Jon Neal, CPA, MST, CPFP, CTP - The Neal Group LLC was founded in 1984 by Jon Neal. Jon has over 40 years of experience in public accounting. In 1977, he graduated from the University of Wisconsin-Milwaukee with a BBA in Accounting and Management Information Systems and in 1987 with a Master’s of Science in Taxation (MST). Jon received his Certified Public Accountant (CPA) license from the State of Wisconsin in 1980. He is especially focused on closely held businesses and their owners to help them reach their goals. As a Certified Profit First Professional (CPFP) Jon works with businesses to keep more cash in their pockets. In addition to small business accounting, as a Certified Tax Professional (CTP) Jon does extensive tax planning and tax resolution for individuals and businesses. Jon is a best-selling author, having written five books on various tax and accounting topics and has appeared on several television and radio shows sharing his knowledge. Personally, Jon enjoys singing in his church’s choir, spending time with his family and volunteer work. Jon and Ann have four children, four grandchildren and live in Hales Corners. Email: email@example.com
Mike Michalowicz, Adviser & Lead Profit First Strategist - Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First for our firm.
David Urbank, CPA - Dave joined The Neal Group team in January, 2017 and works closely with our clients in all aspects of accounting. Dave graduated from Nova Southeastern University with a Bachelor’s Degree in Accounting and has over 40 years of experience working with businesses and their owners. Real estate development and construction are two industries he knows extremely well. As a CPA, Dave has performed Audit and Taxation functions in public accounting and governmental entities. As a member of the Florida and Wisconsin Institute of CPA’s, he has served on various committees, including the Ethics and Professional Standards Committee. Dave has also served on the Boards of closely held corporations. Email: firstname.lastname@example.org
Alyssa Slater, CPA - Alyssa joined our team in 2018 after spending eight years in governmental accounting. She received her BA in Accounting and Business Administration in 2010 from UW-Stevens Point and her Masters in Accounting in 2015 from Kaplan University. Alyssa received her CPA certification in 2013. She works one-on- one with our individual and business clients in all areas of accounting from payroll to tax resolution. Alyssa was born and raised in Kenosha. When not working, she enjoys sporting events, traveling and spending time with her husband Mike and their two boys (along with their Boston terrier, Stella!) Email: email@example.com
Kim Gervais, Accountant - Kim joined The Neal Group team in 1996 while attending Milwaukee Area Technical College (MATC) and received her Associates Degree in accounting in 1998. She works directly with our clients to prepare financial statements and payroll, sales tax and income tax returns. Kim and her husband, Frank, reside in Big Bend with their two daughters. When not at work, she enjoys camping, volunteering for the Cystic Fibrosis Foundation and cheering her daughters on at All Star Cheerleading competitions. Email: firstname.lastname@example.org
Judy Just, Director of Administration - Judy relocated to Wisconsin from Montana and joined our team in 2002. With over 25 years of public accounting experience, she is dedicated to working hard to make sure every Neal Group client receives extraordinary service. Judy left public accounting in 1999 and obtained her licenses in both real estate and insurance. Upon moving to Wisconsin, she returned to public accounting and enjoys being a part of The Neal Group team. Judy is a proud ‘Grama Goodie’ of five and when not working she enjoys baking, gardening, traveling (especially to Oregon to visit the grandkids!) and spending time with family. Judy is also a Certified Crisis Counselor for crisistextline.org. Email: email@example.com
Brittanie Libka, Director of First Impressions - Brittanie was born and raised in Alpena, Michigan. She received her Associates Degree in Legal Assistant with a concentration in Pre-Law from Alpena Community College (ACC) and while taking classes there, she worked as the switchboard operator and receptionist. She was known as “The Voice” of ACC. Brittanie relocated to Milwaukee and joined The Neal Group team in 2003. She enjoys all aspects of being part of the team, from answering the phones to helping our clients when they come into the office and everything in between. Brittanie and her two children live in Grafton. When not at work, Brittanie's favorite things are being a hockey mom and a gymnastics mom! Email: firstname.lastname@example.org
Breann Andersch, Marketing Administrative Assistant - In 2006, Breann joined our team as a seasonal employee while still in high school. She became a regular team member in 2008 after graduating with honors from Horlick High School. Breann is responsible for all facets of marketing plus scanning, billing and accounts receivable. Breann and Jeff live in Racine with their son. Outside of work, Breann enjoys shopping and spending time with friends and family. Email: email@example.com