BerganKDV Company
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BerganKDV Employees
Employee
Years
Job
Industry
Adam Magee, CPA Adam Magee, CPA's BerganKDV Experience September 2014 - Present
Job Staff Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV September 2014 - Present
University of Missouri System- Office of the Controller August 2009 - August 2014
Daniel Boone Little League May 2004 - July 2014
Mizzou Athletics Total Person Program January 2012 - May 2014
RubinBrown LLP January 2013 - March 2013
Education
University of Missouri-Columbia 2013 — 2014
Master's Degree, Accounting
University of Missouri-Columbia 2013 — 2014
Master's Certificate, Taxation
University of Missouri-Columbia 2009 — 2012
Bachelor's degree, Accounting, Cum Laude
BerganKDV September 2014 - Present
University of Missouri System- Office of the Controller August 2009 - August 2014
Daniel Boone Little League May 2004 - July 2014
Mizzou Athletics Total Person Program January 2012 - May 2014
RubinBrown LLP January 2013 - March 2013
Education
University of Missouri-Columbia 2013 — 2014
Master's Degree, Accounting
University of Missouri-Columbia 2013 — 2014
Master's Certificate, Taxation
University of Missouri-Columbia 2009 — 2012
Bachelor's degree, Accounting, Cum Laude
Courtney Henry, CPA Courtney Henry, CPA's BerganKDV Experience September 2011 - Present
Job Senior Tax Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV September 2011 - Present
Skills
Income Tax, Tax, Tax Preparation, Tax Returns, Tax Law, Tax Accounting, Tax Advisory, Auditing, Bookkeeping, Accounting, Corporate Tax, Financial Reporting, Financial Accounting, Accounts Receivable, GAAP, Strategic Financial..., Budgets, Cash Flow, Payroll Taxes, US GAAP, Internal Controls, Fixed Assets, Tax Research, Cost Accounting, Finance, Partnership Taxation, Sarbanes-Oxley, Peachtree, General Ledger, External Audit, Cash Management, Financial Statements, Sales Tax, Invoicing, Assurance, Financial Analysis, Microsoft Excel, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, QuickBooks, Managerial Finance, Business Tax Planning, Estate Planning, Financial Planning
Education
University of Northern Iowa 2008 — 2011
BA, Accounting
University of Northern Iowa 2003 — 2008
BA, History
BerganKDV September 2011 - Present
Skills
Income Tax, Tax, Tax Preparation, Tax Returns, Tax Law, Tax Accounting, Tax Advisory, Auditing, Bookkeeping, Accounting, Corporate Tax, Financial Reporting, Financial Accounting, Accounts Receivable, GAAP, Strategic Financial..., Budgets, Cash Flow, Payroll Taxes, US GAAP, Internal Controls, Fixed Assets, Tax Research, Cost Accounting, Finance, Partnership Taxation, Sarbanes-Oxley, Peachtree, General Ledger, External Audit, Cash Management, Financial Statements, Sales Tax, Invoicing, Assurance, Financial Analysis, Microsoft Excel, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, QuickBooks, Managerial Finance, Business Tax Planning, Estate Planning, Financial Planning
Education
University of Northern Iowa 2008 — 2011
BA, Accounting
University of Northern Iowa 2003 — 2008
BA, History
Nema Falahpour Nema Falahpour's BerganKDV Experience July 2008 - Present
Job Assurance Supervisor at BerganKDV
Industry Accounting
Experience
BerganKDV July 2008 - Present
Procter & Gamble March 2006 - June 2008
Skills
GAAS, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Financial Audits, Assurance, US GAAP, Auditing, Cost Accounting, General Ledger, Budgets
Education
University of Iowa 2003 — 2008
BBA, Accounting
BerganKDV July 2008 - Present
Procter & Gamble March 2006 - June 2008
Skills
GAAS, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Financial Audits, Assurance, US GAAP, Auditing, Cost Accounting, General Ledger, Budgets
Education
University of Iowa 2003 — 2008
BBA, Accounting
Ryan Dupuy Ryan Dupuy's BerganKDV Experience April 2014 - Present
Job Enterprise Network Technician at Computer Systems Associates
Industry Information Technology and Services
Experience
BerganKDV April 2014 - Present
Computer Systems Associates December 2011 - April 2014
University of Northern Iowa August 2007 - December 2011
Target April 2006 - July 2011
Skills
Active Directory, Computer Hardware, Technical Support, Troubleshooting, Windows 7, Network Administration, SQL, Windows
Education
University of Northern Iowa 2007 — 2011
Computer Science, Network and System Administration/Administrator
BerganKDV April 2014 - Present
Computer Systems Associates December 2011 - April 2014
University of Northern Iowa August 2007 - December 2011
Target April 2006 - July 2011
Skills
Active Directory, Computer Hardware, Technical Support, Troubleshooting, Windows 7, Network Administration, SQL, Windows
Education
University of Northern Iowa 2007 — 2011
Computer Science, Network and System Administration/Administrator
Loren Viere Loren Viere's BerganKDV Experience July 1983 - Present
Job President at BerganKDV
Industry
Experience
BerganKDV July 1983 - Present
Skills
Accounting, Tax, Management, Strategic Planning, Auditing, Succession Planning, Retirement Planning, Leadership, Customer Satisfaction, Consulting, Mergers & Acquisitions, Partnership Taxation, Income Tax
Education
St. Cloud State University
Bachelor of Science (BS), Accounting
BerganKDV July 1983 - Present
Skills
Accounting, Tax, Management, Strategic Planning, Auditing, Succession Planning, Retirement Planning, Leadership, Customer Satisfaction, Consulting, Mergers & Acquisitions, Partnership Taxation, Income Tax
Education
St. Cloud State University
Bachelor of Science (BS), Accounting
Andrew Johnson, CPA Andrew Johnson, CPA's BerganKDV Experience July 2013 - Present
Job Assurance Manager at BerganKDV
Industry Accounting
Experience
BerganKDV July 2013 - Present
Bohr, Dahm, Greif & Associates, P.C. June 2012 - April 2013
CliftonLarsonAllen July 2001 - June 2012
Skills
Auditing, Accounting, CPA, GAAP, Internal Controls, US GAAP, Assurance, External Audit, Financial Statements, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Audits of Employee..., Tax
Education
University of Northern Iowa 1996 — 2001
BA, Accounting
BerganKDV July 2013 - Present
Bohr, Dahm, Greif & Associates, P.C. June 2012 - April 2013
CliftonLarsonAllen July 2001 - June 2012
Skills
Auditing, Accounting, CPA, GAAP, Internal Controls, US GAAP, Assurance, External Audit, Financial Statements, Internal Audit, Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Audits of Employee..., Tax
Education
University of Northern Iowa 1996 — 2001
BA, Accounting
Kellee Hildreth's BerganKDV Experience January 2013 - Present
Job Tax Manager at BerganKDV, CPA, CGMA
Industry Accounting
Experience
BerganKDV January 2013 - Present
Gegner Company, PC September 2004 - January 2013
Skills
Business Consulting, Tax Services, Auditing, QuickBooks, Peachtree, Payroll Services, Corporate Tax, Tax, Income Tax
Education
Iowa State University - College of Business 1999 — 2003
Accounting and Finance
BerganKDV January 2013 - Present
Gegner Company, PC September 2004 - January 2013
Skills
Business Consulting, Tax Services, Auditing, QuickBooks, Peachtree, Payroll Services, Corporate Tax, Tax, Income Tax
Education
Iowa State University - College of Business 1999 — 2003
Accounting and Finance
Adam Heathcote Adam Heathcote's BerganKDV Experience March 2011 - Present
Job Financial Advisor at BerganKDV Wealth Management
Industry Investment Management
Experience
BerganKDV March 2011 - Present
Sartell/St. Stephen Education Foundation January 2007 - Present
Nies Financial Group, Inc. June 2004 - March 2011
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
BerganKDV March 2011 - Present
Sartell/St. Stephen Education Foundation January 2007 - Present
Nies Financial Group, Inc. June 2004 - March 2011
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
Joe Rigdon Joe Rigdon's BerganKDV Experience 2005 - Present
Job Government Consulting Manager at BerganKDV
Industry Accounting
Experience
BerganKDV 2005 - Present
City of Rogers, MN 2001 - 2005
KDV 1997 - 2001
City of Falcon Heights, MN 1994 - 1997
Hennepin County, MN 1992 - 1994
Skills
Financial Reporting, Accounting, CPA, Financial Statements, Auditing, Government, GAAP, Accounts Receivable, Budgets, Tax Preparation, Finance
Education
St. Cloud State University 1988 — 1991
Bachelor of Science (BS), Finance
BerganKDV 2005 - Present
City of Rogers, MN 2001 - 2005
KDV 1997 - 2001
City of Falcon Heights, MN 1994 - 1997
