Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Beloit, WI
Established in 1949, Siepert has built a legacy of delivering exceptional accounting, tax, and financial services to clients across diverse industries. Our team of highly qualified professionals combines decades of experience with cutting-edge technology to provide tailored solutions that drive long-term success. We prioritize client relationships, working closely with individuals and businesses to translate complex financial data into actionable insights. With offices in Wisconsin and Illinois, our local presence supports a global approach to service delivery. Our commitment to quality is reinforced through annual reviews of our Quality Management Document and mandatory triennial external peer reviews.We invest in continuous professional development, ensuring our team remains at the forefront of industry advancements. Our core values of integrity, teamwork, and client-centric service guide every decision we make. As a firm, we actively engage in community initiatives, reflecting our dedication to both professional and social responsibility. Our recognition as a trusted advisor stems from our ability to anticipate client needs and deliver results that exceed expectations.
Services
Accounting Services
Tax Planning
Audit Services
Business Consulting
Payroll Processing
Financial Reporting
Entity Choice Analysis
QuickBooks Support
Valuation Services
Exit Planning
Details
- Year established: 1949
Highlights and features
- We have over 35 years of experience in accounting and tax services.
- Our team includes certified professionals with specialized expertise in business valuation and financial planning.
- We utilize state-of-the-art technology for secure, remote access to accounting tools.
- Our commitment to quality is demonstrated through annual internal reviews and triennial external peer reviews.
- We prioritize personalized service, with partners who began as team members and understand client needs.
Associations and certifications
- CPA Firm
What people say
Outstanding service
Highly qualified team
Proactive tax planning
Trusted advisors
Community involvement
Services
Accounting Services
Our accounting services focus on improving financial reporting quality through expert compilation, regulatory compliance, and payroll management. We employ trained professionals who stay current with evolving standards to ensure accurate, timely results. Clients benefit from customized solutions that streamline processes while maintaining strict adherence to industry regulations.
Tax Planning
Siepert's tax planning services combine year-round advisory with compliance expertise to minimize liabilities while maximizing savings. Our CPAs analyze individual and business scenarios to develop strategic approaches for tax-efficient outcomes. We specialize in entity selection, acquisition tax implications, and proactive planning for changing regulations.
Audit Services
Our audit services emphasize quality assurance through consistent, objective evaluations meeting professional standards. We conduct comprehensive examinations of financial statements while maintaining client focus throughout the process. The service includes system reviews, internal control assessments, and detailed reporting to enhance financial transparency and decision-making.
Business Consulting
Siepert's business consulting addresses operational efficiency by aligning technology, processes, and personnel. We specialize in QuickBooks implementation, internal control optimization, and exit planning strategies. Our consultants provide actionable insights to improve performance while maintaining compliance with accounting best practices.
Payroll Processing
Our remote payroll processing offers convenient, secure management of employee compensation. The service includes tax withholding calculations, direct deposit integration, and compliance reporting. Clients access user-friendly platforms for real-time payroll data management while benefiting from our expertise in regulatory requirements and tax implications.
People
Brian Barnhardt
Partner
CPA with 35+ years of experience in taxation, specializing in small business solutions. Ramsey Trusted advisor and leader of Practice Forward initiative. Holds BBA in Accounting from University of Wisconsin-Oshkosh.
Dena Bonnier
Partner
First female partner at Siepert with 20+ years in business management. Oversees operations and HR. Holds BS in Accounting from University of Phoenix. Member of Rockford Network of Professional Women.
Mark Kerman
Managing Partner
CPA and Certified Valuation Analyst with expertise in business valuation and tax consulting. Former controller with 11 years private sector experience. Holds BA in Accountancy and Series 7/66 licenses.
Michael Phalin
Partner
CPA specializing in audits for non-profits and government entities. Manages quality control systems. Holds Master of Professional Accountancy from University of Wisconsin Whitewater.
Questions
What accounting services does Siepert offer?
We provide financial statement compilation, regulatory reporting, payroll processing, general ledger management, and property records depreciation services tailored to client needs.
How does Siepert approach tax planning?
Our proactive tax planning focuses on year-round strategies to maximize savings while ensuring compliance with evolving tax laws for individuals and businesses.
What makes Siepert's audit services unique?
We combine strict professional standards with client-focused audits that emphasize consistency, objectivity, and actionable financial insights for improved decision-making.
Do you offer technology-based accounting solutions?
Yes, we provide remote hosting for QuickBooks, secure client portals, and virtual desktop access to accounting software from any location.
How does Siepert ensure service quality?
We maintain a Quality Management Document reviewed annually and undergo mandatory external peer reviews every three years to guarantee compliance and excellence.
What business consulting services are available?
Our consulting includes QuickBooks implementation, internal controls optimization, exit planning, and operational efficiency strategies aligned with business goals.
