Green Bay CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Green Bay? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Green Bay businesses specializing in S-Corps and partnerships. We provide upfront estimates — if scope changes, we discuss it first. Schedule a free consultation.
Serena Do, CPA — Managing Partner of SDO CPA

Serena Do, CPA

Managing Partner | Duncanville, TX (Serving Green Bay Virtually)

18+ Years Experience | AICPA Member

Licensed CPA — Texas State Board of Public Accountancy

With 18+ years of experience helping business owners across the country, I bring specialized expertise to Green Bay’s Paper & Packaging, Manufacturing, Healthcare economy. Whether you’re managing Green Bay’s paper and packaging manufacturers face complex environmental compliance costs that affect tax deductibility and require careful capitalization decisions or capitalizing on Georgia-Pacific, Procter & Gamble, and the Fox Valley paper corridor create a $9.1 billion manufacturing ecosystem eligible for Wisconsin’s MAC credit, SDO CPA provides the virtual accounting support your business needs.

We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Green Bay business owners who want proactive guidance — not just annual tax filing.

Key Takeaways: Green Bay CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Wisconsin tax expertise — 7.65% top income tax. Manufacturing & agriculture credit (MAC) offsets 7.5% of income from QPA. planning and multi-state compliance
  • Industry focus — Specialized experience with Paper & Packaging, Manufacturing, Healthcare
  • Transparent pricing — Upfront estimates starting at $300/month; if scope changes, we discuss it first
  • Responsive support — Direct CPA access, same-day responses

Accounting & Tax Services in Green Bay, WI

Green Bay anchors Wisconsin’s Fox Valley paper and packaging corridor, with Georgia-Pacific, Procter & Gamble, and dozens of specialty manufacturers generating $9.1 billion in annual output. Over 5,200 businesses operate in Titletown, with concentrations in paper manufacturing, food processing, and healthcare along the Fox River and in the Ashwaubenon business district. The Packers’ Titletown District development has attracted restaurants, tech companies, and professional firms to the stadium area. Bellin Health and HSHS St. Vincent Hospital anchor healthcare employment. Paper and packaging manufacturers face significant environmental compliance costs for air quality, water treatment, and waste disposal, with complex capitalization-vs-expense decisions that directly affect taxable income. The MAC credit is especially valuable here, offsetting 7.5% of qualified production income for paper mills and packaging plants. SDO CPA helps Green Bay manufacturers maximize the MAC credit, navigate environmental cost capitalization decisions, and structure production entities to separate qualifying income from non-manufacturing revenue for optimal state tax treatment.

Wisconsin Tax Planning Tip

Wisconsin’s 7.65% top income tax rate is among the highest in the Midwest, but the Manufacturing & Agriculture Credit (MAC) offsets 7.5% of qualified production activities (QPA) income. If your business manufactures, processes, fabricates, or produces tangible goods in Wisconsin, the MAC can nearly eliminate your state tax on that income. Proper QPA documentation is essential to claim this credit.

Green Bay is home to 5,200+ small businesses and a population of 107,395. From Paper & Packaging, Manufacturing, Healthcare to professional services, Green Bay business owners need CPAs who understand Green Bay’s paper and packaging manufacturers face complex environmental compliance costs that affect tax deductibility and require careful capitalization decisions and can provide year-round tax planning — not just compliance.

CPA Services for Green Bay Businesses

Common Challenges for Green Bay Business Owners

Challenge

Green Bay businesses often face Green Bay’s paper and packaging manufacturers face complex environmental compliance costs that affect tax deductibility and require careful capitalization decisions, making tax planning and cash flow management more complex than standard approaches allow.

Our Approach

We provide proactive tax planning and fractional CFO services tailored to Green Bay’s business environment, helping you handle Green Bay’s paper and packaging manufacturers face complex environmental compliance costs that affect tax deductibility and require careful capitalization decisions with confidence.

Challenge

Many Green Bay business owners struggle to get timely responses from their CPA, especially during busy seasons when questions are most urgent.

