Clayton & McKervey

Expert CPA Services for Industrial Automation Companies in Wisconsin

Are you an industrial automation business in Wisconsin looking for a reliable and experienced CPA firm to support your growth? Look no further than Clayton & McKervey.

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Why choose Clayton & McKervey?

  • With extensive knowledge of the industrial automation industry and a commitment to staying current on tax laws and regulations, we guarantee compliance.
  • Our services encompass everything from tax planning to financial statement preparation and analysis.
  • Our dedicated team is focused on providing personalized attention to each client. We work with you to understand your unique business goals and create customized solutions to help you reach them.
  • Our clients have consistently rated us 5-stars for our reliability and professionalism, making us a trustworthy partner.

Don’t let financial and tax concerns hinder the growth of your industrial automation business. Reach out to us for a free consultation and discover how we can support you. 

Supporting Your Business at Every Stage 

We understand that every business is unique, and we are committed to providing tailored services to support your company at every stage of growth, from start-up to maturity. Our services include accounting and bookkeeping, financial reporting, and tools and systems for data-driven decision-making. Our dedicated consultants will also provide counsel and advice on other key areas, such as tax credits, operational efficiencies, and technology-based solutions.

Trusted Local Partner

With 70 years of experience in business, we have helped dozens of industrial automation companies in Wisconsin. Trust us to provide the results you need, from a company close to home.

As A CPA Firm, Our Illinois Clients Trust Us For:

Tax & Accounting Support

Our team of experts will help you implement new tax planning strategies, navigate federal, state and local taxes, and leverage tax credits. We also provide accounting and bookkeeping support tailored to your specific business growth plan. Our cloud-based solutions and dedicated accounting specialists can serve as an outsourced accounting department or provide training for your current team.

At-A-Glance Dashboards

We understand the importance of data-driven decision-making. Our new 'At-A-Glance' service is designed to help industrial automation business owners like you understand how your company is operating at a glance. We'll help extract data from your current systems and display the metrics in one convenient location so you can track your business performance in real-time and make data-driven decisions.

Strategic Growth Advisory

If you're focused on identifying barriers to growth, our IA Growth Accelerator is the perfect solution. Designed for companies with up to $25M in revenue, our tool equips business owners with an easy way to measure progress throughout key life cycle stages. We'll provide a strategic plan with benchmarks tracking success over time, helping you understand which actions drive results that matter.

We are proud to be associated with the following organizations

A3 Association
CSIA Association
ACEC Association
Zweig Association
EFCG Association

“It’s important to continuously improve your operations and maximize value through informed objectives—whether you are just starting out or looking to grow. Make business value a priority today so you can understand what your company is worth and successfully position your business to potential buyers when it’s time to sell.”

Bryan Powrozek

Bryan Powrozek
Senior Manager, Industrial Automation

What to Expect When Partnering with Clayton & McKervey

When you reach out to Clayton & McKervey, one of our local professionals will be in touch to discuss your accounting, tax preparation, or any other growth-related or financial goals. During our initial conversation, we will focus on:

  • Understanding the overview of your business including location, revenue, focus and current situation
  • Identifying your company’s specific goals
  • Gaining an understanding of any challenges and decision-making processes
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After our initial call, you can expect:

Expect us to ask for past tax returns and financial statements, along with any other relevant records that will help us gain insight into your business and how we can best assist you. Once we have reviewed this information, we will provide you with our recommendations and pricing scope and introduce you to other team members.

Clayton & McKervey

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