Kari Apel, CPA
Midwest Financial Group, Inc.
About Us
At MFG, we offer individualized services. We understand that each person and company is different, so we design our services around what you need. You work with a team within our firm for timely connections when you need it! We offer financial planning, wealth management, CFO services, insurance including group benefits, Medicare and Social Security planning, estate and tax planning plus tax preparation, all under one roof. No need for multiple companies and possible gaps in your planning. With MFG handling all aspects of your financial needs, you will save money and more importantly time. Because we at MFG know that your time is valuable!
The products and services we offer
Recommendations Received (13)
Susan Oja
Susan D. Oja, PPLSI, Independent Associate
Highly Recommended
"Kari is a well-qualified leader of a team of professionals, and she also is very personable and..."
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"Kari is a well-qualified leader of a team of professionals, and she also is very personable and authentic."
"Professional, accurate, timely service. Nice team to work with!"
Products & Services
Financial, Business and Tax Consulting:
Accounting - monthly financial statements and bill pay
Payroll - preparation and reporting
Tax - plannin...
Our knowledgeable staff will help you create a budget that will allow you to life the life you've dreamed. We will teach you how to make a real bud...
MFG, Inc. offers bookkeeping and accounting services for businesses of any size in and around the Madison area. Our experience and eye for detail w...
Gallery
Recommendations Given (13)
Tony Herman
Webstix
Highly Recommended
"After almost 10 years in business, Tony and his team from Webstix plus Jason Sweet -a fantastic..."
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"After almost 10 years in business, Tony and his team from Webstix plus Jason Sweet -a fantastic copy writer! - we have the most professional and well written site ever! Very pleased with the team there and their patience with us!"
"The team at Meyer have been on call for me any time of day when we've needed them from tornado..."
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"The team at Meyer have been on call for me any time of day when we've needed them from tornado damage, vehicle damage to theft of our property. We are so grateful to have their responsiveness and caring. "
Recent Activity
We recommend that business owners review their financials monthly which includes their expenses. If they are not the person preparing their own records and utilizing an internal accountant, it is imperative as it is much easier to remember things that occurred in the past month versus a quarter,...
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We recommend that business owners review their financials monthly which includes their expenses. If they are not the person preparing their own records and utilizing an internal accountant, it is imperative as it is much easier to remember things that occurred in the past month versus a quarter, half year or even year. The other issue that you must pay attention to if you are not preparing your own records is to make sure your accounts, all third party accounts, are being reconciled on a monthly basis. Typically your records are about 85% accurate in doing so with the other 15% coming in with classification errors for the most part. This aids in you having the best understanding of cash flow which can alert you to challenges and even fraud or embezzlement in your company. The best bet to manage expenses is to prepare an annual budget and on a monthly basis print comparative reports. This highlights changes in expenses quickly and you can pinpoint problem areas. Give me a shout if you'd like to talk further on this. Have a great day!
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We have 17 employees. We offer dental, vision, HSA for health type programs. For wellness type programs we offer none, however, we require our team to take their FULL vacation and time off days annually. This allows for de-stressing, rest and recharge. We also do not work Fridays from May...
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We have 17 employees. We offer dental, vision, HSA for health type programs. For wellness type programs we offer none, however, we require our team to take their FULL vacation and time off days annually. This allows for de-stressing, rest and recharge. We also do not work Fridays from May 15-Sept 15. (And we do offer stand up desks if anyone chooses to utilize them.)
I turn to my husband, my kids, my parents and my friends. All of those relationships have guided so many business directions and decisions from how to manage people (i.e. raising kids), best practices of running a business (i.e. parents - they've been successful business owners for 50+ years) and...
(more)
I turn to my husband, my kids, my parents and my friends. All of those relationships have guided so many business directions and decisions from how to manage people (i.e. raising kids), best practices of running a business (i.e. parents - they've been successful business owners for 50+ years) and plain old thinking outside the box of the business (i.e. friends and husband.) Having a good support system allows you to weather anything.
My website actually does more for me but these social media avenues help with our ranking on Google. The SEO, etc. are what makes these channels work for our business, not just the main avenue. Unfortunately, a lot of time and money can be spent on these channels as well as a website but they...
(more)
My website actually does more for me but these social media avenues help with our ranking on Google. The SEO, etc. are what makes these channels work for our business, not just the main avenue. Unfortunately, a lot of time and money can be spent on these channels as well as a website but they do bring credibility and visibility to a business. These are a must for any business to remain viable for the long term.
The majority of the items above, every business owner should be doing annually. Add to this list a budget/projection for the 2020 year. Without these items, you can't know with any certainty if your business will succeed or if you can even implement the majority of the above. Much success to...
(more)
The majority of the items above, every business owner should be doing annually. Add to this list a budget/projection for the 2020 year. Without these items, you can't know with any certainty if your business will succeed or if you can even implement the majority of the above. Much success to each of you for 2020!
I do all of them every year to varying degrees. Every December I plan my goals for the following year both personally and professionally.
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I do all of them every year to varying degrees. Every December I plan my goals for the following year both personally and professionally.
Generally, on average, it takes about 3 years to gain a client in a service business after the first point of contact. For products, you need many reviews and people that have raving reviews about your products. Perhaps free samples if it's a product? Any business is very hard to start from the...
(more)
Generally, on average, it takes about 3 years to gain a client in a service business after the first point of contact. For products, you need many reviews and people that have raving reviews about your products. Perhaps free samples if it's a product? Any business is very hard to start from the ground up, a lot of effort, hours and good old fashioned hard work is what it takes!
Inattentiveness - everyone wants a fast, short (and cheap!) answer which is impossible in complex matters that we deal with. People are not patient enough anymore to get things right, they just want it done. Not a good combination.
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Inattentiveness - everyone wants a fast, short (and cheap!) answer which is impossible in complex matters that we deal with. People are not patient enough anymore to get things right, they just want it done. Not a good combination.
Nothing initially, we use that time to continue work projects. If the personal becomes habitually late or cancels we fire them as a client. They have no respect for your time or you if they do this consistently.
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Nothing initially, we use that time to continue work projects. If the personal becomes habitually late or cancels we fire them as a client. They have no respect for your time or you if they do this consistently.
Great design. Why would you ever pay anything for subpar work? Your return on investment should always be considered.
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Great design. Why would you ever pay anything for subpar work? Your return on investment should always be considered.
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