Hennepin County, MN 1992 - 1994
Skills
Financial Reporting, Accounting, CPA, Financial Statements, Auditing, Government, GAAP, Accounts Receivable, Budgets, Tax Preparation, Finance
Education
St. Cloud State University 1988 — 1991
Bachelor of Science (BS), Finance
Douglas Gleisner Douglas Gleisner's BerganKDV Experience January 2006 - Present
Job Audit Manager at BerganKDV
Industry Accounting
Experience
BerganKDV January 2006 - Present
Skills
Corporate Tax, Income Tax, Accounting, Tax Preparation, Financial Reporting, Financial Accounting, QuickBooks, Auditing, Account Reconciliation, Payroll, Financial Analysis, Tax, ProSystem fx Tax, Partnership Taxation, Tax Research, General Ledger, Bookkeeping, Fixed Assets, Financial Statements, Tax Accounting
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Accounting
BerganKDV January 2006 - Present
Skills
Corporate Tax, Income Tax, Accounting, Tax Preparation, Financial Reporting, Financial Accounting, QuickBooks, Auditing, Account Reconciliation, Payroll, Financial Analysis, Tax, ProSystem fx Tax, Partnership Taxation, Tax Research, General Ledger, Bookkeeping, Fixed Assets, Financial Statements, Tax Accounting
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Accounting
Daniel Rausch, CPA Daniel Rausch, CPA's BerganKDV Experience February 2013 - Present
Job Customer Relationship Manager Accounting Services at BerganKDV
Industry Accounting
Experience
BerganKDV February 2013 - Present
Unique Identity, Inc. dba: Up North Trading Company 2007 - 2012
LarsonAllen August 1995 - October 2007
LarsonAllen August 1988 - August 1995
Skills
Corporate Tax, Tax, Tax Preparation, CPA, Accounting, Income Tax, Tax Accounting, Financial Statements, General Ledger, Financial Accounting, Financial Reporting, Auditing
Education
Saint Cloud State University - G.R. Herberger College of Business 1984 — 1988
Bachelor of Science (B.S.), Accounting
BerganKDV February 2013 - Present
Unique Identity, Inc. dba: Up North Trading Company 2007 - 2012
LarsonAllen August 1995 - October 2007
LarsonAllen August 1988 - August 1995
Skills
Corporate Tax, Tax, Tax Preparation, CPA, Accounting, Income Tax, Tax Accounting, Financial Statements, General Ledger, Financial Accounting, Financial Reporting, Auditing
Education
Saint Cloud State University - G.R. Herberger College of Business 1984 — 1988
Bachelor of Science (B.S.), Accounting
Nancy Schulzetenberg's BerganKDV Experience July 2008 - Present
Job Government Audit Partner at BerganKDV
Industry Accounting
Experience
BerganKDV July 2008 - Present
Skills
Auditing, US GAAP, Internal Controls, Finance, Microsoft Office
Education
Minnesota State University, Mankato 1988 — 1992
BS, Accounting and Business Administration
BerganKDV July 2008 - Present
Skills
Auditing, US GAAP, Internal Controls, Finance, Microsoft Office
Education
Minnesota State University, Mankato 1988 — 1992
BS, Accounting and Business Administration
Angela Schwartz's BerganKDV Experience November 2011 - Present
Job Marketing Coordinator at KDV
Industry Marketing and Advertising
Experience
Lifewise July 2015 - Present
BerganKDV November 2011 - Present
Advanced Waterproofing and Sandjacking March 2011 - November 2011
Massage Envy April 2009 - March 2011
Valley Coatings Inc. November 2006 - January 2008
Skills
Event Planning, Marketing, Management, Social Media, Microsoft Excel, Microsoft Office, Sales, Customer Service, Email Marketing, Google Adwords, Adobe Creative Suite, Photoshop, Marketing Strategy, Digital Marketing, Social Networking
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Science, Business Management, General
Rasmussen College-Minnesota 2008 — 2011
Associate of Science (A.S.), Business Administration - emphasis in Marketing
Lifewise July 2015 - Present
BerganKDV November 2011 - Present
Advanced Waterproofing and Sandjacking March 2011 - November 2011
Massage Envy April 2009 - March 2011
Valley Coatings Inc. November 2006 - January 2008
Skills
Event Planning, Marketing, Management, Social Media, Microsoft Excel, Microsoft Office, Sales, Customer Service, Email Marketing, Google Adwords, Adobe Creative Suite, Photoshop, Marketing Strategy, Digital Marketing, Social Networking
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Science, Business Management, General
Rasmussen College-Minnesota 2008 — 2011
Associate of Science (A.S.), Business Administration - emphasis in Marketing
Michelle Bunde Michelle Bunde's BerganKDV Experience December 2012 - Present
Job HR Manager at BerganKDV
Industry Human Resources
Experience
Minn-Dak Chapter of AAA July 2013 - Present
BerganKDV December 2012 - Present
SHRM May 2008 - Present
Thrivent Financial for Lutherans December 2010 - November 2012
Consultant March 2010 - November 2012
Anytime Fitness January 2009 - April 2010
Lurie Besikof Lapidus & Company, LLP April 2008 - November 2008
Consultant February 2006 - April 2008
Recruiter, Staffing Supervisor, and HR Manager May 1998 - February 2006
Education
University of Minnesota-Duluth
Minn-Dak Chapter of AAA July 2013 - Present
BerganKDV December 2012 - Present
SHRM May 2008 - Present
Thrivent Financial for Lutherans December 2010 - November 2012
Consultant March 2010 - November 2012
Anytime Fitness January 2009 - April 2010
Lurie Besikof Lapidus & Company, LLP April 2008 - November 2008
Consultant February 2006 - April 2008
Recruiter, Staffing Supervisor, and HR Manager May 1998 - February 2006
Education
University of Minnesota-Duluth
Andrew Brockway Andrew Brockway's BerganKDV Experience July 2015 - Present
Job Network Technician at BerganKDV
Industry Information Technology and Services
Experience
BerganKDV July 2015 - Present
Networking Solutions - Iowa December 2009 - July 2015
McGladrey December 2006 - December 2009
United States Air Force January 2003 - December 2006
Skills
Windows Server, DNS, Network Security, VMware, Active Directory, DHCP, Windows 7, Veeam, VCP 3.5, VCP 5, Small Business Server, IT Solutions, VMware Workstation, VMware View, VTSP 5
Education
Bellevue University 2004 — 2006
Bachelor's of Science, Management Information Systems, General
Community College of the Air Force 2003 — 2004
Associate's degree, Computer Information Systems
BerganKDV July 2015 - Present
Networking Solutions - Iowa December 2009 - July 2015
McGladrey December 2006 - December 2009
United States Air Force January 2003 - December 2006
Skills
Windows Server, DNS, Network Security, VMware, Active Directory, DHCP, Windows 7, Veeam, VCP 3.5, VCP 5, Small Business Server, IT Solutions, VMware Workstation, VMware View, VTSP 5
Education
Bellevue University 2004 — 2006
Bachelor's of Science, Management Information Systems, General
Community College of the Air Force 2003 — 2004
Associate's degree, Computer Information Systems
Ryan Patchett Ryan Patchett's BerganKDV Experience September 2013 - Present
Job Staff Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV September 2013 - Present
University of Northern Iowa May 2012 - August 2012
CliftonLarsonAllen January 2012 - April 2012
University of Northern Iowa March 2011 - December 2011
Congo River Mini Golf June 2010 - July 2011
Skills
Accounting, Positivity, New Challenges, Work Ethic, Microsoft Excel, Tax, Teamwork
Education
University of Northern Iowa 2010 — 2013
Masters of Arts; Master’s Degree, Accounting, Graduate
University of Louisville 2008 — 2010
BerganKDV September 2013 - Present
University of Northern Iowa May 2012 - August 2012
CliftonLarsonAllen January 2012 - April 2012
University of Northern Iowa March 2011 - December 2011
Congo River Mini Golf June 2010 - July 2011
Skills
Accounting, Positivity, New Challenges, Work Ethic, Microsoft Excel, Tax, Teamwork
Education
University of Northern Iowa 2010 — 2013
Masters of Arts; Master’s Degree, Accounting, Graduate
University of Louisville 2008 — 2010
Gary Wilgenbusch's BerganKDV Experience September 2010 - Present
Job Tax Supervisor at BerganKDV, CPA
Industry Accounting
Experience
BerganKDV September 2010 - Present
Skills
QuickBooks, Tax Preparation, Corporate Tax, Income Tax, Microsoft Office, Bookkeeping, CPA, GAAP, Tax Advisory, Financial Analysis, Sales & Use Tax..., Technology, Small Business
Education
University of Northern Iowa 2007 — 2010
Master’s Degree, Accounting
Kirkwood Community College 2005 — 2007
Associate of Arts, Business/Commerce, General
BerganKDV September 2010 - Present
Skills
