KerberRose Company Profile

Background

Overview

KerberRose is a Certified Public Accounting (CPA) firm dedicated to serving the people and businesses of Wisconsin and Michigan’s Upper Peninsula. Established in 1989, the firm has grown from a sole practitioner to a leading regional provider of comprehensive accounting and advisory services. With over 190 professional staff members, KerberRose operates multiple offices across Wisconsin and in Marquette, Michigan.

Mission and Vision

Mission: To help make our clients and employees successful.

Vision: Build a first-class work environment.

Core Values

Honesty

Integrity

Respect

Balanced life

Community-oriented

Industry Significance

KerberRose is recognized for its commitment to excellence and community involvement. The firm was listed on Inside Public Accounting’s Top 200 Firms in 2021 and has received the Best of Accounting Client Satisfaction Award in 2024 and 2025.

Key Strategic Focus

Core Objectives

Provide proactive, personalized tax and accounting services.

Foster meaningful client relationships.

Support and engage with local communities.

Areas of Specialization

Accounting

Advisory

Audit & Assurance

Human Resources

Payroll

Retirement Plans

Tax Services

Wealth Management

Key Technologies Utilized

KerberRose integrates advanced technologies to enhance service delivery, including:

Cloud-based accounting software

Data analytics tools

Cybersecurity measures

Primary Markets Targeted

Small to mid-sized businesses

Non-profit organizations

Government entities

Individuals seeking comprehensive financial services

Financials and Funding

Funding History

As a privately held firm, KerberRose has not publicly disclosed detailed funding information. The firm has experienced steady growth, with reported revenues of $10.9 million in 2024.

Recent Developments

Acquisition of The H.S. Group: In October 2021, KerberRose expanded its Human Resources Consulting services by acquiring The H.S. Group, a firm specializing in recruiting, career transition, HR consulting, talent development, and assessments.

Acquisition of KerberRose Technology by Sprinter: In 2024, Sprinter Business Solutions acquired KerberRose Technology, the firm's technology division, enhancing its IT capabilities and allowing KerberRose to focus more on its core accounting and advisory services.

Pipeline Development

Key Initiatives

Expansion of Service Lines: The acquisition of The H.S. Group has broadened KerberRose's service offerings in human resources consulting, providing clients with a more comprehensive suite of services.

Technological Integration: The integration with Sprinter Business Solutions aims to enhance the firm's technological infrastructure, improving service delivery and operational efficiency.

Technological Platform and Innovation

Proprietary Technologies

KerberRose utilizes a range of proprietary technologies to deliver efficient and secure services, including:

Secure client portals for document sharing

Automated tax preparation tools

Integrated financial planning software

Significant Scientific Methods

Data Analytics: Employing advanced data analytics to provide clients with actionable insights and strategic recommendations.

Cybersecurity Protocols: Implementing robust cybersecurity measures to protect client data and maintain trust.

Leadership Team

Executive Profiles

Michael Matuszak, CPA – Managing Shareholder: Appointed in August 2024, Michael brings extensive experience in public accounting and has been instrumental in the firm's growth and strategic direction.

Erik Bunnell, CPA – Former Managing Shareholder: Served from 2018 to 2024, Erik led the firm through significant expansion and service diversification.

David Minch – Shareholder: With 13 years of experience, David has been with KerberRose since 2021, contributing to the firm's audit services.

Kelly Nolan – Shareholder: Joining in 2019, Kelly has 14 years of experience and leads the firm's tax services.

Competitor Profile

Market Insights and Dynamics

The accounting and advisory services market in Wisconsin is competitive, with firms ranging from small local practices to large national entities. KerberRose differentiates itself through its community-focused approach and comprehensive service offerings.

Key Competitors

Associated Bank: A major financial institution offering a wide range of services, including accounting and advisory.

CliftonLarsonAllen LLP (CLA): A national firm providing audit, tax, and consulting services.

BDO USA LLP: A global network offering comprehensive accounting and advisory services.

Competitive Landscape

KerberRose's focus on personalized service, community involvement, and comprehensive service offerings positions it as a strong competitor in the regional market.

Strategic Collaborations and Partnerships

BDO Alliance

KerberRose is a member of the BDO Alliance, a network of independent accounting firms. This affiliation allows KerberRose to offer clients access to a broader range of resources and expertise while maintaining its local presence.

Operational Insights

Strategic Considerations

KerberRose's strategic focus on community engagement, personalized service, and service diversification enables it to maintain a competitive edge in the regional market. The firm's recent acquisitions and technological integrations are expected to enhance its service delivery and operational efficiency.

Strategic Opportunities and Future Directions

Expansion of Service Offerings

The integration of The H.S. Group and Sprinter Business Solutions presents opportunities for KerberRose to expand its service offerings, particularly in human resources consulting and technology services.

Technological Advancements

Continued investment in technology will enable KerberRose to enhance client service, improve operational efficiency, and stay competitive in the evolving market.