Dalby, Wendland & Co., P.C.
Description
Address: 201 Centennial St # 30, Glenwood Springs, CO 81601 Phone: (970) 945-8575Place name: Category: : : : : Website: : : Hours: Website: https://www.dalbycpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Dalby Wendland & Co PC: West Michael B CPA Posting publicly on the Web Write a review Reviews Be the first to review
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Dalby, Wendland & Co., P.C. Employees
Employee
Years
Job
Industry
Kay Eyl Kay Eyl's Dalby, Wendland & Co., P.C. Experience November 2006 - May 2011
Job Staff Executive Student Success Center at Aims Community College
Industry Internet
Experience
Aims Community College September 2014 - Present
Kali's Fine Things May 2012 - Present
Dalby, Wendland & Co., P.C. November 2006 - May 2011
Development Construction Services November 2005 - November 2006
City of Greeley, Greeley, Colorado February 2002 - November 2005
Skills
Project Management, Office Administration, Customer Service, Organization, Proofreading, Microsoft Office, Newsletters, Graphic Design, Layout, PowerPoint, Publishing, Typography, Writing, Research, Nonprofits
Education
Adams State College
Bachelor of Arts (B.A.), English Journalism, Magna Cum Laude
Fort Lewis College
Business/Commerce, General
Aims Community College September 2014 - Present
Kali's Fine Things May 2012 - Present
Dalby, Wendland & Co., P.C. November 2006 - May 2011
Development Construction Services November 2005 - November 2006
City of Greeley, Greeley, Colorado February 2002 - November 2005
Skills
Project Management, Office Administration, Customer Service, Organization, Proofreading, Microsoft Office, Newsletters, Graphic Design, Layout, PowerPoint, Publishing, Typography, Writing, Research, Nonprofits
Education
Adams State College
Bachelor of Arts (B.A.), English Journalism, Magna Cum Laude
Fort Lewis College
Business/Commerce, General
Chris Kampe Chris Kampe's Dalby, Wendland & Co., P.C. Experience July 2010 - April 2011
Job Financial Analyst at Denver Public Schools
Industry Financial Services
Experience
Denver Public Schools October 2014 - Present
HealthTeamWorks April 2014 - October 2014
United States Peace Corps May 2011 - August 2013
Dalby, Wendland & Co., P.C. July 2010 - April 2011
Dalby, Wendland & Co., P.C. January 2007 - July 2010
Skills
Public Sector Accounting, Microsoft Excel, Tax Research, QuickBooks, Accounting, Finance, Budgets, Cash Flow, Business Planning, Tax, Bookkeeping, Spanish, Entrepreneurship, Nonprofits, International..., Fundraising, Financial Reporting, Financial Analysis, Account Reconciliation, Corporate Tax, CPA, General Ledger, Tax Returns, PowerPoint, Microsoft Word, Research, Public Speaking, Tax Preparation, Microsoft Office, Training, Teamwork, Language Teaching
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS), Business Administration
Denver Public Schools October 2014 - Present
HealthTeamWorks April 2014 - October 2014
United States Peace Corps May 2011 - August 2013
Dalby, Wendland & Co., P.C. July 2010 - April 2011
Dalby, Wendland & Co., P.C. January 2007 - July 2010
Skills
Public Sector Accounting, Microsoft Excel, Tax Research, QuickBooks, Accounting, Finance, Budgets, Cash Flow, Business Planning, Tax, Bookkeeping, Spanish, Entrepreneurship, Nonprofits, International..., Fundraising, Financial Reporting, Financial Analysis, Account Reconciliation, Corporate Tax, CPA, General Ledger, Tax Returns, PowerPoint, Microsoft Word, Research, Public Speaking, Tax Preparation, Microsoft Office, Training, Teamwork, Language Teaching
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS), Business Administration
Christina Millbern Christina Millbern's Dalby, Wendland & Co., P.C. Experience 2001 - 2004
Job Attended California Polytechnic UniversityPomona
Industry Hospital & Health Care
Experience
Stay at home mom 2008 - Present
RMT Architects 2004 - 2008
Dalby, Wendland & Co., P.C. 2001 - 2004
Kinko's/FedEx Office 2000 - 2001
Williams-Sonoma, Inc. 1994 - 2000
Skills
Customer Service, Microsoft Office, Research, Psychology, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer Support, Inventory Management, Organization, Professional Support, Vendor Relationships, Cash Handling Experience, Retail Sales, Mac OS, Payroll, Accounts Receivable
Education
California State Polytechnic University-Pomona
Bachelor of Arts (BA), Psychology
Colorado Mountain College 2013 — 2013
In progress, Medical Office Management/Administration
Stay at home mom 2008 - Present
RMT Architects 2004 - 2008
Dalby, Wendland & Co., P.C. 2001 - 2004
Kinko's/FedEx Office 2000 - 2001
Williams-Sonoma, Inc. 1994 - 2000
Skills
Customer Service, Microsoft Office, Research, Psychology, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Customer Support, Inventory Management, Organization, Professional Support, Vendor Relationships, Cash Handling Experience, Retail Sales, Mac OS, Payroll, Accounts Receivable
Education
California State Polytechnic University-Pomona
Bachelor of Arts (BA), Psychology
Colorado Mountain College 2013 — 2013
In progress, Medical Office Management/Administration
Sherin Clarke Sherin Clarke's Dalby, Wendland & Co., P.C. Experience January 2007 - May 2007
Job CPA at MWH Group, P.C.
