Bonnie Lilley

CPA, CGMA®, MBA

Principal

Areas of Expertise

Compensation

Practice Tax Planning

Practice Entity Formation

On The Job

Bonnie is a Principal and member of Business Advisory Services in Milwaukee. Bonnie has over 26 years of experience performing and managing audits, reviews and compilations.

Bonnie works with clients on understanding their business, the challenges they are facing, and helping them with a proactive strategic approach to growing their business. She brings a solid base of knowledge specific to closely-held businesses, allowing her to assist clients not only with their accounting and financial needs, but also with basic management, process improvement, governance, and tax matters.

In addition, she works with clients to identify, improve, and maintain effective internal controls as well as accounting procedures to help them manage and control their business more efficiently and economically. Bonnie has worked with a wide array of clients including manufacturers, distributors, contractors, and nonprofits performing and supervising audits, reviews and compilations and providing consulting and support services. In addition, she has global experience working in Asia, Europe, and South America.

Bonnie is a member of the American Institute of Certified Public Accountants (AICPA), the Wisconsin Institute of Certified Public Accountants (WICPA) and an annual presenter at the Waukesha STEM Academy.

education

  • Carroll College - Bachelor of Business Administration - Accounting
  • University of Wisconsin - Milwaukee - Masters of Business Administration

credentials

  • Certified Public Accountant (CPA)
  • Masters of Business Administration (MBA)
  • Global Management Accounting Designation (CGMA®)

speaking experience 

  • Annual presenter at the Waukesha STEM Academy

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

Speaker Source

Bonnie is a Principal and member of Business Advisory Services in Milwaukee. Bonnie has over 23 years of experience performing and managing audits, reviews and compilations. Bonnie works with clients on understanding their business, the challenges they are facing, and helping them with a proactive strategic approach to growing their business. She brings a solid base of knowledge specific to closely-held businesses, allowing her to assist clients not only with their accounting and financial needs, but also with basic management, process improvement, governance, and tax matters.

The following is a partial list of the topics Bonnie covers:

  • How Your Organization Can Benefit from an SOC Audit
    • Types of SOC Audits
    • Business Benefits for Third-Party Service Providers
    • Reduce Audits By Providing Your SOC Report
  • Risk Management and Fraud Prevention Through Internal Controls
    • The role of internal controls in protecting your company’s assets
    • Exploring the tools to reduce risk of fraud
    • Protecting your company from data loss and theft

Awards and Affiliations

SVA-best-accounting-firms-2021-forbes-1
accounting-today-top-100-firms-2021-1
sva-inside-public-accounting-top-100-firms-2020-1
sva-inside-public-accounting-best-of-the-best-firms-2019-1
WICPA-1
gptw_certified_badge_sep_2019_rgb_certified_daterange-1
mpower-business-champions-cpa
sva-IB-executive-choice-award-winner-2020-v2-1
AICPA-logo-1
aicpa-ebpaqc-member-color-1

Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
BizTips

Are you in the know on the latest business trends, tips, strategies, and tax implications? SVA’s Biz Tips are quick reads on timely information sent to you as soon as they are published.

Connect With Us

Copyright © 2021 SVA Certified Public Accountants

sva-logo CORPORATE SITE