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