Overview
Profile
Amy is a principal at CLA serving health care and senior living organizations with a focus on assurance, outsourcing, and strategic financial advisory services. Her 14 years of experience includes financial statement audits, financial feasibility studies and prospective reporting services, strategic financial planning, and outsourced accounting. Amy partners with boards and leadership teams to assess financial viability, support growth initiatives, and inform capital and operating decisions while providing trusted audit and assurance services. She is dedicated to building strong, lasting relationships that extend beyond compliance requirements.
Technical experience
- Senior living including skilled nursing, independent, assisted living, and life plan communities
- Community health organizations
- Behavioral and mental health providers
- Hospice and home health agencies
Education
- Bachelor of business administration in accounting from the University of Wisconsin – Whitewater
- Master of professional accountancy from the University of Wisconsin – Whitewater
- Certified Public Accountant in the state of Wisconsin
In the community
- Food Pantry of Waukesha County, Board member
- UW-Eau Claire Center for Health Administration and Aging Services Excellence, Board member
- TEMPO Milwaukee Emerging Women Leaders member
- CLA Diversity, Equity, and Inclusion ambassador
- American Institute of Certified Public Accountants (AICPA) member
- Wisconsin Institute of Certified Public Accountants (WICPA) member
- Speaker and presenter at accounting and health care industry conferences