Bauman Associates CPAs & Advisors

What Bauman Associates CPAs & Advisors does

Bauman Associates, Ltd., doing business as Bauman Associates CPAs & Advisors, is a regional CPA firm founded in 1947 and headquartered in Eau Claire, Wisconsin, with additional offices in Hudson and Green Bay. The firm delivers a portfolio of accounting and business advisory services organized around five lines: Attest (audit, review, compilation, assurance), Tax (preparation, planning, compliance), Outsourcing (outsourced CFO/controller, financial reporting, budgeting), Bookkeeping & Payroll, and Valuation Services (launched May 2024 for M&A, estate planning, buy-sell, and litigation support). It serves primarily regulated mid-market and small business clients in Western Wisconsin and surrounding areas, with deep vertical specialization in municipalities, nonprofits, cooperatives (especially electric and telecom with RUS/CFC funding requirements), and employee benefit plans; the firm also serves individuals and trusts on the tax side.

The firm's operations rely on standard third-party accounting platforms (QuickBooks, QuickBooks Online, Sage) and Microsoft Office and Adobe tooling. Client-facing technology is built around three secure-document platforms: NetClient CS (password-protected client portal with mobile access), SafeSend Returns (electronic tax document signing, K-1 distribution, and estimated tax payment reminders), and ShareFile (encrypted file sharing with access controls), supported by a Pay Online integration via DirectBiller. There is no proprietary core system or AI-native product; technology is positioned as an enabler of client service rather than a differentiator.

Commercially, Bauman operates as a private, partner-led professional services firm with no outside investors. Its go-to-market is sales-led and relationship-driven, with nine named principals (including CEO/President Gregory D. Mleziva and COO/Growth Partner Tom Schneck) and dedicated service-line contacts driving client engagement. Revenue streams are all professional services fees, custom-quoted based on scope and complexity, with multi-year engagements and disclosed openness to remote/hybrid service delivery. The firm is regulated by state CPA licensing bodies and competes on regulatory expertise and credentialed talent rather than technology.

Name

Bauman Associates CPAs & Advisors

Legal name

Bauman Associates, Ltd.

Website

https://baumancpa.com

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

11–50 employees

Short description

Bauman Associates CPAs & Advisors is a Wisconsin-based regional CPA firm founded in 1947 delivering audit, tax, outsourced CFO/controller, bookkeeping, payroll, and valuation services to municipalities, nonprofits, cooperatives, employee benefit plans, and small businesses in Western Wisconsin.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Risk, Compliance & Internal Controls Consulting (BPAHACAJ), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Audit and assurance services
• Tax preparation services
• Outsourced accounting services
• Business valuation services
• Bookkeeping and payroll services

Headquarters

HQ city

Eau Claire

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit & Attest Services: Financial audit, review, and compilation services for municipalities, nonprofits, cooperatives, and employee benefit plans
2. Tax Services: Tax preparation, planning, and compliance services for individuals, businesses, and trusts
3. Outsourcing Services: Outsourced CFO, controller, and accounting services including bookkeeping, payroll, financial statement preparation, and accounts payable/receivable management
4. Valuation Services: Business and asset valuation services for mergers and acquisitions, estate planning, buy-sell agreements, and succession planning
5. Bookkeeping & Payroll Services: Accounting software consulting, implementation, payroll processing, and administration services

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Bauman Associates CPAs & Advisors is a regional CPA firm providing professional accounting, tax, audit, advisory, bookkeeping, payroll, outsourcing, and valuation services to individuals, businesses, and organizations. Core service lines include Attest Services (audit, review, compilation, and assurance), Tax Services (preparation, planning, compliance), Outsourcing Services (outsourced CFO/controller, bookkeeping, and payroll), and Valuation Services. Practice areas are organized around regulated industries including municipalities, nonprofits, cooperatives, employee benefit plans, and small business, delivered through three Wisconsin offices and a digital client portal.

