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*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
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*Note: Every CPA is different — take time to find one who fits your goals and style.*
1317 Nantucket Dr
Janesville, Wisconsin 53546
Chris at Midwest CPA was extremely helpful in our process of purchasing a business. We worked with him on two separate deals and he was always willing to explain details that we didn?t quite understand. Additionally, the provided Quality of Earnings report was thorough and helps to highlight the pros and cons of the business finances of the target business. If you?re buying a business we?d highly recommend using their services. We will be reaching out to them for payroll and taxes services in the near futur
Chris and his team have exceeded my expectations in helping me as a new business owner. They are very well organized. I get a response to all questions by the end of the day at the very latest. They have taken the time to adjust to my specific needs as a business as opposed to me having to change to fit their preset process. I have and would highly recommend them!
Chris and his team did an outstanding job on my quality of earnings report! They've gone above and beyond to help me navigate the business buying process, get the best terms, and steer clear of any red flags. Highly recommend working with them!
Chris and Alyssa were a pleasure to work with on my QofE. They were very thorough and knowledgable about every aspect of the process. From taxes to banking services, they answered every one of my questions to satisfaction. I hired another popular accounting firm for my first transaction (it didn't close) and I was much more impressed with Chris and Alyssa's quality of work. I would not say I'm an easy client... I tend to have a lot of questions and I can get very detailed, but they impressed me with how muc
I had an excellent experience working with Chris and Alyssa at Midwest CPA. They performed a Quality of Earnings (QoE) assessment on the buy-side of a small business acquisition. Their team was responsive, communicative, and incredibly easy to work with throughout the entire process. They provided valuable insights into the business?s financial health, risk areas, and key considerations that ultimately helped me make an informed decision. While I ultimately decided to walk away from the deal, their thoroug
We recently worked with this team on a QOE report, and I couldn?t be more impressed with the professionalism, attention to detail, and speed at which everything was handled. A special shoutout to Alyssa, who was incredibly thorough, responsive, and helpful throughout the entire process. She kept us informed at every step, asked smart questions, and made what can often be a stressful process feel seamless. Highly recommend working with them if you're looking for a top-notch QOE partner.
We couldn?t be happier with our decision to partner with Midwest CPA Firm. Their professionalism, extensive knowledge, and expertise in accounting have been invaluable for our small business. They consistently keep our books accurate and up-to-date, providing us with peace of mind and allowing us to focus on growing our business. The team is incredibly responsive and takes the time to explain financial matters in a way that?s easy to understand. Rene, our primary contact, is absolutely fantastic?she?s know
My engagement with Midwest CPA was excellent. Alyssa Harp and Chris Barrett were both very professional and efficient, their final report was very detailed and user friendly. They were also extremely responsive and tailored their report to meet our needs.
Alyssa and Chris were great to work with! Highly recommend. They are very thorough, responsive, timely and well-organized.
My go-to for financial due diligence! Chris and the team are exceptional at what they do. They've helped two of my clients buy businesses confidently with solid and clear QofE reports. He also recently did a presentation to 10 of my clients on financial due diligence and gave so much industry knowledge and confidence. Do not hesitate to work with this team!
As a new and growing business, I couldn?t be more impressed with Chris and the team at Midwest CPA. They?ve provided clear guidance, eased the stress around tax-related questions, and consistently gone above and beyond. If you?re considering Midwest CPA, rest assured?you?ll be in exceptional hands.
Hands down best CPA in town. Chris and his team are on point. I've tried 4 other accountants in the last 4 years and Chris & his team are the only ones that do everything they say they will do. Couldn't recommend enough.
Chris was great to work with! He's fast to respond, very knowledgable, and came in ahead of schedule and under budget. I even asked him an unrelated CPA question weeks after our engagement and he got back lightning quick with just the info I needed. I highly recommend working with Chris and his firm!
Chris and Midwest CPA was referred to us from our consultant for a business acquisition we were in the middle of to perform a Quality of Earnings report for due diligence. Our consultant heard great things and requested we speak with Chris. After the first couple of meetings we knew Chris and his firm was the right person for our Q and E reporting that was needed. Chris worked hand in hand with the seller and broker and did a great job with almost daily communication. Midwest was able to turn around the rep
We hired Midwest CPA for our QoE and were impressed. We now use them for bookkeeping and payroll services. Their portal is intuitive, and they are incredibly responsive. Highly recommend!