Our Approach

SDO CPA provides direct access to your CPA team with same-day response times. No call centers, no waiting weeks for answers.

Challenge

Tax preparation alone doesn’t help Green Bay business owners understand their financial position or make informed decisions throughout the year.

Our Approach

We deliver monthly financial reports with actionable insights, helping you understand cash flow, profitability, and tax liability before year-end.

“SDO CPA analyzed our environmental compliance costs and reclassified $180,000 as current expenses instead of capital. Combined with the MAC credit, we saved $29,400 in taxes.”
— Tom K., Paper packaging manufacturer in Green Bay

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Green Bay business, current financial setup, and goals.

2

Get Your Custom Proposal

Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.

3

Seamless Onboarding

We connect to your QuickBooks or Xero and organize your books within 30 days.

4

Ongoing Partnership

Monthly reports, proactive tax planning, and year-round CPA access.

Why Green Bay Business Owners Choose SDO CPA

Wisconsin Tax Expertise

We understand 7.65% top income tax. Manufacturing & agriculture credit (MAC) offsets 7.5% of income from QPA. and help Green Bay businesses maximize tax advantages while managing federal obligations and multi-state complexity.

Transparent Pricing

Clear monthly estimates for standard services. We scope your needs upfront and communicate before any additional work. See our pricing.

Cloud-Based & Virtual

Access your financials anywhere. We work with QuickBooks Online, Xero, Gusto, and Ramp to keep your Green Bay business running smoothly.

S-Corp & Partnership Specialists

Our clients are pass-through entity owners. We handle reasonable compensation analysis, K-1 preparation, QBI optimization, and entity selection.

Responsive Communication

Get answers when you need them. Our team responds within one business day, and you’ll have direct access to your CPA.

Frequently Asked Questions

How much does a CPA cost for a small business in Green Bay?
At SDO CPA, bookkeeping starts at $300-$500 per month for a single entity. Full-service packages including bookkeeping, tax planning, and advisory range from $1,000-$2,000 per month with upfront estimates — if scope changes, we discuss it first. View our pricing.
Can a virtual CPA serve my Green Bay business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Green Bay businesses through secure cloud-based tools including QuickBooks Online, Gusto, and encrypted document sharing with the same quality as a local firm.
Do you specialize in Paper & Packaging businesses?
Yes. Green Bay’s Paper & Packaging sector has unique accounting needs including industry-specific deductions, revenue recognition, and compliance requirements that we address with tailored solutions.
What is the difference between a bookkeeper and a CPA?
A bookkeeper records transactions and maintains financial records. A CPA is a state-licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance that bookkeepers cannot.
Do you offer fractional CFO services for Green Bay businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Green Bay businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Green Bay business be an S-Corp or LLC?
It depends on your net income. Generally, businesses earning over $60,000 in net profit may save on self-employment taxes by electing S-Corp status. Use our S-Corp tax calculator to estimate savings, then schedule a consultation for personalized analysis.
How quickly does SDO CPA respond to questions?
We respond to all client inquiries within one business day. For urgent tax matters, we prioritize same-day responses. You’ll have direct access to your CPA — no call centers or gatekeepers.
What accounting software do you work with?
We work with QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management. We’ll recommend the best setup for your Green Bay business during your free consultation. Learn about our bookkeeping services.

Resources for Green Bay Business Owners

Also Serving Northeast Wisconsin

SDO CPA provides virtual CPA services to businesses throughout Northeast Wisconsin and Wisconsin.

Ready to Work With a CPA Who Understands Green Bay Businesses?

Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.

Schedule a Call
Licensing Disclaimer: SDO CPA LLC is a Texas-registered CPA firm providing tax preparation, bookkeeping, and advisory services to clients nationwide under CPA practice mobility provisions. SDO CPA does not hold a CPA license in Wisconsin. Services requiring CPA licensure are performed by Texas-licensed CPAs. We do not provide attest services (audits, reviews, or compilations) for Wisconsin entities. Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).