Product overview

Bauman Associates CPAs & Advisors is a regional CPA firm established in 1947 offering a comprehensive suite of accounting and business advisory services. The core service portfolio includes five main offerings: Attest Services (audit, review, compilation, and assurance), Tax Services (preparation, planning, and compliance), Outsourcing Services (outsourced CFO/controller functions), Bookkeeping & Payroll Services, and Valuation Services (a newer addition launched May 2024). These core services are supplemented by client-facing digital tools including the NetClient CS Client Portal for secure document exchange, SafeSend Returns for electronic tax document signing and distribution, ShareFile for secure file sharing, and a suite of Financial Calculators. The firm also operates an Internship Program for recruiting emerging accounting professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Attest Services Audit, review, compilation, and assurance services for entities including municipalities, nonprofits, cooperatives, employee benefit plans, and small businesses, including internal controls design and assessment, chart of account design, and financial statement preparation.
• Tax Services Tax preparation, planning, and compliance for individuals, businesses, and trusts, including entity selection, trust and estate planning, retirement plan contributions, family succession planning, gift tax, tax credits, M&A tax services, depreciation planning, and representation before taxing authorities.
• Outsourcing Services Outsourced CFO and controller services providing executive-level financial expertise, including cash flow projections, audit preparation, accounting software review and implementation, budgeting, forecasting, and financial reporting.
• Bookkeeping & Payroll Services Full-service bookkeeping and payroll processing, including accounting software consulting and implementation, accounts payable, payroll administration, direct deposit, benefit deductions, and ACA compliance.
• Valuation Services Business and asset valuation services for mergers and acquisitions, estate and gift tax planning, buy-sell agreements, shareholder disputes, succession planning, and obtaining financing.

Named customers1 record

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Rocket ConstructionminorStrategic or Co-development Partner · 1 August 2023Partnership with Rocket Construction to build the new modernized office space in Eau Claire at the intersection of London Rd. and Damon St. Rocket Construction is bringing to life an innovative and cutting-edge office facility designed to accommodate Bauman Associates' growing needs.
• Property MindsminorStrategic or Co-development PartnerProperty management firm working alongside Rocket Construction on the Eau Claire office development project to create a seamless and efficient office transition process.
• Rural Utilities Service (RUS)coreOthersFederal agency providing financing for rural utilities. Bauman Associates has the necessary skills and pre-approvals to work with RUS-funded entities, regularly meeting and working with RUS representatives on behalf of electric and telecom cooperative clients.
• National Rural Utilities Cooperative Finance Corporation (CFC)coreOthersCooperative finance organization providing capital to rural utilities cooperatives. Bauman Associates has established professional relationships and regularly works with CFC on behalf of cooperative clients.
• Co-BankcoreOthersCooperative bank providing loans and financial services to agribusiness and rural communities. Bauman Associates regularly meets and works with Co-Bank for cooperative clients.
• Rural Telephone Finance Cooperative (RTFC)coreOthersCooperative finance organization providing financing to rural telephone cooperatives. Bauman Associates regularly works with RTFC for telecom cooperative clients.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Wipfli: Top-20 U.S. accounting and advisory firm headquartered in Wisconsin (Milwaukee/Eau Claire presence). Comparable full-service CPA model serving cooperatives, municipalities, and small/mid-market clients across the Midwest, though at materially larger scale than Bauman.
• Eide Bailly: Top-25 U.S. accounting firm with a strong Upper Midwest presence and comparable industry verticals (government, nonprofit, cooperatives, employee benefit plans). Same generalist CPA model as Bauman but at significantly larger scale.
• Baker Tilly US: Major U.S. advisory and CPA firm with deep Midwest roots and significant government, cooperative, and nonprofit practices. Overlaps directly with Bauman on industry verticals but operates at much larger scale nationally and globally.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a strong agriculture, cooperative, and government practice. Comparable industry specialization, particularly on cooperatives and employee benefit plans, but at significantly larger scale.
• Plante Moran: One of the largest U.S. accounting and advisory firms, headquartered in Michigan with Midwest-wide presence. Comparable on cooperative, government, and nonprofit verticals, but operates at substantially larger scale.

Direct peers

• Schlenner Wenner & Co. Regional Wisconsin-based CPA firm with comparable service mix (audit, tax, outsourced CFO) and similar size band serving small/mid-market clients across Western/Central Wisconsin. Directly comparable on geography, scale, and offering.
• Wegner CPAs: Madison, Wisconsin-based regional CPA firm offering audit, tax, and advisory services to nonprofits, cooperatives, governments, and small businesses. Closely matches Bauman's industry specialization and regional Midwest positioning.
• Hawkins Ash CPAs: Regional Midwest CPA firm of comparable size offering audit, tax, and advisory services to small/mid-market businesses, nonprofits, and government entities. Directly comparable on size, regional scope, and service breadth.
• Smith & Gesteland: Wisconsin-based regional CPA firm offering audit, tax, and business advisory to government, nonprofit, and small/mid-market clients. Closely comparable on regional scope, industry verticals, and size band.

Emerging players

• Porter Keadle Moore (PKM): Regional CPA and advisory firm serving closely held businesses and family enterprises with audit, tax, and outsourced accounting. Comparable on the small/mid-market advisory segment that Bauman targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/baumanassociates
• LinkedInlinkedin.com/company/bauman-associates-ltd-
• Instagraminstagram.com/baumanassociates

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bauman Associates CPAs & Advisors