Kennedy and Coe, LLC
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Kennedy and Coe, LLC Employees
Mantooth Marketing Company April 2014 - Present
Mantooth Marketing Company November 2013 - March 2014
Kennedy and Coe, LLC October 2010 - July 2013
Farm Bureau Financial Services December 2007 - April 2010
Entercom Communications May 2007 - August 2007
Skills
Event Planning, Social Media, Website Management, Editing, Event Management, Advertising, Marketing Strategy, Marketing, Marketing Communications, Customer Service, Project Management, Written & Verbal..., Media Planning, Relationship Management, Brand Development, Brand Management, Social Media Marketing, Public Relations, Creative Direction, Media Relations, Leadership
Education
Wichita State University 2006 — 2009
Bachelors, Integrated Marketing Communications
University of Kansas 2004 — 2005
None, Pre-Law Studies
Mize Houser and Company, P.A, August 2013 - Present
Kennedy and Coe, LLC September 2006 - August 2013
RSM McGladrey, Inc January 2005 - April 2005
Hunt Midwest Mining, Inc. August 1997 - June 2001
Skills
Financial Accounting, Accounting, Tax Preparation, Auditing, Consulting, Bookkeeping, Family Business, Small Business, Partnership Taxation, Tax Returns, Finance, Financial Reporting, Income Tax, Tax, CPA, GAAP, QuickBooks
Education
University of Kansas - Graduate School of Business 2005 — 2006
MAIS, Accounting and Information Systems
The University of Kansas 2001 — 2005
BAS, Accounting and Business Administration
Kennedy and Coe, LLC September 2013 - Present
Kansas Athletics August 2011 - December 2012
University of Kansas June 2011 - December 2012
Kansas Athletics August 2010 - May 2013
Koch Industries May 2012 - August 2012
E & K of Kansas City, Inc May 2009 - July 2010
Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Financial Accounting, Payroll, Time Management, US GAAP, Auditing, Internal Controls, Tax, Financial Statements, Financial Analysis, Budget, Business Valuation, Consolidated Financial..., Consolidated Reporting, Communication, Microsoft Office, QuickBooks, Tax Preparation, Asset Keeper
Education
University of Kansas - Graduate School of Business 2012 — 2013
Master's degree, Accounting
University of Kansas 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company December 2011 - Present
Kennedy and Coe, LLC January 2007 - May 2011
The Spartan Cafe LLC February 2004 - September 2007
Hwa Davis Construction February 2002 - April 2004
Spartan Cafe, Inc January 2002 - February 2004
Pacific Placement Group October 2000 - October 2001
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., General Ledger, Internal Controls, Financial Statements, Account Reconciliation, Bookkeeping, Financial Accounting, Employee Benefits, Investments, Estate Planning, Retirement Planning, Budgets, GAAP
Education
Wichita State University 2002 — 2007
BA, Accounting
University of California, Santa Cruz 1991 — 1994
BA, Marine Biology
Strategic Economic Engineering Corp. November 2012 - Present
Kennedy and Coe, LLC September 2006 - September 2009
Liberty Mutual Insurance 2006 - 2007
Liberty Mutual Insurance 2006 - 2007
Skills
Management Consulting, Business Transformation, Business Process..., Business Analysis, Strategy, Business Strategy, Change Management, CRM, Financial Modeling, Due Diligence, Strategic Planning, Accounting
Education
University of Northern Colorado
Bachelor of Arts (BA), Economics
Pilkington Financial Services, Ltd. February 2015 - Present
SRS Capital Advisors, Inc. September 2014 - February 2015
Eagle Strategies, LLC December 2012 - September 2014
Kennedy and Coe, LLC November 2010 - July 2012
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Wealth Preservation..., Time Management, Small Business, Thought Leadership, Asset Protection, Key Person Protection, Succession Planning, Leadership, Financial Services, Licensed Life Insurance..., Annuity Sales, Gifting Strategies, Legacies, Management, Protection Planning, 401(k) Rollovers, Multi-Generational..., Protection..., Small Business Planning, Multi-tasking Skills