Recently I was in a position where I needed to change accountants. Something small business owners dread. With various LLC?s, a number of bank accounts, tax payments, payroll, and details only accountants really understand I didn?t know where to start. I began following Chris Barrett on Social Media and was impressed with his responses to many types of business questions so I reached out to discuss my situation. Chris provided a detailed list of the services they provide and what I could expect. When I m
Our experience with Chris and the team is always excellent. Rene, our success manager, does a fantastic job of keeping our records organized and accurate. It?s always a pleasure working with Rene. Thank you for all the support, team!
It was an absolute pleasure working with Chris and his team at Midwest CPA. Our team was looking to complete a business acquisition and during the process we brought them on to complete a Quality of Earnings on the target company. The process was smooth, and Chris and his team communicated progress throughout. In the end the product we received was great quality and beyond what we were expecting. We even had a bit of a curveball in our QofE that the accounting software the company was using was not one of t
Chris & his team are incredibly knowledgable and competent. Chris specifically helped me better-understand the financials of my business and made excellent suggestions for ways to improve my working capital & margins. He was super quick to reply and set up a meeting, and I felt that our time together was value-packed. Thank you, Chris!
I had a fantastic experience working with Alyssa! She is incredibly helpful and takes the time to walk you through any questions you may have. Highly recommend!
I am thrilled to leave a glowing five-star review for Chris, who has been an invaluable asset in supporting both of my companies. His consistent dedication, unwavering engagement, and commitment to educating me on accounting and taxation matters have been instrumental in navigating complex taxation situations with ease. Chris goes above and beyond to ensure that all my accounting needs are met promptly and efficiently. His expertise and professionalism shine through in every interaction, making him an absol
Chris is an absolute top notch M&A financial due-diligence provider. He and I have worked on many, many deals together and not only has his advice and services been reliable, accurate and very actionable, but he has been very responsive to client needs and requests. I always am happy to send clients over to Chris because I know that they will be treated and served very well. Keep Chris in your Rolodex!
Have been thrilled with my work with Chris. His attention to detail and first-rate diligence work have been instrumental in helping my business acquisition go as smoothly as it has gone. Can't wait to work more with him in the future!
Chris is one of the best accountants and it?s not even close. I use him personally and for my business. He is one of the most responsive service providers I?ve ever worked with. My former CPA was great but wasn?t equip to help me as a business owner since the former CPA was focused on personal taxes. Chris has been a truly invaluable partner / collaborator on numerous M&A deals in the small to medium sized business space, providing financial due diligence to various clients that I?ve worked with ranging f
Running a business can be overwhelming, but having Chris Barrett on my side has been a game-changer. He and his team at Midwest CPA are incredibly knowledgeable about tax laws for businesses and helped me navigate some complex situations. They're also very responsive and always happy to answer my questions. Highly recommend!
Navigating a business acquisition can be a high-stress endeavor that demands precision, speed, and expertise. In our recent acquisition of a roadside repair company, Chris Barrett proved to be an absolute asset, exceeding all expectations. Quick and Thorough: With an incredibly tight timeline, Chris delivered a comprehensive quality of earnings report that addressed every nuance of the roadside repair industry. His insights went far beyond mere numbers, diving deep into complex elements like revenue strea
I highly recommend Chris Barrett and Midwest CPA to anyone looking to acquire a business. Chris is a knowledgable and reliable partner in a process that can be difficult to navigate. Throughout the process, Chris was clear in his communication and prompt with responses - always available when needed. I did not end up acquiring the business I hired Midwest CPA to diligence, and I feel confident in that decision thanks to the analysis Chris did and the questions he asked of the seller.
Chris and the team have jumped right on cleaning up our books. Received our first monthly review document and it was clear we made the right decision. Easy to read and follow along. A great snapshot of the business and expedient service. I would highly recommend Chris and the team at Midwest CPA for any accounting or bookkeeping services.
