CliftonLarsonAllen LLP
CliftonLarsonAllen LLP is a professional services network and the eighth largest accountancy firm in the United States. It was established in 2012 when two top 20 U.S. firms merged: Clifton Gunderson LLP and LarsonAllen LLP. It is a member of the Nexia International accounting network. Headquarters: Minneapolis, MN Revenue: 749 million USD (2017) Number of employees: 5,400 (2018) Founded: 2012 Type of business: Limited Liability Partnership (LLP) Subsidiaries: KFMR Katz Ferraro McMurtry P.C.,
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CliftonLarsonAllen LLP Employees
CliftonLarsonAllen, LLP February 2011 - Present
The Shorewood Agency November 2009 - December 2012
KPMG October 2008 - November 2009
Skills
Tax Accounting, Income Tax, Financial Analysis, Tax Research, ProSystem fx Tax, CPA, Partnership Taxation, Tax Software, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Science in Taxation (MST), Taxation
Illinois Wesleyan University 2004 — 2008
Bachelor of Arts, Accounting, Summa Cum Laude
Richmark Label September 2013 - Present
CliftonLarsonAllen LLP January 2014 - March 2014
Pacific Veterinary Specialists April 2008 - July 2013
Education
Seattle University 2013 — 2015
MPAC Student, Accounting
Purdue University 2001 — 2004
Bachelor of Science (BS), Animal Sciences
State University of New York College of Environmental Sciences and Forestry 1999 — 2001
None, Environmental and Forest Biology
CliftonLarsonAllen LLP June 2013 - Present
CliftonLarsonAllen LLP January 2013 - April 2013
Skills
Auditing, QuickBooks, Financial Statements, Financial Analysis, Payroll, Internal Controls, Financial Accounting, Accounts Payable, Account Reconciliation, Tax Preparation, Corporate Tax, Tax Returns, Analysis, Customer Service, CPA
Education
Aurora University 2008 — 2013
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen LLP August 2015 - Present
CliftonLarsonAllen LLP July 2014 - August 2015
CliftonLarsonAllen June 2003 - July 2014
Skills
Administrative..., Accounts Payable, QuickBooks, Data Entry, Office Management, Payroll, Accounts Receivable, Outlook, Spreadsheets, Invoicing, 10 Key, Expenses, Bookkeeping
Education
Elmwood High School
Illinois Central College
Accounting
CliftonLarsonAllen LLP May 2014 - Present
Cathy's Accounting Service, Inc. 2006 - Present
Dahl and Jones, PC 2002 - 2005
Xcel Energy 1989 - 2000
AT&T 1983 - 1988
Skills
General Ledger, Accounting, Financial Reporting, Payroll, Journal Entries, Invoicing
Education
Regis University 1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Ottawa University 1981 — 1983
Accounting
Otero Junior College 1979 — 1981
Assoicates, General
CliftonLarsonAllen September 2014 - September 2015
CliftonLarsonAllen LLP February 2013 - September 2014
Comcast Cable February 2012 - February 2013
Depth Communications Inc. June 2011 - February 2012
Skills
Telecommunications, Call Centers, Troubleshooting, IP, Broadband, Wireless, Customer Experience, Customer Satisfaction, Customer Retention, Technical Support, VoIP, Telephony, Windows
Education
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Arts, Theatre/Theater
South Dakota State University 2004 — 2005
Bachelor's degree, General Studies
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen LLP November 2010 - October 2014
Skills
Auditing, CPA, Accounting, US GAAP, Tax Preparation, GASB, Tax, Tax Research, GAAP, Tax Returns, Corporate Tax, Income Tax, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Certified Fraud Examiner
Education
Bemidji State University 1999 — 2003
Bachelors, Accounting
CliftonLarsonAllen LLP October 2014 - February 2015
Bardole & Wolfe CPAs, S.C. September 2013 - September 2014
University of Wisconsin Extension October 2008 - December 2013
Accounting Workshop, SC May 2012 - August 2013
H & R Block January 2012 - October 2012
Central Wisconsin Whitetails Womens Hockey Club September 2011 - September 2012
Internal Revenue Service January 2012 - April 2012
Mid-State Technical College September 2010 - January 2012
Skills
Tax Preparation, Microsoft Excel, Personal Financial..., Accounting, Payroll, Financial Reporting, Sales Tax, QuickBooks, Peachtree, Microsoft Office, Customer Service, Budgets, Accounts Payable, Tax, Bookkeeping, Quicken
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Accounting and Financial Management, CPA emphasis
Mid-State Technical College 2010 — 2011
Associate in Applied Science - Accounting, Accounting
The University of British Columbia 1984 — 1988
Bachelor of Arts, French language (German, Spanish)
University of Victoria 1983 — 1984
Languages
CliftonLarsonAllen LLP November 2012 - Present
CliftonLarsonAllen LLP January 2010 - October 2012
Education
Illinois Wesleyan University 2005 — 2009
Bachelor's degree, Accounting
E*TRADE Financial Corporation August 2014 - Present
CliftonLarsonAllen LLP September 2011 - August 2014
GSA- Office of Inspector General September 2010 - August 2011
Skills
Auditing, Accounting, Budgets, CPA, Data Analysis, Finance, Financial Statements, Government, Internal Controls, Microsoft Excel, Microsoft Office, Tax
Education
West Virginia University 2009 — 2010
MBA
Shepherd University 2005 — 2009
Bachelors, Accounting
Accounting and Finance Personnel, Inc. February 2015 - April 2015
All About People November 2014 - January 2015
Arizona Board of Appraisal March 2012 - October 2014
CliftonLarsonAllen LLP July 2008 - January 2012
EEC 2005 - 2008
Skills
Administrative..., Spreadsheets, Data Entry, QuickBooks, Outlook, Access Database, Paradox Database, Internet, SGML, Licensing, Microsoft Word, Office Administration, Retention Management, Accounts Receivable, Accounts Payable, Proofreading, Customer Service, File Management, Microsoft Excel, Research, Prosystem, Microsoft Office, Tax Preparation, Accounting, PowerPoint, General Ledger, Administrative...
Education
Southwestern Oklahoma State University 1977 — 1979
Bachelor's Degree, Music Performance, General
Invenergy LLC December 2013 - Present
Jones Lang LaSalle June 2012 - September 2013
CliftonLarsonAllen, LLP September 2011 - March 2012
Crowe Horwath LLP January 2011 - August 2011
Sikich August 2010 - December 2010
Skills
Analyzing Data in Excel..., Excel 2007 Formulas and..., CIA 101: Auditing..., Illinois State Audit..., GAAP Training, GAAP, Auditing, Accounting, Financial Analysis, Portfolio Management, Corporate Finance, Contracts to Cash (C2C), PeopleSoft, Account Reconciliation
Education
University of Illinois Springfield 2009 — 2010
Master's degree, Accounting, 3.4
Augustana College 2006 — 2009
Bachelor's degree, Accounting and Finance, 3.1
Loras College 2005 — 2005
Accounting, 3.6
Breese Mater Dei High School 2001 — 2005
CliftonLarsonAllen LLP January 1993 - Present
Skills
Manufacturing, Management Consulting, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Accounting, Tax, Auditing, Due Diligence, Business Planning, Financial Planning, Strategic Planning, Financial Modeling, Financial Reporting, Leadership, Management, Corporate Tax, CPA, GAAP, Tax Preparation, Internal Controls, Income Tax, Finance, Financial Accounting, Team Building, Process Improvement, Cash Flow, Business, Budgets
Education
North Dakota State University 1988 — 1992
Bachelor's degree, Business
CliftonLarsonAllen October 2014 - Present
CliftonLarsonAllen, LLP October 2011 - Present
LarsonAllen, LLP October 2009 - September 2011
Elliott Davis, LLC May 2008 - July 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, CPA, Financial Accounting, Assurance, Single Audit, Fixed Assets, General Ledger, Financial Statements, GAAP, Committed to..., Medicaid, Cost Reporting, US GAAP, US GAAP reporting, Professional..., Helping Clients Succeed, Medicare
Education
North Carolina State University - College of Management 2008 — 2009
Master of Accounting, Accounting
Presbyterian College 2004 — 2008
BS, Accounting and Management
CliftonLarsonAllen June 2007 - Present
CliftonLarsonAllen LLP 2007 - 2012
City of Fruita January 2006 - May 2007
Skills
Public Administration, Public Policy, Budgeting, Management Consulting, Property Management, Accounting, Budgets, Financial Analysis, Financial Reporting, Government, Internal Controls, Nonprofits, Policy, Auditing, GAAP, QuickBooks, Customer Service
Education
University of Colorado at Denver 2006 — 2012
Master of Arts, Political Science
Fort Lewis College 1999 — 2004
Bachelor of Arts, Political Science
CliftonLarsonAllen LLP January 2013 - Present
Skills
GAAP, CPA, US GAAP, Assurance, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Financial Statements, External Audit, Tax, Fixed Assets
Education
Illinois Wesleyan University 2008 — 2012
Bachelor of Arts (BA), Accounting
Ernst & Young LLP February 2014 - Present
CliftonLarsonAllen LLP January 2012 - February 2014
Robinson, Farmer & Cox Associates July 2011 - August 2011
Skills