QuickBooks, Tax Preparation, Corporate Tax, Income Tax, Microsoft Office, Bookkeeping, CPA, GAAP, Tax Advisory, Financial Analysis, Sales & Use Tax..., Technology, Small Business
Education
University of Northern Iowa 2007 — 2010
Master’s Degree, Accounting
Kirkwood Community College 2005 — 2007
Associate of Arts, Business/Commerce, General
Royce N. Nies, CFP's BerganKDV Experience July 2014 - Present
Job BusinessDevelopment Officer at KDV Wealth Management
Industry Financial Services
Experience
BerganKDV July 2014 - Present
KDV Wealth Management January 2013 - June 2014
KDV Wealth Management March 2011 - January 2013
Nies Financial Group Inc December 2002 - March 2011
First Allied Securities October 2000 - December 2002
First Allied Securities October 2000 - July 2001
D.E. Frey & Company April 2000 - October 2000
D.E. Frey & Company March 1997 - April 2000
Nies Schluchter & Associates March 1997 - April 2000
Dain Bosworth, Inc July 1975 - March 1997
Skills
Wealth Management, Investments, Financial Planners, Finance, Retirement Planning, Strategic Financial..., Mutual Funds, Insurance, Estate Planning, Investment Advisory, Financial Analysis, Business, Asset Allocation, Securities, Leadership, Series 7, Retirement, Life Insurance, Asset Managment, Investment Management
Education
College for Financial Planning 1985 — 1987
Certified Financial Planner (CFP), Finance
University of Missouri-Kansas City 1971 — 1973
BA, Political Science
Witchita State University 1970 — 1971
Political Science and Government
St. Cloud State University 1967 — 1970
AA, Business
St. Boniface High School 1960 — 1964
BerganKDV July 2014 - Present
KDV Wealth Management January 2013 - June 2014
KDV Wealth Management March 2011 - January 2013
Nies Financial Group Inc December 2002 - March 2011
First Allied Securities October 2000 - December 2002
First Allied Securities October 2000 - July 2001
D.E. Frey & Company April 2000 - October 2000
D.E. Frey & Company March 1997 - April 2000
Nies Schluchter & Associates March 1997 - April 2000
Dain Bosworth, Inc July 1975 - March 1997
Skills
Wealth Management, Investments, Financial Planners, Finance, Retirement Planning, Strategic Financial..., Mutual Funds, Insurance, Estate Planning, Investment Advisory, Financial Analysis, Business, Asset Allocation, Securities, Leadership, Series 7, Retirement, Life Insurance, Asset Managment, Investment Management
Education
College for Financial Planning 1985 — 1987
Certified Financial Planner (CFP), Finance
University of Missouri-Kansas City 1971 — 1973
BA, Political Science
Witchita State University 1970 — 1971
Political Science and Government
St. Cloud State University 1967 — 1970
AA, Business
St. Boniface High School 1960 — 1964
Brady Quinn, CPA's BerganKDV Experience August 2015 - Present
Job Senior at BerganKDV
Industry Accounting
Experience
BerganKDV August 2015 - Present
Rockwell Collins July 2014 - July 2015
McGladrey November 2011 - June 2014
Transamerica May 2009 - August 2010
Skills
Tax Returns, GAAP, Accounting, Tax, Financial Analysis, Financial Reporting, Customer Service, Internal Audit, Microsoft Excel, Tax Preparation, Finance, CPA, Microsoft Office, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2011
Master's degree, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
BerganKDV August 2015 - Present
Rockwell Collins July 2014 - July 2015
McGladrey November 2011 - June 2014
Transamerica May 2009 - August 2010
Skills
Tax Returns, GAAP, Accounting, Tax, Financial Analysis, Financial Reporting, Customer Service, Internal Audit, Microsoft Excel, Tax Preparation, Finance, CPA, Microsoft Office, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2011
Master's degree, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Janel Bitzan Janel Bitzan's BerganKDV Experience July 1999 - Present
Job Audit Manager, CPA at KDV
Industry Accounting
Experience
BerganKDV July 1999 - Present
Skills
GAAP, CPA, General Ledger, Financial Statements, Accounting, Fixed Assets, Financial Reporting, Financial Analysis, Auditing
Education
St. Cloud State University 1995 — 1999
Bachelor of Applied Science (BASc), Accounting
BerganKDV July 1999 - Present
Skills
GAAP, CPA, General Ledger, Financial Statements, Accounting, Fixed Assets, Financial Reporting, Financial Analysis, Auditing
Education
St. Cloud State University 1995 — 1999
Bachelor of Applied Science (BASc), Accounting
Jeffrey Bloss Jeffrey Bloss's BerganKDV Experience January 1998 - Present
Job CPA, Partner at BerganKDV
Industry Accounting
Experience
BerganKDV January 1998 - Present
Holiday Companies 1986 - 1998
Many Point Scout Camp June 1988 - August 1990
Skills
Accounting, QuickBooks, Auditing, Tax Preparation, General Ledger, Financial Analysis, Corporate Tax, Income Tax, Tax, Partnership Taxation, Financial Reporting, Budgets
Education
St. Cloud State University 1994 — 1998
Bachelor of Science, Accounting
BerganKDV January 1998 - Present
Holiday Companies 1986 - 1998
Many Point Scout Camp June 1988 - August 1990
Skills
Accounting, QuickBooks, Auditing, Tax Preparation, General Ledger, Financial Analysis, Corporate Tax, Income Tax, Tax, Partnership Taxation, Financial Reporting, Budgets
Education
St. Cloud State University 1994 — 1998
Bachelor of Science, Accounting
Paul Thielen Paul Thielen's BerganKDV Experience March 2014 - Present
Job NetSuite Implementations at BerganKDV
Industry Accounting
Experience
BerganKDV March 2014 - Present
BerganKDV September 2003 - Present
BerganKDV September 2003 - Present
BerganKDV 2003 - Present
BerganKDV September 2003 - April 2014
Shopko August 1983 - July 1999
Skills
QuickBooks, Mentoring, Leadership, Accounting, Small Business, Tax, NetSuite Implementations, Project Management, Payroll, Financial Reporting, Finance, Management, Financial Statements, General Ledger, Financial Accounting, Microsoft Excel
Education
University of Minnesota-Twin Cities 1976 — 1980
B.A., Business
University of Minnesota-Twin Cities 1976 — 1980
B.A., Business/Geography
BerganKDV March 2014 - Present
BerganKDV September 2003 - Present
BerganKDV September 2003 - Present
BerganKDV 2003 - Present
BerganKDV September 2003 - April 2014
Shopko August 1983 - July 1999
Skills
QuickBooks, Mentoring, Leadership, Accounting, Small Business, Tax, NetSuite Implementations, Project Management, Payroll, Financial Reporting, Finance, Management, Financial Statements, General Ledger, Financial Accounting, Microsoft Excel
Education
University of Minnesota-Twin Cities 1976 — 1980
B.A., Business
University of Minnesota-Twin Cities 1976 — 1980
B.A., Business/Geography
Laura Morrison, CPA Laura Morrison, CPA's BerganKDV Experience September 2013 - Present
Job Staff Accountant at Bergan Paulsen, CPA
Industry Accounting
Experience
BerganKDV September 2013 - Present
Teaberry, Ltd. March 2011 - February 2015
Blazek & Vetterling 2011 - 2013
Robert M Adams, CPA 2009 - 2011
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, Financial Accounting, GAAP, Tax, Account Reconciliation, QuickBooks, Accounts Payable, Financial Statements, Sarbanes-Oxley Act, US GAAP, Accounts Receivable
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Accountancy, Accounting
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
BerganKDV September 2013 - Present
Teaberry, Ltd. March 2011 - February 2015
Blazek & Vetterling 2011 - 2013
Robert M Adams, CPA 2009 - 2011
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, Financial Accounting, GAAP, Tax, Account Reconciliation, QuickBooks, Accounts Payable, Financial Statements, Sarbanes-Oxley Act, US GAAP, Accounts Receivable
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Accountancy, Accounting
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Kristie Revering Kristie Revering's BerganKDV Experience July 2006 - Present
Job Accounting Services Manager at BerganKDV
Industry Accounting
Experience
BerganKDV July 2006 - Present
RSM McGladrey Financial Process Outsourcing January 2005 - July 2006
Nash Finch Company August 2001 - December 2004
PrimeVest Financial Services May 1999 - July 2001
Skills
General Ledger, Accounting, Accounts Payable, Financial Statements, QuickBooks, Journal Entries, Payroll, Accounts Receivable, Accruals, Retail Accounting, Payroll Taxes, Sales Tax, Fixed Assets, Microsoft Office, NetSuite, Customer Service
Education
Rasmussen College-Minnesota 1994 — 1996
Higher Accounting Diploma, Accounting
Albany High School 1990 — 1994
BerganKDV July 2006 - Present
RSM McGladrey Financial Process Outsourcing January 2005 - July 2006
