ABOUT US
BRADLY POTTER, CPA, CFP®, has been with the firm since 1992. Brad specializes in financial and tax planning working directly with both business and personal clients across a wide range of industries and complexity. Brad is a Certified Financial Planner (CFP®) and advises clients regarding financial endeavors. He is also the company's IT professional.
Specific Experience:
- Manages tax season workflow ensuring smooth execution of tax preparation and effective use of tax benefits.
- Educates clients on their financials, empowering them to manage their business in a tax and cash flow efficient manner.
- Determines proper accounting and reporting treatment.
- Evaluates client's internal control systems.
- Develops recommendations to improve client processes, control structure and efficiency.
- Prepares budget and cash flow analyses and timely files tax returns, reports and other required compliance information.
Industry involvement:
- AICPA - American Institute of Certified Public Accountants
- WICPA - Wisconsin Institute of Certified Public Accountants
- Member of Financial Planning Association
- Quickbooks Professional Advisor
Education:
- Bachelor of Science - Accounting
Marquette University, Milwaukee, WI
Professional Designations:
- Certified Public Accountant, Wisconsin
- Certified Financial Planner - Wisconsin