Industry Accounting
Experience
Elliott & Associates August 2011 - Present
FredrickZink & Associates, PC August 2007 - August 2011
Dalby, Wendland & Co., P.C. January 2007 - May 2007
Skills
Tax, Tax Preparation, Accounting, Income Tax, Corporate Tax, Tax Returns, QuickBooks, Partnership Taxation, Bookkeeping
Education
Fort Lewis College 2005 — 2006
Bachelor of Arts (B.A.), Accounting
Fort Lewis College 1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Elliott & Associates August 2011 - Present
FredrickZink & Associates, PC August 2007 - August 2011
Dalby, Wendland & Co., P.C. January 2007 - May 2007
Skills
Tax, Tax Preparation, Accounting, Income Tax, Corporate Tax, Tax Returns, QuickBooks, Partnership Taxation, Bookkeeping
Education
Fort Lewis College 2005 — 2006
Bachelor of Arts (B.A.), Accounting
Fort Lewis College 1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Lucas Warth's Dalby, Wendland & Co., P.C. Experience August 2014 - Present
Job CPA & Tax Senior Associate at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. August 2014 - Present
Dixon Hughes Goodman LLP January 2011 - July 2014
Dixon Hughes Goodman LLP June 2009 - August 2009
Skills
Certified Public..., Tax Preparation, CPA, Tax
Education
Colorado State University 2009 — 2010
Master of Accountancy, Accounting
Rhodes College 2005 — 2009
Bachelor of Arts (B.A.), Religion/Religious Studies
Ames High School
Ames High School
Dalby, Wendland & Co., P.C. August 2014 - Present
Dixon Hughes Goodman LLP January 2011 - July 2014
Dixon Hughes Goodman LLP June 2009 - August 2009
Skills
Certified Public..., Tax Preparation, CPA, Tax
Education
Colorado State University 2009 — 2010
Master of Accountancy, Accounting
Rhodes College 2005 — 2009
Bachelor of Arts (B.A.), Religion/Religious Studies
Ames High School
Ames High School
Sheila Brubacher's Dalby, Wendland & Co., P.C. Experience July 2008 - May 2011
Job Senior Accountant at Grand Junction Housing Authority
Industry Accounting
Experience
Grand Junction Housing Authority March 2013 - Present
Boulder Community Hospital August 2011 - December 2012
Dalby, Wendland & Co., P.C. July 2008 - May 2011
Skills
Preparing tax returns..., Drafting IRS and state..., Skilled in Microsoft..., Keeping track of and..., Knowledge of Meditech..., Sales tax preparation..., Quickbooks experience..., Accounting, Payroll, QuickBooks, Tax Returns, Fixed Assets, Auditing, Accounts Receivable
Education
Mesa State College 2003 — 2008
Bachelor of Science (BS), Public Accounting
Mesa State College 2003 — 2008
Master of Business Administration (MBA), Business Administration w/ a BS in Public Accounting
Grand Junction Housing Authority March 2013 - Present
Boulder Community Hospital August 2011 - December 2012
Dalby, Wendland & Co., P.C. July 2008 - May 2011
Skills
Preparing tax returns..., Drafting IRS and state..., Skilled in Microsoft..., Keeping track of and..., Knowledge of Meditech..., Sales tax preparation..., Quickbooks experience..., Accounting, Payroll, QuickBooks, Tax Returns, Fixed Assets, Auditing, Accounts Receivable
Education
Mesa State College 2003 — 2008
Bachelor of Science (BS), Public Accounting
Mesa State College 2003 — 2008
Master of Business Administration (MBA), Business Administration w/ a BS in Public Accounting
Hye-Jeong McBreen Hye-Jeong McBreen's Dalby, Wendland & Co., P.C. Experience 2013 - Present
Job Staff Accountant (Dalby, Wendland & Co., P.C.)
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. 2013 - Present
Dalby, Wendland & Co., P.C. January 2013 - April 2013
Skills
Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Bookkeeping, Accounts Payable, General Ledger, QuickBooks, Financial Reporting, Financial Accounting, Microsoft Office
Education
Colorado Mesa University 2009 — 2013
Bachelor of Science (B.S.), Public Accounting, 4.0
부산대학교 / Pusan National University
Web designing
Dalby, Wendland & Co., P.C. 2013 - Present
Dalby, Wendland & Co., P.C. January 2013 - April 2013
Skills
Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Bookkeeping, Accounts Payable, General Ledger, QuickBooks, Financial Reporting, Financial Accounting, Microsoft Office
Education
Colorado Mesa University 2009 — 2013
Bachelor of Science (B.S.), Public Accounting, 4.0
부산대학교 / Pusan National University
Web designing
Susie Swanson Susie Swanson's Dalby, Wendland & Co., P.C. Experience January 1984 - April 1986
Job Business Manager at Holy Name Parish
Industry Leisure, Travel & Tourism
Experience
Holy Name Parish January 2011 - Present
White Shirt Travel January 2009 - Present
Eagle Ready Mix, Inc. January 1991 - August 1993
Denver Ready Mix, Inc. December 1988 - December 1990
Interstate Lending Corporation May 1986 - December 1988
Dalby, Wendland & Co., P.C. January 1984 - April 1986
Dalby, Wendland & Co., P.C. April 1982 - December 1983
Skills
Vacation, Accounting, Budgets, Forecasting
Education
Northern Michigan University 1976 — 1981
BS, Accounting
Holy Name Parish January 2011 - Present
White Shirt Travel January 2009 - Present
Eagle Ready Mix, Inc. January 1991 - August 1993
Denver Ready Mix, Inc. December 1988 - December 1990
Interstate Lending Corporation May 1986 - December 1988
Dalby, Wendland & Co., P.C. January 1984 - April 1986
Dalby, Wendland & Co., P.C. April 1982 - December 1983
Skills
Vacation, Accounting, Budgets, Forecasting
Education
Northern Michigan University 1976 — 1981
BS, Accounting
Maureen Speer Maureen Speer's Dalby, Wendland & Co., P.C. Experience December 2009 - October 2012
Job Tax Accountant
Industry Accounting
Experience
Reese Henry & Company, Inc. January 2015 - Present
Eide Bailly LLP January 2013 - December 2014
Dalby, Wendland & Co., P.C. December 2009 - October 2012
Moss Adams LLP January 2006 - June 2009
Buckwald Accounting & Consulting 2001 - 2005
Skills
Tax, Accounting, Tax Returns, Income Tax, Financial Reporting, Quickbooks, Tax Preparation
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting
University of Colorado at Boulder 1979 — 1990
Bachelor of Arts (B.A.), Environmental Conservation
Johnson and Wales University 1980 — 1981
Associate's degree, Culinary Arts
Reese Henry & Company, Inc. January 2015 - Present
Eide Bailly LLP January 2013 - December 2014
Dalby, Wendland & Co., P.C. December 2009 - October 2012
Moss Adams LLP January 2006 - June 2009
Buckwald Accounting & Consulting 2001 - 2005
Skills
Tax, Accounting, Tax Returns, Income Tax, Financial Reporting, Quickbooks, Tax Preparation
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting
University of Colorado at Boulder 1979 — 1990
Bachelor of Arts (B.A.), Environmental Conservation
Johnson and Wales University 1980 — 1981
Associate's degree, Culinary Arts
Melissa Hoaglund's Dalby, Wendland & Co., P.C. Experience February 2007 - Present
Job Accountant at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. February 2007 - Present
Skills
Accounting, General Ledger, Financial Reporting, Auditing, Tax, Accounts Payable, QuickBooks, Tax Preparation, Income Tax, Accounts Receivable, Financial Accounting, Financial Statements, Account Reconciliation
Education
Colorado Mesa University
Bachelor of Science (B.S.), Accounting
Dalby, Wendland & Co., P.C. February 2007 - Present
Skills
