Books you can trust, to
envision your success.
Envision Bookkeeping keeps your accounts accurate and your financial picture easy to read — so every decision you make is backed by real numbers, not guesswork.
- QuickBooks Online Specialist
- Serving Wisconsin
- Fixed, transparent pricing
Three steps to books that finally make sense
No confusing onboarding — just a straightforward path to working together.
Consult Call
We hop on a free call to talk through your business, how you're currently handling your books, and what kind of support would actually help.
Financial Review
We take a look through your current financials and QuickBooks setup to understand where things stand and what it will take to get you where you need to be.
Agree & Get Started
We agree on a fixed price built around your specific needs, then get to work — no surprise fees, no one-size-fits-all packages.
What do we review? We will want to look at your last three months of any bank and credit card statements, last year's tax return (Schedule C, 1065, 1120-S, etc.), any loan or line of credit statements, and an invitation to your QuickBooks. This helps give an accurate quote for your business by looking at all aspects of your financials.
Two ways to work together, one flexible approach.
Whether you need ongoing monthly support or a full catch-up on the past, every engagement is built around what your business actually needs — never a one-size-fits-all package.
Routine Bookkeeping
Monthly, hands-on management of your books in QuickBooks — keeping your financial picture current, accurate, and ready whenever you need to make a decision or hand things off to your CPA.
- Bank and credit card statements reviewed monthly to record and categorize every transaction into the correct accounts
- Reconciliation of each transaction and ending balance back to your statements
- Monthly financial statements — profit & loss, balance sheet, cash flow, and more
- Light-service accounts payable and accounts receivable management
Not every business needs every piece of this. We'll scope your plan around what's actually useful for you.
QuickBooks Catch-Up
Tax season has a way of sneaking up, and handing your accountant a mess of unreconciled statements is stressful for everyone. This service clears that stress away entirely.
- Transaction categorization, reconciliation, and financial statement prep
- Applied retroactively across the last year, several years, or however far back your books need attention
- Delivers clean, accurate, tax-ready books for your accountant
- A clear, organized starting point so you can move to ongoing monthly support if you'd like
Perfect for businesses that are behind and need to get caught up before a filing deadline.
A note on pricing: All pricing is fixed and agreed upon upfront — no hourly surprises. Every plan is scoped to your business first, following the same three-step process outlined above: a consult call, a review of your financials, and then an agreed price before any work begins.
Please note: Envision Bookkeeping does not provide tax preparation or audit services. Our focus is entirely on keeping your books accurate and ready to hand off to the professionals who handle those.
A little bit from Jordan and his background in bookkeeping.
I had interest in accounting in high school but decided instead to spend six years in the Army, and it was there — while working through an ammo count discrepancy during training — that I discovered something unexpected about myself: I actually enjoy the process of finding where the numbers went wrong and setting them right.
When I transitioned out, I went back to school chasing that feeling, and it turns out I'm one of those rare people who gets genuinely excited about financial statements and accounting principles. Debits and credits, reconciled to the penny — I find it satisfying in a way most people don't quite understand.
I'm based in Wausau, Wisconsin, but I work with clients throughout the entire state. I focus specifically on service-based small to medium sized businesses and like getting to know an owner's business well enough to actually be useful to them, not just process transactions from a distance.
Credentials & Accreditations
- Accounting Assistant TD
- QuickBooks Specialist TD
- Managerial Accounting C
- Small Business Bookkeeping C
- QuickBooks ProAdvisor
- QuickBooks Certified Bookkeeper
Continuing education is ongoing — I'm always adding to this list.
Let's start with a conversation.
Send a message or reach out directly — We'll get back to you to schedule your free consult call.