Financial Statements, Auditing, CPA, Microsoft Office, Internal Controls, Financial Accounting, US GAAP, IT Audit, CISA, ITGC, Sarbanes-Oxley, SOX Compliancy, Microsoft Excel, Financial Analysis, Risk Assessment, Time Management, Profx, Tax, Tax Preparation, QuickBooks, OMB Circular A-133, Sarbanes-Oxley Act
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Computer Information Systems
Gonzaga College High School 2003 — 2007
CliftonLarsonAllen LLP March 2005 - Present
Impact Hub Minneapolis - St. Paul June 2014 - Present
Skills
Non-profits, Accounting, Strategy, Management Consulting, Strategic Planning, Financial Analysis, Nonprofits, Program Management, Analysis, Management, Organizational..., Investments, Financial Reporting, Due Diligence, Consulting, Mergers, Business Planning, Business Strategy, Start-ups, Entrepreneurship, Process Improvement, Data Analysis, Business Process..., Project Management, Governance, Strategic Financial..., Risk Management, Government
Education
Carlson School of Management - University of Minnesota
MBA, Finance, Strategy, and Entrepreneurship
Colorado College 1996 — 2000
Bachelor of Arts, Economics
Accountant/Consultant May 2012 - Present
CliftonLarsonAllen LLP July 1983 - April 2012
Skills
Tax preparation., Accounting., Auditing., Auditing, Tax, Corporate Tax, Nonprofits, Financial Reporting, Tax Preparation, CPA, GAAP, Small Business, Microsoft Excel, Accounting, Financial Statements, Internal Controls, Income Tax, Budgets, General Ledger, US GAAP, Financial Accounting, Bookkeeping, External Audit, Assurance, Financial Analysis, Account Reconciliation, Strategic Financial..., Payroll, Internal Audit, Cost Accounting, Accounts Receivable
Education
Iowa State University 1979 — 1983
BBA, Accounting
CliftonLarsonAllen LLP January 2012 - Present
AGC of Minnesoata 2005 - Present
CliftonLarsonAllen LLP April 2003 - Present
CliftonLarsonAllen 1998 - Present
Al Johnson Construction Company July 1976 - September 1998
Skills
Construction, Program Management, Management, Operations Management, Civil Engineering, Highways, Consulting, Auditing, Financial Analysis, Bridge, Accounting, Project Management
Education
Michigan Technological University 1973 — 1976
Civil Engineering, Civil Engineering
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen LLP January 2014 - November 2014
CliftonLarsonAllen LLP January 2013 - August 2013
IUPUI October 2011 - December 2012
Pavilion Properties Management, LLC June 2010 - December 2010
Skills
Auditing, Accounting, Assurance, Public Speaking
Education
Kelley School of Business Indianapolis 2010 — 2013
BS, Accounting and Finance
Indiana University-Purdue University at Indianapolis
Accounting and Finance
CliftonLarsonAllen LLP August 2013 - Present
Indiana Wesleyan University August 2008 - December 2013
Blue & Co., LLC June 2012 - July 2013
Indiana University January 2012 - May 2012
Fast Track Physical Therapy March 2010 - May 2012
Kerkering Barberio January 2011 - September 2011
Skills
Auditing, Accounting, Financial Analysis, General Ledger, QuickBooks, Bookkeeping, Financial Reporting, Financial Accounting, Accounts Receivable, Account Reconciliation, Payroll, Accounts Payable, PowerPoint, Bank Reconciliation, ADP Payroll, Financial Statements, Microsoft Excel, Nonprofits, Budgets
Education
Indiana Wesleyan University 2006 — 2009
B.S., Accounting & Business Administration
Indiana University - Kelley School of Business 2010 — 2012
MSA, Accounting
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company July 2010 - December 2010
Skills
Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, Single Audit, Audits of Employee..., Governmental Audits, GAAP, US GAAP, Assurance, Microsoft Excel
Education
New Mexico State University 2004 — 2010
Bachelor's degree, Accounting
CliftonLarsonAllen LLP May 2011 - Present
A Leading Regional/National CPA firm March 2009 - April 2011
UHY Advisors FLVS, Inc. December 2005 - February 2009
Watkins Meegan & Drury, LLC February 2003 - December 2005
SBA, Receiver for SBICs March 1989 - February 2004
Skills
Forensic Accounting, Fraud, Litigation Support, Investigations, Bankruptcy, Private Investigations, Certified Fraud Examiner, Restructuring, Litigation, Accounting, Forensic Analysis, Internal Controls, Valuation, Investigation, CPA, Financial Risk, Finance, Courts, Due Diligence, FCPA
Education
University of Virginia 1997 — 1999
Accounting classes - pre-requisites to take CPA eXAM
Loyola University Maryland 1989 — 1991
Executive MBA, Management
Columbia Union College 1987 — 1989
BS, Management
St. Joseph College 1969 — 1971
Nutrition
ExecuSearch, Inc. June 1990 - Present
Professional Career Development June 1985 - June 1990
Chromalloy December 1983 - June 1985
CliftonLarsonAllen LLP December 1981 - December 1983
Skills
Retained Search, Contingency Search, Direct Recruiting, Accounting, Financial Analysis, Financial Reporting, Forecasting, Executive Search, Auditing, Mergers, Budgets, Sarbanes-Oxley Act, Finance, Managerial Finance, Strategic Planning, PeopleSoft, Process Improvement, Internal Controls, Recruiting, C++, c#, Tax, CPA, Human Resources, GAAP, Cost Accounting, Mergers & Acquisitions, General Ledger
Education
University of Missouri-Saint Louis 1978 — 1981
BS BA, Accounting
Creighton University 1977 — 1978
Accounting
Hughes Group, Inc. December 2012 - Present
Hughes Group, Inc. June 2012 - December 2012
CliftonLarsonAllen LLP January 2012 - June 2012
Clifton Gunderson LLP February 2010 - December 2011
Clifton Gunderson LLP July 2007 - January 2010
Clifton Gunderson LLP January 2006 - June 2007
IUPUI August 2005 - May 2006
Amphora Fund LLP June 2005 - August 2005
Skills
Tax, Corporate Tax, Income Tax, Tax Compliance, GAAP, CPA, Finance, US GAAP, Tax Research, Tax Preparation, Internal Controls, Accounting
Education
Indiana University - Kelley School of Business
Master in Science of Accountancy, Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Accounting and Economics
CliftonLarsonAllen LLP June 2002 - Present
Education
Fontbonne University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
CliftonLarsonAllen LLP May 2013 - Present
Nonprofit Financial Solutions August 2012 - May 2013
Central Indiana Community Foundation September 1997 - December 2006
Skills
Financial Reporting, Internal Controls, Financial Analysis, Cash Flow, Finance, Budget Process, QuickBooks, Leadership, Nonprofits, Managerial Finance, Volunteer Management, Customer Service, Event Planning, Community Outreach, Public Speaking, Strategic Planning, Program Development, Fundraising
Education
Ball State University 1982 — 1985
Bachelor's degree, Accounting and Management
CliftonLarsonAllen October 2014 - Present
CliftonLarsonAllen LLP September 2011 - Present
FPO Solutions April 2010 - August 2011
Arden B May 2009 - January 2010
Skills
Accounting, Financial Reporting, Accounts Payable, Tax, Auditing, Tax Preparation, QuickBooks, Account Reconciliation, Financial Analysis, Accounts Receivable, Microsoft Excel, Financial Accounting, Microsoft Office, Corporate Tax
Education
DePaul University 2007 — 2011
Bachelor's Degree, Science; Accounting and Finance
CliftonLarsonAllen LLP February 2010 - Present
PMA 2012 - August 2015
PMA 2012 - 2014
Skills
Accounting, Tax, Audit, Auditing, Tax Services, Tax Preparation, GAAP, US GAAP, Strategic Planning, Income Tax, Microsoft Excel, Budgets, Financial Reporting, CPA, Partnership Taxation, Internal Controls, Corporate Tax, Financial Statements
Education
Roosevelt University 2009 — 2014
Master's Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
Bachelor of Science, Accounting
Maine north high school
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP December 1990 - December 2011
Skills
CPA, Assurance, Forensic Accounting, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Statements, External Audit, IT Audit, Federal Government, Government Accounting, Financial Accounting, Tax, SEC filings, US GAAP, Tax Preparation, Tax Accounting, Tax Returns, GAAP, Corporate Tax
Education
Loyola University Maryland
BS, Accounting
Lukins & Annis, P.S. February 2012 - Present
KSPS 2012 - Present
CliftonLarsonAllen LLP November 2010 - February 2012
LeMaster & Daniels, PLLC December 2001 - October 2010
CXT Incorporated December 1995 - December 2001
AgAmerica, Farm Credit Bank April 1994 - November 1994
Farm Credit Bank February 1985 - April 1994
Education
Eastern Washington University 1994 — 1995
MBA, Business Administration
Eastern Washington University 1978 — 1982
BA, Accounting
Invesco December 2012 - Present
CliftonLarsonAllen LLP August 2009 - December 2012
Round Rock Express April 2002 - September 2008
Deloitte & Touché January 2008 - March 2008
River Stone Wealth Management May 2005 - August 2005
Skills