Accounting, General Ledger, Financial Reporting, Auditing, Tax, Accounts Payable, QuickBooks, Tax Preparation, Income Tax, Accounts Receivable, Financial Accounting, Financial Statements, Account Reconciliation
Education
Colorado Mesa University
Bachelor of Science (B.S.), Accounting
Kandy Sauer Kandy Sauer's Dalby, Wendland & Co., P.C. Experience September 2006 - February 2007
Job Office & Accounting Manager at Copeland Supply Company LLC
Industry Machinery
Experience
Copeland Supply January 2014 - Present
Mesa County, CO May 2013 - January 2014
Rockwater Energy Solutions March 2012 - May 2013
Progressive Business Consulting December 2008 - March 2012
Payless Car Rental System, Inc. February 2007 - December 2008
Dalby, Wendland & Co., P.C. September 2006 - February 2007
Dollar Thrifty Automotive Group February 1994 - September 2006
Skills
Financial Accounting, Human Resources, Payroll, Accounts Payable, Accounts Receivable, Month End Close, Financial Reporting, Full-Charge Bookkeeping, Year-end Close, Business Process..., QuickBooks, Sage, AX 2009, Microsoft Office, ADP Payroll, Management Consulting, Electronic Document, Financial Audits, Customer Service, Account Reconciliation, Accounting, Bookkeeping, Budgets, Finance, Training
Education
Colorado Christian University 2009 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Technical Trades Institute 1992 — 1994
Associate's degree, Accounting and Related Services
Copeland Supply January 2014 - Present
Mesa County, CO May 2013 - January 2014
Rockwater Energy Solutions March 2012 - May 2013
Progressive Business Consulting December 2008 - March 2012
Payless Car Rental System, Inc. February 2007 - December 2008
Dalby, Wendland & Co., P.C. September 2006 - February 2007
Dollar Thrifty Automotive Group February 1994 - September 2006
Skills
Financial Accounting, Human Resources, Payroll, Accounts Payable, Accounts Receivable, Month End Close, Financial Reporting, Full-Charge Bookkeeping, Year-end Close, Business Process..., QuickBooks, Sage, AX 2009, Microsoft Office, ADP Payroll, Management Consulting, Electronic Document, Financial Audits, Customer Service, Account Reconciliation, Accounting, Bookkeeping, Budgets, Finance, Training
Education
Colorado Christian University 2009 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Technical Trades Institute 1992 — 1994
Associate's degree, Accounting and Related Services
Shannon Psenda, CPA, CGMA Shannon Psenda, CPA, CGMA's Dalby, Wendland & Co., P.C. Experience November 2008 - Present
Job Corporate Controller
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. November 2008 - Present
Morris & Co., CPAs September 2005 - October 2008
Home Loan and Investment Co. May 2003 - September 2005
Skills
Accounting, Auditing, GAAP, QuickBooks, Tax, Financial Analysis, Internal Audit, Forecasting, Cash Management
Education
Colorado State University 2010 — 2014
MBA, Business
Mesa State College 1992 — 1994
B.S., Accounting
Dalby, Wendland & Co., P.C. November 2008 - Present
Morris & Co., CPAs September 2005 - October 2008
Home Loan and Investment Co. May 2003 - September 2005
Skills
Accounting, Auditing, GAAP, QuickBooks, Tax, Financial Analysis, Internal Audit, Forecasting, Cash Management
Education
Colorado State University 2010 — 2014
MBA, Business
Mesa State College 1992 — 1994
B.S., Accounting
Christine Bongar Christine Bongar's Dalby, Wendland & Co., P.C. Experience January 2014 - April 2014
Job Tax Associate at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP August 2014 - Present
Dalby, Wendland & Co., P.C. January 2014 - April 2014
Hilltop Community Resources June 2013 - December 2013
Skills
Microsoft Word, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Accounting, General Ledger, Time Management, Access, Financial Reporting, Tax Preparation, Teamwork
Education
Colorado Mesa University 2011 — 2014
Bachelor of Science (B.S.), Public Accounting
Mesa State College 2007 — 2010
Bachelor of Arts (B.A.), Pscyhology
Eide Bailly LLP August 2014 - Present
Dalby, Wendland & Co., P.C. January 2014 - April 2014
Hilltop Community Resources June 2013 - December 2013
Skills
Microsoft Word, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Accounting, General Ledger, Time Management, Access, Financial Reporting, Tax Preparation, Teamwork
Education
Colorado Mesa University 2011 — 2014
Bachelor of Science (B.S.), Public Accounting
Mesa State College 2007 — 2010
Bachelor of Arts (B.A.), Pscyhology
Sonya Foster Sonya Foster's Dalby, Wendland & Co., P.C. Experience April 2013 - Present
Job Marketing Manager at Dalby, Wendland & Co., P.C.
Industry Marketing and Advertising
Experience
Dalby, Wendland & Co., P.C. April 2013 - Present
COBB & Associates, Inc. December 2011 - March 2013
Alpine Bank March 1994 - November 2011
Skills
Social Media, Marketing, Public Relations, Strategic Planning, Budgets, Banking, Social Networking, Customer Service, Leadership, Marketing Strategy
Education
ABA School of Bank Marketing & Management 2005 — 2007
Banking and Financial Support Services
Mesa State College
Delta High School 1988 — 1991
Dalby, Wendland & Co., P.C. April 2013 - Present
COBB & Associates, Inc. December 2011 - March 2013
Alpine Bank March 1994 - November 2011
Skills
Social Media, Marketing, Public Relations, Strategic Planning, Budgets, Banking, Social Networking, Customer Service, Leadership, Marketing Strategy
Education
ABA School of Bank Marketing & Management 2005 — 2007
Banking and Financial Support Services
Mesa State College
Delta High School 1988 — 1991
Lisa Isaacson's Dalby, Wendland & Co., P.C. Experience September 2004 - May 2007
Job Financial Planner at Elderado Financial
Industry Accounting
Experience
Elderado Financial July 2015 - Present
Teresa Campbell, CPA, PC November 2010 - June 2015
Gordon Composites, Inc. May 2007 - July 2010
Dalby, Wendland & Co., P.C. September 2004 - May 2007
Skills
Financial Planning, CPA, Personal Financial..., College Funding..., Asset Management, Personal Tax Planning, Retirement Planning, Board of Directors, HOA, Tax Accounting, Financial Accounting, Tax, Income Tax, Internal Controls, Financial Statements, Tax Returns, Financial Reporting, Auditing, Corporate Tax, GAAP, QuickBooks, General Ledger, Tax Preparation, Bookkeeping, Accounting
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Accounting (Minor in Business Administration)
Elderado Financial July 2015 - Present
Teresa Campbell, CPA, PC November 2010 - June 2015
Gordon Composites, Inc. May 2007 - July 2010
Dalby, Wendland & Co., P.C. September 2004 - May 2007
Skills
Financial Planning, CPA, Personal Financial..., College Funding..., Asset Management, Personal Tax Planning, Retirement Planning, Board of Directors, HOA, Tax Accounting, Financial Accounting, Tax, Income Tax, Internal Controls, Financial Statements, Tax Returns, Financial Reporting, Auditing, Corporate Tax, GAAP, QuickBooks, General Ledger, Tax Preparation, Bookkeeping, Accounting
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Accounting (Minor in Business Administration)
Dillon Washburn's Dalby, Wendland & Co., P.C. Experience June 2015 - June 2015
Job Student at Fort Lewis College
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. June 2015 - June 2015
