Small Office Solutions LLC
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
ABOUT OUR STAFF
WENDI HALL, CPA, MANAGING PARTNER
Ms. Hall has been preparing tax returns for individuals and businesses for more than 20 years. In 1998 she and her partner formed Small Office Solutions LLC to address the accounting and information technology needs of the small business. Ms. Hall provides clients not only with year-end tax preparation, but planning, tracking, and strategies to minimize their expenses and tax liability. “Reviewing your income and spending history is the first step in setting new goals and directions.”
Ms. Hall has been an adjunct instructor for UWM Small Business Development and presented programs to various organizations including Waukesha Chamber of Commerce, Wauwatosa Development Corp, UW-Whitewater Entrepreneur Program, National Speakers Association, the Accounting & Financial Women’s Alliance, and many others.
Ms. Hall has been an Endorsed Local Provider for Dave Ramsey since 2008. Her services include guiding clients through the "baby steps" to financial freedom. Each year she coordinates at least on Financial Peace University class.
In the private sector, Ms. Hall has had full-charge accounting experience including job costing, financial statement preparation and analysis, budgeting, accounts payable and receivable, payroll, and operations management for multi-million dollar companies.
Certified Public Accountant
BBA – Accounting major and Economics minor