CPA, Auditing, Financial Statements, Financial Reporting, Financial Accounting, US GAAP, QuickBooks, General Ledger, Tax, Tax Accounting, Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, GAAP
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting
Southern Methodist University 2004 — 2008
BBA, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen LLP July 2011 - Present
Clifton Gunderson LLP August 2007 - June 2011
Skills
Assurance, External Audit, CPA, US GAAP, Financial Reporting
Education
University of Missouri-Columbia 2001 — 2005
Masters of Accountancy, Accounting
Northwest Missouri State University 2000 — 2001
CliftonLarsonAllen LLP September 2006 - Present
Clifton Gunderson LLP January 2006 - January 2012
Skills
Nonprofits, Tax, Process Improvement, Accounting, Training, Financial Analysis, Auditing, GAAP, Corporate Tax, Leadership, Financial Accounting, Strategic Planning, Financial Statements
Education
Coe College 2002 — 2006
BA, Public Accounting, Business Administration
Sikich April 2014 - Present
CliftonLarsonAllen LLP May 2006 - April 2014
County of Allegan, Michigan August 2001 - May 2006
Rehmann 2000 - 2001
BDO USA, LLP 1996 - 2000
Skills
Financial Reporting, Accounting, Audit, Auditing, Budgeting, Budgets, GAAP, A-133, Single Audit, Government Auditing, Local Government Finance, Public Sector Accounting, Public Sector Budgeting, GASB, Yellow Book, CPA, US GAAP, Finance, Internal Audit, Internal Controls, Financial Statements, External Audit, Assurance, Forensic Accounting, Tax Accounting
Education
Western Michigan University 2004 — 2006
Calvin College 1989 — 1994
Bachelor, Accountancy
CliftonLarsonAllen LLP June 2001 - Present
PricewaterhouseCoopers LLP September 1990 - May 2001
Education
Appalachian State University 1985 — 1990
BSBA / MS, Accounting
Tax Controversy Services January 2015 - Present
CliftonLarsonAllen LLP September 2009 - Present
CliftonLarsonAllen LLP September 2009 - Present
Tax Controversy Services June 2009 - Present
Clifton Gunderson 2009 - Present
Clifton Gunderson 2009 - Present
Clifton Gunderson 2009 - Present
Clifton Gunderson September 2009 - January 2012
Clifton Gunderson 2009 - January 2012
Tax Controversy Services September 2009 - October 2009
Skills
Accounting, Corporate Tax, Tax, Risk Management, Tax Accounting, Income Tax, Partnership Taxation, Tax Research
Education
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting
CliftonLarsonAllen LLP January 2007 - Present
Organizational Concepts International 2000 - 2006
Larson Allen Weishair & Co April 1995 - November 2000
Skills
Tax, Financial Reporting, Legal Compliance, Accounting, Payroll, Financial Statements, CPA, Tax Accounting, US GAAP, Fixed Assets, State Tax, Internal Controls, General Ledger, Income Tax, Tax Preparation, Financial Accounting, Journal Entries, Sales Tax
Education
University of Minnesota - Carlson School of Management
BSB, Accounting
Alexandria Technical College 1982 — 1984
Diploma, Accounting
CliftonLarsonAllen LLP July 1987 - Present
LarsonAllen July 1987 - January 2012
Arthur Young June 1978 - June 1987
Skills
Accounting, Financial Reporting, Financial Accounting, Finance, Consulting, Quality Control, CPA, Auditing, GAAP, Tax, Income Tax, Corporate Tax, Internal Controls, Tax Preparation, US GAAP, Tax Accounting, Forensic Accounting, Tax Research
Education
Minnesota State University, Mankato 1974 — 1978
BS, Accounting
Mr. Bodine 1974 — 1978
his B.S. degree, Accounting
CliftonLarsonAllen LLP November 2010 - Present
Skills
Tax Research, Tax, Tax Accounting, Accounting, CPA, Tax Preparation, Corporate Tax, GAAP, Fixed Assets, Income Tax, Partnership Taxation
Education
Illinois State University 2003 — 2008
Bachelor of Science, Accounting, Finance
Heartland Bank and Trust Company June 2013 - Present
CliftonLarsonAllen LLP June 2000 - June 2013
Skills
US GAAP, Tax, Financial Reporting, Auditing, Accounting, CPA, Financial Institutions, Internal Audit, Budgets, Financial Analysis, Internal Controls, GAAP, Income Tax, Loans, SEC filings, Assurance, Financial Statements, Risk Management, Financial Accounting, External Audit
Education
Illinois State University 1996 — 2000
BS, Financial Accounting
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen LLP January 2008 - December 2011
Landa & Althser, PC March 1982 - December 2007
Skills
Healthcare, Mergers, Consulting, Finance, Operations Management, Financial Transactions, Tax, Auditing, Accounting, CPA, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, GAAP, Assurance, Forensic Accounting, Tax Returns, Partnership Taxation, Internal Controls
Education
Suffolk University Law School 1988 — 1992
JD, Law
Bentley University 1985 — 1987
Masters, Taxation
Canisius College 1979 — 1981
BS, Accounting
CliftonLarsonAllen LLP January 2014 - Present
Sullivan, Rogers & Company, LLC May 2005 - December 2013
Burke and Company, LLC June 1988 - June 1995
Skills
GAAP, Auditing, Accounting, Tax, Quickbooks, Bookkeeping
Education
Bryant University 1982 — 1986
Bachelor of Science (BS), Business (Accounting)
CliftonLarsonAllen LLP January 2006 - Present
Skills
Assurance, Tax, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger
Education
La Salle University 2003 — 2005
Bachelor of Science, Accounting and Finance
Manor College 2001 — 2003
Associate, Business Administration and Accounting
Eder, Casella & Co. November 2013 - Present
CliftonLarsonAllen, LLP 2006 - September 2013
Nykiel Carlin 1996 - 2006
McGladrey & Pullen 1991 - 1996
KPMG 1974 - 1991
Skills
CPA, GAAP, Tax Research, Accounting, Tax Preparation, US GAAP, Cost Accounting, SEC filings, Cash Management, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Tax Accounting, Peachtree, Internal Controls, Financial Statements, Finance, Revenue Recognition, Partnership Taxation, Account Reconciliation
Education
Michael R. Quinlan School of Business at Loyola University of Chicago
MBA
Northern Illinois University
Bachelors, Management
St. Luke's Health System May 2015 - Present
Packaging Corporation of America March 2014 - May 2015
Jitasa February 2013 - February 2014
CliftonLarsonAllen LLP January 2011 - February 2013
Eide Bailey LLP September 2010 - December 2010
Starbucks Coffee Company July 2008 - December 2010
Anthropologie May 2008 - April 2009
University of Idaho Career Center August 2007 - December 2007
Skills
Auditing, CPA, General Ledger, Financial Statements, GAAP, Fixed Assets, Tax Preparation, Financial Analysis
Education
Boise State University 2010 — 2011
B.A., Accounting
University of the Basque Country 2008 — 2008
Spanish Studies
University of Idaho 2003 — 2008
Bachelor of Science, Business Marketing
Mayo Clinic Health System - Southwest Minnesota July 2015 - Present
Mayo Clinic Health System - Southwest Minnesota March 2015 - Present
Mayo Clinic Health System - Southwest Minnesota December 2011 - March 2015
CliftonLarsonAllen, LLP August 2008 - November 2011
Michael G. Power Chartered April 2003 - May 2008
Skills
Accounting, CPA, Tax, Payroll, Capital Budgeting, Operating Budgets, Tax Returns, Continuous Improvement, Lean Thinking, Project Management, Agribusiness
Education
Minnesota State University, Mankato 2010 — 2014
Graduate, Masters in Business Administration
Luther College 2000 — 2003
Accounting & Business Administration
CliftonLarsonAllen LLP August 1998 - Present
Skills
Accounting, Tax Research, Financial Analysis, CPA, Corporate Tax, Tax, Tax Preparation, Strategic Planning, Individual Tax, Income Tax, Partnership Taxation, Financial Accounting, Accountants
Education
Marquette University 1994 — 1998
B.S., Accounting
McGladrey December 2013 - Present
CliftonLarsonAllen LLP June 2007 - November 2013
Hoeppner Wagner & Evans October 2002 - June 2007
Bruce P. Clark & Associates November 2001 - October 2002
EY May 1997 - October 2001
Skills
Sales Tax, Corporate Tax, Tax, Auditing, CPA, Tax Law, Financial Analysis, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Accounting, Internal Audit, Leadership, Tax Returns, QuickBooks, Sales & Use Tax, Tax Accounting, Account Reconciliation, General Ledger, Mergers & Acquisitions, Tax Advisory, SEC filings, Fixed Assets, GAAP
Education
Indiana University Bloomington 1985 — 1989
B.S., Business
California Western School of Law
J.D., Law School
BKD CPAs & Advisors August 2015 - Present
CliftonLarsonAllen LLP January 2012 - July 2015
Clifton Gunderson LLP November 2005 - December 2011
Deloitte & Touche April 2003 - October 2005
James DiFrancesco & Associates January 2000 - March 2003
Winograd Miller/Winograd Reichl & Associates January 1993 - December 1999
Melton & Melton, LLP July 1989 - December 1992
Skills
Auditing, Employee Benefits, Audits of Employee..., Defined Contribution, Defined Benefit, GAAP, Tax, CPA, Assurance, Pension Funds
Education
Stephen F. Austin State University 1985 — 1989
BBA, Accounting
CliftonLarsonAllen LLP November 2006 - Present
Nykiel Carlin & Co., Ltd 1987 - 2006
Skills
