Smith Schafer & Associates LTD
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Smith Schafer & Associates LTD Employees
Employee
Years
Job
Industry
Jim Heydon Jim Heydon's Smith Schafer & Associates LTD Experience June 1979 - Present
Job Senior Manager at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD June 1979 - Present
Skills
Strategic Planning, Budgets, Microsoft Word, Microsoft Excel, QuickBooks, ProSystem fx Tax, Creative Solutions
Education
Winona State University 1977 — 1979
Bachelor of Science, Accounting
Rochester Community and Technical College 1975 — 1977
Associate's degree, Business Administration and Management, General
Smith Schafer & Associates LTD June 1979 - Present
Skills
Strategic Planning, Budgets, Microsoft Word, Microsoft Excel, QuickBooks, ProSystem fx Tax, Creative Solutions
Education
Winona State University 1977 — 1979
Bachelor of Science, Accounting
Rochester Community and Technical College 1975 — 1977
Associate's degree, Business Administration and Management, General
Timothy Mutschler, CPA Timothy Mutschler, CPA's Smith Schafer & Associates LTD Experience July 2009 - November 2014
Job Hawkins Ash CPAs
Industry Accounting
Experience
Hawkins Ash CPAs November 2014 - Present
Smith Schafer & Associates LTD July 2009 - November 2014
Smith Schafer & Associates LTD December 2007 - June 2009
Roessler Nuss & Co PA December 2005 - December 2007
Skills
Tax, Income Tax, Financial Accounting, Financial Reporting, Tax Returns, Financial Statements, Tax Preparation, Corporate Tax, S Corporations, Accounting, Bookkeeping
Education
St. Cloud State University 2000 — 2005
Accounting
Hawkins Ash CPAs November 2014 - Present
Smith Schafer & Associates LTD July 2009 - November 2014
Smith Schafer & Associates LTD December 2007 - June 2009
Roessler Nuss & Co PA December 2005 - December 2007
Skills
Tax, Income Tax, Financial Accounting, Financial Reporting, Tax Returns, Financial Statements, Tax Preparation, Corporate Tax, S Corporations, Accounting, Bookkeeping
Education
St. Cloud State University 2000 — 2005
Accounting
Thomas Wente Thomas Wente's Smith Schafer & Associates LTD Experience July 1990 - Present
Job
Industry Accounting
Experience
Smith Schafer & Associates LTD July 1990 - Present
Smith Schafer and Associates, Ltd. July 1990 - Present
Deloitte May 1971 - June 1990
Skills
Financial Accounting, Accounting, Small Business, Nonprofits, Tax Preparation, Financial Statements, Auditing, GAAP, Financial Reporting, CPA, QuickBooks, Income Tax, Tax Returns, Tax, Internal Controls, Sales Tax, Corporate Tax, Bookkeeping
Education
Regis University 1977 — 1979
Bachelor of Science (BS), Accounting
University of Colorado Boulder 1974 — 1976
Lourdes High School 1970 — 1974
High School Diploma
Smith Schafer & Associates LTD July 1990 - Present
Smith Schafer and Associates, Ltd. July 1990 - Present
Deloitte May 1971 - June 1990
Skills
Financial Accounting, Accounting, Small Business, Nonprofits, Tax Preparation, Financial Statements, Auditing, GAAP, Financial Reporting, CPA, QuickBooks, Income Tax, Tax Returns, Tax, Internal Controls, Sales Tax, Corporate Tax, Bookkeeping
Education
Regis University 1977 — 1979
Bachelor of Science (BS), Accounting
University of Colorado Boulder 1974 — 1976
Lourdes High School 1970 — 1974
High School Diploma
Ted Jedlicki Ted Jedlicki's Smith Schafer & Associates LTD Experience January 2015 - April 2015
Job Paralegal
Industry Law Practice
Experience
Yanowitz Law Firm May 2015 - Present
Smith Schafer & Associates LTD January 2015 - April 2015
Amazon November 2014 - January 2015
The MENTOR Network July 2013 - April 2014
Minnesota Public Radio July 2007 - April 2014
106.1 BOB-FM KLCI January 2007 - July 2007
Skills
Radio Producing, Radio Advertising, Visual Traffic, Dalet, Online Advertising, Open Ad Stream, Limelight, Adswizz, Sales Operations, Cubase, Pro Tools, Teaching English as a..., Microsoft Office, Radio, Tax Preparation, ProSystem fx Tax, Accounting, Risk Investigation, Radio Production, Digital Media
Education
University of Washington
Certificate, Accounting
Augsburg College
Bachelor of Arts (B.A.), Business Administration
Yanowitz Law Firm May 2015 - Present
Smith Schafer & Associates LTD January 2015 - April 2015
Amazon November 2014 - January 2015
The MENTOR Network July 2013 - April 2014
Minnesota Public Radio July 2007 - April 2014
106.1 BOB-FM KLCI January 2007 - July 2007
Skills
Radio Producing, Radio Advertising, Visual Traffic, Dalet, Online Advertising, Open Ad Stream, Limelight, Adswizz, Sales Operations, Cubase, Pro Tools, Teaching English as a..., Microsoft Office, Radio, Tax Preparation, ProSystem fx Tax, Accounting, Risk Investigation, Radio Production, Digital Media
Education
University of Washington
Certificate, Accounting
Augsburg College
Bachelor of Arts (B.A.), Business Administration
Denise Frydenlund Denise Frydenlund's Smith Schafer & Associates LTD Experience January 2000 - July 2004
Job Credit Analyst at US Bank
Industry Banking
Experience
US Bank August 2004 - Present
