Accounting & Business Advising · Chippewa Valley

Accounting that helps you run the business.

High-level accounting and business advising for owners at any size, whether you're getting set up, scaling up, or getting ready to sell.

What we do

Mattson Industries helps business owners, landlords, families, and nonprofits get set up correctly, keep accurate books, find legal ways to pay less tax, and make big financial decisions with clear numbers.  We do the detailed work and explain it in plain language.

We also coordinate with the outside CPA, attorney, investment advisor, insurance broker, and real estate agents who work alongside us.  Every client needs something different, so the work is shaped around your company.

Who we work with
People starting a business or nonprofitSmall and family-owned businesses, including S corporationsReal estate investors and landlordsFamilies whose finances include a business, rentals, or a trustChurches and nonprofitsPeople buying or selling a business
Services

What we do for clients.

Books and financial oversight

Bookkeeping, payroll, cleanup, and oversight.

Bookkeeping and payroll.

Monthly bookkeeping and reconciliations, QuickBooks cleanup when the books and the bank do not match, and books that agree with your tax return.  If we keep your books, we can also run your payroll.

Bookkeeper oversight.

Review and training for your in-house bookkeeper, audit support, and clear financial reports, arranged around what your office needs.

Taxes and business structure

Tax planning and reviews, formations, contracts, and insurance, with the outside professionals named.

Tax planning.

Retirement accounts for self-employment income, depreciation on equipment and vehicle purchases, how S corporation owners pay themselves, and Wisconsin rules that differ from federal ones.

Tax return reviews.

We check your last several years of returns for errors and missed deductions, such as income reported twice or mortgage interest left off.  Our outside CPA handles any corrections.

Tax returns.

Prepared by our outside CPA.

Business formation.

We form LLCs, S corporations, and nonprofits in house.

Contracts and agreements.

Independent contractor agreements, liability releases, and other business contracts, drafted in house and finalized by a Wisconsin licensed attorney.

Insurance.

We help make sure you are insured correctly through our outside insurance broker.  We also check coverage before any new company is formed.

Ownership and big decisions

Buying, selling, real estate, and investments.

Buying a business.

We ask the seller for the right information and analyze it for you.

Selling your business.

Financial packages for buyers, help answering their questions, private details held back until the right agreements are signed, and preparation for buyer meetings.

Real estate.

1031 exchanges, buying property through a trust, and LLCs for rentals you own with a partner.  We also work with top-producing real estate agents in the area.

Investments.

Handled by our outside investment advisor, the best in the area in our view.

Ongoing advising

A regular look at the numbers and what comes next.

Quarterly meetings.

A regular review of your numbers and next steps.

What sets us apart

A plan in three stages.

Each stage is ranked, so the first item is the one that matters most.

1
Quick fixes you can make right away

Like opening a retirement account.

2
Work that takes longer and needs the CPA

Like amending past tax returns.

3
The biggest changes, which need both the CPA and an attorney

Like restructuring how your properties or companies are owned.

  • 01
    A relationship, not a file.

    In accounting, the long-term relationship matters even more than it does on the lot.  We earn trust with consistent communication and follow-through, and we keep it with high-level work: business and tax advising for companies of any size, ready to scale up or sell.

  • 02
    Plain language.

    We explain the why before we ask for anything.  We start with a few key questions instead of a long list of document requests.

  • 03
    Checked to the source.

    Every number we hand you ties back to your bank statements, tax returns, and records.

  • 04
    You decide.

    We point out opportunities and give an honest opinion.  We never push.

  • 05
    Owners ourselves.

    Besides this practice, we own and run businesses in software, construction, and vehicle and RV sales, including a licensed Wisconsin dealership.  We face the same payroll, inventory, and tax questions our clients do.

  • 06
    No surprise bills.

    Every client needs something different, so fees are set for each client based on the company and the work involved.

Experience

Ian Mattson leads the accounting and advisory work.

He previously served as accounting controller for a real estate firm with five offices.  Today he is Executive Director and Board President of a Western Wisconsin nonprofit with about 150 staff and, at the same time, accounting director for a second local nonprofit.  He also advises a number of small business clients.


Where we work

We are based in Bloomer, Wisconsin, and meet with clients in person across Chippewa Falls, Eau Claire, Altoona, and the rest of the Chippewa Valley.  We also take on larger projects anywhere in Wisconsin.

Next step

Call or email to set up a first conversation.