Business Details
Trusted Accounting Services in Harlan, Iowa
We are a Certified Public Accounting firm rooted in Harlan, Iowa, serving western Iowa and surrounding regions with comprehensive accounting and tax services. Our team includes 8 full-time and 5 part-time professionals licensed across Iowa, Kansas, and Missouri, delivering personalized attention with the resources of a nationally recognized firm. As active members of the American Institute of CPAs and state societies, we combine decades of expertise in public and private accounting to address diverse client needs. Our leadership includes professionals with over 30 years of experience in auditing, financial management, and strategic planning, ensuring reliable support for individuals and businesses.By maintaining strong ties to local and professional communities, we prioritize transparency, ethical standards, and actionable solutions tailored to each clients goals. Our services span tax efficiency analysis, financial planning, bookkeeping, payroll, and auditing, reflecting our commitment to precision and client-focused outcomes.
Services
Tax Preparation & Planning
Financial Accounting
Bookkeeping
Auditing Services
Payroll
Financial Planning
Advisory & Consulting
Tax Efficiency Analysis
Financial Statement Analysis
Highlights and features
- We offer over 30 years of combined experience in public and private accounting.
- Our team is licensed across Iowa, Kansas, and Missouri for broad regulatory expertise.
- We provide personalized service with a focus on transparency and ethical standards.
- Our professionals hold certifications from the American Institute of CPAs.
- We serve diverse industries with customized financial planning and auditing solutions.
Services
Tax Preparation & Planning
Our Tax Preparation & Planning service delivers precise, compliant solutions for individuals and businesses. With licensed professionals across three states, we optimize tax strategies to minimize liabilities while ensuring adherence to evolving regulations. Decades of experience in public accounting enable tailored guidance for long-term financial efficiency.
Financial Accounting
We provide comprehensive Financial Accounting services, including accurate record-keeping and regulatory compliance. Our team specializes in preparing financial statements, managing reconciliations, and ensuring transparency for businesses. Expertise in multiple industries guarantees reliable, audit-ready documentation for stakeholders.
Auditing Services
Our Auditing Services ensure rigorous evaluation of financial practices for businesses and organizations. With licensed CPAs and members of AICPA, we conduct thorough audits to validate accuracy and compliance. This service builds stakeholder confidence through independent verification and actionable recommendations for operational improvements.
Bookkeeping
Bookkeeping is streamlined with meticulous attention to accounts receivable, payable, and payroll. Our specialists manage day-to-day transactions, ensuring organized records for informed decision-making. Clients benefit from real-time financial insights and error-free processing by experienced accounting professionals.
Advisory & Consulting
Advisory & Consulting services focus on strategic tax efficiency and business growth. We analyze financial practices to identify savings opportunities, improve cash flow, and enhance profitability. With expertise in agricultural cooperatives and small businesses, our recommendations are tailored to industry-specific challenges and goals.
People
Monte Broeckelman
Managing Shareholder
Monte Broeckelman, CPA, leads the firm with over 30 years in public and private accounting. He acquired Muxfeldt Associates in 2017 and serves as a licensed CPA in Iowa and Kansas, combining CFO experience with auditing expertise.
Matthew D. Andersen
Staff Accountant
Matthew Andersen, Staff Accountant, has 14 years of public accounting experience. Graduating from Iowa State University in 2010, he specializes in tax planning and preparation, delivering precise solutions for businesses and individuals.
Alexis Smith
Accounting Specialist
Alexis Smith offers a decade of financial industry experience, specializing in bank reconciliation and compliance. Her client-focused approach ensures accurate, efficient service tailored to individual and business financial needs.
Tracy Paulsen
Accounting Specialist
Tracy Paulsen brings 14 years of accounting expertise in payroll, bookkeeping, and accounts management. Her attention to detail ensures seamless financial operations and reliable support for clients.
Gina Broeckelman
Co-Owner/Office Manager
Gina Broeckelman, Co-Owner, oversees daily operations with 25 years of office management experience. Her leadership ensures smooth functioning and exceptional organizational efficiency across the firms activities.
Questions
What accounting services does Broeckelman & Associates offer?
We provide tax preparation and planning, bookkeeping, financial accounting, auditing, payroll, financial planning, and advisory services for individuals and businesses.
Are your CPAs licensed in multiple states?
Yes, our CPAs are licensed in Iowa, Kansas, and Missouri, ensuring compliance with regional and national standards.
How does your firm handle client confidentiality?
We prioritize client privacy with secure systems and strict adherence to ethical guidelines, ensuring all financial data remains protected.
What industries do you specialize in?
We serve diverse sectors, including agriculture, small businesses, and individuals, with tailored solutions based on our team’s extensive experience.