Business Details
35 Years
experience
Trusted Accounting and Financial Advisory Services in Bloomer, WI
Adler Cpa's & Advisors has been delivering expert accounting and financial advisory services since 1991. Our firm specializes in agriculture accounting, small business financial solutions, and tax consulting, serving clients in Bloomer, Wisconsin, and surrounding areas. With over three decades of experience, we combine deep industry knowledge with personalized service to help clients achieve long-term prosperity. Our team of certified professionals provides tailored strategies for tax planning, succession planning, and business advisory needs. We prioritize building lasting partnerships through transparency, expertise, and a commitment to understanding each client's unique goals. Our history of serving multigenerational dairy farmers and diverse industries positions us as trusted advisors in both agricultural and non-agricultural sectors.We leverage cutting-edge tools like QuickBooks consulting to adapt to evolving business needs while maintaining a focus on practical, results-driven solutions. Our leadership team brings extensive legal and financial expertise, including certifications from the American Institute of CPAs and active community involvement. We measure success by our clients' ability to navigate financial challenges and seize growth opportunities through our guidance. From payroll services to estate planning, we offer comprehensive support designed to protect our clients' best interests and ensure their financial security.
Services
Accounting
Agriculture Consulting
QuickBooks Consulting
Payroll Services
Succession Planning
Tax Preparation
Business Advisory
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of combined experience in accounting and tax consulting.
- Our team specializes in agriculture accounting for dairy, crop, and livestock operations.
- We provide CPA-certified expertise with personalized client service.
- Our tailored financial solutions address both agricultural and non-agricultural business needs.
- We maintain active involvement in local economic development and community organizations.
Associations and certifications
- Certified Public Accountants (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
Services
Accounting
We provide comprehensive accounting services including chart of accounts setup, financial reporting, and year-end statement compilation. Our team ensures accurate record-keeping and regulatory compliance while offering insights for business decision-making. Clients receive regular updates on accounting standards impacting their operations.
Agriculture Consulting
Specialized financial solutions for dairy, crop, and livestock operations. We maximize tax deductions for agricultural assets and provide benchmarking against industry peers. Our consultants help with farm expansion planning, cash flow projections, and tax strategies tailored to agricultural businesses.
QuickBooks Consulting
Expert implementation and training for QuickBooks accounting software. We assist with system setup, staff training, and ongoing technical support to optimize digital financial management. Our services ensure businesses effectively utilize QuickBooks for day-to-day accounting needs.
Payroll Services
Comprehensive payroll processing solutions that ensure accurate and timely employee payments and tax filings. We handle payroll tax calculations, regulatory compliance, and reporting to reduce administrative burdens for business owners.
Tax Preparation
Professional tax preparation for individuals, businesses, trusts, and nonprofits. Our CPAs develop strategies to minimize tax liabilities while ensuring compliance with federal and state regulations. We provide year-round tax planning support for optimal financial outcomes.
People
David Adler
Founder & CPA
With over 30 years of experience, David Adler combines CPA expertise and legal knowledge to lead agricultural and business tax consulting. A University of Wisconsin graduate and former Eau Claire City Council president, he specializes in estate planning and agricultural financial strategies.
Mary Steinmetz
CPA
Mary Steinmetz brings 30+ years of accounting experience to agricultural and small business clients. A Lakeland College graduate and Wisconsin CPA, she focuses on dairy and crop farming financial solutions while serving local community organizations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial reporting, payroll processing, and tax compliance tailored to small business needs.
How do you support agricultural clients?
Our agriculture consulting includes tax optimization, cash flow planning, and benchmarking services specifically for dairy, crop, and livestock operations.
Can you help with QuickBooks implementation?
Yes, we offer QuickBooks setup, staff training, and ongoing support to ensure effective digital accounting system utilization.
What is your succession planning process?
We develop customized succession plans for business and estate transitions, providing family guidance throughout the transfer process.
Do you handle both individual and business tax preparation?
Yes, we prepare tax returns for individuals, corporations, trusts, and nonprofit organizations with strategic planning for tax efficiency.
