Polzin Financial Group handles bookkeeping, financial reporting, and the systems behind them for businesses without an internal accounting function, and for CPA and enrolled agent firms that need capacity they can trust. You work with Leonard directly, start to finish.
Two kinds of client. Businesses that need their books kept properly and read back to them, and CPA and enrolled agent firms that need capacity they can hand work to without worrying about it.
When your firm is at capacity, the bookkeeping still has to get done. We take on client bookkeeping behind the scenes and deliver financials your firm can stand behind. The client relationship stays yours.
Monthly bookkeeping on a schedule you can count on, a catch-up project that gets years of records back in order, or the systems work that keeps it from happening again. Books your CPA can work from, and someone who will tell you what the numbers mean.
Accurate books are the floor, not the product. What you get on top of them is one person who knows your business, records that hold up when someone looks closely, and a straight answer when you ask what the numbers mean.
Not a queue, not a ticket system, not a support team that changes every quarter. Leonard handles the work and answers the questions about it.
Most bookkeeping stops at accurate. We tell you where the margin is going, whether the pricing is holding, and what the cost structure says about a hire you are considering.
Reconciled accounts, a chart of accounts that makes sense, and statements that will survive a lender, a buyer, or a tax preparer looking closely.
A conversation, an email confirming the work and the cost, and we begin. No onboarding sequence, no contracts locking you into a year of anything.
However an engagement is priced, you know what it costs before work begins.
QuickBooks, Xero, Wave, spreadsheets, or whichever platform your business is built on. Adapting to a system is not the hard part of this work.
Where the same problem keeps recurring, we can build the process that stops it rather than cleaning it up every month.
A conversation, then an email confirming what gets done and what it costs. No onboarding sequence and no long-term contract.
Access runs through credentials you control and can revoke. Client records are not uploaded to public AI tools and no client data is used to train anything.
Based in Wisconsin, working with clients and firms across the country. Geography does not affect the engagement.
If something needs to change along the way, we say so and sort it out. That is the whole process.
Tell us what you have and what you need. Usually one conversation is enough to know whether this is a fit.
An email laying out what gets done and what it costs. Not a proposal deck, not a stack of legal paperwork to review
Delivered on an agreed schedule, with questions asked and answered in a way that works for you.
Statements you can act on, hand to your CPA, or give to a lender without having to explain them first.
Monthly bookkeeping and the work around it: reconciliation, financial statements, multi-year cleanup, software conversions, and the systems that keep the same problem from coming back every month.
Whether you are a firm looking for capacity or a business that needs its records straightened out, the first step is a conversation. No pressure and no cost.
