Accounting that works for you.
Outsource your accounting to a team and technology built for you.
And That's a Challenge, SOLVED.
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top 400 accounting firms in the nation based on total revenue
Voted Best Places to work
2023 & 2024!
LEading CPA firm with 18+ years managing accounting companies with 5-500 employees
Accounting that keeps up with your changing world
We specialize in serving startups, small businesses, nonprofits, and industries like insurance, science, and technology—tailoring our services to fit each client’s unique needs. From streamlined bookkeeping to high-level CFO insights, we make accounting approachable, strategic, and effective.
Our team is driven by one goal: helping you grow. With a blend of expertise and a people-first approach, we simplify the numbers so you can focus on what really matters. Whether it’s maintaining compliance, optimizing cash flow, or planning for the future, KCPA is here to turn your financials into a foundation for success.
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non-profit
insurance
b2b services
health
farming
associations
software
Who We Help
Our Industry Dedicated Teams Have Developed Deep Expertise in Their Respective Fields
- Property and casualty, life and health insurance, from small to large entities.
- Fully outsourcing the accounting function
- Preparing regulatory filings
We specialize in providing support and accounting services to insurance companies, agencies, Mgas, mgus and other insurance-related industries.
Insurance
Nonprofits
- Charity service organizations
- Membership organizations
- Trade organizations
- Religious organizations
We have extensive experience providing outsourced accounting and advisory consulting services to these types of non-profit organizations, and more
Non-profit specific expertise includes:
- Grant administration and compliance
- Fund and Restricted funds accounting
- Grant budget proposals and financial reports
- Accounting technology stack guidance and setup support
- Bill payment services
- Payroll processing, state registration & tax withholding
- Payroll support
- Month-end close, reconciliations, and GAAP compliant financial reports
- Grant and board reporting support
- Audit prep & support
- Budget guidance
Accounting
- Tax preparation & filing
- Taxes due estimation, scenario testing, and multi-year tax minimization strategy
- Multi-state sales tax
- C Corp & Subsidiaries, S Corps, pass-through self-employment
- Partnerships
- Foreign nationals
- Non-profit reporting
Tax
- Quarterly performance analysis and advisory check-ins
- Proprietary best practice KPI benchmarking
- Improvement opportunities
- Cashflow planning
- Tax implications of future business decisions
Finance
From Business to Personal: Seamless Taxes
By keeping your business and personal tax needs under one roof, we provide peace of mind and maximize opportunities across your entire financial picture.
- Stocks, stock options, private investments, and asset sales
- Real estate
- Multi-state foreign residence filing
- Multi-year scenario testing for tax minimization
- Retirement tax strategies (Roth Conversion, problem solving & advice)
- Audit notice and response services
- Trust & Estate taxes
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Forms
New Client Intake Form - Individuals (PDF)
New Client Intake Form - Businesses (PDF)
Individual Engagement Letter & Questionnaire (PDF)
Business Engagement Letter & Questionnaire (PDF)
2020 Recipients:
Q1 – Raycestrong Forever
Q2 – Maydm, Inc
Q3 – Wisconsin Hero Outdoors, Inc.
Q4 – Alzheimer’s & Dementia Alliance of Wisconsin
2021 Recipients:
Q1 – Literacy Network
Q2 – Hometown Heroes
Q3 – Custom Canines Service Dog Academy
Q4 – Agrace Hospice Care
To date, $28,500 has been donated to local organizations!
2024 Recipients:
Q1 – NAMI Dane County
Q2 – Pioneer Provisions
Q3 – The Mabel Tainter
2022 Recipients:
Q1 – Dane County Rape Crisis Center
Q2 – OutReach LGBTQ+ Community Center
Q3 – Brown Paws Dog Rescue
Q4 – The River Food Pantry
2023 Recipients:
Q1 – Future Urban Leaders
Q2 – Safe Harbor Child Advocacy Center
Q3 – Girls on the Run of South Central Wisconsin
Q4 – Felicia’s Donation Closet
About the grant program
In 2017, KollathKares was launched to provide our firm with an Employee Volunteer Program (EVP) and engage our team in giving back to the community that has provided so much to our business.
In 2020, we launched our KollathKares Grant Program, which provides an opportunity for not only our employees to engage with and learn more about the nonprofits that provide vital services in our community, but it also gives a Wisconsin-based nonprofit a chance to apply for much-needed funds that they can use to further their mission.
Each quarter, nominations are accepted from our team and the broader community (nominate yours by commenting on our LinkedIn with #kollathkares) for nonprofits to receive that quarter’s $1,500 grant. Our team then votes to determine the recipient that quarter. Then we do it all over again the next quarter!
We are incredibly proud to be a part of the thriving Madison and Milwaukee communities, and are honored to support the organizations that do so much in our region.
Career Opportunities
Want to learn more about working here?
Reach out to chelsea@kollathcpa.com
Students: Be sure to link to us on Handshake.
We have new positions to fill!
Get in Touch
Phone: 608.824.3002
KCPA Madison
6200 Mineral Point Rd Suite 100
Madison, WI 53705
Phone: 414.751.6847
KCPA Brookfield
375 Bishops Way Suite 226
Brookfield, WI 53005
Phone: 608.644.0206
KCPA Prairie du Sac
421 Water Street # 111
Prairie du Sac, WI 53578
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