Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Katie Herberg

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• Bachelor of Arts - Spanish with a minor in Latin American Studies from Minnesota State University, Mankato, MN
• Associate of Applied Science - Accounting from Rasmussen College, Mankato, MN


• Cost accounting
• Revenue recognition & matching period expenses
o Work in Process
o Sales and Expense Accrual/Deferral journal entries
• Other month-end journal entries and reconciliations
• Amortizing pre-paid expenses
• Calculation of customer rebate payments and Sales Representative commissions, both based upon contractual language
• ERP system knowledge of workflow & process, front to back, I'm good with computers & software.
• Worked interdepartmentally to create and verify reports
• Microsoft Office expert, especially in Excel
• Meeting audit requirements & maintaining appropriate documentation

Speaking engagements


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In the community

• I often volunteer for Parent Teacher Organization events.