Assurance, Tax Preparation, Financial Accounting, CPA, Tax, Income Tax, Auditing, Corporate Tax, Accounting, Internal Controls, Financial Reporting, GAAP, Budgets, US GAAP, General Ledger
Education
Loyola University Chicago
Business, Accounting
CliftonLarsonAllen LLP June 2012 - Present
Peterson Sullivan LLP July 2009 - July 2012
Catholic Charities of Spokane September 2007 - May 2009
Skills
Auditing, Accounting, Financial Reporting, Excel, CPA, GAAP, SEC filings, Internal Controls, Financial Statements, Tax Preparation, Tax, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Income Tax, S Corporations, QuickBooks, Tax Research, Financial Analysis, High Net Worth..., Account Reconciliation, Tax Accounting, Tax Returns, Accounts Payable
Education
Gonzaga University - School of Business Administration 2008 — 2009
Masters of Accountancy, Taxation
Gonzaga University 2004 — 2009
Bachelor's, Accounting
Gonzaga University 2004 — 2009
Masters of Accountancy
CliftonLarsonAllen LLP June 2009 - Present
Shearman & Sterling LLP September 2004 - December 2008
KPMG International 1999 - 2004
Kodak Polychrome Graphics 1998 - 1999
KPMG (US) December 1982 - May 1998
Cahill Gordon & Reindel September 1974 - December 1982
Education
Columbia Law School 1971 — 1974
JD, Law
Harvard University 1967 — 1971
A.B., Magna Cum Laude, Anthropology
Isagenix August 2013 - Present
James T. Scherer, CPA June 2013 - Present
CliftonLarsonAllen LLP December 2004 - May 2013
Clifton Gunderson LLP December 2004 - December 2011
Skills
Accounting, QuickBooks, Payroll, Financial Statements, Tax, Sales Tax, Income Tax, Corporate Tax, Financial Reporting, GAAP, CPA, Small Business, Financial Accounting, Tax Preparation, Payroll Taxes
Education
Peru State College 2002 — 2004
Bachelor's, Accounting
Highland Community College, Kansas 1999 — 2001
Associates, Accounting
Dixon Hughes Goodman LLP November 2012 - Present
CliftonLarsonAllen LLP September 2007 - November 2012
Skills
Assurance, Auditing, Accounting, Audit, Non-profits, Healthcare, Financial Reporting, Financial Accounting, Financial Analysis, Hospitals, Health Care Reform, Committed to..., Helping Clients Succeed, GAAP, US GAAP, US GAAP reporting, Professional..., Volunteering, Non-profit Volunteer, GASB, GAAS, Internal Controls, Internal & External..., Board Development, Non-profit Board..., Board of Director..., Board of Directors..., Public Speaking, Presenter, Presentations, Train Staff, Tax
Education
UNC Charlotte 2006 — 2007
Masters, Accountancy
Montreat College 2004 — 2006
Bachelor of Science, Business Accounting
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP July 2005 - December 2011
Clifton Gunderson LLP June 1989 - July 2005
Skills
CPA, Tax, Auditing, Tax Preparation, Income Tax, US GAAP, Tax Research, Internal Controls, Budgets, Financial Analysis, Partnership Taxation, Tax Returns, Assurance
Education
Southern Illinois University, Carbondale 1978 — 1982
BS, Accounting
CliftonLarsonAllen LLP November 2014 - Present
CliftonLarsonAllen LLP June 2012 - November 2014
Marsh & McLennan Companies, Inc. June 2011 - August 2011
Hy Vee June 2008 - August 2010
Skills
Accounting, Auditing, CPA, Internal Controls, Assurance, Internal Audit, External Audit, Microsoft Excel, Microsoft Word, Financial Reporting
Education
Luther College 2007 — 2011
BA, Accounting, Business Management
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP June 2011 - December 2011
Clifton Gunderson LLP June 2006 - May 2011
Ernst & Young September 1993 - May 2006
Skills
Tax, Income Tax, Accounting, Auditing, Tax Accounting, Corporate Tax, Tax Preparation, S Corporations, Internal Controls, Mergers & Acquisitions, Tax Research
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Accounting
Carmel High School 1986 — 1988
Commodity Specialists Company January 2015 - Present
Commodity Specialists Company (CSC) July 2012 - December 2014
CliftonLarsonAllen LLP September 2004 - July 2012
LarsonAllen LLP January 2004 - March 2004
Skills
Accounting, Auditing, Due Diligence, Financial Analysis, Financial Reporting, GAAP, Business Planning, Budgets, Mergers, Mergers, Internal Controls, Strategy, Tax
Education
Gustavus Adolphus College 2000 — 2004
Wayzata High School 1997 — 2000
CliftonLarsonAllen LLP May 1994 - Present
KPMG June 1973 - June 1994
Skills
Accounting, Financial Reporting, Small Business, Strategic Planning, Mergers & Acquisitions, Tax, Managerial Finance, Sarbanes-Oxley Act, Auditing, US GAAP, Mergers, CPA, SEC filings, GAAP, General Ledger, Tax Preparation, Financial Analysis, External Audit, Tax Accounting, Internal Controls, Budgets, Assurance, Business Valuation, Internal Audit, Financial Accounting, Finance, Enterprise Risk..., QuickBooks, Financial Modeling, Financial Statements, Strategic Financial..., Forensic Accounting, Income Tax, Risk Management, Due Diligence, Private Equity, Corporate Tax, Banking, Financial Planning
Education
Bradley University 1969 — 1973
BS, Accounting
CliftonLarsonAllen LLP June 2008 - Present
Education
Illinois Wesleyan University 2004 — 2008
BA, Accounting
CliftonLarsonAllen LLP April 2013 - Present
JMunn Consulting 2012 - April 2013
Pacific Retirement Services ~ Mirabella June 2002 - February 2012
Skills
Non-profits, Event Planning, Strategic Planning, Healthcare, Marketing Strategy, Organizational..., Luxury Brand Marketing, Risk Management, Regulatory Compliance, Employee Relations, Public Relations, Persuasive Presentations, Contract Negotiation, Employee Development, Customer Satisfaction, Revenue Enhancement, Expense Budget..., Multi-Site Operations, Nonprofits, Management, Budgets, Leadership, Program Management, Elder Care, Recruiting, Sales, Leadership Development, Consulting, Market Research, Finance, Networking, Team Building, Training, Long-term Care, Healthcare Management, Public Speaking, Healthcare Consulting, Customer Service, Executive Search
Education
Southern Oregon University 1997 — 2002
Bachelor of Science, Business Administration
CliftonLarsonAllen January 2013 - Present
CliftonLarsonAllen LLP November 2007 - December 2012
RSM McGladrey 2003 - 2007
Entre Information Systems 1990 - 2000
Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment
Education
Capella University 2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0
Indian Hills Community College 1984 — 1986
Associate of Applied Science, Computer Maintenance
United Prairie Bank August 2005 - Present
Feeding Our Communities Partners April 2012 - September 2013
CliftonLarsonAllen LLP January 2000 - July 2005
TCF Bank January 1997 - January 2000
Skills
Banking, Financial Institutions, Financial Reporting, Retail Banking, Accounting, Executive Management, Process Improvement, Financial Services, Cash Management, Financial Analysis, Commercial Banking, Credit, Credit Analysis, Finance, Managerial Finance, Portfolio Management, Small Business Lending, Leadership, Budgets, Strategic Planning, Risk Management
Education
Minnesota State University, Mankato 1991 — 1996
Bachelor of Science (B.S.), Finance
The Calhoun beach club August 2015 - Present
WorldVentures Foundation October 2015 - Present
CliftonLarsonAllen LLP September 2015 - Present
ProtaxRx August 2014 - Present
Liberty Tax Service January 2013 - July 2014
South Beach Group Hotels February 2013 - 2013
Legacy Firm January 2010 - December 2012
Collina Flowers 2007 - 2008
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Outlook, Event Planning, Research, Microsoft Excel, Customer Service, PowerPoint, Accounting, Accounts Receivable, Auditing, Bookkeeping, Finance, Financial Accounting, Financial Reporting, Tax, Tax Returns, Business Analysis, Litigation, Leadership, Financial Analysis, Management, Sales, Marketing, Time Management
Education
University of Minnesota-Twin Cities
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies
Normandale Community College 2011 — 2015
Associate’s Degree, Business Administration and Management, General
Miami Dade College 2013 — 2014
Associate's degree, Business Administration and Management, General
Montverde Academy 2004 — 2008
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
CliftonLarsonAllen LLP September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2013 - August 2015
Pregnancy Help 4 U October 2011 - February 2012
Skills
Journal Entries, QuickBooks, Financial Statements, Accounting, Microsoft Excel, Tax Preparation, GAAP, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, General Ledger, Financial Accounting, Financial Analysis, Tax
Education
Mountain View College 2014 — 2015
Certificate, CPA Program
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
The University of Texas at Arlington
Summer International Tax Graduate Class
Dallas County Community College 2009 — 2010
Certificate, Accounting Clerk
Dallas County Community College 2006 — 2007
Associate's degree, General Science
