened last month. We help business owners understand why their financial results look the way they do, identify areas for improvement, and create a clear path toward their business goals.
- Three levels of accounting review: bookkeeper, lead accountant, and management approval.
- Consistent monthly financial reporting delivered on time, every month.
- Financial guidance explained in an approachable, understandable way.
- Opportunities to review financial performance and discuss business goals.
- Access to fractional CFO-level guidance without the cost of a full-time CFO.
- A long-term financial partner invested in helping you build a strong financial foundation.
Supporting Your Business Through Every Stage of Growth
Hiring Additional Providers or Employees
Understand the financial impact of expanding your team before making a commitment.
Opening Another Location
Evaluate cash flow, operating expenses, budgets, and financial projections when considering expansion.
Investing in Equipment or Technology
Assess affordability, financing considerations, and the financial impact of major investments.
Improving Profitability
Better understand margins, overhead, staffing costs, and opportunities to improve financial performance.
Who We Work Best With
We specialize in helping established, growing businesses that:
- Have employees, providers, or increasingly complex operations
- Need more than basic bookkeeping
- Want better financial visibility and stronger profitability
- Are considering growth, additional locations, or major investments
- Need reliable financial reporting and proactive guidance
- Want an accounting partner who takes the time to explain financial information
"Accounting should do more than record what happened last month. Our job is to help you understand what it means — and what to do about it.
Your Business Deserves More Than Just Accurate Books.
Whether you're growing a dental practice, managing a wellness clinic, expanding a professional services firm, or operating an established service business, we're here to help you gain financial clarity and build a stronger financial future.