Nash Finch Company August 2001 - December 2004
PrimeVest Financial Services May 1999 - July 2001
Skills
General Ledger, Accounting, Accounts Payable, Financial Statements, QuickBooks, Journal Entries, Payroll, Accounts Receivable, Accruals, Retail Accounting, Payroll Taxes, Sales Tax, Fixed Assets, Microsoft Office, NetSuite, Customer Service
Education
Rasmussen College-Minnesota 1994 — 1996
Higher Accounting Diploma, Accounting
Albany High School 1990 — 1994
Eric Thuente Eric Thuente's BerganKDV Experience July 2001 - Present
Job Assurance Partner at berganKDV
Industry Accounting
Experience
berganKDV July 2001 - Present
Skills
Auditing, Assurance, Agribusiness Consulting, Internal Controls, Manufacturing, Aggregates, Accounting, Budgets, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Leadership, Tax, US GAAP
Education
Loras College 1997 — 2001
Bachelor of Arts (B.A.), Accounting
berganKDV July 2001 - Present
Skills
Auditing, Assurance, Agribusiness Consulting, Internal Controls, Manufacturing, Aggregates, Accounting, Budgets, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Leadership, Tax, US GAAP
Education
Loras College 1997 — 2001
Bachelor of Arts (B.A.), Accounting
Amanda (Forsyth) Wendling's BerganKDV Experience July 2015 - Present
Job Director of Marketing and Business Development at BerganKDV
Industry Marketing and Advertising
Experience
BerganKDV July 2015 - Present
Bergan Paulsen, CPA April 2011 - Present
TrueNorth Companies February 2008 - April 2011
Oh Frenzy! An Advertising Agency 2007 - 2008
Sayles Graphic Design 2006 - 2007
Skills
New Business Development, Promotions, Strategic Planning, Social Media, Advertising, Marketing Strategy, Public Relations, Proposal Writing, Microsoft Office, Marketing, Marketing Communications, Market Research, Leadership, Budgets
Education
Iowa State University 2004 — 2007
B.A., Advertising
BerganKDV July 2015 - Present
Bergan Paulsen, CPA April 2011 - Present
TrueNorth Companies February 2008 - April 2011
Oh Frenzy! An Advertising Agency 2007 - 2008
Sayles Graphic Design 2006 - 2007
Skills
New Business Development, Promotions, Strategic Planning, Social Media, Advertising, Marketing Strategy, Public Relations, Proposal Writing, Microsoft Office, Marketing, Marketing Communications, Market Research, Leadership, Budgets
Education
Iowa State University 2004 — 2007
B.A., Advertising
Kyle Kosloske, CPA's BerganKDV Experience August 2012 - November 2014
Job Senior Tax Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP December 2014 - Present
BerganKDV August 2012 - November 2014
Abdo Eick & Meyers, LLP January 2011 - August 2012
Army National Guard/US Army February 2001 - February 2010
Skills
Tax Preparation, QuickBooks, Corporate Tax, GAAP, Financial Reporting, Tax Research, Tax Accounting, Tax Returns, Sales Tax, Partnership Taxation, Public Speaking, Financial Statements, Accounting, Income Tax, Financial Accounting
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2010
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Baker Tilly Virchow Krause, LLP December 2014 - Present
BerganKDV August 2012 - November 2014
Abdo Eick & Meyers, LLP January 2011 - August 2012
Army National Guard/US Army February 2001 - February 2010
Skills
Tax Preparation, QuickBooks, Corporate Tax, GAAP, Financial Reporting, Tax Research, Tax Accounting, Tax Returns, Sales Tax, Partnership Taxation, Public Speaking, Financial Statements, Accounting, Income Tax, Financial Accounting
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2010
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Chris Chapel Chris Chapel's BerganKDV Experience November 2007 - Present
Job Accountant / QuickBooks ProAdvisor at KDV
Industry Accounting
Experience
BerganKDV November 2007 - Present
Passolt, Johnson & Co., Ltd. 1991 - 2007
Skills
QuickBooks, Tax Preparation, Sales Tax, Accounting, Bookkeeping, ProSystem fx Tax, Tax Returns, General Ledger, Fixed Assets
Education
Dakota County Technical College
Accounting, Accounting
BerganKDV November 2007 - Present
Passolt, Johnson & Co., Ltd. 1991 - 2007
Skills
QuickBooks, Tax Preparation, Sales Tax, Accounting, Bookkeeping, ProSystem fx Tax, Tax Returns, General Ledger, Fixed Assets
Education
Dakota County Technical College
Accounting, Accounting
Jamie L. Steele's BerganKDV Experience February 2015 - Present
Job CPA Services Administrator
Industry Accounting
Experience
BerganKDV February 2015 - Present
JLL August 2014 - December 2014
Compatible Technology International March 2014 - August 2014
Nicole Elizabeth thefreshkitchen July 2013 - February 2014
Abbott Northwestern Hospital Foundation February 2011 - July 2013
UnitedHealth Group October 2007 - January 2010
Park Nicollet Health Services August 2004 - October 2007
Skills
Outlook, Healthcare, Customer Service, PowerPoint, Microsoft Office, HIPAA, Microsoft Excel, Microsoft Word, Event Planning, Healthcare Management, Process Improvement, Access, Hospitals, Healthcare Information..., Software Documentation, Non-profits, Medical Terminology, Research, Nonprofits, Public Speaking, Editing, Administrative..., Management, Social Networking, Training
Education
University of Saint Catherine 2010 — 2013
Bachelor of Arts (B.A.)
Bethel University 2001 — 2004
Professional Training & Involvement
BerganKDV February 2015 - Present
JLL August 2014 - December 2014
Compatible Technology International March 2014 - August 2014
Nicole Elizabeth thefreshkitchen July 2013 - February 2014
Abbott Northwestern Hospital Foundation February 2011 - July 2013
UnitedHealth Group October 2007 - January 2010
Park Nicollet Health Services August 2004 - October 2007
Skills
Outlook, Healthcare, Customer Service, PowerPoint, Microsoft Office, HIPAA, Microsoft Excel, Microsoft Word, Event Planning, Healthcare Management, Process Improvement, Access, Hospitals, Healthcare Information..., Software Documentation, Non-profits, Medical Terminology, Research, Nonprofits, Public Speaking, Editing, Administrative..., Management, Social Networking, Training
Education
University of Saint Catherine 2010 — 2013
Bachelor of Arts (B.A.)
Bethel University 2001 — 2004
Professional Training & Involvement
Jana Wegner (Freml) Jana Wegner (Freml)'s BerganKDV Experience April 2015 - Present
Job Senior Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV April 2015 - Present
Bergan Paulsen, CPA September 2012 - April 2015
Bergan Paulsen, CPA January 2011 - April 2012
Skills
Accounting, QuickBooks, Tax, Auditing, Tax Preparation
Education
University of Northern Iowa 2007 — 2012
BerganKDV April 2015 - Present
Bergan Paulsen, CPA September 2012 - April 2015
Bergan Paulsen, CPA January 2011 - April 2012
Skills
Accounting, QuickBooks, Tax, Auditing, Tax Preparation
Education
University of Northern Iowa 2007 — 2012
James Ringwald James Ringwald's BerganKDV Experience November 2005 - Present
Job CPA/ABV at KDV
Industry Accounting
Experience
BerganKDV November 2005 - Present
DST Output September 2002 - November 2005
Arthur Andersen Business Consulting May 2000 - April 2002
Skills
Business Valuation, Estate Planning, Tax, Corporate Tax, Business Planning, CPA, Tax Preparation, Income Tax, GAAP, Tax Accounting, Tax Research, Financial Statements, Tax Returns, Financial Accounting, Financial Reporting, Accounting, Litigation Support, Fixed Assets, Auditing, General Ledger, Partnership Taxation
Education
University of Connecticut 1999 — 2001
MBA, Finance
Rockhurst College 1994 — 1998
B.A., Psychology
BerganKDV November 2005 - Present
DST Output September 2002 - November 2005
Arthur Andersen Business Consulting May 2000 - April 2002
Skills
Business Valuation, Estate Planning, Tax, Corporate Tax, Business Planning, CPA, Tax Preparation, Income Tax, GAAP, Tax Accounting, Tax Research, Financial Statements, Tax Returns, Financial Accounting, Financial Reporting, Accounting, Litigation Support, Fixed Assets, Auditing, General Ledger, Partnership Taxation
Education
University of Connecticut 1999 — 2001
MBA, Finance
Rockhurst College 1994 — 1998
B.A., Psychology
Jason Primus, CPA Jason Primus, CPA's BerganKDV Experience November 2011 - Present
Job Tax Supervisor at BerganKDV
Industry Accounting
Experience
BerganKDV November 2011 - Present
Skills
Corporate Tax, Personal Income Tax..., Financial Statements, QuickBooks, Financial Accounting, Tax Planning, Consulting, Tax Preparation, Change Management, Budgets, Strategic Planning, Auditing, General Ledger, Accounting, GAAP, Income Tax, Financial Reporting
