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.
•B.S. – Accounting, University of Minnesota, 1997 •CPA – Licensed in Minnesota, 1999
•17 years of experience in nonprofit & government - - 5 years audit at LarsonAllen LLP, 5 years Controller at VOA National Services, 7 years Manager/Principal CLA Outsourcing •Manage over 60+ clients •Supervise over 40+ internal and external staff •Train & provide growth opportunities for internal and external staff •Provide performance coaching for 10+ outsourcing staff (growth opportunities, on the job training, technical & soft skills) *** •Solicit and market CLA outsourcing along with audit, tax, payroll, software, information security, executive search, employee benefits, and wealth management services to current & potential clients •Lead potential client meetings related to Outsourcing, including additional services noted above •Lead new client and potential client financial department assessments to scope the most efficient and effective financial department model •Provide CFO services (dashboards, trend analysis, forecasting, key indicators) •Prepare and executive financial policies & procedures, operations policies, and board policies •Communicate and train executive management and board of directors on their fiduciary responsibilities related to financial policies & reporting •Implement new financial and payroll software systems *** •Stay abreast of industry and service technical and company-wide standards to provide exceptional client service •Lead and execute national and local Outsourcing strategic initiatives related to staff training, staffing, and marketing to develop and grow the outsourcing practice •Meet with internal partners and external referral sources to build relationships and identify potential opportunities •Speak and write internally and externally on areas related to outsourcing and accounting •Balance client relationships and CLA business model to make sure clients are satisfied and we meet realization and profitability expectations
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In the community
•Leadership Cabinet, Minnesota Society of CPAs (2011-2012) •Member, Program Committee at NFG Group (nonprofit business managers group) (2010-current) •Member, Minnesota Society of CPAs •Member, AICPA