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For years, Ballard Surratt & Co., PA has been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Ballard Surratt & Co., PA is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

We are a multi-disciplinary firm, combining accounting, tax and legal to be your outsourced CFO and business quarterback.

T&O Strategic Advisory is a full-service accounting firm, offering a variety of fractional CFO, tax, and bookkeeping services to business clients at every stage of their entrepreneurial journey. By leveraging our extensive experience in accounting, tax, and financial reporting, we aim to equip our clients with the skills and insights needed to forecast, plan, and fuel their growth effectively. Principals: Sarah Tatum & Anna Ortiz

Having small business questions regarding administrative setup, forms, procedures, and policies? We can help. Visit our website for additional information regarding tools for the honest business manager, executive administrative overseer, and human resource master. Established policy outlines and formats already created saving you time and money!

We specialize in making sure each client feels like they are our only client. We work with all different kinds of companies throughout many industries. We handle everything up to the point of income tax returns. We leave those for your CPA firm.

Whether you’re a growing business needing CFO services, an entrepreneur starting your first company, or an individual looking for expert tax preparation, we provide the attention and expertise you deserve. Since our founding in 2003, Strategic Accounting Services has been a trusted, family-run accounting firm serving Oshkosh, the Fox Cites and the surrounding Wisconsin communities. As experienced financial professionals, we understand the complexities of modern business operations and stay current with ever-changing tax laws and regulations so you don’t have to.