Education
The College of St. Scholastica 2009 — 2011
Accounting
St. Cloud State University - Herberger Business School 1999 — 2002
Bachelor’s Degree, Finance
BerganKDV November 2011 - Present
Skills
Corporate Tax, Personal Income Tax..., Financial Statements, QuickBooks, Financial Accounting, Tax Planning, Consulting, Tax Preparation, Change Management, Budgets, Strategic Planning, Auditing, General Ledger, Accounting, GAAP, Income Tax, Financial Reporting
Education
The College of St. Scholastica 2009 — 2011
Accounting
St. Cloud State University - Herberger Business School 1999 — 2002
Bachelor’s Degree, Finance
Heather Gunderson Heather Gunderson's BerganKDV Experience August 1995 - Present
Job Tax Partner at BerganKDV
Industry Accounting
Experience
BerganKDV August 1995 - Present
Skills
Estate Planning, Accounting, CPA, Tax, GAAP, Small Business, Income Tax, Tax Preparation, Financial Planners, Business Valuation, Budgets
Education
University of Northern Iowa
B.A., Accounting
BerganKDV August 1995 - Present
Skills
Estate Planning, Accounting, CPA, Tax, GAAP, Small Business, Income Tax, Tax Preparation, Financial Planners, Business Valuation, Budgets
Education
University of Northern Iowa
B.A., Accounting
Tracy Jacobs, CPA, CGMA Tracy Jacobs, CPA, CGMA's BerganKDV Experience July 2015 - Present
Job Tax Supervisor at BerganKDV
Industry Accounting
Experience
BerganKDV July 2015 - Present
KDV July 2013 - Present
KDV July 2012 - June 2013
KDV May 2011 - June 2012
KDV January 2011 - April 2011
KDV December 2005 - December 2010
Barclay Management Group, LLC February 2004 - December 2005
Rockler Companies, Inc. November 2000 - February 2004
Skills
Tax Preparation, Corporate Tax, GAAP, Income Tax, Partnership Taxation, Financial Statements
Education
The College of St. Scholastica 2008 — 2009
B.A., Accounting & Management
Annandale High School 1994 — 1998
BerganKDV July 2015 - Present
KDV July 2013 - Present
KDV July 2012 - June 2013
KDV May 2011 - June 2012
KDV January 2011 - April 2011
KDV December 2005 - December 2010
Barclay Management Group, LLC February 2004 - December 2005
Rockler Companies, Inc. November 2000 - February 2004
Skills
Tax Preparation, Corporate Tax, GAAP, Income Tax, Partnership Taxation, Financial Statements
Education
The College of St. Scholastica 2008 — 2009
B.A., Accounting & Management
Annandale High School 1994 — 1998
Justin Tagtow Justin Tagtow's BerganKDV Experience July 2015 - Present
Job Network, Voice & Video Engineer at BerganKDV
Industry Information Technology and Services
Experience
BerganKDV July 2015 - Present
Networking Solutions - Iowa September 2002 - July 2015
ACES Iowa October 1997 - September 2002
Skills
ShoreTel, LifeSize Video..., Allworx, Networking, VoIP, Servers, Video Conferencing, Customer Service..., Committed to Customer..., Unified Communications, Telephony, Windows Server, Windows, WAN, LAN-WAN, Data Center, Network Administration, Microsoft Exchange, Dell PowerEdge Servers, Network Security, Business Networking, Symantec
Education
University of Northern Iowa 1997 — 2002
BA, Computer Science
Wapsie Valley High School
BerganKDV July 2015 - Present
Networking Solutions - Iowa September 2002 - July 2015
ACES Iowa October 1997 - September 2002
Skills
ShoreTel, LifeSize Video..., Allworx, Networking, VoIP, Servers, Video Conferencing, Customer Service..., Committed to Customer..., Unified Communications, Telephony, Windows Server, Windows, WAN, LAN-WAN, Data Center, Network Administration, Microsoft Exchange, Dell PowerEdge Servers, Network Security, Business Networking, Symantec
Education
University of Northern Iowa 1997 — 2002
BA, Computer Science
Wapsie Valley High School
Adam Tillman Adam Tillman's BerganKDV Experience November 2012 - Present
Job Assurance Manager at BerganKDV
Industry Accounting
Experience
BerganKDV November 2012 - Present
Denman & Company, LLP June 2006 - November 2012
Principal Global Investors January 2005 - December 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, Financial Accounting, US GAAP, Income Tax, Corporate Tax, Strategic Planning, Assurance, CPA, Tax Preparation, Finance
Education
University of Northern Iowa 2003 — 2006
BS, Accounting
Colorado State University 2000 — 2002
BerganKDV November 2012 - Present
Denman & Company, LLP June 2006 - November 2012
Principal Global Investors January 2005 - December 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, Financial Accounting, US GAAP, Income Tax, Corporate Tax, Strategic Planning, Assurance, CPA, Tax Preparation, Finance
Education
University of Northern Iowa 2003 — 2006
BS, Accounting
Colorado State University 2000 — 2002
Ashley Nations's BerganKDV Experience November 2012 - Present
Job Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV November 2012 - Present
BerganKDV December 2011 - November 2012
Shopko May 2005 - January 2012
Skills
Accounting, QuickBooks, Microsoft Office, Customer Service, Payroll, Tax Preparation, Accounts Payable, Financial Reporting, Bookkeeping, Accounts Receivable, Excel, Payroll Taxes, NetSuite, Sales Tax, Bank Reconciliation, Compilation Of...
Education
Minnesota School of Business 2009 — 2012
Bachelor of Science (B.S.), Accounting
BerganKDV November 2012 - Present
BerganKDV December 2011 - November 2012
Shopko May 2005 - January 2012
Skills
Accounting, QuickBooks, Microsoft Office, Customer Service, Payroll, Tax Preparation, Accounts Payable, Financial Reporting, Bookkeeping, Accounts Receivable, Excel, Payroll Taxes, NetSuite, Sales Tax, Bank Reconciliation, Compilation Of...
Education
Minnesota School of Business 2009 — 2012
Bachelor of Science (B.S.), Accounting
Cori Power, PHR Cori Power, PHR's BerganKDV Experience July 2015 - Present
Job Talent Team Director at BerganKDV
Industry Human Resources
Experience
BerganKDV July 2015 - Present
Bergan Paulsen, CPA October 2007 - July 2015
Networking Solutions, LLC October 2007 - July 2015
Cedar Valley Society for Human Resource Management January 2012 - December 2012
The CBE Group, Inc. May 2006 - October 2007
Skills
FMLA, HR Consulting, Benefits Administration, Recruiting, Onboarding, Human Resources, Training, Leadership, Personnel Management, Management, Employee Relations, Talent Management, Policy, Employee Benefits, Employee Engagement, Succession Planning
Education
University of Northern Iowa 2002 — 2005
B.A., Industrial Organizational Psychology
BerganKDV July 2015 - Present
Bergan Paulsen, CPA October 2007 - July 2015
Networking Solutions, LLC October 2007 - July 2015
Cedar Valley Society for Human Resource Management January 2012 - December 2012
The CBE Group, Inc. May 2006 - October 2007
Skills
FMLA, HR Consulting, Benefits Administration, Recruiting, Onboarding, Human Resources, Training, Leadership, Personnel Management, Management, Employee Relations, Talent Management, Policy, Employee Benefits, Employee Engagement, Succession Planning
Education
University of Northern Iowa 2002 — 2005
B.A., Industrial Organizational Psychology
Ryan Dunn Ryan Dunn's BerganKDV Experience April 2014 - August 2015
Job ERP Consultant at Blytheco
Industry Information Technology and Services
Experience
Blytheco August 2015 - Present
BerganKDV April 2014 - August 2015
parago August 2013 - March 2014
Helgeson Enterprises June 2012 - August 2013
Intelenet Global September 2009 - September 2011
Helzberg Diamonds July 2007 - March 2009
Skills
ERP Implementations, ERP Software, Netsuite, QuickBooks, Process Improvement, Data Analysis, Customer Service, Outlook, Leadership, Management, Customer Satisfaction, Training, Team Leadership, Time Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
St. Cloud State University 1998 — 2003
Political Science and Government
Inver Hills Community College
Paralegal Studies
Blytheco August 2015 - Present
BerganKDV April 2014 - August 2015
parago August 2013 - March 2014
Helgeson Enterprises June 2012 - August 2013
Intelenet Global September 2009 - September 2011
Helzberg Diamonds July 2007 - March 2009
Skills
ERP Implementations, ERP Software, Netsuite, QuickBooks, Process Improvement, Data Analysis, Customer Service, Outlook, Leadership, Management, Customer Satisfaction, Training, Team Leadership, Time Management, PowerPoint, Microsoft Office, Microsoft Excel
Education
St. Cloud State University 1998 — 2003
Political Science and Government
Inver Hills Community College
Paralegal Studies