CliftonLarsonAllen LLP July 2012 - Present
AgStar Financial Services, ACA February 2011 - June 2012
Smith Schafer & Associates Ltd December 2001 - January 2011
Skills
Accounting, Assurance, Auditing, Finance, Financial Reporting, Financial Statements, Income Tax, Tax, Small Business, Tax Accounting, Tax Returns, Tax Preparation, GAAP, Analysis, CRM, Nonprofits
Education
Saint Mary's University of Minnesota 1997 — 2001
Bachelor of Arts, Accounting
Lourdes High School 1993 — 1997
Bar-S Foods Co. July 2015 - Present
CliftonLarsonAllen LLP July 2009 - June 2015
Skills
Auditing, CPA, GAAP, US GAAP, Internal Controls, Assurance, Accounting, Tax, Financial Reporting, Financial Statements, Financial Accounting, Tax Preparation, Corporate Tax, External Audit, General Ledger, Income Tax, Tax Accounting
Education
Northern Arizona University, College of Business Administration 2004 — 2009
Bachelor of Science (BS), Accounting
CliftonLarsonAllen LLP July 2015 - Present
Education
Princeton University, Princeton, NJ
Bachelor's degree
Kerry Ingredients March 2015 - Present
Kerry March 2014 - March 2015
CIT Group, Inc. December 2012 - March 2014
Illinois State University, Redbird Arena May 2012 - May 2013
CliftonLarsonAllen LLP January 2012 - April 2012
Peoria Chiefs Community Baseball LLC March 2011 - September 2011
Niemann Foods, Inc. June 2008 - May 2011
Parkland College, Center for Academic Success August 2009 - May 2010
Skills
Goal Oriented, Attention To Detail, Supervisory Skills, Fast Learning, Time Management, Microsoft Excel, Customer Service, Administrative Office..., Peer Tutoring, Teamwork, Accounting, Leadership, Internal Audit, Tax, Financial Reporting, Auditing, Microsoft Office, CPA, Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Access, Account Reconciliation, Tax Preparation, Financial Statements, Bookkeeping, Microsoft Word, PowerPoint, Financial Accounting, Training, General Ledger
Education
IPT Property Tax School 2014 2014 — 2014
Illinois State University 2012 — 2013
Master of Science (M.S.), Accountancy, 3.90/4.00
Illinois State University 2010 — 2012
Bachelor of Science (B.S.), Financial Accounting, 3.86/4.00
Parkland College 2008 — 2010
A.A.S., Business Administration, 4.00/4.00
Store Supply Warehouse March 2015 - August 2015
CliftonLarsonAllen LLP October 2013 - February 2015
RubinBrown LLP February 2012 - April 2012
RubinBrown LLP February 2011 - April 2011
Education
City University of London 2012 — 2013
Masters of International Accounting, Accounting and Finance
Maryville University of Saint Louis 2005 — 2008
Bachelor's degree, Accounting
Faegre Baker Daniels LLP July 2012 - Present
CliftonLarsonAllen LLP November 2004 - June 2012
Target Corporation June 2002 - November 2004
Skills
Talent Management, Business Strategy, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Training & Development, Strategy Development, Employee Engagement, Employee Relations, College Recruiting, Full-cycle Recruiting, Change Management, Leading Change, Ultipro, Checkpoint Learning, Silkroad, PDI 360 Certified Coach, Mergers & Acquisitions, Coaching, Employee Handbooks, Management, Strategy, Organizational..., Workshop Facilitation, Recruiting, Human Resources, Consulting, Training, HRIS, Employee Training, ADP Payroll, New Hire Orientations, Employee Benefits, Applicant Tracking..., Interviews, Internet Recruiting, Team Leadership, Policy, HR Policies, Onboarding, Leadership, Succession Planning, Employment Law, Program Management, Workforce Planning, Compensation & Benefit, Conflict Resolution, Hiring, FMLA
Education
Purdue University 2000 — 2002
Master of Science, Organizational Communication
University of Dayton 1996 — 2000
B.A., Communication Management & Spanish
Kenneth Eichner CPA March 2015 - Present
Poppy CPA January 2000 - Present
McGladrey September 2014 - March 2015
CliftonLarsonAllen LLP March 2014 - September 2014
Land O'Lakes January 2014 - March 2014
US Bank May 2011 - August 2013
Poppy Accounting LLC October 2008 - May 2011
Skills
Accounting, Cash Management, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Finance, Banking, Financial Reporting, Access, Financial Statements, Spreadsheets, 10 Key, Auditing, Income Tax, Tax Returns
Education
Metropolitan State University 2014 — 2016
Bachelor's degree, Accounting
Century College 2012 — 2013
Associate of Arts (AA), Accounting
Nichols Brothers Boat Builders January 2015 - Present
CliftonLarsonAllen LLP March 2007 - January 2015
Lockitch, Clements and Rice PS March 2007 - August 2011
Renaware International Inc January 2004 - March 2007
Columbia Industries January 2002 - January 2004
Skills
Single Audit, Tax, QuickBooks, Accounting, Profx, Auditing, S Corporations, Cost Segregation, Financial Statement..., Compilation Of..., Partnership Taxation, Tax Research, ProSystem fx Tax, Data Mining, Crystal Reports, Microsoft Excel, Access, Microsoft SQL Server, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Reporting, Corporate Tax, Financial Audits, CPA, US GAAP, Tax Accounting, Assurance, Tax Preparation, Financial Statements, External Audit, International Tax, Analysis, Sarbanes-Oxley, Cost Accounting, IFRS
Education
Eastern Washington University 1992 — 1994
Bachelor of Business Administration (BBA)
Michigan Technological University 1986 — 1988
Nanaimo District Senior Secondary 1984 — 1985
HS Diploma
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen LLP August 2005 - December 2012
Blanski Peter Kronlage & Zoch CPAs 2001 - 2005
Skills
Accounting, GAAP, Tax, Auditing, Tax Preparation, Corporate Tax, Internal Controls, US GAAP, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Tax Research, Financial Reporting, SEC filings, Assurance, Financial Accounting, Financial Statements
Education
Saint Mary's University of Minnesota 1997 — 2001
Accounting
CliftonLarsonAllen LLP October 1999 - Present
Skills
CPA, GAAP, Financial Reporting, Tax, Financial Accounting, Tax Preparation, Financial Statements, Corporate Tax, Income Tax
Education
Bloomsburg University of Pennsylvania 1975 — 1977
Bachelor’s Degree, Accounting and Business/Management
CliftonLarsonAllen LLP June 1997 - Present
Education
Illinois State University 1995 — 1997
Bachelors, Accounting
CliftonLarsonAllen LLP November 2012 - Present
CarlsonHighland, LLP December 2010 - November 2012
Office of the State Auditor June 2010 - December 2010
Skills
Accounting, Financial Reporting, GAAP, CPA, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Microsoft Office, Tax Preparation, Financial Analysis, Tax, QuickBooks, Financial Statements, General Ledger, US GAAP, Corporate Tax, Tax Returns, Income Tax, Assurance, Accounts Payable, Microsoft Word, Tax Accounting, Accounts Receivable, Outlook
Education
College of Saint Benedict 2006 — 2010
Bachelor of Arts (B.A.), Accounting
West Central Area High School
CliftonLarsonAllen LLP July 2015 - Present
Gray, Gray & Gray August 2014 - July 2015
CliftonLarsonAllen January 2012 - August 2014
Skills
GAAP, CPA, Accounting, Auditing, Tax, Tax Preparation, Assurance, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Tax
Education
Bryant University 2011 — 2011
Masters in Professional Accountancy (MPAc)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
CliftonLarsonAllen LLP September 1984 - Present
Education
Saint John's University 1973 — 1978
BA, accounting
LeggeGroup 2015 - Present
CliftonLarsonAllen LLP January 2012 - December 2014
LarsonAllen LLP 2008 - January 2012
Schreiner, Legge & CO 1984 - 2008
Schreiner, Legge & Co. September 1979 - December 1983
Skills
Fraud Investigations, Consultant- Credit..., ATM network consultant, ATMs, Accounting, Credit Unions, Auditing, Fraud, Tax, CPA, Risk Management, Internal Controls, Nonprofits, Governance, Banking, Financial Institutions, GAAP, Financial Services, Financial Reporting, Internal Audit, Tax Preparation, General Ledger, Mergers & Acquisitions, Enterprise Risk..., Forensic Accounting, Financial Statements, US GAAP, Tax Research, Financial Accounting, Assurance, Tax Accounting, Income Tax, SEC filings, Corporate Tax, Sarbanes-Oxley Act, S Corporations, Accountants, Tax Returns, External Audit, Fixed Assets, Financial Analysis, QuickBooks, Financial Audits, Sales Tax, Tax Advisory, Cash Flow, Managerial Finance, Strategic Financial..., Business Valuation, Finance
Education
American University 1971 — 1975
BSBA, Accounting
CliftonLarsonAllen LLP October 2013 - Present
CiftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP 2009 - 2011
Clifton Gunderson LLP 2005 - 2009
Skills
CPA, Accounting, Corporate Tax, Tax Preparation, Tax, Financial Reporting, Income Tax, Tax Accounting
Education
Michigan State University
Peterson Sullivan LLP June 2015 - Present
CliftonLarsonAllen LLP November 2012 - June 2015
CliftonLarsonAllen LLP January 2012 - November 2012
LarsonAllen December 2011 - January 2012
