KerberRose

KerberRose

Accounting

Shawano, Wisconsin 2,081 followers

KerberRose: Your Trusted Advisor

About us

KerberRose was founded in 1979 by a sole practitioner who desired to provide proactive, attentive tax, accounting and advisory services to the people and businesses in our local communities. The idea was simple, yet powerful: Serve the people in your community; spend time with them; build relationships; understand their goals, ambitions and challenges; and help build the local business community. More than 40 years later, KerberRose remains committed to the principles on which it was founded. To serve our clients and our community, we provide solutions that add value and deliver them with professionalism, passion and pride. We are a local CPA firm dedicated to serving the people and businesses in Northeast and Northcentral Wisconsin, and Michigan's Upper Peninsula. In the past four decades, we have been fortunate to share in the successes of our clients and the community, allowing us to grow our firm and staff. With offices located across Wisconsin and in Marquette, MI, our clients enjoy local access to our team of more than 225 professional advisors. KerberRose combines the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider. Our team of experienced advisors specializes in accounting, tax, audit, wealth management, payroll, business strategy and human resources consulting, and technology services.

Industry
Accounting
Company size
201-500 employees
Headquarters
Shawano, Wisconsin
Type
Privately Held
Founded
1979
Specialties
Auditing & Compliance Services, Tax Planning and Preparation, Not-for-Profit, Accounting Services, Payroll Services, Business Valuations, HUD Compliance Audits, Technology Solutions, Human Resources Consulting, Talent Development, Wealth Management, Retirement Plan Services, Industry-Specific Accounting and Advisory, Risk Advisory Services, Business Strategy and Planning, Succession Planning, Quality Control Services , and Mergers and Acquisitions

Locations

Employees at KerberRose

Updates

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    2,081 followers

    Share this article with a student in your life! Alex teaches us how to effectively navigate student loans and understand the different options available in this month’s Beautifully Frugal.  #beautifullyfrugal #kerberrose #wealthmanagement #studentloans #repayment

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    Financial Wellness Advocate at KerberRose Wealth Management, LLC

    As college tuition rates continue to rise, applying for student loans has become the norm for those seeking higher education. As a financial wellness guru, I will never suggest taking out loans as a first option; however, I understand it may be the only option for many students. Before taking out a loan, ensure you fully understand all its implications so you can achieve a successful education. In this month's Beautifully Frugal, we'll dive into the different types of student loans, tips for managing them, and discuss effective repayment strategies. #beautifullyfrugal #kerberrose #wealthmanagement #studentloans #repayment

    Understanding Student Loans and Navigating Repayment Options — KerberRose Wealth Management, LLC

    Understanding Student Loans and Navigating Repayment Options — KerberRose Wealth Management, LLC

    kerberrosewealth.com

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    2,081 followers

    KerberRose will have a booth at the 14th annual Manufacturing First Expo and Conference located at the Resch Center in Green Bay on October 30. Our firm will be represented by a team of experts across various service lines, including Jeffrey Lasee (Human Resources), Konrad Zagzebski CFP® (Wealth Management), Jennifer Witt (Human Resources), Phillip Schultz, CPA (Accounting and Tax), and Lindsay Lokemoen (Payroll). As the manufacturing industry continues to evolve rapidly, the Manufacturing First Expo provides professionals with opportunities to stay connected, informed, and competitive. With over 180 exhibitors, more than a dozen informative educational sessions, and a keynote speech from coach and leadership expert, Steve Jones, it's sure to be a great event for anyone in the manufacturing world. We hope to see you there! https://lnkd.in/eCrN4vBF

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    The competition for talent remains a priority for employers as they struggle to recruit and retain top talent. So how can you ensure an advantage over your competition? One way your company can stand out among the crowd is through a strong benefits offering. Making sure your employees — your most valuable assets — are well taken care of is a no-brainer. If you haven't looked at your current benefits package lately, a Benefits Analysis might be a good option for you. A comprehensive analysis can provide: - An evaluation of your existing benefits - Recommendations for potential changes or additions - Insights to help your package stand out Get in touch with our KerberRose Human Resources team today to see how your benefits catch the eye of future candidates. https://lnkd.in/g8nX-Eva

