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Baker Tilly Advantage builds a truly  customized accounting solution for your business – unique to its size, industry sector and strategic goals. By pairing innovative cloud technology with experienced industry advisors, you receive clarity into your numbers and data-driven insights that will give you a competitive advantage.

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What is cloud computing... and why does it matter for my business?

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Delivering results through data-driven insights

As a business owner, you rely on sound financial and performance data to help drive your business decisions. It's challenging to stay on top of the countless solutions available to manage your financials, and to understand how to use the information to enhance your business.

Every business is different, so every business requires different accounting solutions and support based on size, industry and strategic goals. The Baker Tilly Advantage team leverages your numbers, technology solutions and our experience-based insights to build a truly customized approach to help you make results-oriented business decisions.

Better technology

  • Cloud-based solutions with secure access anywhere, from any device
  • Seamless integration into your existing applications
  • Scalable solutions to grow alongside your revenues
  • Increase efficiency and reduce costs

Better information

  • Key performance indicators for your business
  • Tailored management dashboards and reporting capabilities
  • Industry benchmarks

Better decisions

  • Collaborative team of industry specialists to interpret your data that will help drive your decision making
  • Access to more than 2,700 Baker Tilly accounting, tax, consulting and financial advisory professionals providing insights into your business

A tailored service approach that meets your needs

RODO Deep Handbag purple purple RODO Handbag purple Deep RODO RODO Handbag Deep The Baker Tilly Advantage approach is to make it our business to know your business. The more we know, the better results we deliver. By identifying your unique needs, we combine leading cloud solutions with our advisory expertise to support your tax, accounting and financial management needs.

Based on our knowledge of your business, we will design a tailored approach using any combination of solutions below. The result is an effective roadmap that will help you more efficiently and effectively meet your business objectives.

Bookkeeping services

  • Payroll processing
  • RODO Deep Handbag Deep RODO purple Handbag purple RODO purple Deep RODO Handbag Accounts payable processing
  • 1099 reporting
  • Bank reconciliations
  • Vendor reconciliations
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Tax services

  • Strategic tax services
  • Income tax compliance
  • Preparation of fixed asset depreciation reports
  • Credits and incentives for expansion
  • Cost segregation
  • Tax treatment of gift card programs
  • Multistate activities / Nexus
  • Sales and use taxation
  • Income / franchise taxation
  • Unclaimed property
  • Tax accounting methods
  • Partnership allocations
  • Tax payroll matters including TIP credit calculations

Controller services

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  • Financial statement preparation
  • Account reconciliations
  • Deep RODO Handbag purple Handbag RODO RODO Handbag purple RODO Deep purple Deep purple Handbag RODO Deep RODO RODO Deep Deep Handbag purple RODO purple Handbag Designing control procedures
  • Consolidated reporting
  • Audit preparation

CFO Services

  • Operational performance review
  • Budget preparation and reporting
  • Financial forecasts and modeling
  • Cash flow analysis
  • Acquisition due diligence
Bookkeeping services

Bookkeeping services

  • Payroll processing
  • Accounts payable processing
  • 1099 reporting
  • Bank reconciliations
  • Vendor reconciliations
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Tax services

  • Strategic tax services
  • Income tax compliance
  • RODO Deep RODO Handbag Deep purple Handbag RODO Handbag RODO purple Deep purple Preparation of fixed asset depreciation reports
  • Credits and incentives for expansion
  • Cost segregation
  • Tax treatment of gift card programs
  • Multistate activities / Nexus
  • Sales and use taxation
  • Income / franchise taxation
  • Unclaimed property
  • Tax accounting methods
  • Partnership allocations
  • Tax payroll matters including TIP credit calculations
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Controller services

  • Cash management
  • Financial statement preparation
  • Account reconciliations
  • Designing control procedures
  • Consolidated reporting
  • Audit preparation

CFO Services

  • Operational performance review
  • Budget preparation and reporting
  • Financial forecasts and modeling
  • Cash flow analysis
  • Acquisition due diligence

Innovative Technology

Baker Tilly Advantage serves as a one stop shop for innovative software systems that simplify your financial reporting process. Our recommended tools offer real-time reporting, easy-to-use dashboards and automated processes that reduce manual workload and improve day-to-day efficiencies.

Handbag purple purple purple RODO Deep Deep RODO RODO Handbag Deep Handbag RODO No matter what level of technology you need, we will customize a solution that empowers you with the most relevant information to drive your success. Our team takes the time to understand your business strategy so we can proactively recommend a cloud solution that best supports you.

Ongoing support from a team of dedicated industry professionals

You run at a fast pace and need someone on your team who can keep up with your evolving needs. Baker Tilly Advantage team members are organized by industry specialization to focus on key challenges and opportunities that can be addressed with outsourced solutions. We combine our knowledge of your business with industry insights to keep you competitive, informed and in compliance. Receive strategic guidance from professionals who see the big picture and can assist you in strengthening your business over the long-term.

Insights

  • purple RODO Deep purple Handbag Handbag Handbag RODO RODO RODO purple Deep Deep

    Utilizing technology to maximize your dental practice’s performance

    How to interpret and use that data for the benefit of your practice can be overwhelming, but is essential to meeting your business goals and objectives. Your practice management software holds a tremendous amount of data, and when applied effectively, this data can provide valuable insight into your practice.

    // Read full article

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  • 2017 dental fees and compensation benchmarks report

    Knowing key industry metrics and how to evaluate your practice’s data is essential to achieving your operational and financial goals. One size does not fit all when it comes to setting dental service fees and compensation rates - that's why Baker Tilly conducts a survey each year with dental practices across Wisconsin and Minnesota.

    // Download the report

  • 5 questions every CFO must ask their controller

    Deep RODO Deep RODO purple RODO Handbag Handbag purple purple RODO Handbag Deep Successful CFOs collaborate closely with their controllers in defining strategies that impact key areas including operational efficiency, enterprise-wide data visibility, leadership acumen, and internal controls. Learn five key questions CFO's should be asking their controllers in this Sage Intacct whitepaper.

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  • Tips for determining whether employees should be hourly or salaried

    When considering your balance of hourly employees vs. salaried employees, it's important to keep regulations and industry standards in mind. Learn more in this Thrive blog post from ADP.

    // Read full article

  • Tax reform is here: what does it mean for your small business?

    With the Tax Cut and Jobs Act now in place, it can be difficult to sort out what the changes actually mean for your business and the best steps to take in 2018. Baker Tilly's tax specialists provided an overview of the new law and provide clarity on how to benefit from certain changes.

    // Watch webinar

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  • The impact of tax reform on the dental industry

    This Dental Bite addresses the most significant changes in tax law that will impact the dental industry, considerations for practices and individual tax situations for dentists.

    // Read full article

Case studies

  • Dental practice grows by 25 percent after implementing real-time cloud solution

    Doctor owners of a Wisconsin dental practice approached Baker Tilly after their current accounting provider failed to deliver timely and accurate financial reporting services.

    // Read full case study

  • Not-for-profit think tank gains efficiencies and achieves growth with support from Baker Tilly

    Filene Research Institute, a not-for-profit think tank that mobilizes critical research to support credit union and consumer finance success, approached Baker Tilly for assistance with enterprise resource planning (ERP) system selection.

    // Read full case study

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Software Access

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