Business Details
50+ Years
experience
Trusted Accounting Services in Beloit, WI
Established in 1949, Siepert & Co. & Co. has built a reputation as a trusted provider of accounting, tax, and financial services. Our team of certified professionals brings decades of combined experience, specializing in tailored solutions for individuals and businesses. We prioritize client relationships, leveraging advanced technology to deliver efficient, secure services while maintaining a focus on integrity and community involvement.Our commitment to continuous improvement is reflected in annual quality management reviews and triennial external peer evaluations. With offices in Wisconsin and Illinois, we serve clients locally and globally, emphasizing transparency, teamwork, and personalized financial guidance.
Services
Audit Services
Tax Planning
Business Consulting
Payroll Processing
Valuation Services
QuickBooks Support
Internal Controls
Remote Hosting
Client Portals
Accounting Software
Details
- Year established: 1949
Highlights and features
- We have over 35 years of experience in accounting and tax services.
- Our team includes Certified Public Accountants and Certified Valuation Analysts.
- We utilize advanced technology for secure remote accounting solutions.
- Our firm undergoes triennial external peer reviews for quality assurance.
- We maintain a client-focused approach with personalized financial strategies.
Associations and certifications
- AICPA Peer Review Program
What people say
Go above and beyond
Expertise in complex accounting
Dedicated service
Services
Audit Services
Our audit services ensure financial accuracy through rigorous examination of records and compliance with professional standards. We provide objective assessments to enhance business transparency and decision-making. Our team specializes in audits for non-profits, government entities, and telecommunications clients.
Tax Planning
We offer comprehensive tax planning and compliance solutions tailored to individual and business needs. Our services include year-round tax strategy, entity selection, and acquisition-related tax analysis to minimize liabilities while ensuring regulatory compliance.
Business Consulting
Our business consulting services focus on optimizing operational efficiency through technology integration and process improvement. We assist with QuickBooks implementation, internal controls development, and strategic exit planning for long-term organizational success.
Valuation Services
Certified Valuation Analysts provide accurate business valuations for mergers, acquisitions, and succession planning. Our analysis considers market conditions, financial performance, and industry-specific factors to determine fair market value.
Remote Hosting
Secure remote hosting services enable access to accounting software and data from any location. We offer virtual desktop solutions for QuickBooks, Peachtree, and remote payroll processing with enterprise-grade security measures.
People
Brian Barnhardt
Partner
CPA with 35+ years of experience in taxation, specializing in small business solutions. Ramsey Trusted advisor and Financial Peace University facilitator. Holds BBA from University of Wisconsin-Oshkosh.
Dena Bonnier
Firm Administrator
First female partner with 20+ years in accounting and business management. Oversees daily operations and HR. Holds BS from University of Phoenix. Member of 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. Holds BA in Accountancy and Series 7/66 licenses. Active in DeKalb County community initiatives.
Michael Phalin
Partner
Audit team leader specializing in non-profit and government audits. CPA licensed in WI and IL. Holds Master of Professional Accountancy degree. Active in Rock County 4-H and children's charity programs.
Questions
What accounting software solutions do you support?
We support remote hosting for QuickBooks, Peachtree, and other major accounting platforms through secure virtual desktop solutions.
Are you accepting new clients during the office relocation?
Yes, we continue serving clients during our Fall 2025 relocation to Rockton, IL, with uninterrupted service delivery.
How do you ensure audit quality?
We maintain annual quality management reviews and undergo triennial external peer reviews to ensure audit excellence.
Do you offer tax amnesty program assistance?
Yes, we help clients navigate Illinois Tax Amnesty programs with expert guidance on penalty abatement and compliance.
What industries do you specialize in?
We serve diverse sectors including non-profits, government entities, telecommunications, and small businesses across Wisconsin and Illinois.
Reviews (1)
Cheryl D.
Feb 12, 2021
Report
I was told the work I needed could be done in a couple of weeks. It's my error for not getting a date in writing. When I followed up, I was told it would be even longer. They did not reach out to me to share the new completion date, I had to follow-up with them. I shared that their date was too late, so I didn't need their services. I took my online files back. Apparently, they had already downloaded my records, and they did the work anyway (completing it a month passed the deadline), and I was on the hook for almost $300 for nothing. If you use them, I recommend in-person only (because once they have your documents online, it obviously doesn't matter if you cancel, and it doesn't matter if they meet deadlines).