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    Join us in welcoming four full-time team members to the firm, Nick Hietala, Heather Kramsvogel, Kyle Youngs, and Jackie Olesen! Nick is joining KerberRose as a Senior Accountant out of our Oshkosh office. Nick graduated from the @University of Wisconsin – Oshkosh with his Bachelor’s degree in Accounting with a minor in Mathematics. He brings with him a strong background in tax accounting and auditing. We are confident his skills and dedication will greatly benefit our clients. Heather has joined our Eagle River office as an Accounting Assistant. Heather has a degree from the @University of Wisconsin – Oshkosh in English and Journalism. She has worked in the accounting industry for more than 20 years, making her an excellent fit for our firm. We are confident her skills and dedication will greatly contribute to our success. Kyle is joining as a Staff Auditor out of our Appleton office. Kyle graduated from the @University of Wisconsin – Green Bay with a double major in Accounting and Business Administration. He brings with him numerous years working in the accounting and auditing industry and we are excited for Kyle to grow with KerberRose. Jackie joins us as a Staff Auditor out of our Appleton office. Jackie holds a bachelor’s and master’s degree in accounting from Michigan Technological University. Early to her career, we are looking forward to supporting her as she continues advancing her knowledge and career. Welcome aboard, everyone! #NewTeamMembers #Welcome #KerberRose #YourTrustedAdvisor

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    Last chance to register for our upcoming Cybersecurity webinar on Tuesday, October 22, 2024, from 2 p.m. to 3 p.m. CST where we will provide insight on: - Essential steps to start and maintain a cybersecurity program - Guidance from the Department of Labor - Access to valuable open-source resources on developing your policy Register today at: https://lnkd.in/gM88A4MG We hope you can join us! #KerberRose #YourTrustedAdvisor #Webinar #Voya #Cybersecurity

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    As Fall has officially arrived, our team at KerberRose is gearing up for another busy tax season. We want to remind our valued clients to ask questions early, prepare your documents, and be proactive with your financial planning! Now is the perfect time to review your financial strategies and set new goals for 2025. To help you get on track, here are a few check-up strategies to consider: • Smart Tax Moves - Explore ways to optimize your savings and minimize your tax burden before year-end! Explore options like contributing the max amount into your 401(k) plan, make charitable contributions, maximize HSA contributions, and consider Roth IRA conversions. • Holiday Budgeting - Plan ahead for holiday expenses! Create a budget you'd like to spend on holiday gifts and try to stick to it. Additionally, if you plan to make any sizeable charitable contributions, save your receipts for tax purposes. • Review Retirement Accounts and Investments - Take a moment to evaluate your retirement accounts and investments. Are you on track to meet your long-term goals? Rebalance as needed to align with your financial goals. • Estate Planning - Is your estate plan up-to-date? Review who you have designated within your estate planner and adjust as needed. KerberRose looks forward to supporting you through another successful year-end. Let's work together to achieve your financial goals! #KerberRose #FallFinancialStrategies #Finance #WealthManagement

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    KerberRose recently celebrated one last splash of summer with our Firmwide Golf Outing held at Shawano Lake Golf Course in September. It was the perfect day to bring our team together to enjoy some golf, sunshine, and competitive spirit. ⛳ Congratulations to our winning team of, Andy Cordova, James Uelmen, Daniel Wotruba, Nancy Murphy and Mason Murphy (not-pictured)! The team of Kristin Tyczkowski, David Tyczkowski, Jason Richel and Kali Richel didn't win, but they had the most fun and took home our coveted "Toilet Bowl" trophy. Their positive attitude made them winners in our hearts! Our annual Golf Outing is one of several firm activities KerberRose that brings our teams together as One Firm. We value all of the hard work our staff puts in at every level, and we love recognizing these efforts with fun events. We’d love to welcome more passionate team members to join our family—visit our Careers page at https://hubs.ly/Q02TjSdd0 to apply.

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    Please join us in welcoming three new team members to our firm: Alysha Jeske, Gerrie Lutz, and Hailee Powers! We welcome Alysha to the Green Bay office as our Human Resources Manager. She brings with her a wealth of experience in Human Resources and working experience in the Accounting industry. Alysha holds a Master’s Degree in Jurisprudence, Labor and Employment Law, as well as a Bachelor’s Degree in Human Resources Management. We are excited for Alysha to expand her knowledge and career with KerberRose. Gerrie is joining the KerberRose team as an Accounting Assistant located in our Antigo office. Gerrie has an associate’s degree in accounting from Northcentral Technical College and has numerous years of bookkeeping and accounting experience. We are excited to help Gerrie expand her knowledge and career. Hailee Powers is joining the KerberRose Wealth Management, LLC Team full-time as an Administrative Assistant located at our Shawano office. Hailee has been an Admin Intern for our team for the past 4 months. She brings with her years of experience in customer service and administration, making her an excellent fit for our firm. Welcome to the team! We look forward to your many successes at KerberRose! #NewTeamMembers #Welcome #KerberRose #YourTrustedAdvisor

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    2,081 followers

    Please join us for our upcoming Cybersecurity webinar on Tuesday, October 22, 2024, from 2 p.m. to 3 p.m. CST where we will provide insight on: - Essential steps to start and maintain a cybersecurity program - Guidance from the Department of Labor - Access to valuable open-source resources on developing your policy Register today at: https://hubs.ly/Q02Slnhl0 We hope you can join us! #KerberRose #YourTrustedAdvisor #Webinar #Voya #Cybersecurity

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