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
The University of New Mexico 2005 — 2007
Accountancy
MSI Services Inc. March 2015 - September 2015
Contemporary Communications July 2011 - March 2015
USD259 November 2005 - May 2011
Mother November 1998 - November 2005
Kennedy and Coe, LLC April 1991 - November 1998
KFDI FM/AM - Great Empire Broadcasting October 1988 - March 1991
Skills
Public Relations, Creative Writing, Advertising, Marketing Communications, Marketing, Marketing Strategy, Integrated Marketing, Account Management, Cold Calling, Editing, Copy Editing, Customer Service, Following Up, Social Media, Photoshop, Social Media Marketing, Management, Sales
Education
The University of Kansas
University of Kansas
Bachelor's degree, Journalism
PricewaterhouseCoopers November 2011 - Present
Kennedy and Coe, LLC September 2010 - October 2011
University of Kansas August 2008 - May 2010
Education
University of Kansas 2005 — 2010
Bachelor of Science, Accounting
K·Coe Isom January 2010 - Present
Kennedy and Coe, LLC January 2009 - May 2009
Hay Rice & associates June 2006 - July 2006
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Tax Returns, Financial Statements, LLC, Income Tax, Reviews, Small Business, Trust Taxation, S Corporations, Compilation Of..., GAAP, Financial Accounting, CPA, QuickBooks, Tax Accounting, General Ledger, US GAAP, Assurance, Accruals, Corporate Tax
Education
The University of Kansas 2009 — 2010
Masters, Accounting
The University of Kansas 2004 — 2009
Bachelors, Accounting
Moss Adams LLP July 2015 - Present
Moss Adams LLP August 2013 - June 2015
Creamer & Associates P.C. April 2012 - August 2013
Dynacraft, a PACCAR Company December 2010 - April 2012
Kennedy and Coe, LLC July 2005 - December 2010
Kennedy and Coe, LLC July 2005 - June 2007
Wayne State College August 2003 - May 2005
State Farm Insurance June 2004 - July 2004
Cabela's May 2001 - August 2002
Skills
Tax, Accounting, Auditing, Internal Controls, Accounts Receivable, Financial Statements, Tax Returns, Fixed Assets, QuickBooks, Income Tax, Tax Preparation, CPA, Corporate Tax, Preparation, GAAP, Financial Accounting, Financial Analysis, General Ledger, Tax Accounting, Bookkeeping, Tax Research, Partnership Taxation, Tax Advisory
Education
Wayne State College 2002 — 2005
Bachelor of Science, Accounting & Finance
University of Nebraska at Kearney 2001 — 2002
Education
Stone Pine Accounting Services, LLC July 2015 - Present
TeleTech December 2013 - June 2015
TeleTech July 2012 - December 2013
Ickovic & Co., PC June 2010 - June 2012
Kennedy and Coe, LLC September 2006 - May 2010
Skills
Personal Income Tax..., Multi-state tax returns, Partnership Tax Returns, Corporate Tax, Hyperion Enterprise, Oracle E-Business Suite, Oracle, Income Tax, Tax Accounting, Estate Planning, Tax Research, Sage FAS, QuickBooks, Quicken, CCH ProSystem fx, Kronos Timekeeping, SEC filings, Tax Preparation, Accounting, Tax, CPA, GAAP, Financial Statements, Financial Accounting, Tax Returns
Education
The University of Kansas 2006 — 2010
Bachelors, Accounting and Business Administration
Kennedy and Coe, LLC September 2007 - May 2013
Local CPA Firm in El Paso, TX August 1994 - August 2007
Trammell Crow Company in Albuquerque, NM January 1986 - May 1994
Deloitte & Touche January 1978 - December 1985
Skills
Banking, Auditing, Accounting, Tax, Finance, Managerial Finance, Management Consulting, Project Planning, Internal Controls, Financial Accounting, Real Estate, Financial Reporting, Due Diligence, Payroll, Financial Analysis, General Ledger, Accounts Receivable, Account Reconciliation, Tax Preparation, Accounts Payable, Strategic Financial..., Internal Audit, GAAP, Cash Flow
Education
University of Northern Colorado 1975 — 1977
B.S., Accounting, 3.67
University of Northern Colorado, Greeley, CO and Windsor, CO high school 1975 — 1977
Bachelor of Science Accounting, Accounting and Finance and Business Management, 3.67
