Todd C. Bernhardt

Todd C. Bernhardt

Partner, CPA · +1 (608) 240 2654

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Todd, partner and practice leader of Baker Tilly Advantage has been with the firm since 1999. Todd leads the firm’s full-service accounting and advisory solution dedicated to small businesses, Baker Tilly Advantage and serves as the firm’s retail growth leader.

  • Oversees Baker Tilly Advantage firm wide
  • Plans and supervises financial statement audit and review engagements with an emphasis on the retail industry, focusing on convenience stores, grocers, supermarkets, restaurants, franchises, franchisors and big box retailers
  • Member of Baker Tilly’s craft beverage team
  • Serves as a Value Architect™ to companies and their owners by providing long range business planning and advising on implementation of tax strategies
  • Consults with 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
  • Provides dispute services including damage measurement and cash flow analysis
  • Assists clients with the implementation of technical accounting standards
  • Presents seminars for industry professionals covering accounting, tax and financial performance topics
  • Member of Baker Tilly’s Strategy 2.0 committee

Industry involvement

  • ­American Institute of Certified Public Accountants
  • Brewer’s Association
  • National Association of Convenience Stores
  • National Restaurant Association
  • National Grocers Association
  • Wisconsin Brewers Guild
  • Wisconsin Institute of Certified Public Accountants
  • Wisconsin Grocers Association
  • Vice Chairman, Board of Governors - Wisconsin Grocers Association Education Foundation
  • Wisconsin Petroleum Marketers and Convenience Store Association
  • Badger Club Member
  • Wisconsin Restaurant Association
  • Board Member - Wisconsin Restaurant Association Education Foundation

Community involvement

  • United Cerebral Palsy of Greater Dane County – Former Board Member and Treasurer
  • United Way of Dane County – Former Campaign Chair

Honors and awards

  • In Business 40 under 40

Location

Wisconsin

Education

University of Wisconsin – Whitewater

Bachelor of Business Administration in accounting

IFRS Certification