Todd Bernhardt, partner and practice leader of Baker Tilly Advantage has been with the firm since 1999. Todd leads the firm’s full-service accounting and advisory solution dedicated to small businesses, Baker Tilly Advantage and serves as the firm’s retail growth leader. 

Todd Bernhardt, partner and practice leader of Baker Tilly Advantage. Todd leads the firm’s full-service accounting and advisory solution dedicated to small businesses, Baker Tilly Advantage and serves as the firm’s retail growth leader. 

Bachelor of Business Administration in accounting
University of Wisconsin – Whitewater

Plans and supervises financial statement audit and review engagements with an emphasis on the 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 Value Architect™ to companies and their owners by providing long range business planning and advising on implementation of tax strategies

Consults with 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 accounting, tax and financial performance topics

Member of Baker Tilly’s Strategy 2.0 committee

­American Institute of Certified Public Accountants 

National Association of Convenience Stores

Wisconsin Institute of Certified Public Accountants

Vice Chairman, Board of Governors - Wisconsin Grocers Association Education Foundation 

Wisconsin Petroleum Marketers and Convenience Store Association

Board Member - Wisconsin Restaurant Association Education Foundation

United Cerebral Palsy of Greater Dane County – former board member and treasurer

United Way of Dane County – former campaign chair

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