Education

Bachelor of Business Administration in accounting and finance from University of Wisconsin - Oshkosh

Overview

I oversee and lead audits, reviews, and compilations for clients primarily in the manufacturing and construction industires.  My experience includes the preparation of consolidated and combined financial statements.  I am also an experienced auditor of employee benefit plans, and have in-charge responsibility over many of these engagements.  I am responsible for the preparation of Federal Form 5500 and 8955-SSA returns for employee benefit plans.  In addition, my experience includes the preparation of business and individual income tax returns.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

Construction Financial Management Association

National Center for Employee Ownership

The ESOP Association