Business Details
Trusted Accounting & Business Consulting Services
At Berndt CPA, our mission is to empower entrepreneurs and small business owners by redefining traditional accounting practices. With over a decade of dedicated service, we have cultivated a philosophy centered on delivering unparalleled client support through innovative technology and expert financial guidance. Our team combines extensive experience in tax, accounting, and customer service to provide tailored solutions that evolve with our clients' needs.We prioritize real-time, collaborative financial management, enabling businesses to make data-driven decisions that enhance productivity and profitability. Our commitment to professionalism, continuous learning, and community engagement ensures that we remain a trusted partner for clients seeking to navigate complex financial landscapes with confidence.
Services
Outsourced Accounting
Business Consulting
Tax Planning
QuickBooks Training
Payroll Services
Highlights and features
- We offer cloud-based accounting platforms for real-time financial management
- Our team includes CPAs and certified QuickBooks ProAdvisors with industry-specific expertise
- Customized plans adapt to evolving business needs and growth stages
- We integrate leading software solutions for seamless workflow automation
- Dedicated specialists provide year-round tax planning and compliance support
Services
Outsourced Accounting
Our outsourced accounting solutions integrate leading cloud applications for real-time financial management. Clients access secure dashboards to track expenses, approve invoices, and monitor cash flow from any device. We customize workflows to match business requirements while ensuring compliance with evolving tax regulations.
Business Consulting
We provide strategic business consulting focused on entity selection, succession planning, and operational efficiency. Our experts analyze financial structures to optimize tax benefits and cash flow. Services include software integration recommendations and performance benchmarking through advanced reporting tools.
Tax Planning
Our tax planning services combine year-round strategy development with comprehensive return preparation. Certified professionals identify deductions and credits while ensuring compliance with federal and state regulations. We specialize in minimizing tax liabilities for both businesses and individuals through proactive planning.
QuickBooks Training
QuickBooks ProAdvisor-certified trainers deliver customized software training for businesses. We provide setup assistance, workflow optimization, and ongoing support for both desktop and online versions. Services include system conversions, customization, and hosted solutions for multi-user collaboration.
Payroll Services
We offer complete payroll processing solutions with tax compliance assurance. Services include timekeeping integration, direct deposit processing, and employee self-service portals. Our specialists handle tax filings, wage reporting, and regulatory compliance while maintaining real-time accessibility through cloud platforms.
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, driving the firm's mission to deliver innovative accounting solutions through cloud-based platforms.
Jay V. Mouille
Partner
Jay V. Mouille, CPA, serves as Partner with expertise in business advisory services. He focuses on entity structuring, tax optimization strategies, and financial reporting compliance, helping clients maximize profitability while maintaining adherence to evolving regulatory requirements.
Alicia D. Greer
COO
Alicia D. Greer, CPA, as Chief Operating Officer, oversees operational efficiency and client service delivery. Her background in accounting technology implementation ensures seamless integration of cloud solutions for enhanced business productivity and data-driven decision-making.
Jeff D. Olsen
CTO
Jeff D. Olsen, CPA, serves as Chief Technology Officer, specializing in accounting software ecosystems. He leads technology strategy and digital transformation initiatives, ensuring clients leverage cutting-edge tools for financial management and operational excellence.
Matthew J. Larson
Director
Matthew J. Larson, Enrolled Agent, directs tax compliance services with expertise in individual and business taxation. He focuses on tax code analysis, audit representation, and strategic planning to minimize liabilities while maximizing clients' financial opportunities.
Questions
What accounting software platforms do you support?
We specialize in QuickBooks integration with additional support for Bill.com, Tallie, and SwipeClock. Our team ensures seamless connectivity between platforms for comprehensive financial management.
How does outsourced accounting work?
Clients access cloud-based tools for real-time financial management while our experts handle bookkeeping, tax compliance, and strategic advisory. This model eliminates manual processes and provides continuous business insights.
Do you offer tax planning for individuals?
Yes, we provide year-round tax planning for individuals alongside business services. Our specialists identify deductions, optimize filing strategies, and ensure compliance with current tax regulations.
Can you help with payroll tax compliance?
Our payroll services include tax calculation, reporting, and filing compliance. We maintain up-to-date knowledge of changing regulations to ensure accurate wage reporting and tax submissions.
What QuickBooks support options exist?
We offer setup assistance, customized training, system conversions, and ongoing technical support for QuickBooks Online and Desktop versions. ProAdvisor-certified staff ensures optimal software utilization for business needs.
How do you ensure data security?
We employ enterprise-grade cloud hosting with encrypted data transmission, regular backups, and multi-factor authentication. Financial information remains protected through industry-standard security protocols and access controls.
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