ABOUT US
Education:
BBA in Accounting and Marketing 1997Work Experience:
Public Accounting since 1998
Business Owner since 2004
Major Clients:
Madison Children's Museum Inc.
Big Brothers Big Sisters of Dane County Inc.
Colonial Club Inc.
Sustain Dane Inc.
Education:
BS in Accounting 1988
CPA Certification 1994
MBA 2003Work Experience:
Private Accounting from 1990 to 2008
16 years - Company Controller/CFO
8 years - Stockholder/Business OwnerIndustry Experience:
12 years in Construction
12 years in Retail
10 years in Distribution
Education:
BS in Accounting 1995Work Experience:
15 years of nonprofit audit
Specialties:
Preparation for outside audits
Compliance audits
IRS Form 990
TechnologyOther Interests:
Cougars Hockey Boosters
Community Shares of Wisconsin
United Way of Dane County
Education:
BS in Accounting 2003Work Experience:
13 years of tax experience
Specialties:
Individual Taxation
Corporate Taxation
Partnership Taxation
Small Business ConsultingOther Interests:
Golfing
Education:
Associate of Accounting 2003Specialties:
Restaurant accounting using Great Plains
Small business accounting using QuickBooks
Other Interests:
Travel
Education:
BS in Accounting 2001Work Experience:
Controller experience since 2005
Small Business Experience:
Oversight of accounting functions
Management of cash flow
Overall financial managementOther Interests:
Volunteer tax preparer (2008-2011)