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Todd C. Bernhardt

Partner, CPA
608 240 2654

Todd Bernhardt, partner, has been with the firm since 1999. Todd leads the Greater Wisconsin retail practice and specializes in auditing, financial reporting, and tax consulting for mid-market retail companies.

Experience

  • Plans and supervises financial statement audit and review engagements with an emphasis in the retail industry, focusing on convenience stores, grocers, supermarkets, restaurants, franchises, franchisors, and big box retailers
  • Serves as a Valued Business Advisor to companies and their owners by providing long range business planning and advising on implementation of tax strategies
  • Consults clients on complex retail tax topics including repairs and maintenance regulations, depreciation methods, and LIFO
  • Helps clients expand their business including acquisition related due diligence, advising with obtaining bank financing, and preparation of financial forecasts and projections
  • Lead audit partner for required franchisor audited financial statements included in Franchise Disclosure Documents (FDD)
  • Assists clients in securing tax credits and incentives for new retail developments
  • Leads annual benchmarking study highlighting key performance indicators for restaurants
  • Dispute services including damage measurement and cash flow analysis
  • Assists clients with the implementation of technical accounting standards
  • Presents seminars for industry professionals covering audit, accounting, tax, and financial performance topics

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • National Association of Convenience Stores
  • National Restaurant Association
  • National Grocers Association
  • Wisconsin Grocers Association
  • Wisconsin Grocers Association Education & Scholarship Foundation – Board of Directors
  • Wisconsin Petroleum Marketers and Convenience Store Association – Badger Club Member
  • Wisconsin Restaurant Association
  • Wisconsin Restaurant Association Education Foundation – Board of Directors
  • United Cerebral Palsy of Greater Dane County – Board Member and Treasurer
  • United Way of Dane County – Campaign Chair

Honors & Awards

  • In Business 40 under 40

Education

University of Wisconsin–Whitewater
Bachelor of Business Administration in Accounting

IFRS Certification