Locatelli

Locatelli and Company is a distinguished accounting firm based in Milwaukee, Wisconsin. We specialize in providing certified public accounting services and business consulting to small and medium-sized companies in various sectors, including professional services such as marketing communication firms, law firms, creative entrepreneurs, and non-profits, as well as retailers and real estate companies. We are not just number-crunchers; we believe in understanding how those numbers affect your life and your business's livelihood.

We understand that as a business owner, you face big challenges and significant opportunities every day. Having the right accountant and/or business advisor can make a substantial difference in guiding your company towards financial stability. At Locatelli and Company, our certified public accountants have the expertise and knowledge to provide value-added services, understand the nuances of your industry, and help you navigate complex financial decisions.

Industry Expertise

Our team has uncommon knowledge of professional services companies, including marketing communication firms, law firms, non-profits, retailers, and real estate companies. We understand the unique challenges and opportunities that each sector presents, and we tailor our services to meet your specific needs. Our industry expertise allows us to provide personalized and well-informed advice on operational budgets, banking relationships, mergers and acquisitions, and succession planning.

Client Services

We offer a range of certified public accounting services to our clients, including tax planning and preparation, business consulting, human resource planning, and value beyond basic accounting services. Our team of certified public accountants is committed to meeting your business accounting needs, regardless of whether you require our services on a retainer, hourly, or per-project basis. We believe that accounting power can help your business thrive, and we are dedicated to utilizing our expertise to help you achieve your financial goals.

Our Team

Locatelli and Company is comprised of a dynamic team of accounting professionals who represent clients with an entrepreneurial spirit. Our ability to communicate complex financial concepts in simple language that clients can understand and relate to their business is what sets us apart from traditional accounting firms. Our clients trust us to help them grow their business by allowing them to focus on what they do best.

Jim Locatelli, our President, is a certified public accountant and an entrepreneur himself. Prior to opening Locatelli and Company, Jim served as the CFO, executive vice president, and shareholder of a large Milwaukee-based advertising agency. Jim's expertise includes financial analysis, income forecasting and budget control, tax reporting, succession planning, mergers and acquisitions, cost accounting, and employer retirement planning. Jim's greatest reward is making a noticeable and positive impact on his clients' financial success.

Shari Harenda, a valued member of our team, brings a wealth of expertise in real estate and nonprofits to Locatelli and Company. Shari's experience includes providing complete audit, review, and compilation engagements, and preparing tax returns for businesses, exempt organizations, and individuals. Her expertise in real estate and nonprofits allows her to provide personalized and well-informed advice to our clients in these sectors.