White Mountain Country Club May 2007 - August 2012
Skills
Organization, Sales, Microsoft Office, Microsoft Word, Leadership, PowerPoint
Education
Fort Lewis College 2011 — 2016
Accounting, Junior
Blue Ridge High School 2007 — 2011
Dalby, Wendland & Co., P.C. June 2015 - June 2015
White Mountain Country Club May 2007 - August 2012
Skills
Organization, Sales, Microsoft Office, Microsoft Word, Leadership, PowerPoint
Education
Fort Lewis College 2011 — 2016
Accounting, Junior
Blue Ridge High School 2007 — 2011
Rachel Schlepp, CPA Rachel Schlepp, CPA's Dalby, Wendland & Co., P.C. Experience August 2015 - Present
Job Manager at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. August 2015 - Present
Boulder CPA Group June 2012 - Present
CliftonLarsonAllen February 2007 - June 2012
Office of the Comptroller of the Currency June 2005 - January 2007
Williams & Company PC July 2002 - March 2005
Skills
Accounting, Tax Accounting, Tax Compliance, Real Estate, Manufacturing, Construction, Sustainability, High Net Worth..., CPA, Tax Preparation, Income Tax, ProSystem fx Tax, Tax, UltraTax, Time Management, Bookkeeping, Small Business, Finance, GAAP, Corporate Tax, Tax Research, US GAAP, Tax Returns, Partnership Taxation, Internal Controls
Education
Colorado State University 2002 — 2005
MS, Accounting
The University of Edinburgh 2000 — 2001
N/A, Business and British Studies
Colorado State University 1997 — 2001
BS, Finance
Dalby, Wendland & Co., P.C. August 2015 - Present
Boulder CPA Group June 2012 - Present
CliftonLarsonAllen February 2007 - June 2012
Office of the Comptroller of the Currency June 2005 - January 2007
Williams & Company PC July 2002 - March 2005
Skills
Accounting, Tax Accounting, Tax Compliance, Real Estate, Manufacturing, Construction, Sustainability, High Net Worth..., CPA, Tax Preparation, Income Tax, ProSystem fx Tax, Tax, UltraTax, Time Management, Bookkeeping, Small Business, Finance, GAAP, Corporate Tax, Tax Research, US GAAP, Tax Returns, Partnership Taxation, Internal Controls
Education
Colorado State University 2002 — 2005
MS, Accounting
The University of Edinburgh 2000 — 2001
N/A, Business and British Studies
Colorado State University 1997 — 2001
BS, Finance
Lloyd Sweet's Dalby, Wendland & Co., P.C. Experience 1983 - 1986
Job CFO and President at Non Profit Management Services of Colorado
Industry Nonprofit Organization Management
Experience
Developmental Pathways November 2011 - Present
SUN Foundation July 2013 - Present
Non Profit Management Services of Colorado July 2013 - Present
Eide Bailly LLP November 2008 - October 2011
Gordon, Hughes & Banks, LLP November 2004 - October 2008
Lehman Butterwick & Company October 1986 - November 2004
Dalby, Wendland & Co., P.C. 1983 - 1986
Skills
Nonprofits, Fundraising, Financial Reporting, Accounting, Strategic Planning, Financial Analysis, Budgets, General Ledger, Program Development, Accounts Receivable, Auditing, Accounts Payable, Community Outreach, Leadership, Public Speaking, Volunteer Management, Microsoft Excel, Team Building, Tax, Grant Writing
Education
Florida State University 1969 — 1972
Bachelor of Science (B.S.), Accounting
Orange County Community College 1966 — 1968
Associate's Degree, Biology, General
Middletown High School
Developmental Pathways November 2011 - Present
SUN Foundation July 2013 - Present
Non Profit Management Services of Colorado July 2013 - Present
Eide Bailly LLP November 2008 - October 2011
Gordon, Hughes & Banks, LLP November 2004 - October 2008
Lehman Butterwick & Company October 1986 - November 2004
Dalby, Wendland & Co., P.C. 1983 - 1986
Skills
Nonprofits, Fundraising, Financial Reporting, Accounting, Strategic Planning, Financial Analysis, Budgets, General Ledger, Program Development, Accounts Receivable, Auditing, Accounts Payable, Community Outreach, Leadership, Public Speaking, Volunteer Management, Microsoft Excel, Team Building, Tax, Grant Writing
Education
Florida State University 1969 — 1972
Bachelor of Science (B.S.), Accounting
Orange County Community College 1966 — 1968
Associate's Degree, Biology, General
Middletown High School
Ken Schreiner Ken Schreiner's Dalby, Wendland & Co., P.C. Experience August 1995 - June 2003
Job Controller, St. Mary's Medical Group at St. Mary's Regional Medical Center
Industry Hospital & Health Care
Experience
St. Mary's Regional Medical Center March 2008 - Present
CHAN Healthcare Auditors July 2003 - February 2008
Dalby, Wendland & Co., P.C. August 1995 - June 2003
Skills
Accounting, Healthcare, Auditing, Hospitals, Billing, Medicare, Compliance, Budgeting, Excel, Annual Reports, Practice Management, Non-profits, Microsoft Office, Clinics, Word, Microsoft Excel, Nonprofits, Leadership, Internal Audit, Budgets, Tax, Microsoft Word, Process Improvement, Data Analysis, Revenue Cycle, Healthcare Information..., Invoicing, Healthcare Management, HIPAA
Education
Mesa State College 1993 — 1995
Bachelor of Science, Accounting
Saddleback College 1991 — 1993
Associate of Arts, Business Administration
St. Mary's Regional Medical Center March 2008 - Present
CHAN Healthcare Auditors July 2003 - February 2008
Dalby, Wendland & Co., P.C. August 1995 - June 2003
Skills
Accounting, Healthcare, Auditing, Hospitals, Billing, Medicare, Compliance, Budgeting, Excel, Annual Reports, Practice Management, Non-profits, Microsoft Office, Clinics, Word, Microsoft Excel, Nonprofits, Leadership, Internal Audit, Budgets, Tax, Microsoft Word, Process Improvement, Data Analysis, Revenue Cycle, Healthcare Information..., Invoicing, Healthcare Management, HIPAA
Education
Mesa State College 1993 — 1995
Bachelor of Science, Accounting
Saddleback College 1991 — 1993
Associate of Arts, Business Administration
Steven Housley Steven Housley's Dalby, Wendland & Co., P.C. Experience January 2011 - May 2013
Job Senior Accountant at FredrickZink & Associates, PC
Industry Accounting
Experience
FredrickZink & Associates, PC May 2013 - Present
Dalby, Wendland & Co., P.C. January 2011 - May 2013
Skills
Financial Audits, Financial Reporting, Tax Preparation, Tax Accounting, Tax Research, Partnership Tax Returns, Personal Income Tax..., Personal Tax Planning, Corporate Tax
Education
Fort Lewis College 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Business Adminsistration
Fort Lewis College
Bachelor's degree, Accounting
FredrickZink & Associates, PC May 2013 - Present
Dalby, Wendland & Co., P.C. January 2011 - May 2013
Skills
Financial Audits, Financial Reporting, Tax Preparation, Tax Accounting, Tax Research, Partnership Tax Returns, Personal Income Tax..., Personal Tax Planning, Corporate Tax
Education
Fort Lewis College 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Business Adminsistration
Fort Lewis College
Bachelor's degree, Accounting
David W DeHaan Sr's Dalby, Wendland & Co., P.C. Experience January 2006 - Present
Job Sales Associate
Industry Apparel & Fashion
Experience
Dalby, Wendland & Co., P.C. January 2006 - Present
Education
Colorado Technical University 1980 — 1981
Dalby, Wendland & Co., P.C. January 2006 - Present
Education
Colorado Technical University 1980 — 1981
Les McPherson's Dalby, Wendland & Co., P.C. Experience May 1986 - October 1993
Job CFO at Hall Trucking, Inc.
