Paul Frantz

Partner, CPA · +1 (414) 777 5506

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Paul has been with the firm since graduating from Carroll University in 2005. He specializes in providing financial and compliance audit services along with general accounting and advisory services; serving local governments, school districts, utilities and higher education institutions clients across the Midwest.

  • Manages and performs financial and compliance audits of cities, towns, villages, counties, school districts, water and sewer utilities as well as higher educational institutions
  • Assists clients with financial statement preparation, including Comprehensive Annual Financial Reports
  • Assists clients with implementation of new accounting standards
  • Assists clients with various bookkeeping services
  • Assists in completion and/or review regulatory reports for municipalities and municipal utilities
  • Develops rate studies for water and sewer utilities
  • Assists communities with developing formal budget procedures, preparing annual budgets, and designing/implementing financial systems
  • Works with tax incremental financing (TIF) districts providing accounting system development, projections, and compliance services
  • Performs advisory services to improve operational efficiencies and enhance internal control.
  • Reviews compliance and provides guidance for Comprehensive Annual Financial Reports for receipt of the Certificate of Excellence in Financial Reporting Award
  • Firm engagement quality reviewer for government and higher education financial and single audit engagements
  • Presents financial and audit reports to local government and higher education boards and committees
  • Licensed CPA in Wisconsin
  • Governmental Finance Officers Association (GFOA)
  • Wisconsin Government Finance Officers Association (WGFOA)
  • Wisconsin Institute of CPAs (WICPA)
  • WICPA Educational Foundation – Board Member

Continuing professional education

  • State and Local Government Summer Fieldtrip (South Milwaukee Water Utility, South Milwaukee Waste Water Utility, Oak Creek Economic Development, Oak Creek Department of Public Works, Greenfield Police Department Greenfield Fire Department) (Baker Tilly)
  • WICPA school district audit conferences
  • AICPA “Independence”
  • Wisconsin GFOA conferences and meetings
  • Wisconsin Single Audit Training Sessions
  • GFOA Annual Governmental GAAP Update
  • Accounting and auditing updates sponsored by Baker Tilly
  • AICPA “Overview of the OMB Compliance Supplement”
  • GASB seminars
  • “IT Risk Assessment Standards (RAS) Training for Auditors”
  • “HIPAA Privacy and Security for Professional Service Providers” (Baker Tilly)
  • “Assurance Risk” webinar (Baker Tilly)
  • “Tax Increment Financing” (Baker Tilly)
  • “Designing Tailored Audit Approaches” (Baker Tilly)

Location

Wisconsin

Education

Carroll University
Bachelor of Business Administration, business accounting