Kennedy and Coe, LLC Development AssistantLied Center2005 - 2006
Education
The University of Kansas 2005 — 2006
MAIS, Accounting
The University of Kansas 1996 — 2000
BS, Business
Gifford and Cox, LLC February 2015 - Present
Kennedy and Coe, LLC September 2008 - August 2012
Nebraska Department of Economic Development 2007 - 2008
ITS Heartland/Mid America Transportation Center January 2007 - July 2007
University of Nebraska-Lincoln August 2005 - January 2007
Skills
QuickBooks, Tax, Accounting, Tax Preparation, Auditing, Bookkeeping, Invoicing, Accounts Receivable, Internal Audit, Accounts Payable, Account Reconciliation, Financial Statements, Income Tax, Budgets, Finance
Education
University of Nebraska-Lincoln 2003 — 2008
MPA, Accountancy
University of Nebraska-Lincoln 2003 — 2008
Master's degree, Accounting
Kennedy and Coe, LLC January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
The University of Kansas 2014 — 2015
Master in Accounting, Accounting
University of Kansas 2010 — 2014
Bachelor of Science in Accounting, Accounting
Kennedy and Coe, LLC June 2011 - Present
Kennedy and Coe, LLC September 2008 - June 2011
Lincoln Journal Star March 2006 - August 2008
University of Nebraska-Lincoln August 2006 - May 2007
JCM Electric August 2000 - March 2006
Skills
Accounting, Tax Preparation, Tax, Auditing, QuickBooks, Income Tax, GAAP, Tax Returns, CPA, Financial Reporting, Corporate Tax, Tax Accounting, Financial Accounting
Education
University of Nebraska-Lincoln 2006 — 2008
B.S., Accounting
InterAct Training Group 1995 - Present
Kennedy and Coe, LLC April 2001 - August 2007
Lab Management Services, Inc. 1993 - 1995
Wichita Airport Hilton and Executive Conference Center 1984 - 1993
Skills
Sales Management, Management Development, Instructional Design, Customer Service, Selling, Teaching, Coaching, Negotiation, Account Management, Targeted Selection, Curriculum Design, New Business Development, Consultative Selling, Classroom Instruction, Solution Selling, Sales Process, Adult Education, Training, Interviews, Leadership, Sales, Succession Planning, Leadership Development, Consulting, Organizational..., Time Management, Executive Coaching, Employee Benefits, Small Business, Hiring, Team Building, Executive Management, Employee Training, Selling Skills, Organizational..., Workshop Facilitation, Conflict Resolution, Career Development, HR Consulting, Performance Management, Personal Development, MBTI, Training Delivery, Culture Change, Employee Engagement, Learning Management, Strategic Planning, Management, Business Development, Management Consulting
Education
The University of Kansas 1978 — 1982
BA, Microbiology
Nelnet June 2014 - Present
Kennedy and Coe, LLC January 2013 - May 2014
Nelnet May 2011 - December 2012
Nelnet May 2005 - August 2011
Skills
Accounting, Customer Service, Research, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Financial Statements, SEC filings, Tax, Analysis, Account Reconciliation, CPA, Finance, Corporate Tax, XBRL, Microsoft Excel
Education
University of Nebraska-Lincoln 2011 — 2012
MPA, Accounting
University of Nebraska-Lincoln 2009 — 2011
BSBA, Accounting, Finance, Economics
Kennedy and Coe, LLC April 2012 - April 2012
Kennedy and Coe, LLC February 1989 - April 2012
Kennedy and Coe, LLC June 2002 - September 2009
Ideal Basic Industries March 1968 - January 1985
Education
The University of Kansas 1965 — 1967
Business, Office Administration
Cochran Head Vick & Co Certified Public Accountants August 2015 - Present
H&R Block February 2015 - August 2015
Freed Maxick CPAs, P.C. March 2014 - February 2015
Premier Food Service July 2013 - March 2014
Kennedy and Coe, LLC March 2009 - June 2013
Kennedy and Coe, LLC November 2000 - March 2009
Raytheon Aircraft December 1997 - 2000
Skills
