Not Your Typical Accounting Firm

 

Our business was built on the principle that we can do more than just make sure your tax forms are in order. We strive to create and maintain close, personal relationships with our clients. If there’s ever a question about what your next business move should be, BATP should be your first phone call. 

We pride ourselves on being responsive and providing exceptional service. We adapt to the constant changes in business and technology to provide our clients with the most up to date information and service. Every client receives close, personal and professional attention, regardless of your annual income statement.

We take our job very seriously, but unlike a lot of other accountants you may have met, we like to laugh and have fun too. Read on to learn a little about us…


 
“Nobody ever remembers who finished second at anything.”- Jack Nicklaus

“Nobody ever remembers who finished second at anything.”

- Jack Nicklaus

Jason Birner, CPA

Jason started BATP with the same principles he applies in every other aspect of his life - show up no matter what, work hard, treat people fairly and don’t take things too seriously. Jason is ready with a laugh and puts everyone else’s needs before his own. His fun loving personality is matched only by his tenacity and ability to quickly assess a business and develop a strategy to make it better. Jason enjoys that for his clients, he’s not just an accountant. He becomes a partner who is truly passionate about helping business owners.

There’s not a lot of free time when you’re running a business and raising teenage daughters, but when time and weather permits Jason enjoys honing his skills on the golf course. He also enjoys watching sports of any kind, and especially loves cheering on his girls in their various activities. 

Contact Jason in Pewaukee

 

 
“Find a job you enjoy doing, and you will never have to work a day in your life.”- Mark Twain

“Find a job you enjoy doing, and you will never have to work a day in your life.”

- Mark Twain

Nick Poehlman, CPA

Nick considers himself one of the lucky ones. After his first college accounting course he knew he was meant to be in the numbers business. He realized bookkeeping and general accounting principles were a beautiful blend of math and common sense, and he was hooked. Since that day, Nick has loved every minute of his chosen profession and is passionate about helping clients understand an area of business that is often scary and confusing.

Nick is hard working, dedicated, doggedly determined, and has a great sense of humor. For an accountant that is. He loves working with clients who are organized and open to new approaches. In his spare time, typically outside of tax season, he enjoys canoeing with friends, swimming, watching hockey and catching a movie with his girlfriend.

Contact Nick in Shorewood


 
"Even though we often mess up, most of us are doing the best that we know how with the circumstances that surround us."- Richard Carlson

"Even though we often mess up, most of us are doing the best that we know how with the circumstances that surround us."

- Richard Carlson

Tracy Wandersee, CPA

Tracy knows a thing or two about accounting. But what she’s most passionate about is helping clients really understand their financial position. She has sat with countless individuals and counseled them on starting their own business, and prides herself on going above and beyond for each client to make their business a success. It’s a rarity in business these days to find someone as invested and dedicated as Tracy. 

She loves her chosen field and is exceptionally good at it. Although she is serious and focused most of the day, she likes to unwind through boating and kayaking, tending to her garden and spending time with her dog, Ellie, and two grown sons.

Contact Tracy in Oconomowoc