Nitax Services, Inc October 2009 - November 2011
Falco Sult & Company September 2008 - September 2009
Nitax Financial Services August 2005 - August 2006
Skills
Accounting, Tax Preparation, Training, Tax Research, Team Leadership, Consulting, Small Business, S Corporations, Fixed Assets, Revenue Recognition, High Net Worth..., State Tax, Partnerships, Recruiting, Personal Tax Planning, Corporate Tax, Financial Accounting, Financial Statements, QuickBooks, Tax, Tax Returns
Education
Western Washington University 2006 — 2008
Accounting, Accounting
Edmonds Community College 2005 — 2006
AA in Business Administration, Business Administration and Management, General
White Nelson Diehl Evans LLP January 2014 - Present
CliftonLarsonAllen LLP August 2009 - December 2013
99 Restaurant and Pub December 2001 - December 2005
Skills
Customer Service, Operational Efficiency, Consulting, Government Auditing, Tax Returns, Supervisory Experience, Microsoft Office, Internal Controls, Auditing, Financial Reporting, State Compliance, Single Audit, Financial Statements, Business Travel, Multi Tasking, GAAP, Tax Preparation, SEC filings, General Ledger, Corporate Tax, Income Tax, Financial Accounting, Bookkeeping, Accounting, US GAAP, Tax, Accounts Receivable, CPA, QuickBooks, Assurance
Education
University of Arizona, Eller College of Management 2004 — 2008
Bachelors, Accounting
Louisiana State University 2009 — 2009
Accounting
Pima Community College 2009 — 2009
Pembroke Academy High School 2000 — 2004
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP September 2001 - December 2011
Skills
Federal Government, Auditing
Education
Central Michigan University
MA, Management
University of South Carolina-Columbia
BS, Accounting
CliftonLarsonAllen LLP May 2002 - Present
Schechter Dokken Kanter July 1999 - May 2002
Skills
ERISA, Defined Benefit, ESOP, Profit Sharing, Employee Benefits, Defined Contribution, Pensions, Retirement Planning, Tax, Auditing, CPA, Accounting, Financial Reporting
Education
Southwest Minnesota State University 1995 — 1999
Accounting
CliftonLarsonAllen LLP January 1994 - Present
Education
St. Cloud State University 1989 — 1994
BJC HealthCare August 2014 - Present
BJC HealthCare January 2013 - August 2014
CliftonLarsonAllen November 2012 - January 2013
CliftonLarsonAllen LLP November 2009 - October 2012
LarsonAllen November 2007 - October 2009
Skills
GAAP, CPA, Tax, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, US GAAP
Education
Southern Illinois University, Edwardsville 2006 — 2007
MBA
Southeast Missouri State University 2001 — 2005
Bachelor of Science, Accounting
CliftonLarsonAllen LLP July 2010 - Present
Grant Thornton LLP 2003 - 2010
High Point Church 1997 - 2003
RMT 1992 - 1997
Skills
Accounts Payable, Accounts Receivable, Hands-on Training, Financial Audits, Tax Returns, Client Billing, Ordering Office Supplies, Preparation Of Proposals, Customer Oriented, Financial Statements, US GAAP
Education
Drake University
Social Psychology
Highland Community College
Goldin Peiser & Peiser, LLP August 2013 - Present
Busey December 2009 - September 2013
Illini Elite Volleyball Club September 2011 - December 2012
CliftonLarsonAllen LLP June 2012 - August 2012
Gordmans March 2008 - July 2010
Skills
Accounting, Assurance, Retail Banking, Coaching, Auditing, Banking, Customer Service, Cash Management, Sales, Financial Accounting, Microsoft Excel, Outlook, Financial Reporting, Payroll, Finance, QuickBooks, Account Reconciliation, GAAP, Financial Analysis
Education
Illinois State University 2010 — 2013
Bachelors of Science; Master of Professional Accountancy, Accounting
Parkland College 2008 — 2010
Associate of Science (AS), Accounting
The Toro Company August 2012 - Present
CliftonLarsonAllen LLP March 2011 - August 2012
Perrigo (formerly Paddock Laboratories) March 2003 - February 2011
University of St. Thomas 2000 - 2003
Minnesota Environmental Initative 1996 - 2000
Skills
Succession Planning, Organizational..., Change Management, Leadership Development, Training Management, Training Facilitation, Employee Engagement, Leadership, Strategy, Talent Management, Training, Management, Program Management, Project Management
Education
University of Saint Thomas 2001 — 2007
Master of Arts, Human Resource Development
St. Olaf College 1989 — 1993
BA, Math & Environmental Studies
St. Cloud Technical High School 1985 — 1989
Bellevue Arts Museum October 2014 - Present
CliftonLarsonAllen LLP January 2009 - Present
Washington Society of CPAs 2009 - June 2014
Boys & Girls Clubs of King County 2005 - June 2012
Jefferson Wells April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey August 1999 - April 2005
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax
Education
University of Arizona 1979 — 1980
MBA, Accounting & FInance
Simmons College
BA, Communications
CliftonLarsonAllen LLP 1994 - Present
Deloitte & Touche 1990 - 1993
Skills
Auditing
Education
St. Cloud State University 1985 — 1989
Semi-Retired October 2014 - Present
CliftonLarsonAllen LLP May 2009 - September 2014
CliftonLarsonAllen LLP May 2009 - September 2014
Frank Consulting PLLP December 2004 - April 2009
Tentmakers 2004 - 2005
Executrain 2001 - 2002
Skills
Non-profits, Accounting, Management Consulting, Financial Reporting, Financial Analysis, Strategic Planning, Budgets, Leadership, Leadership Development, Organizational..., Process Improvement, Strategy, Coaching, Program Management, Management, Training, Nonprofits, Internal Controls
Education
University of Minnesota - Carlson School of Management 1960 — 1965
Bachelor of Science Business, Accounting
Bethel Seminary-St. Paul 1965 — 1970
CliftonLarsonAllen LLP June 1998 - Present
Mosebach Griffith & Company March 1964 - June 1998
Skills
Forensic Accounting, Litigation Support, Litigation Consulting, Business Valuation, Tax, CPA, Certified Fraud Examiner, Corporate Tax, Financial Planners, Valuation
Education
AIB College of Business 1962 — 1964
Associate of Arts Degree, Accounting and Business/Management
AIB College of Business 1962 — 1964
Associate of Arts (AA), Accounting and Business/Management
CliftonLarsonAllen January 2012 - Present
CliftonLarsonAllen LLP April 2006 - January 2012
Bradley University 1999 - 2006
ComEd 1985 - 1997
Skills
IT Strategy, Disaster Recovery, Active Directory
Education
Bradley University 1999 — 2006
Business Administration and Management, General
Bradley University 1991 — 1997
Diversified Wealth Management April 2014 - Present
AXA Advisors, LLC April 2006 - April 2014
JRA Financial Advisors March 2004 - July 2006
CliftonLarsonAllen LLP 1999 - 2004
Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation
Education
Saint Cloud State University - G.R. Herberger College of Business 1997 — 2001
B.S., Economic Business, Economics
St. Cloud State University 1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business
CliftonLarsonAllen LLP 1998 - Present
Education
Indiana University Robert H. McKinney School of Law 1992 — 1996
Butler University 1991 — 1994
MBA
MARRIAN COLLEGE 1988 — 1991
Indiana University-Purdue University at Indianapolis
Indiana University-Purdue University at Indianapolis
CliftonLarsonAllen LLP August 2007 - Present
CliftonLarsonAllen LLP December 2003 - August 2007
Grant Thornton 2001 - 2003
Skills
Accounting, Tax Research, CPA, S Corporations, Tax, Income Tax, Tax Returns, Corporate Tax, ProSystem fx Tax, Fixed Assets, Tax Accounting, Tax Preparation
Education
Concordia College 1996 — 2001
Bachelor of Arts (B.A.), Accounting
CliftonLarsonAllen LLP January 2012 - Present
Village of Arlington Heights 2000 - Present
Clifton Gunderson LLP 1991 - 2012
Doty, Jarrow & Co. 1973 - 1991
Skills
Accounting, Tax, Estate Planning, Payroll, Small Business, Income Tax, Team Building, CPA, Nonprofits, Tax Law, GAAP, Sales Tax, Corporate Tax, Accounts Receivable, Financial Accounting, Tax Preparation, Finance, Financial Reporting, Microsoft Excel, Strategic Planning, Budgets, Insurance, Management, Financial Statements, Customer Service, Event Planning, Banking
Education
Northern Illinois University 1969 — 1973
CliftonLarsonAllen LLP November 2004 - Present
Education
Fort Lewis College 1968 — 1972
CliftonLarsonAllen, LLP January 1995 - Present
Sturz Farm 1980 - 1994
Skills
Corporate Tax, Tax Preparation, Income Tax, Tax, Fixed Assets, Accounting, Sales Tax, Financial Reporting, Financial Analysis, Financial Modeling, Mergers, Forensic Accounting, CPA
Education
University of Wisconsin-Eau Claire 1989 — 1994
Accounting
Chippewa Valley Technical College 1988 — 1989
Farm/Farm and Ranch Management
CliftonLarsonAllen LLP July 1993 - Present
Skills
CPA, Accounting, Auditing, Financial Reporting, GAAP, Assurance, External Audit, US GAAP, Tax Preparation, Financial Accounting, Income Tax, Corporate Tax, General Ledger, Tax, Financial Statements, Internal Controls
Education
