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 Wisconsin and Illinois. Our team of highly qualified professionals combines decades of experience with cutting-edge technology to provide tailored solutions that address each client's unique needs. We prioritize client relationships, ensuring personalized attention and transparent communication throughout every engagement. Our commitment to quality is reinforced through annual reviews of our Quality Management Document and mandatory external peer reviews every three years.With offices in Beloit, Sycamore, and Roscoe, we serve businesses and individuals with a local touch and global capabilities. Our core values of integrity, teamwork, and professional growth guide every decision, ensuring our team remains equipped to anticipate client needs and deliver actionable insights. We specialize in audit services, tax planning, business consulting, and valuation services, supporting clients through all stages of growth. Our dedication to community involvement and ethical standards underscores our reputation as a trusted partner in financial success.
Services
Audit Services
Tax Planning
Business Consulting
Valuation Services
Payroll Processing
Remote Bookkeeping
Details
- Year established: 1949
Highlights and features
- We offer over 75 years of combined experience in accounting and tax services.
- Our team holds certifications including CPA, CVA, and Certified Valuation Analyst.
- We utilize state-of-the-art technology for secure remote access and efficient processing.
- Our quality assurance includes annual policy reviews and mandatory external peer audits.
- We maintain deep local community involvement and industry-specific expertise.
Services
Audit Services
Our audit services ensure financial accuracy and compliance through rigorous examination of records. We deliver objective insights to enhance decision-making for businesses, nonprofits, and government entities. Our team adheres to strict professional standards while providing actionable recommendations for operational improvements.
Tax Planning
We develop proactive tax strategies to minimize liabilities while maintaining compliance with evolving regulations. Our year-round planning covers individual, business, and fiduciary tax needs. Specialized expertise includes entity selection and acquisition-related tax considerations for complex financial scenarios.
Business Consulting
Our consulting services optimize business performance through technology integration and process improvement. We assist with internal controls, QuickBooks solutions, and exit planning. The focus remains on aligning resources with organizational goals for sustainable growth and operational efficiency.
Valuation Services
Certified Valuation Analysts provide accurate business valuations for mergers, acquisitions, and succession planning. We analyze financial metrics and market conditions to determine fair value. Services support strategic decision-making for business owners and investors seeking data-driven insights.
Remote Bookkeeping
Secure remote bookkeeping solutions offer real-time financial management access. Clients benefit from cloud-based tools for payroll processing, general ledger maintenance, and regulatory reporting. This service ensures accurate record-keeping with flexible, technology-driven convenience for modern businesses.
People
Brian Barnhardt
Partner
CPA with 35+ years of experience in taxation for individuals and small businesses. Specializes in financial literacy education and leads the firm's Practice Forward initiative. Holds a 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 human resources. Holds a BS in Accounting from University of Phoenix and serves Rockford Network of Professional Women.
Mark Kerman
Managing Partner
CPA and Certified Valuation Analyst with expertise in business valuation and tax consulting. Former private-sector controller with Series 7 and 66 licenses. Recognized for community leadership and DeKalb Chamber of Commerce Hall of Fame induction.
Michael Phalin
Partner
CPA specializing in audits for nonprofits and government clients. Manages quality assurance systems. Holds advanced accounting degrees from University of Wisconsin-Whitewater and active in professional accounting organizations.
Questions
What accounting services does Siepert offer?
We provide audits, reviews, compilations, payroll processing, general ledger management, and regulatory reporting tailored to businesses and individuals.
How does Siepert ensure service quality?
We maintain a Quality Management Document reviewed annually and undergo mandatory external peer audits every three years for accounting and audit practices.
Can I access accounting software remotely?
Yes, we offer secure remote hosting for QuickBooks, Peachtree, and other software through virtual desktops and client portals for 24/7 access.
What tax planning services are available?
Our services include year-round tax strategy, compliance, entity selection analysis, acquisition tax planning, and individual/business tax return preparation.
How do I schedule a consultation?
Contact our Beloit office at (608) 365-2266 or visit our website to request an appointment with our professional team.