Industry Accounting
Experience
Hall Trucking, Inc. September 2014 - Present
Fitch, McPherson & Company, CPA's, LLC March 2012 - September 2014
Grand Junction Pipe & Supply November 1997 - March 2012
Delta Federal Savings Bank, FSB October 1994 - October 1997
Dalby, Wendland & Co., P.C. May 1986 - October 1993
Skills
Accounting, Finance, QuickBooks, CPA, Strategy, Strategic Financial..., Payroll, Forecasting, Strategic Planning, Nonprofits, Cash Management, Microsoft Excel, Tax, Financial Statements, Budgets, Financial Analysis, Management, Microsoft Word, Small Business, Leadership, Business Planning, US GAAP, Real Estate, GAAP, Financial Accounting, Financial Planning, Revenue Recognition, Partnership Taxation, Tax Accounting
Education
Mesa State College 1982 — 1986
Bachelor of Science, Accounting
Hall Trucking, Inc. September 2014 - Present
Fitch, McPherson & Company, CPA's, LLC March 2012 - September 2014
Grand Junction Pipe & Supply November 1997 - March 2012
Delta Federal Savings Bank, FSB October 1994 - October 1997
Dalby, Wendland & Co., P.C. May 1986 - October 1993
Skills
Accounting, Finance, QuickBooks, CPA, Strategy, Strategic Financial..., Payroll, Forecasting, Strategic Planning, Nonprofits, Cash Management, Microsoft Excel, Tax, Financial Statements, Budgets, Financial Analysis, Management, Microsoft Word, Small Business, Leadership, Business Planning, US GAAP, Real Estate, GAAP, Financial Accounting, Financial Planning, Revenue Recognition, Partnership Taxation, Tax Accounting
Education
Mesa State College 1982 — 1986
Bachelor of Science, Accounting
Tracy Barner's Dalby, Wendland & Co., P.C. Experience
Job Manager at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C.
Skills
CPA, Customer Service, QuickBooks, Financial Reporting, Accounts Payable, Accounting, Accounts Receivable
Education
University of Phoenix
Dalby, Wendland & Co., P.C.
Skills
CPA, Customer Service, QuickBooks, Financial Reporting, Accounts Payable, Accounting, Accounts Receivable
Education
University of Phoenix
Travis Perry's Dalby, Wendland & Co., P.C. Experience July 2001 - July 2005
Job Shareholder at Turner & Perry, P.C.
Industry Law Practice
Experience
Turner & Perry, P.C. January 2012 - Present
Wealthcounsel 2005 - Present
Colorado Mesa University Foundation July 2009 - June 2015
David J. Turner, P.C. August 2009 - December 2011
Travis Holmes Perry, P.C. July 2005 - July 2009
Dalby, Wendland & Co., P.C. July 2001 - July 2005
21st Judicial District of Colorado January 2000 - July 2001
Skills
Trusts, Estate Planning, Gift Tax, LLC, Estate Tax Planning, Elder Law, Estate Administration, Tax, Long-term Care, Estate Law, Powers of Attorney, Small Business, Asset Protection, Wills, Civil Litigation, Special Needs Trusts, Business Formation, Financial Planners, Guardianship, Business Transactions, Conservatorships, Entity Extraction, Medicaid, Charitable Trusts, Succession Planning, Wealth, Tax Law, Criminal Law, Appeals, Inheritance Tax Planning, Real Estate, Limited Partnerships, Corporate Law, High Net Worth..., Legal Assistance, Courts
Education
University of Denver - Sturm College of Law 1998 — 1999
LLM, Taxation
Wake Forest University School of Law 1995 — 1998
JD, Law
Western Michigan University - Haworth College of Business 1992 — 1993
MBA, Economics
Western Michigan University - Haworth College of Business 1988 — 1992
BBA, Finance
Turner & Perry, P.C. January 2012 - Present
Wealthcounsel 2005 - Present
Colorado Mesa University Foundation July 2009 - June 2015
David J. Turner, P.C. August 2009 - December 2011
Travis Holmes Perry, P.C. July 2005 - July 2009
Dalby, Wendland & Co., P.C. July 2001 - July 2005
21st Judicial District of Colorado January 2000 - July 2001
Skills
Trusts, Estate Planning, Gift Tax, LLC, Estate Tax Planning, Elder Law, Estate Administration, Tax, Long-term Care, Estate Law, Powers of Attorney, Small Business, Asset Protection, Wills, Civil Litigation, Special Needs Trusts, Business Formation, Financial Planners, Guardianship, Business Transactions, Conservatorships, Entity Extraction, Medicaid, Charitable Trusts, Succession Planning, Wealth, Tax Law, Criminal Law, Appeals, Inheritance Tax Planning, Real Estate, Limited Partnerships, Corporate Law, High Net Worth..., Legal Assistance, Courts
Education
University of Denver - Sturm College of Law 1998 — 1999
LLM, Taxation
Wake Forest University School of Law 1995 — 1998
JD, Law
Western Michigan University - Haworth College of Business 1992 — 1993
MBA, Economics
Western Michigan University - Haworth College of Business 1988 — 1992
BBA, Finance
Julie Wesseling's Dalby, Wendland & Co., P.C. Experience 1986 - 1987
Job Financial Director at Telluride Medical Center
Industry Medical Practice
Experience
Telluride Hospital District dba Telluride Medical Center 2005 - Present
Montrose County Department of Health and Human Services June 2004 - December 2004
Kounze Independent School District January 2004 - May 2004
Conn's 2002 - 2004
Tri-State Generation & Transmission 1990 - 2001
New Dimension Resources Ltd 1987 - 1990
Dalby, Wendland & Co., P.C. 1986 - 1987
Peat Marwick 1984 - 1986
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Process Improvement, Auditing, Healthcare, Microsoft Excel, Management, Insurance, Microsoft Office, Leadership, Team Building, Contract Negotiation
Education
Lamar University 2002 — 2003
Teacher Certification, Business, Math
Lamar University 1980 — 1984
BBA, Accounting
Telluride Hospital District dba Telluride Medical Center 2005 - Present
Montrose County Department of Health and Human Services June 2004 - December 2004
Kounze Independent School District January 2004 - May 2004
Conn's 2002 - 2004
Tri-State Generation & Transmission 1990 - 2001
New Dimension Resources Ltd 1987 - 1990
Dalby, Wendland & Co., P.C. 1986 - 1987
Peat Marwick 1984 - 1986
