Overview
Heidi has over 20 years of public accounting experience and has extensive experience in serving nonprofit organizations, including those that are multi-entity, have complex accounting transactions, and have large, complex investment portfolios and significant endowment and donor fund balances. She also works with various foundations, private schools, associations, unions, and other social service organizations with a wide range of sizes throughout the year. Tax services include preparation and filing of Forms 990, 990-T, 990-PF and various annual state filings. Heidi has provided training on topics of investments, contributions, net assets and audit and accounting updates
Education
Bachelor of science, accounting and finance – University of Wisconsin, Lacrosse
American Institute of Certified Public Accountants
Minnesota Society of Certified Public Accountants
Certified Public Accountant