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.
• Bachelor of business administration, accounting, University of Toledo
Jacki has more than 20 years of auditing experience with nonprofit and manufacturing entities. She is a member of the AICPA and OSCPA. Jacki is a licensed certified public accountant (CPA) in Ohio.
• Audit and accounting services
• Nonprofit organizations
• Closely held clients
• Assists with systems of internal controls
• Assists nonprofit clients in appropriate accounting for grants, contributions and perpetual trust contributions
In the community
• American Institute of Certified Public Accountants
• The Ohio Society of Certified Public Accountants
• Zion Lutheran Church – past council member