Business Details
50+ Years
experience
Trusted Accounting Services in Cherokee, Iowa
Since 1967, Burkhardt & Dawson CPA's CPA's has been committed to delivering high-quality tax, accounting, and financial services to clients in Cherokee, IA, and surrounding areas. Our mission centers on providing personalized attention to individuals, businesses, and organizations while leveraging decades of technical expertise. As a firm founded on integrity and innovation, we pride ourselves on combining deep industry knowledge with advanced technology to meet evolving client needs. Our team of Certified Public Accountants and accounting professionals brings specialized skills across audits, tax planning, payroll services, and outsourced CFO solutions.We emphasize one-on-one client relationships, ensuring every engagement reflects our dedication to transparency, accuracy, and strategic financial guidance. Through continuous investment in training and client-facing tools like our secure CPA Safe platform, we maintain our position as a trusted leader in Northwest Iowa. Our long-standing reputation, built through referrals from satisfied clients, underscores our commitment to exceeding expectations in every service we provide.
Services
Financial Statements
Income Tax Services
Accounting Services
Payroll Services
Outsourced CFO Consulting
Audit Services
Tax Planning
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of experience in tax and accounting services.
- Our team includes CPAs with specialized expertise across multiple industries.
- We provide personalized, one-on-one client service for tailored financial solutions.
- We implement secure client portals with 256-bit SSL encryption for data protection.
- Our firm maintains long-term client relationships through consistent quality and trust.
Services
Financial Statements
We provide audit, review, and compilation financial statements tailored to business needs. Our CPAs guide clients through engagement types and deliver professional opinions with decades of experience. Services include planning, process explanation, and timely delivery of financial reports.
Income Tax Services
Our experienced team offers strategic tax planning and preparation for individuals and organizations. We navigate complex tax law changes, amend prior returns, and provide IRS/state tax notice resolution. Services include e-filing, CPA Safe document storage, and credit optimization for qualifying clients.
Payroll Services
We handle full-service payroll processing including direct deposits, tax filings, and compliance reports across multiple states. Our services cover W2/W3 preparation, payroll tax deposits, retirement plan calculations, and new-hire tax credits to reduce business administrative burdens.
Outsourced CFO Consulting
This service replaces internal accounting staff with our CPA team for cost-effective financial management. We customize services including board participation, financial reporting, tax strategy, and operational analysis while eliminating employee training and retention challenges.
Accounting Services
We offer customized accounting support for startups and established businesses. Services include system setup, accounts receivable/payable management, sales tax filings, and ad-hoc financial reporting. Our team provides monthly, quarterly, or annual accounting cycles with real-time client collaboration.
People
Donna Burkhardt
Partner, CPA
Certified Public Accountant since 1991 with over 40 years in accounting. Joined firm in 1982, became partner in 1995. Focuses on building long-term client relationships through personalized service and strategic financial advice.
Laura Dawson
Partner, CPA
CPA since 1983 with 30+ years in public accounting. Joined firm in 1992, became partner in 1996. Specializes in individual and business tax services with expertise in Iowa tax compliance and financial planning.
Morgan Gravenish
Partner, CPA
CPA since 2013 with specialization in audit services and nonprofit accounting. Joined firm in 2013 after graduating from University of Northern Iowa. Provides technical expertise in financial statement engagements for rural businesses.
Brandon Henke
Partner, CPA
Master's degree in Accounting since 2014 with focus on business tax strategy. Joined firm in 2014, became partner in 2023. Expertise in multi-state tax compliance and strategic business planning for growing organizations.
Amber Thorson
Accountant, CPA
CPA since 2010 with experience in both public accounting and business ownership. Rejoined firm in 2022 after operating her own practice. Specializes in business tax returns and financial statement preparation for small businesses.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, bookkeeping, payroll processing, and outsourced CFO services tailored to business needs.
Do you handle multi-state tax filings?
Yes, our team manages payroll and sales tax filings across multiple states with compliance expertise.
How does the outsourced CFO service work?
Our CPAs manage all accounting functions remotely, attend board meetings, and provide strategic financial guidance without hiring internal staff.
What industries do you specialize in?
We work with agriculture, construction, nonprofits, healthcare providers, rural water districts, and entrepreneurs in Northwest Iowa.
Is client data secure with your services?
We use 256-bit SSL encryption for all document transfers through our CPA Safe portal to protect sensitive financial information.