Matt Cosgriff, CFP®'s BerganKDV Experience October 2014 - Present
Job Financial Advisor at BerganKDV► Helping Professionals Be Smart with Their Money
Industry Financial Services
Experience
Lifewise July 2015 - Present
BerganKDV October 2014 - Present
All Star Financial August 2013 - August 2014
All-Star Fundraising April 2011 - September 2013
All Star Financial August 2011 - August 2013
St Olaf College April 2010 - May 2011
All Star Financial June 2010 - August 2010
All-Star Fundraising June 2009 - May 2010
Minnesota Made 2005 - 2009
Skills
Personal Financial..., Intrapreneurship, Millennials, Financial Wellness, Investments, Qualified Retirement..., Personal Finance, Social Security, Technology, Retirement Plan..., Budgeting, Research, Action Selling, Entrepreneurship, Business Innovation, Risk Tolerance, Fiduciary, Teamwork, Fundraising, Student Loans, Microsoft Office, Lean Startup, Financial Planning, Interpersonal, Morningstar, Google Analytics, Social Networking, LinkedIn, Dreamweaver, Website Management, Sales Presentations, Social Security..., Phone Skills, PowerPoint skills, Multitasker, iPhone, Twitter, Retirement Planning, Finance, Excel, Coaching, Mentoring, Public Speaking
Education
St. Olaf College 2007 — 2011
Bachelor of Arts (B.A.), Economics & Finance
Minnesota State University, Mankato 2012 — 2014
Certified Financial Planner (™), Financial Planning
Breck School 1995 — 2007
K-12
Lifewise July 2015 - Present
BerganKDV October 2014 - Present
All Star Financial August 2013 - August 2014
All-Star Fundraising April 2011 - September 2013
All Star Financial August 2011 - August 2013
St Olaf College April 2010 - May 2011
All Star Financial June 2010 - August 2010
All-Star Fundraising June 2009 - May 2010
Minnesota Made 2005 - 2009
Skills
Personal Financial..., Intrapreneurship, Millennials, Financial Wellness, Investments, Qualified Retirement..., Personal Finance, Social Security, Technology, Retirement Plan..., Budgeting, Research, Action Selling, Entrepreneurship, Business Innovation, Risk Tolerance, Fiduciary, Teamwork, Fundraising, Student Loans, Microsoft Office, Lean Startup, Financial Planning, Interpersonal, Morningstar, Google Analytics, Social Networking, LinkedIn, Dreamweaver, Website Management, Sales Presentations, Social Security..., Phone Skills, PowerPoint skills, Multitasker, iPhone, Twitter, Retirement Planning, Finance, Excel, Coaching, Mentoring, Public Speaking
Education
St. Olaf College 2007 — 2011
Bachelor of Arts (B.A.), Economics & Finance
Minnesota State University, Mankato 2012 — 2014
Certified Financial Planner (™), Financial Planning
Breck School 1995 — 2007
K-12
Jason Kofoed Jason Kofoed's BerganKDV Experience January 2012 - Present
Job Tax Senior at Bergan Paulsen
Industry Accounting
Experience
BerganKDV January 2012 - Present
Carney, Alexander, Marold & Co. LLP June 2008 - January 2012
Skills
Tax Preparation, Corporate Tax, Income Tax, Corporate Tax Planning, Personal Tax Planning, Accounting, Tax, Financial Accounting, Tax Returns
Education
University of Northern Iowa 2003 — 2008
Bachelor of Arts (BA), Accounting
BerganKDV January 2012 - Present
Carney, Alexander, Marold & Co. LLP June 2008 - January 2012
Skills
Tax Preparation, Corporate Tax, Income Tax, Corporate Tax Planning, Personal Tax Planning, Accounting, Tax, Financial Accounting, Tax Returns
Education
University of Northern Iowa 2003 — 2008
Bachelor of Arts (BA), Accounting
Chris Honkomp's BerganKDV Experience January 1998 - Present
Job CEO @ BerganKDV
Industry Accounting
Experience
BerganKDV January 1998 - Present
Life Success 4 Athletes, Inc. January 2009 - Present
Skills
Accounting, Income Tax, Mergers, Tax, Budgets, Strategic Financial..., Corporate Tax, GAAP, Mergers & Acquisitions, Internal Controls, Financial Analysis, CPA, Tax Preparation, Management Consulting, Auditing, Small Business, Tax Accounting
Education
University of Northern Iowa 1990 — 1994
B.A., Accounting
BerganKDV January 1998 - Present
Life Success 4 Athletes, Inc. January 2009 - Present
Skills
Accounting, Income Tax, Mergers, Tax, Budgets, Strategic Financial..., Corporate Tax, GAAP, Mergers & Acquisitions, Internal Controls, Financial Analysis, CPA, Tax Preparation, Management Consulting, Auditing, Small Business, Tax Accounting
Education
University of Northern Iowa 1990 — 1994
B.A., Accounting
Bryant Blay Bryant Blay's BerganKDV Experience April 2015 - Present
Job Supervisor at Bergan Paulsen, CPA
Industry Accounting
Experience
BerganKDV April 2015 - Present
Bergan Paulsen, CPA January 2013 - April 2015
Gegner Company PC January 2009 - December 2012
Skills
Income Tax, Personal Income Tax..., Full-Charge Bookkeeping, Payroll Services, Payroll, Tax Preparation, Bookkeeping, CPA, Tax, Peachtree, General Ledger, GAAP, Corporate Tax, Assurance, QuickBooks, Auditing, Accounting, Microsoft Excel
Education
Drake University 2011 — 2013
Master's degree, Accounting
AIB College of Business 2008 — 2011
Bachelor of Science (B.S.), Accounting
Red Oak High School
BerganKDV April 2015 - Present
Bergan Paulsen, CPA January 2013 - April 2015
Gegner Company PC January 2009 - December 2012
Skills
Income Tax, Personal Income Tax..., Full-Charge Bookkeeping, Payroll Services, Payroll, Tax Preparation, Bookkeeping, CPA, Tax, Peachtree, General Ledger, GAAP, Corporate Tax, Assurance, QuickBooks, Auditing, Accounting, Microsoft Excel
Education
Drake University 2011 — 2013
Master's degree, Accounting
AIB College of Business 2008 — 2011
Bachelor of Science (B.S.), Accounting
Red Oak High School
Nicole Possehl, CPA Nicole Possehl, CPA's BerganKDV Experience July 2014 - Present
Job Nonprofit Audit Supervisor
Industry Accounting
Experience
BerganKDV July 2014 - Present
KDV July 2008 - July 2014
Applebee's 2004 - 2005
Western National Group 1999 - 2000
Skills
Accounting, Non-profits, Unrelated Business..., Audit, Corporate Tax, Financial Reporting, IRS Form 990, IRS Form 1023 and 1024, Reinstatement of Tax..., Fixed Assets, Quickbooks, Microsoft Excel, Peachtree, CCH Prosystem FX Tax, CCH Prosysem FX..., Asset Keeper, Microsoft Word, QuickBooks, CPA, Financial Statements, Bookkeeping, Tax, Tax Research, Partnership Taxation, Tax Preparation, GAAP, Income Tax, ProSystem fx Tax, Tax Accounting, General Ledger, S Corporations, Auditing
Education
Bemidji State University 2005 — 2008
BS, Accounting
Bemidji High School 1994 — 1997
BerganKDV July 2014 - Present
KDV July 2008 - July 2014
Applebee's 2004 - 2005
Western National Group 1999 - 2000
Skills
Accounting, Non-profits, Unrelated Business..., Audit, Corporate Tax, Financial Reporting, IRS Form 990, IRS Form 1023 and 1024, Reinstatement of Tax..., Fixed Assets, Quickbooks, Microsoft Excel, Peachtree, CCH Prosystem FX Tax, CCH Prosysem FX..., Asset Keeper, Microsoft Word, QuickBooks, CPA, Financial Statements, Bookkeeping, Tax, Tax Research, Partnership Taxation, Tax Preparation, GAAP, Income Tax, ProSystem fx Tax, Tax Accounting, General Ledger, S Corporations, Auditing
Education
Bemidji State University 2005 — 2008
BS, Accounting
Bemidji High School 1994 — 1997
Leighton Smith's BerganKDV Experience August 2015 - Present
Job Director of Client Service at BerganKDV
Industry Financial Services
Experience
BerganKDV August 2015 - Present
The University of Iowa, Henry B. Tippie College of Business 2012 - Present
US Bank 2011 - 2015
Hills Bank and Trust Company 2010 - 2011
Robert W. Baird 2006 - 2010
University of Iowa Executive MBA Program 2005 - 2007
Seyfarth Shaw LLP 2003 - 2004
Skills
Leadership, Strategic Financial..., Financial Analysis, Estate Planning, Public Speaking, Organizational..., Investments, Finance, Wealth Management, Mergers & Acquisitions, Management, Portfolio Management, Strategic Planning, Risk Management, Financial Modeling, Credit Analysis, Leadership Development, Banking, Process Improvement, Event Planning, Fixed Income, Investment Management, Valuation, Capital Markets, Nonprofits, Asset Allocation, Insurance, Financial Services, Corporate Finance, Credit, Due Diligence, Financial Planning, Non-profits, Asset Management, Private Equity, Financial Risk, Research, Asset Managment, Retirement Planning, Alternative Investments, Economics, Investment Advisory, Equity Valuation, Cash Management, Inspiring Leadership
Education
University of Iowa College of Law 2004 — 2008
JD
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA
University of Chicago 2000 — 2004
A.B.