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Process Improvement, Auditing, Healthcare, Microsoft Excel, Management, Insurance, Microsoft Office, Leadership, Team Building, Contract Negotiation
Education
Lamar University 2002 — 2003
Teacher Certification, Business, Math
Lamar University 1980 — 1984
BBA, Accounting
Angie Gromann's Dalby, Wendland & Co., P.C. Experience August 2011 - May 2013
Job at Healthgrades
Industry Accounting
Experience
Healthgrades August 2014 - Present
Canary, LLC (formerly Frontier Energy Group) June 2013 - August 2014
Dalby, Wendland & Co., P.C. August 2011 - May 2013
Ellis CPA Firm, PC May 2010 - July 2011
Colorado Christian University August 2006 - December 2009
Turpin Meadow Ranch May 2009 - August 2009
Glacier Park, Incorporated June 2008 - August 2008
American National Bank May 2007 - August 2007
American National Bank December 2005 - May 2006
Western Colorado Community College August 2005 - May 2006
Skills
Accounting, Microsoft Office, Auditing, Data Entry, Customer Service, Management, Financial Analysis, Office Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Statements, Tax
Education
Colorado Christian University 2006 — 2010
Bachelor of Science, Accounting
Colorado Christian University 2006 — 2009
Bachelor of Arts (B.A.), Accounting
Healthgrades August 2014 - Present
Canary, LLC (formerly Frontier Energy Group) June 2013 - August 2014
Dalby, Wendland & Co., P.C. August 2011 - May 2013
Ellis CPA Firm, PC May 2010 - July 2011
Colorado Christian University August 2006 - December 2009
Turpin Meadow Ranch May 2009 - August 2009
Glacier Park, Incorporated June 2008 - August 2008
American National Bank May 2007 - August 2007
American National Bank December 2005 - May 2006
Western Colorado Community College August 2005 - May 2006
Skills
Accounting, Microsoft Office, Auditing, Data Entry, Customer Service, Management, Financial Analysis, Office Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Statements, Tax
Education
Colorado Christian University 2006 — 2010
Bachelor of Science, Accounting
Colorado Christian University 2006 — 2009
Bachelor of Arts (B.A.), Accounting
Brandy Bentley's Dalby, Wendland & Co., P.C. Experience September 2001 - December 2003
Job Personal Banker II
Industry Banking
Experience
Office Outfitters & Planners, Inc. May 2013 - Present
ANB Bank May 2013 - May 2013
Ellis CPa Firm January 2012 - September 2012
Chris Mahre & Associates P.C. July 2010 - January 2012
S.M. Stoller Corporation December 2009 - June 2010
Dalby, Wendland & Co., P.C. September 2001 - December 2003
Skills
Invoicing, Finance, Accounting, Financial Analysis, Loans, Cash Management, Commercial Banking, Credit Analysis, Filing, Mortgage Lending
Education
Colorado Mesa University 2005 — 2010
Bachelors of Business Administration, Finance
Office Outfitters & Planners, Inc. May 2013 - Present
ANB Bank May 2013 - May 2013
Ellis CPa Firm January 2012 - September 2012
Chris Mahre & Associates P.C. July 2010 - January 2012
S.M. Stoller Corporation December 2009 - June 2010
Dalby, Wendland & Co., P.C. September 2001 - December 2003
Skills
Invoicing, Finance, Accounting, Financial Analysis, Loans, Cash Management, Commercial Banking, Credit Analysis, Filing, Mortgage Lending
Education
Colorado Mesa University 2005 — 2010
Bachelors of Business Administration, Finance
Brian Learned's Dalby, Wendland & Co., P.C. Experience August 2005 - November 2006
Job Sales Analysis Lead/Bookkeeper at Cabela's
Industry Retail
Experience
Cabela's December 2008 - Present
Streamline Accounting January 2007 - May 2007
Dalby, Wendland & Co., P.C. August 2005 - November 2006
Skills
Accounting, General Ledger, Financial Reporting, QuickBooks, Accounts Payable, Payroll, Sarbanes-Oxley, Microsoft Excel, Auditing, GAAP, Sarbanes-Oxley Act, Internal Controls, Accounts Receivable, Tax Preparation, Financial Analysis, Retail, Cash Flow
Education
Texas State University-San Marcos 2002 — 2004
Bachelor of Business Administration in Accountancy
Cabela's December 2008 - Present
Streamline Accounting January 2007 - May 2007
Dalby, Wendland & Co., P.C. August 2005 - November 2006
Skills
Accounting, General Ledger, Financial Reporting, QuickBooks, Accounts Payable, Payroll, Sarbanes-Oxley, Microsoft Excel, Auditing, GAAP, Sarbanes-Oxley Act, Internal Controls, Accounts Receivable, Tax Preparation, Financial Analysis, Retail, Cash Flow
Education
Texas State University-San Marcos 2002 — 2004
Bachelor of Business Administration in Accountancy
Keith Warburton's Dalby, Wendland & Co., P.C. Experience August 2006 - May 2007
Job Financial Examiner at State of Colorado
Industry Government Administration
Experience
State of Colorado Department of Regulatory Agencies June 2007 - Present
Dalby, Wendland & Co., P.C. August 2006 - May 2007
Skills
CPA, Financial Reporting, Certified Financial..., Auditing, Statutory Accounting, Internal Controls, GAAP, Risk Assessment, Microsoft Excel, TeamMate, Sarbanes-Oxley Act, Tax Preparation, Reinsurance
Education
Colorado State University-Pueblo 2005 — 2006
Master of Business Administration (MBA)
Northern Illinois University 2001 — 2005
Bachelor of Science (BS), Accounting
State of Colorado Department of Regulatory Agencies June 2007 - Present
Dalby, Wendland & Co., P.C. August 2006 - May 2007
Skills
CPA, Financial Reporting, Certified Financial..., Auditing, Statutory Accounting, Internal Controls, GAAP, Risk Assessment, Microsoft Excel, TeamMate, Sarbanes-Oxley Act, Tax Preparation, Reinsurance
Education
Colorado State University-Pueblo 2005 — 2006
Master of Business Administration (MBA)
Northern Illinois University 2001 — 2005
Bachelor of Science (BS), Accounting
Charlie Abel, CPA's Dalby, Wendland & Co., P.C. Experience January 1992 - May 1993
Job Principal & Manager at Abel & Eggleston, CPAs, LLC.
