Business Details
47 Years
experience
Trusted Accounting and Financial Advisory Services in Iowa and Missouri
Welgaard CPAs & Advisors is a forward-looking financial services firm dedicated to client success through integrity, teamwork, and expertise. Established in 1979, we serve businesses and individuals across Iowa and Missouri with personalized accounting, tax, and advisory solutions. Our team of over 75 professionals prioritizes proactive service, leveraging technology to deliver timely, accurate results. We specialize in tax planning, payroll processing, business advisory services, and wealth management, tailored to meet diverse client needs. With six regional offices, we combine deep industry knowledge with localized insights to minimize tax exposure and optimize financial strategies.Our commitment to continuous education ensures compliance with evolving regulations while maintaining strict confidentiality. Clients benefit from customized bookkeeping systems, outsourced CFO support, and strategic succession planning. We emphasize transparent communication, offering responsive support to address complex financial challenges. Our holistic approach integrates tax, investment, and estate planning to preserve wealth and achieve long-term goals. For over four decades, Welgaard has built trust through reliable, value-driven service that adapts to clients' evolving needs.
Services
Tax Preparation
Payroll Services
Bookkeeping
Financial Planning
Business Advisory
QuickBooks Support
Estate Planning
Retirement Planning
Sales Tax Consulting
Outsourced CFO Services
Details
- Year established: 1979
Highlights and features
- We offer 45 years of experience in accounting and financial advisory services.
- Our team includes 75+ dedicated professionals with industry-specific expertise.
- We provide personalized service with a proactive, technology-driven approach.
- Our holistic financial planning integrates tax, investment, and estate strategies.
- We maintain strict confidentiality under professional accounting standards.
Services
Payroll Processing
Welgaard offers comprehensive payroll processing solutions, including direct deposit, tax filings, retirement contributions, and HSA management. Our experts ensure compliance with federal and state regulations while providing detailed expense analysis. Businesses benefit from streamlined reporting and secure handling of payroll obligations.
Bookkeeping
Our bookkeeping services include transaction recording, financial statement preparation, and sales tax reporting. We help businesses implement efficient accounting systems and offer QuickBooks training for improved financial management. Customized packages reduce administrative burdens and enhance decision-making.
Tax Preparation
We provide individual and business tax planning with strategies to minimize liabilities. Services include return preparation, audit representation, and industry-specific tax consulting for agriculture, construction, and real estate clients. Proactive year-round planning ensures compliance and savings.
Business Advisory
Our advisory team offers strategic guidance for business growth, succession planning, and financial management. Services include CFO outsourcing, operational analysis, and customized financial reporting to support informed decision-making and long-term success.
QuickBooks Support
Certified ProAdvisors assist with QuickBooks setup, customization, and training for desktop and online versions. We optimize software use for invoicing, inventory management, and financial reporting, ensuring accurate data for effective business operations.
People
Michael Airhart
E.A.
Michael Airhart provides expert tax advisory services with a focus on compliance and strategic planning for individuals and businesses.
Wendy Albers
CPA/PFS
Wendy Albers specializes in financial planning and tax strategies, offering personalized solutions to help clients achieve long-term financial goals.
Todd Asper
CPA/PFS
Todd Asper delivers comprehensive accounting and wealth management services, emphasizing tax-efficient strategies for business and individual clients.
Morgan Beyer
CPA
Morgan Beyer focuses on audit and assurance services, providing accurate financial reporting and compliance expertise for diverse industries.
Stephanie Bitner
CPA
Stephanie Bitner offers specialized tax and accounting services, prioritizing client education and proactive financial management solutions.
Questions
What accounting services does Welgaard offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and outsourced CFO services tailored to small business needs.
Do you offer tax planning for individuals?
Yes, our CPAs help individuals with tax return preparation, strategic planning, and audit representation to minimize liabilities.
Can you assist with QuickBooks setup and training?
Our certified ProAdvisors offer QuickBooks setup, customization, and training for both desktop and online versions.
What industries do you specialize in?
We serve agriculture, construction, real estate, manufacturing, and professional services industries with specialized accounting solutions.
Do you provide business succession planning?
Yes, we help business owners create tax-efficient succession plans for smooth transitions to next-generation leaders or buyers.