Accounting, Tax, Auditing, Corporate Tax, Financial Reporting, CPA, Budgets, US GAAP, Tax Returns, Tax Preparation, Tax Accounting, Partnership Taxation, General Ledger, Financial Statements, Financial Analysis, Financial Accounting, GAAP, Internal Controls, Income Tax, Financial Audits, Due Diligence, ProSystem fx Tax, External Audit, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Fixed Assets, Variance Analysis
Education
Wichita State University 1994 — 1996
BA, Accounting
The University of Kansas 1992 — 1994
Derby High School 1989 — 1992
Grandstand Sportswear and Glassware December 2012 - Present
Chesapeake Energy, Inc August 2011 - November 2012
Kennedy and Coe, LLC September 2007 - July 2011
University of Kansas June 2006 - July 2007
Skills
Tax Returns, Preparation, Tax Preparation, Accounting, Financial Reporting, Financial Accounting, Auditing, Tax, Internal Controls, Account Reconciliation, QuickBooks, Financial Analysis, Cash Flow, Accounts Payable, GAAP, Accounts Receivable, Bookkeeping, Corporate Tax, Payroll
Education
The University of Kansas 2006 — 2007
Masters, Accounting and Information Systems
The University of Kansas 2002 — 2006
Bachelor of Science, Accounting and Business Administration
Brock and Company, CPAs PC September 2014 - Present
Kennedy and Coe, LLC September 2011 - September 2014
Seward County Community College January 2006 - July 2007
Skills
Trusts, Nonprofits, Tax Planning, General Ledger, Accounting, Personal Tax Planning, Financial Statements, Estate Tax Planning, New Business Development, Business Tax Planning, GAAP, Auditing, Financial Reporting, Internal Controls, Tax, Microsoft Excel, Journal Entries, PeopleSoft, Account Reconciliation, Access, Financial Accounting, Microsoft Word, Leadership, Process Improvement, QuickBooks, Forecasting, Construction, Planning Budgeting &...
Education
University of Northern Colorado 2007 — 2009
Bachelor's Degree, Accounting
Seward County Community College 2005 — 2007
Associate of Arts, Accounting
Wolters Kluwer Tax & Accounting US May 2015 - Present
Marroquin Express, INC September 2013 - May 2015
Kennedy and Coe, LLC January 2013 - August 2013
INVISTA September 2012 - December 2012
Value Place September 2007 - April 2008
Education
Wichita State University 2011 — 2014
Master of Accountancy, Accounting
Wichita State University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Trinity University 2004 — 2006
K·Coe Isom January 2015 - Present
Kennedy and Coe, LLC August 1998 - December 2014
Skills
Accounting, LLC, Tax, Corporate Tax, Mergers & Acquisitions
Education
University of Nebraska-Lincoln 1994 — 1998
BSBA, Accounting
LPMG Holdings, LLC January 2015 - Present
Jviation February 2011 - January 2015
MDC Holdings, Inc. November 2009 - March 2011
RE/MAX International Inc. August 2007 - November 2009
Kennedy and Coe, LLC 2005 - July 2007
MDC Holdings, Inc. 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, Financial Accounting, Financial Analysis, Auditing, General Ledger, Financial Statements, Sarbanes-Oxley Act, Tax, US GAAP, CPA, Account Reconciliation, Financial Audits, Internal Audit, Forecasting, Finance, Revenue Recognition, Variance Analysis
Education
University of Colorado Boulder 2001 — 2002
MS, Accounting
University of Colorado Boulder 1997 — 2001
BS, Accounting
Choctaw Nation of Oklahoma July 2014 - Present
The Salina Country Club October 2011 - May 2014
Saint Francis Community Services October 2010 - October 2011
Kennedy and Coe, LLC January 2008 - October 2010
Wittmaack Associates CPAs PC February 2006 - December 2007
University of Nebraska-Lincoln August 2004 - January 2006
Skills
Accounting, Financial Reporting, Tax Preparation, QuickBooks, Tax, Internal Controls, Payroll, Auditing, Financial Analysis, Financial Accounting, Account Reconciliation, Accounts Payable, GAAP, CPA, Tax Returns, Income Tax, Corporate Tax, General Ledger, Budgets, Bookkeeping, Financial Statements
Education
University of Nebraska-Lincoln 2003 — 2007
Masters of Public Accountancy, Accountancy
Koch Industries March 2014 - Present
KPMG December 2009 - March 2014
Kennedy and Coe, LLC 2008 - 2008
Education
University of Kansas 2004 — 2008