BerganKDV August 2015 - Present
The University of Iowa, Henry B. Tippie College of Business 2012 - Present
US Bank 2011 - 2015
Hills Bank and Trust Company 2010 - 2011
Robert W. Baird 2006 - 2010
University of Iowa Executive MBA Program 2005 - 2007
Seyfarth Shaw LLP 2003 - 2004
Skills
Leadership, Strategic Financial..., Financial Analysis, Estate Planning, Public Speaking, Organizational..., Investments, Finance, Wealth Management, Mergers & Acquisitions, Management, Portfolio Management, Strategic Planning, Risk Management, Financial Modeling, Credit Analysis, Leadership Development, Banking, Process Improvement, Event Planning, Fixed Income, Investment Management, Valuation, Capital Markets, Nonprofits, Asset Allocation, Insurance, Financial Services, Corporate Finance, Credit, Due Diligence, Financial Planning, Non-profits, Asset Management, Private Equity, Financial Risk, Research, Asset Managment, Retirement Planning, Alternative Investments, Economics, Investment Advisory, Equity Valuation, Cash Management, Inspiring Leadership
Education
University of Iowa College of Law 2004 — 2008
JD
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA
University of Chicago 2000 — 2004
A.B.
Eric Hildrum's BerganKDV Experience July 2015 - Present
Job Director of Information Technology at BerganKDV
Industry Financial Services
Experience
BerganKDV July 2015 - Present
Kern, Dewenter, Viere April 2013 - July 2015
Nash Finch Company June 2000 - April 2013
Minnesota Historical Society March 1997 - June 2000
Skills
Process Improvement, Team Building, Business Analysis, Integration, Business Intelligence, Disaster Recovery, SaaS, Strategic Planning, Inventory Management, Forecasting, Customer Service, Team Leadership, Cloud Computing, Cross-functional Team..., VMware, Windows Server, Account Management, Product Development, Management, Supply Chain, Software Documentation, Windows, Troubleshooting, Security, Data Center
Education
Dakota County Technical College
Winona State University
BerganKDV July 2015 - Present
Kern, Dewenter, Viere April 2013 - July 2015
Nash Finch Company June 2000 - April 2013
Minnesota Historical Society March 1997 - June 2000
Skills
Process Improvement, Team Building, Business Analysis, Integration, Business Intelligence, Disaster Recovery, SaaS, Strategic Planning, Inventory Management, Forecasting, Customer Service, Team Leadership, Cloud Computing, Cross-functional Team..., VMware, Windows Server, Account Management, Product Development, Management, Supply Chain, Software Documentation, Windows, Troubleshooting, Security, Data Center
Education
Dakota County Technical College
Winona State University
Steve Leen's BerganKDV Experience July 2013 - Present
Job Partner at BerganKDV
Industry Accounting
Experience
BerganKDV July 2013 - Present
KDV November 2000 - June 2013
Johanneson's Inc. 1996 - 2000
Skills
External Audit, Tax, Income Tax, Tax Preparation, Corporate Tax, Accounting, Financial Statements, Financial Accounting, Partnership Taxation, Auditing, QuickBooks, Finance, Payroll, Tax Research, GAAP, S Corporations, Tax Returns, ProSystem fx Tax, Helping Clients Succeed, CPA
Education
Bemidji State University 1996 — 2000
Bachelors of Science, Accounting with a minor in Math
BerganKDV July 2013 - Present
KDV November 2000 - June 2013
Johanneson's Inc. 1996 - 2000
Skills
External Audit, Tax, Income Tax, Tax Preparation, Corporate Tax, Accounting, Financial Statements, Financial Accounting, Partnership Taxation, Auditing, QuickBooks, Finance, Payroll, Tax Research, GAAP, S Corporations, Tax Returns, ProSystem fx Tax, Helping Clients Succeed, CPA
Education
Bemidji State University 1996 — 2000
Bachelors of Science, Accounting with a minor in Math
Therese Weierke's BerganKDV Experience July 1986 - Present
Job CPA Partner at BerganKDV
Industry Accounting
Experience
BerganKDV July 1986 - Present
Skills
CPA, Corporate Tax, Partnership Taxation, Income Tax, Tax Preparation, Tax Research, GAAP, Tax, Tax Accounting, Financial Reporting, S Corporations, Accounting, QuickBooks, Financial Statements, Tax Returns, General Ledger, Financial Accounting, Fixed Assets, Financial Analysis, CCH ProSystem fx, Construction, Restaurants, Professional Services, Family Owned Businesses, Assisted Living - ..., Property Tax, US GAAP
Education
Metropolitan State University 1986 — 1989
BA, Business, Accounting
BerganKDV July 1986 - Present
Skills
CPA, Corporate Tax, Partnership Taxation, Income Tax, Tax Preparation, Tax Research, GAAP, Tax, Tax Accounting, Financial Reporting, S Corporations, Accounting, QuickBooks, Financial Statements, Tax Returns, General Ledger, Financial Accounting, Fixed Assets, Financial Analysis, CCH ProSystem fx, Construction, Restaurants, Professional Services, Family Owned Businesses, Assisted Living - ..., Property Tax, US GAAP
Education
Metropolitan State University 1986 — 1989
BA, Business, Accounting
Chris Shorba's BerganKDV Experience December 1986 - Present
Job Shareholder, BerganKDV
Industry Accounting
Experience
BerganKDV December 1986 - Present
Fortune 500 Company June 1984 - May 1986
KPMG US January 1981 - May 1984
Skills
Partnership Taxation, Corporate Tax, Tax Research, Income Tax, Tax Preparation, CPA, Tax, Accounting, S Corporations, GAAP, ProSystem fx Tax, Tax Accounting, QuickBooks, Financial Reporting, Tax Returns, Assurance
Education
St. Cloud State University 1976 — 1980
BS, Accounting
BerganKDV December 1986 - Present
Fortune 500 Company June 1984 - May 1986
KPMG US January 1981 - May 1984
Skills
Partnership Taxation, Corporate Tax, Tax Research, Income Tax, Tax Preparation, CPA, Tax, Accounting, S Corporations, GAAP, ProSystem fx Tax, Tax Accounting, QuickBooks, Financial Reporting, Tax Returns, Assurance
Education
St. Cloud State University 1976 — 1980
BS, Accounting
Rebecca Oelrich's BerganKDV Experience October 2014 - Present
Job Associate Financial Advisor at BerganKDV
Industry Facilities Services
Experience
BerganKDV October 2014 - Present
Northwestern Mutual Financial Network August 2007 - August 2014
Skills
Series 63
Education
Truman State University 2000 — 2004
BS, Biology, Chemistry
BerganKDV October 2014 - Present
Northwestern Mutual Financial Network August 2007 - August 2014
Skills
Series 63
Education
Truman State University 2000 — 2004
BS, Biology, Chemistry
Sarah Engdahl, CPA, CGMA's BerganKDV Experience September 2011 - Present
Job Tax Supervisor at BerganKDV
Industry Accounting
Experience
BerganKDV September 2011 - Present
Stearns Bank June 2010 - September 2011
Thurman, Comes, Foley & Co., LLP August 2006 - May 2010
Sentry Bank August 2002 - July 2006
Skills
Financial Analysis, GAAP, Accounting, Auditing, ProSystem fx Tax, General Ledger, Financial Accounting, Income Tax, Corporate Tax, QuickBooks
Education
College of Saint Benedict 2002 — 2006
Accounting, Management
Cathedral High School 1999 — 2002
BerganKDV September 2011 - Present
Stearns Bank June 2010 - September 2011
Thurman, Comes, Foley & Co., LLP August 2006 - May 2010
Sentry Bank August 2002 - July 2006
Skills
Financial Analysis, GAAP, Accounting, Auditing, ProSystem fx Tax, General Ledger, Financial Accounting, Income Tax, Corporate Tax, QuickBooks
Education
College of Saint Benedict 2002 — 2006
Accounting, Management
Cathedral High School 1999 — 2002
Allen Polfer's BerganKDV Experience February 2014 - Present
Job Audit Senior at BerganKDV, CPA
Industry Accounting
Experience
BerganKDV February 2014 - Present
Deloitte September 2012 - February 2014
Mike Lockey and Associates April 2009 - August 2011
GMAC Mortgage June 2010 - April 2011
Skills
Finance, Auditing, Mortgage Lending, Financial Reporting, Financial Accounting, Internal Controls, Loans, Tax, US GAAP, Microsoft Excel
Education
University of Northern Iowa 2011 — 2012
Bachelor, Accounting
University of Northern Iowa 2006 — 2010
Bachelor, Finance
BerganKDV February 2014 - Present
Deloitte September 2012 - February 2014
Mike Lockey and Associates April 2009 - August 2011
GMAC Mortgage June 2010 - April 2011
Skills
Finance, Auditing, Mortgage Lending, Financial Reporting, Financial Accounting, Internal Controls, Loans, Tax, US GAAP, Microsoft Excel
Education
University of Northern Iowa 2011 — 2012
Bachelor, Accounting
University of Northern Iowa 2006 — 2010
Bachelor, Finance
Kristin Tracy's BerganKDV Experience July 2013 - Present
Job Payroll Support Specialist at BerganKDV
Industry Accounting
