Business Details
Your Trusted Accounting Partner in Ramsey, MN
Bertolas and Pekula is a dedicated accounting firm committed to empowering clients to achieve their financial goals. With decades of combined experience, our team of certified public accountants provides personalized solutions tailored to the unique needs of small businesses and individuals. We specialize in tax planning, financial statement analysis, payroll processing, and business consulting, ensuring our clients receive strategic guidance to navigate complex financial landscapes. Our approach emphasizes proactive communication, attention to detail, and a deep understanding of industry-specific challenges.By offering quarterly financial reviews and customized budgeting services, we help clients make informed decisions that drive long-term growth. Our commitment to excellence is reflected in our free initial consultations for new business owners and our flexible service packages designed to accommodate diverse needs. We pride ourselves on building lasting relationships through transparency, reliability, and a client-first philosophy that prioritizes financial clarity and peace of mind.
Services
Tax Preparation
Financial Statements
Payroll Processing
Bookkeeping
Business Consulting
Highlights and features
- We offer 20+ years of combined experience in small business accounting.
- Our team provides personalized tax-efficient strategies for business owners.
- We guarantee accurate payroll processing with compliance assurance.
- We deliver free initial consultations for new business startups.
- Our quarterly financial reviews help clients make data-driven decisions.
Associations and certifications
- Certified Public Accountants
Services
Tax Preparation
Our expert CPAs handle business and personal tax preparation with precision. We ensure compliance while identifying deductions to minimize liabilities. Clients receive strategic tax planning consultations to avoid surprises and optimize financial outcomes.
Payroll Processing
We manage payroll calculations, tax filings, and payments for businesses of all sizes. Our service guarantees accurate paycheck processing and compliance with federal/state regulations, reducing administrative burdens for business owners.
Financial Statements
We prepare and analyze balance sheets, income statements, and cash flow reports. Quarterly review sessions teach clients to interpret financial data for strategic decision-making and improved business performance.
Bookkeeping
Full-service bookkeeping includes bill payment, invoice creation, and account reconciliation. We offer a free initial session to establish systems that streamline financial management for busy entrepreneurs.
Business Consulting
New business owners receive free consultations on entity selection and tax structures. We provide ongoing advisory services for payroll optimization, profit distribution strategies, and operational efficiency improvements.
People
Derek Bertolas
CPA
20+ years of experience helping small businesses with creative financial solutions. Specializes in complex tax planning and strategic business growth strategies for entrepreneurs.
Jenny Pekula
CPA
Expert in financial statement analysis and business challenge resolution. Provides detailed tax planning services while maintaining a client-focused approach to financial management.
Mark Undis
CPA
35 years of experience working with family-owned businesses. Develops tax-efficient strategies for profit distribution and long-term business sustainability through personalized financial planning.
Tim Anderson
Sr. Tax Accountant
Specializes in complex tax return preparation with a focus on building client relationships. Provides tailored solutions for individual and business tax compliance needs.
Kathy Hebert
Staff Accountant
15+ years of retail hardware industry accounting experience. Expert in organizing financial data to improve business performance measurement and operational decision-making.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll processing, bookkeeping, financial statements, and business consulting services tailored to small business needs.
Do you offer free consultations for new business owners?
Yes, we provide free initial consultations to help new business owners choose appropriate entity structures and develop tax-efficient operational strategies.
How do you handle payroll tax compliance?
We process payroll calculations, file required tax forms, and make timely payments to ensure complete compliance with federal and state regulations.
What tax season hours do you operate?
Our tax season hours run from February 3rd through April 15th with regular office hours Tuesday-Thursday 8:00AM-4:30PM.
Can you help with QuickBooks and accounting software?
Yes, our CPAs provide training and support for QuickBooks and other accounting software to improve financial management efficiency.
Reviews (4)
Scott Breuer
Jun 15, 2022
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Tim Anderson is very experienced and detailed. He keeps up on all the current tax law changes to make sure his clients are getting the best value possible
Dilly K.
May 28, 2022
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I would not recommend this accounting agency ever. They lack communication and fail to explain the things they are doing. You're better off doing it yourself!
Griselda Garcia Fernandez
Dec 17, 2019
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Hi lately, Tim Anderson has been my eyes on the completion and filing of my taxes, leaving me completely satisfied and calm. he is a trustworthy person and 100% recommended
Beau Hullermann
Apr 01, 2016
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Ryan has helped me through my taxes and been very helpful in getting me documentation needed to buy a home all despite some of my bumbling. I highly recommend him to my friends and family. I truly feel he goes above and beyond. Thank you!
