Potter & Brant, P.L.C. ~ Certified Public Accountants



Potter & Brant



Certified Public Accountants


Clear Lake: 641-357-5291
Webster City: 515-832-4783

About us



We take care of all your accounting needs.



We are an accounting firm with offices located in Clear Lake and Webster City. We take pride in performing our work with excellence and integrity. Our approach is to understand your business, your personal ambitions, and the industry in which you compete. We believe this provides our clients with a personal service, catered just for them.



Practice Areas



Bookkeeping & Bill Paying



We offer full bookkeeping services including bank reconciliations, cash management, A/R, A/P, general ledger maintenance, QuickBooks assistance, setup, or training, and many other services. We can provide outsourced accounting by supplying temporary, interim, or part-time accounting assistance.



Payroll Services



We provide payroll services including preparing payroll, payroll tax reports, W-2's, and payroll tax deposits.



Tax Preparation



We provide tax services for individuals, partnerships, corporations, nonprofits, and fiduciaries. We also provide financial, retirement, and tax planning services.



Financial Statements



We provide financial statement services including preparation, compilation, review, and attest engagements, including audit, examination, and agreed-upon procedures. We specialize in audits for government, nonprofit, for profit, and employee benefit plans.



Accounts Receivable
Billing & Maintenance



We offer services for accounts receivable, including Medicaid, Medicare, Co-insurance, and Private billings. We specialize in Nursing and Residential Care Facilities.

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Start Up Advice



Creating a new business is daunting. We can help by consulting with you on the start up, setup, and development of your business.

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Professional Staff



James Potter, C.P.A.


FOUNDING PARTNER - RETIRED


James graduated from the University of Minnesota in 1969 and become a Certified Public Accountant in 1971. James and Kristi established Potter & Brant, P.L.C. in 2005. James retired at the end of 2020 after a long and successful career.

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Amy Beenken, C.P.A.


sENIOR accountant


Amy graduated from Simpson College in 2009 with a Bachelor of Arts Degree in Accounting. She has worked in public accounting since 2009, becoming a Certified Public Accountant in 2012.

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Danielle Prather, C.P.A.


SENIOR accountant


Danielle graduated from the University of Northern Iowa in 2008 with a Bachelor of Arts Degree in Accounting. She has worked in the accounting field ever since, becoming a Certified Public Accountant in 2009.

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Jolene Leerar


Staff accountant


Jolene graduated from Simpson College with a Bachelor of Arts Degree in Accounting. She has worked in private accounting since she graduated. Jolene joined the Potter & Brant team in 2020.

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Teria Craven


Staff accountant


Teria graduated from Buena Vista University with a Bachelor of Arts Degree in Accounting. She joined the Potter & Brant team in 2021.

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Micah Jaeger


staff accountant


Micah graduated from Buena Vista University with a Bachelor of Arts in Accounting and Business Administration. He joined Potter & Brant at the beginning of 2023.

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Deanna Shriver


staff accountant


Deanna graduated from York College with a Bachelor of Science in Accounting. Deanna joined Potter & Brant at the beginning of 2023.

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We're here to serve you


Clear Lake Phone Number: 641-357-5291
Fax: 641-357-8436
Webster City Phone Number: 515-832-4783
Fax: 515-832-6711

PO Box 7
31 Plaza Dr
Clear Lake, Iowa 50428
: : :
PO Box 189
620 2nd St, Suite 1
Webster City, Iowa 50595



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Peer Review - Report on the Firm's System of Quality Control - December 7, 2018



potter & brant, P.L.C.





Peer Review - Report on the Firm's System of Quality Control - December 7, 2018