Industry Accounting
Experience
Sangre de Cristo Electric Association, Inc. June 2015 - Present
Abel & Eggleston, CPAs, LLC October 2010 - Present
Charles Abel, CPA, PC February 1997 - Present
Chaffee County Economic Development Corporation September 2010 - Present
Central Colorado Regional Airport November 2011 - Present
Buena Vista School District R-31 November 2003 - October 2007
ASI RCC, Inc. May 1993 - June 1998
Dalby, Wendland & Co., P.C. January 1992 - May 1993
Skills
Estate Planning, Corporate Tax, Accounting, Small Business, QuickBooks, Budgets, Strategic Planning, Economic Development, Directorship, Estate Tax Planning, Corporate Tax Planning, Business Tax Planning, Strategic Financial..., Wealth Management, Tax Deferred Exchanges, Conservation Easements, Registered Investment..., Investment Strategies, Wealth Management..., Wealth Accumulation..., Customer Service, Tax, Bookkeeping, Policy Governance, Project Planning, Board Governance, Financial Planners, Wealth, Management Consulting, Investments, Retirement Planning, Retirement, Asset Allocation, Estate Law, Executive Management, Financial Advisory, Real Estate Financing, Pensions, Exit Strategies, High Net Worth..., Personal Financial..., Financial Planning
Education
Western State Colorado University 1987 — 1991
BA, Business, Finance, Accounting
Saint Leo University
Distance Learning courses, Accounting
Sangre de Cristo Electric Association, Inc. June 2015 - Present
Abel & Eggleston, CPAs, LLC October 2010 - Present
Charles Abel, CPA, PC February 1997 - Present
Chaffee County Economic Development Corporation September 2010 - Present
Central Colorado Regional Airport November 2011 - Present
Buena Vista School District R-31 November 2003 - October 2007
ASI RCC, Inc. May 1993 - June 1998
Dalby, Wendland & Co., P.C. January 1992 - May 1993
Skills
Estate Planning, Corporate Tax, Accounting, Small Business, QuickBooks, Budgets, Strategic Planning, Economic Development, Directorship, Estate Tax Planning, Corporate Tax Planning, Business Tax Planning, Strategic Financial..., Wealth Management, Tax Deferred Exchanges, Conservation Easements, Registered Investment..., Investment Strategies, Wealth Management..., Wealth Accumulation..., Customer Service, Tax, Bookkeeping, Policy Governance, Project Planning, Board Governance, Financial Planners, Wealth, Management Consulting, Investments, Retirement Planning, Retirement, Asset Allocation, Estate Law, Executive Management, Financial Advisory, Real Estate Financing, Pensions, Exit Strategies, High Net Worth..., Personal Financial..., Financial Planning
Education
Western State Colorado University 1987 — 1991
BA, Business, Finance, Accounting
Saint Leo University
Distance Learning courses, Accounting
Kim Lesure's Dalby, Wendland & Co., P.C. Experience September 2003 - Present
Job Senior Accountant at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. September 2003 - Present
Middleton & Richards, LLC August 2001 - August 2003
Education
Mesa State College
Bachelors, Accounting
Dalby, Wendland & Co., P.C. September 2003 - Present
Middleton & Richards, LLC August 2001 - August 2003
Education
Mesa State College
Bachelors, Accounting
Sam Buchman's Dalby, Wendland & Co., P.C. Experience July 2008 - April 2011
Job Accounting Manager at Wolcott, LLC
Industry Oil & Energy
Experience
Wolcott, LLC December 2011 - Present
Wolcott, LLC August 2011 - December 2011
Dalby, Wendland & Co., P.C. July 2008 - April 2011
Skills
Financial Reporting, QuickBooks, Accounting, Auditing, General Ledger, Financial Statements, Accounts Payable
Education
Adams State College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Economics
Adams State College 2004 — 2008
Bachelor of Science (BS), Accounting and Economics
Wolcott, LLC December 2011 - Present
Wolcott, LLC August 2011 - December 2011
Dalby, Wendland & Co., P.C. July 2008 - April 2011
Skills
Financial Reporting, QuickBooks, Accounting, Auditing, General Ledger, Financial Statements, Accounts Payable
Education
Adams State College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Economics
Adams State College 2004 — 2008
Bachelor of Science (BS), Accounting and Economics
Mark Plantz, CPA's Dalby, Wendland & Co., P.C. Experience August 2013 - Present
Job CPA at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. August 2013 - Present
FredrickZink & Associates, PC January 2013 - July 2013
ASAP Accounting & Payroll, Inc. May 2012 - April 2013
K-9 Search and Rescue Team, Inc. August 2011 - December 2012
Marc L. Whitman CPA January 2011 - July 2011
Fell Real Estate February 2008 - December 2010
US Navy July 2003 - July 2007
Skills
Accounting, Tax Preparation, Tax, Tax Accounting, Tax Returns, QuickBooks, Customer Service, Corporate Tax, Income Tax, CPA, Tax Advisory, Personal Income Tax..., Microsoft Excel, Small Business Tax, Financial Statements, Budgets, Small Business, GAAP, Payroll, Bookkeeping, Microsoft Word, PowerPoint, Microsoft Office, iPhone, Teamwork, Financial Reporting, Spreadsheets, Accounts Payable, Cash Flow, Leadership, Auditing, Account Reconciliation, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Accounting, Depreciation, Accruals, Year End Accounts, Bank Reconciliation, General Ledger, Analysis, Management, Invoicing, Lacerte, CCH ProSystem fx, CCH Intelliconnect, CCH Research, Business Tax Planning
Education
Fort Lewis College 2011 — 2012
Bachelor's Degree, Accounting, 3.95
Colorado Mountain College 2009 — 2011
Associate's Degree, Business Administration and Management, General, 3.94
Dalby, Wendland & Co., P.C. August 2013 - Present
FredrickZink & Associates, PC January 2013 - July 2013
ASAP Accounting & Payroll, Inc. May 2012 - April 2013
K-9 Search and Rescue Team, Inc. August 2011 - December 2012
Marc L. Whitman CPA January 2011 - July 2011
Fell Real Estate February 2008 - December 2010
US Navy July 2003 - July 2007
Skills
Accounting, Tax Preparation, Tax, Tax Accounting, Tax Returns, QuickBooks, Customer Service, Corporate Tax, Income Tax, CPA, Tax Advisory, Personal Income Tax..., Microsoft Excel, Small Business Tax, Financial Statements, Budgets, Small Business, GAAP, Payroll, Bookkeeping, Microsoft Word, PowerPoint, Microsoft Office, iPhone, Teamwork, Financial Reporting, Spreadsheets, Accounts Payable, Cash Flow, Leadership, Auditing, Account Reconciliation, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Accounting, Depreciation, Accruals, Year End Accounts, Bank Reconciliation, General Ledger, Analysis, Management, Invoicing, Lacerte, CCH ProSystem fx, CCH Intelliconnect, CCH Research, Business Tax Planning
Education
Fort Lewis College 2011 — 2012
Bachelor's Degree, Accounting, 3.95
Colorado Mountain College 2009 — 2011
Associate's Degree, Business Administration and Management, General, 3.94
Pamela Baumgartle's Dalby, Wendland & Co., P.C. Experience September 1986 - Present
Job Principal at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. September 1986 - Present
Skills
Certified Public...
Education
Colorado Mesa University 1982 — 1986
Bachelor's of Science degree, Public Accounting
Butler University
Dalby, Wendland & Co., P.C. September 1986 - Present
Skills
Certified Public...
Education
Colorado Mesa University 1982 — 1986
Bachelor's of Science degree, Public Accounting
Butler University
Ashley(Xujing) Zhang's Dalby, Wendland & Co., P.C. Experience January 2014 - April 2014
Job Financial Analyst at St. Mary's Hospital Medical Center
Industry Accounting
Experience
SCL Health May 2014 - Present
Hearing Loss Association of America (HLAA) January 2013 - December 2014
Dalby, Wendland & Co., P.C. January 2014 - April 2014
The Ellis CPA May 2013 - December 2013
Paul Burkholder CPA, LLC February 2013 - May 2013
Wells Fargo August 2010 - October 2011
Skills
Tax Preparation, Bookkeeping, Payroll, CCH ProSystem fx, Accounting, Microsoft Excel, Access, QuickBooks, Microsoft Word, Spreadsheets, PowerPoint, Accounting CS, Practice CS, Microsoft Office, Photoshop, AutoCAD Architecture
Education
Colorado mesa university 2011 — 2014
Bachelor of Science (B.S.)
Tianjin University 1998 — 2003
Bachelor of Science (B.S.)