Augustana College 1991 — 1993
BA in Accounting, Accounting
CliftonLarsonAllen LLP November 2013 - Present
CliftonLarsonAllen LLP August 2013 - November 2013
The Iona Group May 2012 - June 2013
Float Mobile Learning May 2012 - June 2013
CliftonLarsonAllen January 2012 - May 2012
Clifton Gunderson LLP January 2009 - January 2012
Clifton Gunderson LLP January 2008 - April 2008
McDonald's Corporation 1996 - 1997
McDonald's Corporation 1995 - 1996
McDonald's Corporation 1994 - 1995
Skills
Financial Reporting, Strategic Financial..., Microsoft Office, Financial Analysis, Strategic Planning, Revenue Recognition, Operations Management, Financial Audits, Tax, Accounting, Auditing, CPA, Finance, GAAP, Management, Training, US GAAP
Education
Northern Illinois University - College of Business 1986 — 1990
Bachelor of Science (BS), Accounting
CliftonLarsonAllen LLP 2006 - Present
Tax Freedom Institute 1993 - 2011
Beth David Reform 2004 - 2008
Ostroff Fair & Co. PC 1986 - 2006
Katz & Lord 1983 - 1986
Skills
Tax, CPA, Income Tax, Accounting, Strategic Financial..., Corporate Tax, Tax Preparation, Partnership Taxation, Financial Planners, Tax Accounting, Tax Research, IRS, S Corporations, Tax Returns, Business Advisory, Succession Planning, Sales Tax, Financial Accounting, Fixed Assets, High Net Worth..., Estate Tax Planning, Estate Planning, Estate Law, Mergers, Retirement, Bookkeeping, GAAP, Tax Advisory, Auditing
Education
Widener University 1990 — 1993
Masters of Science, Taxation
Drexel University - LeBow College of Business 1981 — 1986
Bachelor, Business Administration
Northeast High School
CliftonLarsonAllen LLP June 2001 - Present
KPMG Peat Marwick October 1996 - October 2000
Skills
CPA, GAAP, Corporate Tax, Accounting, Partnership Taxation, Auditing, Tax, Budgets, Non-profits, Strategic Planning, Financial Analysis, Financial Reporting, Internal Controls, Tax Preparation, Tax Accounting, US GAAP, Management Consulting, S Corporations, Internal Audit, Accountants, International Tax, Small Business, Corporate Finance, Forecasting, IFRS, Cash Flow, Analysis, Forensic Accounting, General Ledger, Tax Returns, Tax Advisory, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Bookkeeping, Payroll, Variance Analysis, Tax Research, Cost Accounting, Mergers & Acquisitions, Assurance, Due Diligence, QuickBooks, Financial Statements, Income Tax, Sales Tax, Tax Law, Account Reconciliation, Sarbanes-Oxley, Higher Education
Education
Drexel University - LeBow College of Business 1994 — 1996
BS, Accounting
CliftonLarsonAllen LLP January 2003 - Present
Skills
Accounting, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls
Education
Gonzaga University - School of Business Administration 1998 — 2002
Accounting
A New Leaf August 2015 - Present
Central Arizona Shelter Services December 2014 - August 2015
Eide Bailly LLP August 2013 - November 2014
CliftonLarsonAllen LLP January 2006 - May 2012
Skills
CPA, US GAAP, GAAP, Assurance, Financial Reporting, Accounting, Auditing, External Audit, Financial Statements, Single Audit, General Ledger, Account Reconciliation
Education
Arizona State University West 2004 — 2006
BA, Accountancy
CliftonLarsonAllen LLP October 2003 - Present
Skills
Tax, Internal Controls, CPA, Auditing, GAAP, Income Tax, Tax Research, Corporate Tax, Accounting, Financial Reporting
Education
St. Cloud State University 1987 — 1991
Bachelor of Science (BS), Accounting
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen May 2005 - January 2012
Langan Associates, PC December 1997 - May 2005
Skills
Accounting, Internal Controls, Financial Reporting, CPA, Financial Accounting, Non-profits, GAAP, Financial Analysis, Managerial Finance, Financial Statements, Budgets, General Ledger
Education
Concord Law School - Kaplan University 2004 — 2008
J.D., Law
American University - Kogod School of Business 2000 — 2003
M.S., Taxation
Georgetown University 1982 — 1986
BS, Languages and Linguistics
John Nardi, CPA, PLLC March 2009 - Present
Jones Nardi, PLLC 2005 - 2009
CliftonLarsonAllen, LLP 1998 - 2004
Intesource, Inc. 2000 - 2001
Barry & Moore, P.C. 1999 - 2000
Skills
Tax Advisory, Tax Compliance, Tax, Bookkeeping, Accounting, CPA, Tax Preparation, US GAAP, Financial Reporting, Income Tax, Small Business, Accountants, Internal Controls, Partnership Taxation, Tax Research, Tax Accounting, GAAP, Financial Statements, Tax Returns, Forensic Accounting, General Ledger, Sales Tax, Payroll Taxes, Financial Accounting, SEC filings, Fixed Assets, Corporate Tax, QuickBooks, International Tax, Financial Analysis, Auditing, Finance, Management, Budgets, SEC Filings, Mergers & Acquisitions, Start-ups, Strategic Planning, Preparation
Education
Golden Gate University
Advanced Study, Master of Taxation
Arizona State University
Advanced Study, Master of Taxation Program
Northern Michigan University
Accounting, Accounting
Westwood High School
CliftonLarsonAllen LLP December 2002 - Present
Grant Thornton LLP June 1998 - November 2002
Skills
Deferred Compensation, Executive Compensation..., Tax favored health plans, Employee Benefit Plan..., Health Care Reform, Defined Benefit, CPA, Auditing, Internal Controls, Pension Administration, Financial Accounting, Financial Analysis
Education
College of St. Catherine 1994 — 1998
Bachelor's degree, Accounting
CliftonLarsonAllen LLP May 2006 - Present
Validity Sensors, Inc. 2004 - 2005
SalesLogix September 1999 - April 2001
Ernst & Young January 1987 - September 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Capital Formation, Finance, CPA, GAAP, Tax, Auditing, Accounting, Software, Venture Capital, Internal Controls, Corporate Finance, Mergers, Financial Accounting, SEC filings, Business Valuation, US GAAP, Income Tax, Managerial Finance, Financial Modeling, Private Equity, Management Consulting, Tax Preparation, Tax Accounting, Financial Analysis, Forensic Accounting, Assurance, Due Diligence, Corporate Tax, Cash Flow, Mergers & Acquisitions
Education
New Mexico State University 1983 — 1986
Bachelor's-Accounting, Accounting
Steinberg Advisors, Ltd. May 2013 - Present
CliftonLarsonAllen LLP July 2008 - May 2013
Taxman Corporation 2007 - 2008
Warady & Davis LLP 1997 - 2007
W.W. Grainger 1990 - 1997
Grainger 1990 - 1997
International Jensen 1988 - 1990
Beatrice Companies July 1982 - April 1987
Skills
ProAdvisor for..., Accounting softwares, Financial Reporting, Tax, Accounting, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Payroll, Forecasting, QuickBooks, General Ledger, Budgets, Accounts Payable, Auditing, Internal Audit, Management, Accounting Applications
Education
Lake Forest Graduate School of Management 1990 — 1992
MBA, Business
University of Illinois at Urbana-Champaign - College of Business 1980 — 1982
BS, Accounting
CliftonLarsonAllen LLP November 2014 - Present
University Professional & Continuing Education Association July 2013 - October 2014
Various Staffing Agencies December 2012 - June 2013
Sarfino & Rhoades LLP November 2011 - December 2012
Sheet Metal Workers' National Pension Fund July 2009 - November 2011
Randstad February 2008 - July 2009
Cavalier Telephone July 2007 - January 2008
Transworld Entertainment March 2006 - March 2007
Musicland May 2005 - March 2006
GameStop October 2003 - February 2005
Skills
Bill.com, Intacct, QuickBooks, Training, Budgets, Outlook, Customer Service, Recruiting, Human Resources, Microsoft Office, PowerPoint, Microsoft Word, Administration, Management, Event Planning, Payroll, Microsoft Excel, Strategic Planning, Nonprofits, Sales, Project Management, Account Management, Customer Satisfaction, Accounting, Analysis, Operations Management, Event Management, Employee Benefits, Financial Analysis, Financial Reporting, Spanish, Data Entry, Time Management, Employee Relations, Office Management, Performance Management, Dashboard Metrics, Membership Management, Non-profit..., Troubleshooting, Employee Training, Higher Education, Retail, Database Administration, Data Analysis, Account Reconciliation, Bank Reconciliation, Internal Audit, Financial Audits, Sales Operations
Education
University of Maryland University College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Montgomery College 2004 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
CliftonLarsonAllen LLP January 2011 - Present
LarsonAllen LLP January 2001 - December 2011
Mathieson Aitken Jemison October 1988 - December 2000
Mathieson Aitken & Co. October 1975 - September 1988
Skills
Accounting, CPA, Tax, Auditing, Bookkeeping, GAAP, Tax Preparation, Nonprofits, Financial Reporting
Education
Shippensburg University of Pennsylvania 1971 — 1975
BS, Accounting
Springfield Twp. High School 1968 — 1971
BS in Business Administration
CliftonLarsonAllen LLP January 1988 - Present
CliftonLarsonAllen January 1988 - Present
Skills
