Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Beloit, WI
Founded in 1949, our firm has built a legacy of excellence in accounting, tax, and financial services. Our team of seasoned professionals is dedicated to delivering personalized solutions that empower clients to achieve long-term success. We prioritize client relationships, leveraging advanced technology and rigorous quality standards to ensure accuracy and efficiency. With offices in Wisconsin and Illinois, we combine local expertise with global capabilities to serve diverse industries. Our commitment to continuous improvement drives us to adopt innovative tools and methodologies that enhance client outcomes.We uphold the highest ethical standards, maintaining transparency and integrity in all our professional engagements. Regular external peer reviews validate our adherence to industry best practices. By fostering a culture of collaboration and professional growth, we ensure our team remains at the forefront of the accounting profession. Our clients benefit from tailored strategies that address their unique financial challenges and opportunities. This unwavering focus on client success has solidified our reputation as a trusted advisory partner.
Services
Audit Services
Tax Services
Accounting Services
Business Consulting
Payroll Services
Remote Hosting
Client Portals
Valuation Services
Internal Controls
Financial Planning
Details
- Year established: 1949
Highlights and features
- We have over 35 years of experience in accounting and tax services.
- Our team utilizes state-of-the-art technology for secure remote access.
- We undergo external peer reviews every three years to ensure quality.
- Our partners began as team members, ensuring deep client understanding.
- We offer personalized financial planning to maximize client success.
What people say
Outstanding service
Highly qualified team
Personalized solutions
Efficient processes
Trusted advisors
Services
Audit Services
Our audit services ensure compliance with professional standards through rigorous analysis and objective reporting. We deliver consistent, reliable insights to help clients strengthen financial accountability and decision-making. Our approach prioritizes transparency and client collaboration.
Tax Services
We provide comprehensive tax planning and compliance solutions tailored to individual and business needs. Our team stays ahead of evolving tax laws to minimize liabilities while maximizing savings and strategic opportunities for clients.
Business Consulting
Our business consulting services focus on optimizing operations through technology integration and process improvements. We help clients align resources with strategic goals to enhance performance and long-term sustainability across industries.
Accounting Services
We offer full-cycle accounting services, including financial statement compilation and regulatory reporting. Our expertise ensures accurate, timely financial records that support informed business decisions and compliance requirements.
Payroll Services
Our remote payroll solutions streamline payroll management with secure, efficient processing. Clients benefit from accurate tax filings, direct deposit options, and compliance support tailored to their business size and industry.
People
Brian Barnhardt
Partner
A CPA with over 35 years of experience, Brian specializes in tax solutions for small businesses and individuals. He leads the firm's Practice Forward initiative and promotes financial literacy through community education programs.
Dena Bonnier
Partner
As the first female partner, Dena oversees firm operations and human resources. With 20+ years in business management, she focuses on client service excellence and team development across all office locations.
Mark Kerman
Managing Partner
A CPA and Certified Valuation Analyst, Mark specializes in business valuations and tax consulting. He brings private-sector experience to client advisory work and actively contributes to local economic development initiatives.
Michael Phalin
Partner
Michael leads audit engagements for nonprofits and government entities. As a quality management expert, he ensures compliance with auditing standards while volunteering extensively in community financial education programs.
Questions
What accounting services do you offer?
We provide audits, tax planning, payroll processing, financial reporting, and business consulting tailored to your specific needs.
How do you stay updated on tax law changes?
Our team continuously monitors regulatory updates to ensure compliance and optimize tax-saving opportunities for clients year-round.
Can I access services remotely?
Yes, we offer secure remote hosting, client portals, and virtual bookkeeping software for convenient 24/7 access.
Are you involved in the community?
We actively support local education, economic development, and nonprofit initiatives through board memberships and volunteer work.
How often are peer reviews conducted?
We undergo mandatory external peer reviews every three years to maintain quality assurance and professional standards.