Chris is awesome. Super knowledgeable, professional, and incredibly responsive. He assisted me with my QoE for my business acquisition and he and the team performed the task efficiently and effectively. I am excited to continue to work with him for years to come.
Chris was great to work with and he and his team do solid work. He was always timely and professional throughout our engagement. Would recommend!
Midwest CPA helped us during the financial due diligence for the acquisition of an SMB. Chris did a great job communicating with us and the seller, he was very professional and delivered on the things he promised. His deliverable is thorough, organized and easy to read, would highly recommend
Working with Midwest CPA was an absolute relief. Given our intricate tax situation involving ties abroad, multiple rental properties, and a non-traditional family structure, I was initially overwhelmed by taxes this year. However, Chris was incredible. Not only was he extremely professional from the get-go, but he also provided ample support, simplifying what could have been a very daunting process. His expertise was evident at every step, making everything comprehensible and straightforward. I cannot thank
Chris has been an invaluable resource during my SMB acquisition. He started as my financial due diligence provider, putting together a comprehensive QoE, and has become a trusted partner that I plan to use for all bookkeeping and financial operations post-acquisition. Highly recommend to anyone looking to acquire an SMB!
Been working with Chris at Midwest CPA for a few months now. Whenever we have a question Chris is quick to respond. We find him to be very meticulous and efficient in all aspects of our business. Our only regret is that we didn't find him sooner.
Chris is smart, resourceful, focused, and efficient. Everything that I value in a CPA. I've worked with Chris twice now and I wouldn't turn to anyone else for my accounting needs. Really enjoy working with him
Midwest CPA provided a thorough Quality of Earnings, solid explanations of their findings and answered my questions. The entire experience was fast and methodical with actionable results. Highly recommend.
Chris is very knowledgeable, responsive and easy to talk to. His firm added a lot of value during the due diligence period and helped in closing the transaction successfully.
Chris did my QoE for an acquisition and I was very happy with the results. He did a great job and was very responsive and knowledgeable when I had questions. I would definitely use him again.
Had the opportunity to listen to Chris give a webinar on taxes for business owners and businesses. He was at the top of his game and a wealth of knowledge. His clients are lucky to have him in their corner.
First time working with Midwest CPA as real estate investors and we are very pleased with how quickly Chris answered our questions in detail and put some thought into how we can improve our bookkeeping and overall our tax liabilities. We had a productive meeting going over our tax return with great suggestions and ideas. Thank you Chris!
Midwest CPA is an amazing tax strategy, tax prep, and bookkeeping firm! They are very knowledgeable especially when it comes to real estate investing and small business acquisitions. They are masters of income and tax optimization. I highly recommend them!
Working with Midwest CPA was a treat. I always dread doing my taxes but the team at Midwest CPA made it easy. They walked me through all my choices were extremely responsive and professional. I can't recommend them enough and intend to rely on them heavily as I continue to grow my business.
Chris is the real deal. He is efficient, thoughtful, and great to work with. He helped me with financial diligence, including q of e, for a manufacturing business.
Chris has done an outstanding job assisting me and my clients. I highly recommend him to anyone that needs help with accounting work for their small business!
Chris with Midwest CPA is extremely knowledgeable and is an excellent source if you're looking for a CPA to help/advise you in the business of real estate. I highly recommend Chris and his team!
Excellent job on our QOE. Thorough and easy to work with.
Chris is wonderful to work with! Quick to answer any questions I have and offers easy to understand answers for someone with limited knowledge in the industry.
Very skilled CPA's able to assist with any questions or Pre-Flight analysis that may be needed for evaluating a deal. Very glad to have connected. Thanks Y'all
Chris was incredible to work with. He delivered our QOE well before the expected date.
Intelligent, detail-oriented, responsive. More knowledgeable than any other CPA I've worked with. Highly recommend.
Highly responsible, diligent. Looking forward to working with a Chris on several of our businesses.
Chris was very attentive and answered all of my questions in a timely manner. Very knowledgeable in his field.
Chris is very knowledgeable and willing to answer all my questions.
Responsive, organized, effective.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.