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Todd C. Bernhardt

Partner, CPA
608 240 2654

Todd Bernhardt, partner, has been with Baker Tilly since 1999. He specializes in auditing, financial reporting and tax consulting for mid-market retail companies. Todd serves as the firm’s retail growth leader and local personnel leader for the Madison commercial team.

Experience

  • Plans and supervises financial statement audit and review engagements with an emphasis on the craft beverage/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 Valued Business Advisor to companies and their owners by providing long range business planning and advising on implementation of tax strategies
  • Consults 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 audit, accounting, tax and financial performance topics
  • Member of and Wisconsin co-leader for Baker Tilly’s Innovation Committee

Involvement

  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • Brewer’s Association
  • National Association of Convenience Stores
  • National Restaurant Association
  • National Grocers Association
  • Wisconsin Grocers Association
  • Wisconsin Grocers Association Education & Scholarship Foundation – Board of Governors
  • Wisconsin Petroleum Marketers and Convenience Store Association – Badger Club Member
  • Wisconsin Restaurant Association
  • Wisconsin Restaurant Association Education Foundation – Board of Directors
  • United Cerebral Palsy of Greater Dane County – Board Member and Treasurer
  • United Way of Dane County – Campaign Chair

Honors & Awards

  • In Business 40 under 40

Education

University of Wisconsin–Whitewater
Bachelor of Business Administration in accounting

IFRS Certification