Business Details
Trusted Accounting Solutions for Entrepreneurs
At Berndt CPA, our mission is to empower entrepreneurs and small business owners with innovative accounting solutions that drive productivity and profitability. We have redefined traditional accounting models by integrating cloud-based technology, enabling real-time financial management and collaborative decision-making. Our team of certified professionals brings extensive expertise in tax, accounting, and technology to deliver customized plans tailored to each client's unique needs. We prioritize client relationships, maintaining a philosophy of unparalleled support that has earned us long-term trust and respect within our community. By combining cutting-edge tools like QuickBooks, Bill.com, and Fathom with personalized advisory services, we help businesses streamline operations, reduce costs, and achieve strategic growth.Our commitment to excellence extends to payroll management, business consulting, and tax planning, ensuring comprehensive support for every stage of our clients' journeys. With a focus on continuous improvement and adaptability, we work alongside clients to update their financial strategies as their enterprises evolve. Our culture of professionalism, rooted in care for clients, families, and communities, has allowed us to build a dedicated team with decades of collective experience. We guarantee transparent communication, compliance with evolving regulations, and a client-centric approach that values long-term partnerships over transactional interactions. This dedication has established us as a trusted partner for entrepreneurs seeking to modernize their accounting practices and gain a competitive edge.
Services
Outsourced Accounting
Business Consulting
Tax Planning
QuickBooks Training
Payroll Services
Highlights and features
- We offer 10+ years of experience in outsourced accounting for small businesses
- Our team includes CPAs, tax experts, and QuickBooks ProAdvisors
- We provide 24/7 cloud-based access to financial data and tools
- Our customized plans adapt to evolving business needs
- We integrate leading platforms like QuickBooks, Bill.com, and Fathom
What people say
Expert accounting support
Real-time financial insights
Proactive tax planning
Knowledgeable staff
Technology integration
Services
Outsourced Accounting
Our outsourced accounting solutions streamline financial operations through integrated cloud platforms. We combine QuickBooks, Bill.com, and Fathom with expert oversight to automate invoicing, expense tracking, and real-time reporting. Clients access secure dashboards for instant financial insights while our team handles day-to-day accounting tasks, ensuring accuracy and compliance. This approach eliminates manual processes and enables data-driven decision-making for business growth.
Business Consulting
We provide strategic business consulting focused on entity selection, succession planning, and operational efficiency. Our experts analyze cash flow, tax implications, and growth opportunities to develop customized strategies. Services include Buy vs. Lease guidance, business structure optimization, and transition planning. By combining financial expertise with industry-specific insights, we help clients make informed decisions that enhance profitability and long-term sustainability.
Tax Planning
Our comprehensive tax planning minimizes liabilities through year-round strategy development. Certified professionals create personalized plans for individuals and businesses, leveraging current tax laws to maximize deductions and credits. We specialize in complex scenarios including business entity taxation, international compliance, and multi-jurisdictional filings. Clients receive proactive guidance on evolving regulations and representation during audits to ensure complete compliance with IRS requirements.
QuickBooks Training
QuickBooks ProAdvisor-certified trainers deliver customized software solutions for businesses. We provide system setup, on-site training, workflow customization, and data conversion services. Our hosted QuickBooks solution enables real-time collaboration between clients and accountants, with 24/7 cloud access and automated backups. From basic bookkeeping to advanced reporting, we optimize QuickBooks functionality to improve financial management efficiency.
Payroll Services
Full-service payroll solutions handle all aspects of employee compensation and tax compliance. Our cloud-based system manages timekeeping, direct deposits, tax filings, and year-end reporting. Services include W-2/1099 processing, garnishment management, and employee self-service portals. Dedicated specialists ensure adherence to changing labor laws while integrated platforms reduce administrative burdens, allowing business owners to focus on core operations.
People
Bruce D. Berndt
CEO
Bruce D. Berndt, CPA and CGMA, leads Berndt CPA with over 25 years of accounting experience. He specializes in strategic financial planning and technology integration for small businesses.
Jay V. Mouille
Partner
Jay V. Mouille, CPA, brings expertise in business consulting and tax strategy. With 15+ years in public accounting, he focuses on helping entrepreneurs optimize financial operations and compliance.
Alicia D. Greer
COO
Alicia D. Greer, CPA, oversees daily operations and client service delivery. Her background in accounting technology implementation ensures clients receive efficient, innovative solutions tailored to their business needs.
Jeff D. Olsen
CTO
Jeff D. Olsen, CPA, drives technology innovation at Berndt CPA. He specializes in integrating cloud accounting platforms and developing digital solutions that enhance financial visibility for business owners.
Matthew J. Larson
Director
Matthew J. Larson, Enrolled Agent, leads tax compliance and planning initiatives. His expertise in complex tax scenarios helps businesses and individuals maximize savings while maintaining regulatory compliance.
Questions
What accounting software does Berndt CPA use?
We primarily use QuickBooks integrated with Bill.com, Fathom, and other cloud tools for comprehensive financial management and real-time reporting.
Do you offer tax planning for individuals?
Yes, we provide personalized tax planning services for individuals, focusing on minimizing liabilities through strategic deductions and compliance with current regulations.
How does outsourced accounting work?
Our outsourced accounting combines cloud platforms with expert oversight to handle bookkeeping, invoicing, payroll, and reporting while you focus on business growth.
Can I access financial data 24/7?
Yes, our cloud-based system provides secure 24/7 access to financial dashboards, documents, and reporting tools from any internet-connected device.
What certifications do your staff hold?
Our team includes CPAs, Enrolled Agents, QuickBooks ProAdvisors, and specialists with industry-recognized credentials in accounting and tax compliance.
Do you provide payroll services?
Yes, we offer full-service payroll processing including tax filings, direct deposits, W-2/1099 preparation, and employee self-service portals for streamlined management.
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