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Certified Public Accounting Services in Harlan, Iowa
Broeckelman & Associates PC, P.C. combines professional excellence with personalized service as a Certified Public Accounting firm rooted in Harlan, Iowa. With a team of 13 professionals licensed in Iowa, Kansas, and Missouri, we deliver tailored accounting, tax, and financial planning solutions to individuals and businesses across western Iowa and beyond. Our membership in the American Institute of CPAs and state societies underscores our commitment to industry standards and continuous professional development. For over three decades, our managing shareholder Monte Broeckelman has leveraged dual expertise in public accounting and private sector financial leadership to guide clients toward strategic growth. Our staff, including seasoned accountants and specialists, brings decades of combined experience in tax preparation, auditing, payroll, and compliance.

We prioritize transparent communication and meticulous attention to detail, ensuring clients receive actionable insights aligned with their unique financial goals. Our localized approach ensures deep familiarity with regional economic landscapes while maintaining national professional rigor. By integrating advanced accounting methodologies with responsive client service, we empower businesses and individuals to navigate complex financial challenges confidently. This dedication to quality has solidified our reputation as a trusted advisor in both urban and rural communities. Whether supporting seasonal tax needs or long-term financial planning, we remain steadfast in delivering value-driven solutions that exceed expectations.
Services
Tax Preparation Financial Planning Auditing Services Bookkeeping Payroll Tax Planning Accounting Compliance Business Advisory Payroll Processing Financial Statements
Highlights and features
  • We offer 30+ years of combined leadership experience in public and private accounting.
  • Our team holds active licenses in Iowa, Kansas, and Missouri for comprehensive service coverage.
  • We maintain membership in top-tier professional accounting organizations for continuous development.
  • Our client-centric approach ensures personalized attention for every individual and business.
  • We combine advanced accounting methodologies with deep regional economic understanding.
Associations and certifications
  • American Institute of Certified Public Accountants (AICPA)
  • Iowa Society of CPAs
  • Kansas Society of CPAs
Update Listing
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We specialize in federal and state tax returns, deductions optimization, and deadline adherence. With expertise in evolving tax codes, we minimize liabilities while maximizing refunds through meticulous documentation and strategic planning.
Financial Planning
We develop customized financial plans addressing investment strategies, retirement goals, and risk management. Our approach integrates cash flow analysis, tax-efficient savings, and long-term growth projections. By aligning plans with client-specific objectives, we foster financial stability and informed decision-making.
Auditing Services
Our auditing services provide independent assessments of financial statements and internal controls. We conduct thorough examinations of records, verify compliance with regulations, and identify operational efficiencies. This ensures transparency for stakeholders and strengthens organizational accountability through actionable recommendations.
Bookkeeping
We manage day-to-day financial transactions including accounts payable/receivable, payroll processing, and ledger updates. Our systematic bookkeeping ensures real-time financial visibility, supports accurate reporting, and streamlines year-end tax preparation for businesses of all sizes.
Payroll
Our payroll solutions handle employee compensation, tax withholdings, and regulatory filings. We ensure compliance with federal and state labor laws while maintaining precise records. This service reduces administrative burdens, allowing businesses to focus on core operations without compliance risks.
People
Monte Broeckelman
Managing Shareholder
CPA with 30+ years in public/private accounting. Former CFO for agricultural cooperatives. Licensed in IA/KS. AICPA member. Expertise in tax strategy and business financial leadership.
Matthew D. Andersen
Staff Accountant
14 years in tax planning and auditing. Iowa State University graduate. Specializes in business/individual tax preparation. Committed to precision and client-focused solutions for complex financial needs.
Alexis Smith
Accounting Specialist
Decade of financial industry experience. Focus on bank reconciliation and compliance. Delivers personalized client support while maintaining rigorous accuracy in account management operations.
Tracy Paulsen
Accounting Specialist
14 years in accounting operations. Expertise in payroll, bookkeeping, and accounts management. Ensures efficient financial processes through meticulous attention to detail and client communication.
Gina Broeckelman
Co-Owner/Office Manager
25+ years in office management. Oversees daily operations and client relations. Ensures organizational efficiency and seamless service delivery across all firm activities.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, payroll processing, bookkeeping, financial statements, and business advisory services tailored to small businesses in Iowa and surrounding states.
Are you licensed to work in multiple states?
Yes, our CPAs hold licenses in Iowa, Kansas, and Missouri, allowing us to serve clients across these regions with full regulatory compliance.
How does your firm handle complex tax situations?
Our team specializes in navigating complex tax codes through strategic planning, deductions optimization, and compliance expertise for both individuals and businesses.
What experience does your leadership team have?
Our managing shareholder has 30+ years in public accounting and private sector CFO roles, supported by staff with 14+ years of combined tax and auditing expertise.
Can you assist with financial planning for individuals?
Yes, we create personalized financial plans covering retirement strategies, investment management, and tax-efficient savings solutions aligned with client goals.
How do you ensure client data security?
We maintain strict compliance with professional standards and use secure systems to protect all financial information during tax, audit, and advisory services.