Bookkeeping and QuickBooks help in the Greater Milwaukee area
Sean Lawton, QuickBooks Online ProAdvisor. Founder of LedgerBox.
Based in Oconomowoc, Wisconsin. In person across Milwaukee and Waukesha County, or remote.
Credentials
- QuickBooks Online ProAdvisor Issued by Intuit
Services
For owner-operated businesses and small accounting firms in the Greater Milwaukee area. Remote work is available for everyone else.
- QuickBooks Online setup and cleanup
- Set up a new company file, or repair one that has fallen behind. Chart of accounts, bank rules, catch-up bookkeeping, and migration from other software.
- Bank statement conversion
- Turn PDF bank and credit card statements into transactions in QuickBooks Online. LedgerBox does the extraction, and Sean checks the result before it posts.
- Bookkeeping automation
- Replace manual steps with workflows: document intake, bank rules, integrations, and monthly close checklists.
- Business consulting
- Software selection, process design, and reporting for owner-operated businesses and small accounting firms.
Areas served
Sean lives in Oconomowoc and works with businesses across the Greater Milwaukee area, including:
- Milwaukee, WI
- Waukesha, WI
- Oconomowoc, WI
- Brookfield, WI
- Pewaukee, WI
- Delafield, WI
- Hartland, WI
- Lake Country, WI
Questions
- Where are you located?
- Oconomowoc, Wisconsin, in Lake Country. Most work is with businesses in the Greater Milwaukee area, from Milwaukee to Waukesha County.
- Do you meet in person?
- Yes, in the Milwaukee and Waukesha area. Everything can also be done remotely over a video call and a shared QuickBooks file.
- What does a QuickBooks ProAdvisor do?
- A ProAdvisor is certified by Intuit on QuickBooks Online. Sean sets up company files, repairs books that have fallen behind, and builds bank rules and workflows so the monthly close takes less time.
- Do I have to use LedgerBox?
- No. LedgerBox is the tool Sean built for statement conversion, and he uses it when a job needs it. Setup, cleanup, and consulting do not depend on it.
- How do I get started?
- Book a call or send email. Describe the business, the software you use today, and what is not working.
About Sean
Sean built LedgerBox after he did manual financial data entry as a consultant. Before that, he built enterprise software for Fortune 500 companies in healthcare, manufacturing, food distribution, and energy.
He designs, builds, and supports LedgerBox himself, and answers the support email. Read more about the company.
Talk to Sean.
Book a call, or send email to contact@ledgerbox.io.