SCL Health May 2014 - Present
Hearing Loss Association of America (HLAA) January 2013 - December 2014
Dalby, Wendland & Co., P.C. January 2014 - April 2014
The Ellis CPA May 2013 - December 2013
Paul Burkholder CPA, LLC February 2013 - May 2013
Wells Fargo August 2010 - October 2011
Skills
Tax Preparation, Bookkeeping, Payroll, CCH ProSystem fx, Accounting, Microsoft Excel, Access, QuickBooks, Microsoft Word, Spreadsheets, PowerPoint, Accounting CS, Practice CS, Microsoft Office, Photoshop, AutoCAD Architecture
Education
Colorado mesa university 2011 — 2014
Bachelor of Science (B.S.)
Tianjin University 1998 — 2003
Bachelor of Science (B.S.)
Katharine Fraser's Dalby, Wendland & Co., P.C. Experience November 2003 - Present
Job Audit Manager at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. November 2003 - Present
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Tax, GAAP, Internal Controls, CPA, Financial Statements, Income Tax, General Ledger
Education
Oklahoma State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Dalby, Wendland & Co., P.C. November 2003 - Present
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Tax, GAAP, Internal Controls, CPA, Financial Statements, Income Tax, General Ledger
Education
Oklahoma State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Janna Burk's Dalby, Wendland & Co., P.C. Experience August 2008 - Present
Job Bookkeeper at Dalby, Wendland & Co., P.C.
Industry Accounting
Experience
Dalby, Wendland & Co., P.C. August 2008 - Present
CES - Concrete Equipment and Supply September 2005 - August 2008
Self-Employed June 1993 - August 2008
Skills
General Ledger, QuickBooks, Accounts Payable, Bookkeeping, Financial Statements, Accounts Receivable, Accounting, Financial Reporting, Payroll, Finance, Account Reconciliation
Education
Colorado Mountain College 2011 — 2014
Bachelor's Degree, Business Administration
Mesa State College
Associate of Arts (A.A.), Business Administration and Management, General
Dalby, Wendland & Co., P.C. August 2008 - Present
CES - Concrete Equipment and Supply September 2005 - August 2008
Self-Employed June 1993 - August 2008
Skills
General Ledger, QuickBooks, Accounts Payable, Bookkeeping, Financial Statements, Accounts Receivable, Accounting, Financial Reporting, Payroll, Finance, Account Reconciliation
Education
Colorado Mountain College 2011 — 2014
Bachelor's Degree, Business Administration
Mesa State College
Associate of Arts (A.A.), Business Administration and Management, General
Kathleen Layman's Dalby, Wendland & Co., P.C. Experience January 2012 - June 2013
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Dalby, Wendland & Co., P.C. January 2012 - June 2013
Production Transport August 2010 - April 2011
Farm Service Agency November 2007 - August 2010
Skills
QuickBooks, Accounts Payable, Payroll, Office Management, Financial Statements, PowerPoint, Microsoft Office, Customer Service
Education
Colorado State University 2006 — 2008
Master of Architecture (M.Arch.), Agricultural and Extension Education Services
Colorado State University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Agricultural Business and Management
Lamar Community College 2003 — 2006
Associates of Applied Science, Horse Training and Management
Dalby, Wendland & Co., P.C. January 2012 - June 2013
Production Transport August 2010 - April 2011
Farm Service Agency November 2007 - August 2010
Skills
QuickBooks, Accounts Payable, Payroll, Office Management, Financial Statements, PowerPoint, Microsoft Office, Customer Service
Education
Colorado State University 2006 — 2008
Master of Architecture (M.Arch.), Agricultural and Extension Education Services
Colorado State University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Agricultural Business and Management
Lamar Community College 2003 — 2006
Associates of Applied Science, Horse Training and Management
Grayce Rozman-Wilson's Dalby, Wendland & Co., P.C. Experience December 1986 - July 1989
Job CFO/Office Manager at DeVon R. Wilson, D.D.S.
Industry Health, Wellness and Fitness
Experience
DeVon R. Wilson, D.D.S. August 1995 - Present
GHP Horwath, P.C. September 1989 - July 1995
Dalby, Wendland & Co., P.C. December 1986 - July 1989
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Budgets, Microsoft Word, Accounting, Management, Account Reconciliation
Education
University of Denver 1982 — 1986
Bachelor of Science (B.S.), Accounting
DeVon R. Wilson, D.D.S. August 1995 - Present
GHP Horwath, P.C. September 1989 - July 1995
Dalby, Wendland & Co., P.C. December 1986 - July 1989
Skills
Customer Service, Microsoft Excel, Microsoft Office, Healthcare, Budgets, Microsoft Word, Accounting, Management, Account Reconciliation
Education
University of Denver 1982 — 1986
Bachelor of Science (B.S.), Accounting
Ryan C. Cole, CPA's Dalby, Wendland & Co., P.C. Experience January 2012 - March 2012
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - April 2013
Mayrath & Company, P.C. June 2012 - August 2012
Dalby, Wendland & Co., P.C. January 2012 - March 2012
Reese Henry & Co., Inc. January 2006 - January 2012
Saville, Dodgen & Co. August 2004 - November 2005
Reese Henry & Co., Inc. November 2003 - August 2004
Henry Held & Reilly, LLLP January 2001 - October 2003
Lane Gorman Trubitt PLLC November 1999 - December 2000
PayVision, Inc. December 1998 - November 1999
Skills
Income Tax, Tax Research, Tax, Corporate Tax, Tax Preparation, CCH ProSystem fx, RIA Checkpoint, QuickBooks, Partnership Taxation, S Corporations, High Net Worth..., Accounting, Financial Statements, ProSystem fx Tax
Education
Texas A&M University-Commerce 1997 — 1998
Bachelor of Professional Accountancy, Accounting
The University of Texas at Austin 1991 — 1996
Accounting and Computer Science
Montgomery Coscia Greilich LLP April 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - April 2013
Mayrath & Company, P.C. June 2012 - August 2012
Dalby, Wendland & Co., P.C. January 2012 - March 2012
Reese Henry & Co., Inc. January 2006 - January 2012
Saville, Dodgen & Co. August 2004 - November 2005
Reese Henry & Co., Inc. November 2003 - August 2004
Henry Held & Reilly, LLLP January 2001 - October 2003
Lane Gorman Trubitt PLLC November 1999 - December 2000
PayVision, Inc. December 1998 - November 1999
Skills
Income Tax, Tax Research, Tax, Corporate Tax, Tax Preparation, CCH ProSystem fx, RIA Checkpoint, QuickBooks, Partnership Taxation, S Corporations, High Net Worth..., Accounting, Financial Statements, ProSystem fx Tax
Education
Texas A&M University-Commerce 1997 — 1998
Bachelor of Professional Accountancy, Accounting
The University of Texas at Austin 1991 — 1996
Accounting and Computer Science
Anthony Hamon's Dalby, Wendland & Co., P.C. Experience December 2014 - April 2015
Job Student at Mesa State College
Industry
Experience
Target 2014 - Present
Dalby, Wendland & Co., P.C. December 2014 - April 2015
Education
Mesa State College 2011 — 2016
Bachelor of Science (B.S.), Public Accounting
Target 2014 - Present
Dalby, Wendland & Co., P.C. December 2014 - April 2015
Education
Mesa State College 2011 — 2016
Bachelor of Science (B.S.), Public Accounting