Paul Batchelor, partner, has been with the firm for more than 40 years. He began his accounting career in 1979 and currently specializes in servicing the accounting and auditing needs of not-for-profit agencies.
- Provides audit services to religious organizations, healthcare organizations, higher education institutions, trade associations, and other tax-exempt entities
- Serves as partner-in-charge on numerous audits of not-for-profit entities
- Specializes in audits conducted in accordance with Uniform Guidance and U.S. Department of Housing and Urban Development (HUD)
- Develops and implements tax planning strategies for not-for-profit clients with taxable subsidiaries
- Works closely with clients on strategic planning strategies
- Identifies client opportunities for efficiencies and tax savings
- Previous experience as partner-in-charge of numerous Community Bank audits ranging in asset size from $50 million to $900 million
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- WICPA Public Instruction Committee Former Member
- Catholic Memorial High School, Board of Directors ‒ Treasurer, 1996‒2001
- St. Mary’s Athletic Association, Board of Directors, 1990‒1997
Location
Wisconsin
Education
Marquette University
Bachelor of Science in accounting