Business consulting, Succession Planning, Tax preparation and..., Financial Statement..., Management Consulting, Income Tax, Tax, Financial Accounting, Estate Tax Planning, Start-ups, Budgets, Accounting, CPA, Financial Reporting, Strategic Financial..., Partnership Taxation, Tax Accounting, Internal Controls, Managerial Finance, GAAP, Tax Preparation, US GAAP, Corporate Tax, Auditing, Assurance, Tax Advisory, Tax Returns, S Corporations
Education
Bemidji State University 1973 — 1976
BS, Accounting
CliftonLarsonAllen LLP January 1976 - Present
CliftonLarsonAllen LLP January 1976 - Present
Skills
Accounting, Financial Reporting, CPA, Tax, Financial Analysis, GAAP, Internal Controls, Tax Preparation, Financial Accounting, Healthcare, Nonprofits, QuickBooks, Healthcare Consulting, Budgets, General Ledger, Financial Statements, Microsoft Excel, Strategic Planning, Corporate Tax, Income Tax
Education
St. John's University 1972 — 1975
Accounting
EY February 2014 - Present
Ventas, Inc. July 2013 - February 2014
ST Residential October 2012 - June 2013
CliftonLarsonAllen, LLP January 2012 - September 2012
Skills
Accounting, US GAAP, Microsoft Excel, Financial Reporting, Finance, Financial Services, Auditing, Real Estate, Broker-Dealer, Securities Exchange Act..., Asset-backed..., Derivatives, FINRA, SEC, Anti Money Laundering, Bank Secrecy Act, Economics
Education
University of Notre Dame - Mendoza College of Business
Master of Science in Finance Candidate
North Central College 2007 — 2011
Bachelor of Science (BS), Accounting (with distinction)
CliftonLarsonAllen LLP August 1998 - Present
Skills
Tax Preparation, CPA, GAAP, Accounting, Corporate Tax, Auditing, Tax
Education
Southern Illinois University, Carbondale 1992 — 1997
Shared Services Center Scheduling AssistantShared Services CenterJuly 2015 - Present
CliftonLarsonAllen LLP February 2014 - July 2015
CliftonLarsonAllen LLP September 2013 - February 2014
Camden Body September 2010 - April 2013
W.R. Grace August 2004 - April 2010
J. Price International Truck, Inc. June 2002 - August 2004
Enterprise Rent-A-Car November 2000 - May 2002
Enterprise Rent-A-Car June 1999 - November 2000
Skills
Microsoft Office, Customer Service, SAP, Process Improvement, Financial Analysis, Microsoft Excel, Financial Reporting, Team Building, Project Management, Microsoft Word, Accounting, Budgets, Accounts Receivable, Microsoft Word, Excel,..., CRM Databases, Cerner Works, HMS, Order Facilitator, CCC Pathways, AHIQA, Social Toaster, Navinet, Passport, NPI Registry
Education
Bergen Community College 1996 — 2003
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies, 3.0
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen September 2007 - January 2012
Ameriprise Financial Services, Inc. February 2006 - April 2007
Faegre & Benson LLP July 1989 - July 1996
Steptoe & Johnson LLP September 1987 - April 1989
United States Tax Court February 1986 - July 1987
Internal Revenue Service July 1983 - February 1986
Education
Georgetown University Law Center 1984 — 1987
M.L.T., Taxation
American University, Washington College of Law 1979 — 1982
J.D., Law
State University of New York at Buffalo 1971 — 1974
BA, Psychology
CliftonLarsonAllen LLP September 2014 - Present
McGladrey LLP November 2011 - August 2014
Multiple Concepts Interiors, Inc September 2005 - March 2011
St. Cloud State University January 2009 - May 2009
Callan's Home Furniture, Inc January 1993 - January 2005
Skills
Human Resources, CPA, Tax Preparation, Tax Research, Corporate Tax
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Accounting
Rasmussen College 2003 — 2007
Associate of Applied Science, Financial Accounting
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP January 2007 - January 2012
Clifton Gunderson LLP January 2007 - December 2011
Education
California State University-Hayward
BS, Accounting
CliftonLarsonAllen LLP December 2014 - Present
CliftonLarsonAllen February 2014 - Present
BDO LLP November 2012 - May 2013
Argy, Wiltse & Robinson, P.C. August 2001 - November 2012
Shoppers Food October 1996 - July 2001
Skills
Accounting, Microsoft Office, CRM Databases, CCH Research, Management, Assembly Processes, E-file, STAR, Program Management, Microsoft Excel
Education
Northern Virginia Community College
Diocese of Peoria May 2015 - Present
CliftonLarsonAllen LLP July 1988 - April 2015
Skills
CPA, US GAAP, Auditing, Internal Controls, Accounting, Tax, Financial Analysis, GAAP, Financial Reporting
Education
St. Ambrose University 1984 — 1988
Accounting, Accounting
Cummings Lamont & McNamee December 2014 - Present
CliftonLarsonAllen, LLP January 2012 - November 2014
Russell, Brier & Co., LLP December 2008 - January 2012
The Bollard Group September 2007 - December 2008
PricewaterhouseCoopers, LLP December 2006 - September 2007
TD Banknorth, Inc June 2006 - December 2006
Coastal International Security October 2003 - July 2006
University of Southern Maine School of Business August 2005 - May 2006
McLeod, Ascanio & Company January 2006 - April 2006
Skills
Tax, Accounting, Auditing, Corporate Tax, Financial Statements, Tax Accounting, Tax Research, Finance, Tax Returns, Strategic Planning, Investments, Management, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Partnership Taxation, Microsoft Excel, Bookkeeping, CPA
Education
University of Southern Maine - School of Business 2004 — 2006
Accounting, Finance
Jefferson Community College 1999 — 2004
AS, Business Administration
CliftonLarsonAllen LLP June 1982 - Present
Skills
Accounting, CPA, Corporate Tax, Tax Preparation, GAAP, Income Tax, Internal Controls, Auditing, Tax, Financial Reporting, Assurance, Financial Accounting
Education
Eastern Washington University 1979 — 1981
B.A., Accounting and Finance
Semi Retired October 2014 - Present
CliftonLarsonAllen LLP May 2001 - Present
Fattor, Probst & Dallmann PC April 1991 - May 2001
Education
Colorado State University
Bachelor of Science, Computer Science/Mathmatics
Longmont High School
CliftonLarsonAllen LLP January 2012 - Present
Norman Backues and Associates, Inc. August 1999 - December 2011
Magna Group, Inc. 1988 - 1999
Education
Southern Illinois University, Carbondale 1981 — 1985
Bachelor of Science, Accounting
Justina Uchenna-Amadi, CPA (Formally Justina Tax & Accounting Services) January 2005 - Present
First Presbyterian Church Danville, Illinois May 2005 - March 2015
Justina Tax & Accounting Services January 2005 - April 2014
CliftonLarsonAllen LLP January 2008 - April 2009
Old National Bank December 1998 - December 2004
Skills
Account Management, Customer Service, Event Planning, Sales Management, Leadership, Team Building, Marketing, Strategic Planning, Public Speaking, Direct Sales, Microsoft Office, Coaching, Event Management, New Business Development, Management, Public Relations, Social Media, Sales, Payroll, Accounting, Bookkeeping, QuickBooks, Training, Tax
Education
Eastern Illinois University 2011 — 2013
Master of Business Administration (M.B.A.), MBA Accountancy Concentration
Franklin University 2008 — 2010
Bachelor’s Degree, Accounting, Honors
Danville Area Community College 1999 — 2003
Associate’s Degree, Accounting, Honors
CliftonLarsonAllen LLP December 2014 - Present
Suncoast Hospice October 2000 - August 2014
Skills
Healthcare Management, Healthcare, Medicare, EMR, HIPAA, Healthcare Information..., Clinical Research, Software Documentation, Case Management, Nursing, Hospitals, Home Care, Public Speaking, Mental Health, Case Managment, Program Management, Program Development
Education
St. Petersburg College
CliftonLarsonAllen, LLP 2011 - Present
CliftonLarsonAllen 2011 - Present
Raymon Pielech Zexter, PC 1981 - 2011
Education
Bentley College 1978 — 1981
Master of Science (MS), Taxation
University of Colorado at Boulder 1973 — 1975
MBA, Accounting
Syracuse University 1968 — 1972
Bachelor's degree, Cultural Anthropology
Amtrak Office of Inspector General, Office of Audits April 2014 - Present
CliftonLarsonAllen LLP July 2011 - April 2014
U.S. General Accountability Office June 1972 - December 2010
Skills
Performance Audits, Program Evaluation, Compliance, Governance, Program Management, Internal Controls, Auditing, Accounting, Leadership, Strategic Planning, Project Management
Education
George Mason University 1980 — 1985
Master of Public Administration (MPA), Public Administration
Elizabethtown College 1968 — 1972
Bachelor of Science (BS), Accounting
CliftonLarsonAllen LLP January 2012 - Present
Norman Backues & Associates, Inc. (d/b/a NBA, Inc.) August 1999 - December 2011
Magna Group, Inc. / Union Planters Corporation November 1988 - December 2003
Skills
Certified Public..., Bank Consultant
Education
Southern Illinois University, Carbondale 1981 — 1985
Bachelor of Science, Accounting
CliftonLarsonAllen LLP October 2013 - Present
Skills
Auditing, CPA
Education
North Dakota State University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management