Business Details
30 Years
experience
Trusted Accounting Services in Milwaukee
Founded in 1996, Locatelli and Company and Company specializes in certified public accounting services and business consulting for small to medium-sized companies in professional services sectors including marketing communication firms, law firms, nonprofits, retailers, and real estate companies. Our team of experienced CPAs provides value-added services beyond basic accounting, offering expertise in succession planning, business valuation, mergers and acquisitions, financial budgeting, tax strategy, and part-time CFO services. We differentiate ourselves by translating complex financial concepts into actionable insights, enabling clients to focus on their core operations while we guide them toward financial growth.Our clients trust us to act as strategic partners, addressing critical questions about business sustainability, operational efficiency, and long-term financial planning. With decades of combined experience in accounting and business management, our professionals bring industry-specific knowledge to every engagement, ensuring customized solutions that align with each client's unique needs and goals.
Services
Certified Public Accounting
Business Valuation
Tax Planning
Mergers & Acquisitions
Financial Forecasting
Payroll Services
Audit Assistance
Succession Planning
Internal Controls Setup
Bookkeeping Support
Details
- Year established: 1996
Highlights and features
- Specialize in accounting for professional services firms, law practices, and nonprofits
- Provide part-time CFO services for cost-effective senior financial management
- Expertise in business valuations and succession planning strategies
- Translate complex financial concepts into actionable business insights
- Decades of experience working with Milwaukee-based marketing agencies and legal firms
Associations and certifications
- American Institute of Public Accountants
- Wisconsin Institute of Certified Public Accountants
What people say
Financial guidance that drives growth
Expert understanding of creative businesses
Personalized accounting approach
Strategic business partnership
Industry-specific expertise
Services
Certified Public Accounting
We provide comprehensive accounting services including financial statement preparation, tax planning, and compliance support tailored to professional services firms. Our CPAs deliver accurate reporting and strategic guidance to ensure financial transparency. Clients benefit from our industry-specific expertise in marketing, legal, and nonprofit sectors.
Business Valuation
Our valuation services determine precise business worth through thorough analysis of financial performance and market positioning. We deliver objective assessments for mergers, acquisitions, succession planning, and strategic decision-making. Clients receive confidential, data-driven evaluations with actionable recommendations for increasing value.
Succession Planning
We specialize in creating structured exit plans for business owners, including deal structuring and generational transition guidance. Our approach ensures smooth ownership transfers while preserving organizational stability. Clients receive customized roadmaps aligned with personal and business objectives.
Part-Time CFO
Our experienced financial executives provide senior-level guidance at fractional costs, handling budgeting, cash flow management, and strategic planning. This service offers small businesses access to high-level expertise without full-time executive expenses. Clients gain strategic partners for financial decision-making.
Tax Optimization
We navigate complex tax regulations to minimize liabilities while ensuring compliance. Our proactive approach identifies credits, deductions, and planning opportunities specific to clients' industries. Businesses benefit from optimized tax positions aligned with overall financial strategy.
People
Jim Locatelli
President
Certified Public Accountant and former CFO of Milwaukee advertising agency. 40+ years experience guiding professional services firms. Specializes in business valuation and financial strategy for creative entrepreneurs.
Shari Harenda
CPA
Real estate and nonprofit accounting expert with extensive audit experience. Former Controller for Milwaukee real estate firm. Helps clients through comprehensive tax planning and financial reporting solutions.
Tina Scudder
CPA
Specializes in small business accounting and tax compliance. Experienced in restaurant, legal, and non-profit sectors. Focuses on personalized tax strategies and financial assessments for business owners.
Nancy Prom
Bookkeeping Specialist
Marketing communication industry veteran supporting financial operations. Manages accounts receivable/payable and payroll systems for clients across multiple sectors. Provides essential bookkeeping services to L&C clients.
Questions
What industries do you specialize in?
We primarily serve marketing communication firms, law practices, nonprofits, retailers, and real estate companies with specialized accounting solutions.
Do you offer part-time CFO services?
Yes, we provide cost-effective part-time CFO services for businesses needing senior financial expertise without full-time costs.
How do you help with business succession planning?
Our team offers comprehensive succession planning including valuation analysis, deal structuring, and transition strategy implementation.
What accounting software do you support?
We work with major platforms and provide selection guidance, implementation support, and system optimization services.
Do you handle tax planning for creative businesses?
Yes, we specialize in tax strategies for marketing firms and creative entrepreneurs, addressing their unique financial needs.
What sets your firm apart from other accountants?
We combine deep industry expertise with practical business consulting, delivering actionable financial insights that drive strategic decisions.