BS, Accounting and Finance
CIMBA - Fall 2006 Semester Abroad Paderno del Grappa, Italy 2006 — 2006
International Finance and Accounting
Fred A. Lockwood and Co. November 2012 - Present
Kennedy and Coe, LLC September 2009 - October 2012
Thunderbird Adventist Academy 2007 - 2008
Union College (Nebraska) 2004 - 2007
Skills
Accounting, Tax, QuickBooks, Payroll, Auditing, Corporate Tax, Financial Accounting, Financial Reporting, General Ledger, Income Tax, Tax Preparation, CPA, Financial Statements, GAAP, Tax Returns
Education
Union College (NE) 2004 — 2009
Bachelor of Science, Business Administration: Accounting
Big O Tires May 2008 - March 2012
Eileen McInerney, CPA PC January 2007 - April 2008
Stevens Appliance April 2004 - February 2007
Defense Contract Audit Agency June 2005 - January 2006
Kennedy and Coe, LLC January 2004 - April 2004
Hewlett-Packard 1997 - 2002
Education
University of Northern Colorado 2002 — 2005
Bachelor of Science, Business Administration: Accounting
Gardner Bank March 2012 - Present
Union Bank March 2007 - March 2012
Western National Bank March 2006 - March 2007
Gold Banc August 2004 - March 2006
Kennedy and Coe, LLC January 1999 - August 2004
Skills
Auditing, Budgets, Internal Controls, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Banking, Credit, Commercial Banking, CPA, Analysis, Accounting, Loans, Account Reconciliation, Finance, Microsoft Excel, Customer Service, Risk Management, Commercial Lending, Financial Institutions, Consumer Lending, Process Improvement, Credit Analysis
Education
University of Kansas - Graduate School of Business 1993 — 1998
Master of Accounting and Information Systems, Accounting
Alternatives To Conflict, LLC 1993 - Present
Kennedy and Coe, LLC 1997 - 2000
Skills
Alternative Dispute..., Mediation, Public Speaking, Family Business, Executive Coaching, Community Outreach, Accounting, Estate Planning, Tax, Management Consulting, Succession Planning, QuickBooks, Trusts, Agriculture, Religion, Workshop Facilitation, Conflict Resolution, Small Business, Strategic Planning, Team Building
Education
George Mason University - School of Management
Master's of Science, Conflict Analysis and Resolution
Trinity University
Bachelor of Science (B.S.), Psychology
BKD CPAs & Advisors September 2013 - Present
Kennedy and Coe, LLC May 2012 - August 2012
Liberty Tax Service January 2012 - April 2012
Cerner Corporation May 2011 - August 2011
Skills
Auditing, QuickBooks, Corporate Tax
Education
University of Nebraska-Lincoln 2012 — 2013
Master's degree, Professional Accountacy, Graduate Studies
University of Nebraska-Lincoln 2008 — 2012
Bachelor's degree, Accounting
Wolters Kluwer September 2013 - Present
CCH, a part of Wolters Kluwer 1995 - Present
Wolters Kluwer Financial Services June 1982 - Present
Kennedy and Coe, LLC June 1980 - June 1982
Skills
Software Project..., SDLC, Process Improvement, Software Quality..., Agile Methodologies, Product Management, Business Analysis
Education
Mid American Nazarene University
Accounting and Business/Management
University of Kansas
Master of Business Administration (MBA)
Sabala Associates, PA October 2012 - Present
Kennedy and Coe, LLC October 2007 - September 2012
Regier Carr & Monroe, L.L.P. June 2005 - October 2007
Bombardier Aerospace August 2003 - August 2004
Skills
Tax, CPA, Tax Preparation, Payroll, Tax Advisory
Education
The University of Kansas 1999 — 2003
Bachelor, Accounting and Business Administration
Bishop Carroll Catholic High School 1994 — 1998
Kennedy and Coe, LLC October 1996 - Present
Skills
Estate Planning, Tax, Tax Preparation, Retirement Planning, Income Tax, Accounting, Corporate Tax, Succession Planning
Education
University of Kansas
McElvain Energy, Inc. November 2006 - Present
Hein & Associates August 2002 - November 2006
Kennedy and Coe, LLC August 2000 - May 2002
Kennedy and Coe, LLC January 1998 - August 2000
Education
University of Denver
Master's degree
University of Nebraska-Lincoln
Bachelor's degree