Experience
BerganKDV July 2013 - Present
St. Cloud Toyota April 2011 - June 2013
Tax Solutions, Inc. November 2010 - April 2013
Schlenner Wenner & Co October 2004 - October 2009
Saint Cloud Hospital August 1999 - October 2004
Dr. Robert Sartoris, OD PA July 2002 - July 2004
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Receivable, Accounting, Invoicing, Tax, Bank Reconciliation, Data Entry, Outlook, Payroll Taxes, Microsoft Excel, Tax Returns, Tax Preparation, Telephone Skills, Income Tax, Process Scheduler, Tax Accounting, General Ledger, GAAP, Financial Accounting
Education
Minnesota School of Business 2008 — 2010
Bachelor of Science, Accounting
Rasmussen College
Associate in Applied Science, Accounting
mn west 1994 — 1996
Associate of Arts
BerganKDV July 2013 - Present
St. Cloud Toyota April 2011 - June 2013
Tax Solutions, Inc. November 2010 - April 2013
Schlenner Wenner & Co October 2004 - October 2009
Saint Cloud Hospital August 1999 - October 2004
Dr. Robert Sartoris, OD PA July 2002 - July 2004
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Receivable, Accounting, Invoicing, Tax, Bank Reconciliation, Data Entry, Outlook, Payroll Taxes, Microsoft Excel, Tax Returns, Tax Preparation, Telephone Skills, Income Tax, Process Scheduler, Tax Accounting, General Ledger, GAAP, Financial Accounting
Education
Minnesota School of Business 2008 — 2010
Bachelor of Science, Accounting
Rasmussen College
Associate in Applied Science, Accounting
mn west 1994 — 1996
Associate of Arts
Matt Hatting's BerganKDV Experience February 2012 - Present
Job Information Technology Consultant at BerganKDV
Industry Retail
Experience
BerganKDV February 2012 - Present
Networking Solutions 2012 - 2013
Best Buy September 2002 - February 2012
Skills
Retail Management, Loss Prevention, Customer Experience, Merchandising, Help Desk Management, Sales Management, Sales Process, Wireless Networking, IP Networking, Business Networking, VoIP, IT Service Management, Store Management, Account Management, Networking, Coaching, Help Desk Support, Inventory Management, Team Building, Customer Satisfaction, Customer Service
Education
University of Northern Iowa 2001 — 2005
BA, Sociology
BerganKDV February 2012 - Present
Networking Solutions 2012 - 2013
Best Buy September 2002 - February 2012
Skills
Retail Management, Loss Prevention, Customer Experience, Merchandising, Help Desk Management, Sales Management, Sales Process, Wireless Networking, IP Networking, Business Networking, VoIP, IT Service Management, Store Management, Account Management, Networking, Coaching, Help Desk Support, Inventory Management, Team Building, Customer Satisfaction, Customer Service
Education
University of Northern Iowa 2001 — 2005
BA, Sociology
Pratik Shrestha's BerganKDV Experience January 2012 - April 2012
Job IT Auditor at Lurie, LLP
Industry Accounting
Experience
Lurie, LLP March 2015 - Present
Metropolitan State University November 2013 - March 2015
BerganKDV January 2012 - April 2012
A.J. Siddiqui CPA January 2011 - April 2011
Bemidji State University February 2007 - December 2010
Skills
Accounting, QuickBooks, Financial Reporting, Auditing, Access, Financial Analysis, Microsoft Word, Accounts Receivable, Tax, Accounts Payable, Financial Accounting, Bookkeeping, PowerPoint, Microsoft Excel, Data Entry
Education
Metropolitan State University 2013 — 2015
Master's degree, Management Information Systems
Bemidji State University 2006 — 2011
Bachelor of Science Degrees, Accounting & Finance
Lurie, LLP March 2015 - Present
Metropolitan State University November 2013 - March 2015
BerganKDV January 2012 - April 2012
A.J. Siddiqui CPA January 2011 - April 2011
Bemidji State University February 2007 - December 2010
Skills
Accounting, QuickBooks, Financial Reporting, Auditing, Access, Financial Analysis, Microsoft Word, Accounts Receivable, Tax, Accounts Payable, Financial Accounting, Bookkeeping, PowerPoint, Microsoft Excel, Data Entry
Education
Metropolitan State University 2013 — 2015
Master's degree, Management Information Systems
Bemidji State University 2006 — 2011
Bachelor of Science Degrees, Accounting & Finance
Jennifer Piekarski's BerganKDV Experience July 2007 - Present
Job Senior Staff Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV July 2007 - Present
Skills
Accounting, Corporate Tax, Budgets, Financial Reporting, Tax Preparation, General Ledger, Auditing
Education
Bemidji State University 2003 — 2007
Accounting
BerganKDV July 2007 - Present
Skills
Accounting, Corporate Tax, Budgets, Financial Reporting, Tax Preparation, General Ledger, Auditing
Education
Bemidji State University 2003 — 2007
Accounting
Erin Brown, CPA, MAcc's BerganKDV Experience September 2012 - Present
Job Tax Senior at BerganKDV
Industry Accounting
Experience
BerganKDV September 2012 - Present
Farmers State Bank September 2011 - September 2012
FSB Premier Wealth Management, Inc. August 2010 - September 2012
University of Northern Iowa May 2006 - May 2009
Thomas L. Cardella & Associates December 2007 - January 2008
University of Northern Iowa February 2005 - May 2007
Skills
Financial Analysis, Bookkeeping, Financial Reporting, QuickBooks, Tax Preparation, Payroll Services, Financial Accounting, Microsoft Excel
Education
University of Northern Iowa 2008 — 2009
Master of Accounting, Accounting
University of Northern Iowa 2004 — 2008
Bachelor of Arts (BA), Accounting
BerganKDV September 2012 - Present
Farmers State Bank September 2011 - September 2012
FSB Premier Wealth Management, Inc. August 2010 - September 2012
University of Northern Iowa May 2006 - May 2009
Thomas L. Cardella & Associates December 2007 - January 2008
University of Northern Iowa February 2005 - May 2007
Skills
Financial Analysis, Bookkeeping, Financial Reporting, QuickBooks, Tax Preparation, Payroll Services, Financial Accounting, Microsoft Excel
Education
University of Northern Iowa 2008 — 2009
Master of Accounting, Accounting
University of Northern Iowa 2004 — 2008
Bachelor of Arts (BA), Accounting
Brian Aronson's BerganKDV Experience January 2008 - Present
Job Assurance Supervisor at BerganKDV
Industry Accounting
Experience
BerganKDV January 2008 - Present
Main Street Waterloo January 2011 - December 2014
Skills
US GAAP, CPA, GAAP, Assurance, Accounting, Internal Controls, Auditing, Income Tax, Tax, Tax Preparation
Education
University of Northern Iowa 2003 — 2007
BA, Accounting
BerganKDV January 2008 - Present
Main Street Waterloo January 2011 - December 2014
Skills
US GAAP, CPA, GAAP, Assurance, Accounting, Internal Controls, Auditing, Income Tax, Tax, Tax Preparation
Education
University of Northern Iowa 2003 — 2007
BA, Accounting
Kelli Naughton's BerganKDV Experience September 2014 - Present
Job Staff Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV September 2014 - Present
Maple Enterprises LLC July 2007 - Present
IIHR - Hydroscience & Engineering - Iowa Geological Survey April 2014 - May 2014
Iowa Department of Natural Resources May 2010 - April 2014
Kirkwood Community College January 2009 - May 2009
Applebee's April 2008 - December 2008
Skills
Data Entry, Microsoft Office, Bookkeeping
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration, Accounting & Finance
BerganKDV September 2014 - Present
Maple Enterprises LLC July 2007 - Present
IIHR - Hydroscience & Engineering - Iowa Geological Survey April 2014 - May 2014
Iowa Department of Natural Resources May 2010 - April 2014
Kirkwood Community College January 2009 - May 2009
Applebee's April 2008 - December 2008
Skills
Data Entry, Microsoft Office, Bookkeeping
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration, Accounting & Finance
Calvin Giles's BerganKDV Experience March 2013 - Present
Job Technoloy Service Coordinator at Kern Dewenter Viere LTD
Industry Computer Networking
Experience
BerganKDV March 2013 - Present
Sprint November 2012 - March 2013
McDonald's Corporation May 2005 - December 2012
Saint Cloud Technical College May 2009 - May 2010
Education
St Cloud Technical and Community College 2006 — 2010
Associate's degree, Computer Systems Networking and Telecommunications
BerganKDV March 2013 - Present
Sprint November 2012 - March 2013
McDonald's Corporation May 2005 - December 2012
Saint Cloud Technical College May 2009 - May 2010
Education
St Cloud Technical and Community College 2006 — 2010
Associate's degree, Computer Systems Networking and Telecommunications