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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Education

• 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

Overview

• 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 • SAP

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

• I often volunteer for Parent Teacher Organization events.