Smith Schafer & Associates LTD January 2000 - July 2004
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Credit, Credit Risk, Commercial Lending, Financial Reporting, Accounting, Finance
Education
Minnesota State University, Mankato
BS, Accounting
US Bank August 2004 - Present
Smith Schafer & Associates LTD January 2000 - July 2004
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Credit, Credit Risk, Commercial Lending, Financial Reporting, Accounting, Finance
Education
Minnesota State University, Mankato
BS, Accounting
Adam Kellerhals, CPA Adam Kellerhals, CPA's Smith Schafer & Associates LTD Experience December 2011 - Present
Job Public accountant specializing in small business audits and tax services
Industry Accounting
Experience
Smith Schafer & Associates LTD December 2011 - Present
Ball State University September 2010 - November 2011
Smith Schafer & Associates, LTD. October 2007 - September 2010
ECS Financial Services September 2006 - October 2007
Skills
Accounting, Account Reconciliation, Fixed Assets, Tax Preparation, Financial Audits, Small Business, Financial Statements, CPA, Tax, GAAP, Auditing, QuickBooks, Financial Reporting, General Ledger, Financial Accounting, Nonprofits, Income Tax
Education
Luther College 2002 — 2006
BA, Accounting and Management
Smith Schafer & Associates LTD December 2011 - Present
Ball State University September 2010 - November 2011
Smith Schafer & Associates, LTD. October 2007 - September 2010
ECS Financial Services September 2006 - October 2007
Skills
Accounting, Account Reconciliation, Fixed Assets, Tax Preparation, Financial Audits, Small Business, Financial Statements, CPA, Tax, GAAP, Auditing, QuickBooks, Financial Reporting, General Ledger, Financial Accounting, Nonprofits, Income Tax
Education
Luther College 2002 — 2006
BA, Accounting and Management
Bill Frudden Bill Frudden's Smith Schafer & Associates LTD Experience October 1991 - Present
Job Principal at Smith Schafer & Associates
Industry Accounting
Experience
Smith Schafer & Associates LTD October 1991 - Present
EY 1985 - 1991
Skills
Accounting, Personal Tax Planning, Business Tax Planning, Succession Planning, Mergers & Acquisitions, Investments, Internal Controls, Business Development, Tax Preparation, Tax Returns, Income Tax, CPA, Tax, Corporate Tax, Sales Tax, S Corporations, Financial Statements, Partnership Taxation, Tax Research
Education
University of Minnesota-Twin Cities
Master of Business Taxation (MBT), Taxation
University of Northern Iowa
Bachelor of Arts, Accounting
Smith Schafer & Associates LTD October 1991 - Present
EY 1985 - 1991
Skills
Accounting, Personal Tax Planning, Business Tax Planning, Succession Planning, Mergers & Acquisitions, Investments, Internal Controls, Business Development, Tax Preparation, Tax Returns, Income Tax, CPA, Tax, Corporate Tax, Sales Tax, S Corporations, Financial Statements, Partnership Taxation, Tax Research
Education
University of Minnesota-Twin Cities
Master of Business Taxation (MBT), Taxation
University of Northern Iowa
Bachelor of Arts, Accounting
Amanda Olson Amanda Olson's Smith Schafer & Associates LTD Experience July 1998 - August 1999
Job
Industry Real Estate
Experience
Century 21 Luger Realty June 2014 - Present
Sacred Heart School June 2012 - June 2014
BI WORLDWIDE March 2010 - September 2012
Sacred Heart School 2005 - 2010
YMCA of the Greater Twin Cities 2005 - 2010
BI WORLDWIDE August 1999 - August 2001
Smith Schafer & Associates LTD July 1998 - August 1999
Skills
Marketing, Social Media Marketing, Social Media..., Marketing Communications, Public Speaking, Public Relations, Communication, Information Technology, Mobile Technology, Mobile Advertising, New Business Development, Business Development, Staff Development, News Writing, Online Advertising, Recruiting, Microsoft Office, Social Media, Leadership, Management, Customer Service
Education
Marycrest University 1994 — 1998
Bachelor's Degree, Communication and Media Studies
Teikyo University 1995 — 1995
Minor - International Business, International Business
Century 21 Luger Realty June 2014 - Present
Sacred Heart School June 2012 - June 2014
BI WORLDWIDE March 2010 - September 2012
Sacred Heart School 2005 - 2010
YMCA of the Greater Twin Cities 2005 - 2010
BI WORLDWIDE August 1999 - August 2001
Smith Schafer & Associates LTD July 1998 - August 1999
Skills
Marketing, Social Media Marketing, Social Media..., Marketing Communications, Public Speaking, Public Relations, Communication, Information Technology, Mobile Technology, Mobile Advertising, New Business Development, Business Development, Staff Development, News Writing, Online Advertising, Recruiting, Microsoft Office, Social Media, Leadership, Management, Customer Service
Education
Marycrest University 1994 — 1998
Bachelor's Degree, Communication and Media Studies
Teikyo University 1995 — 1995
Minor - International Business, International Business
Amber Abel's Smith Schafer & Associates LTD Experience February 2012 - July 2013
Job Financial Reporting Analyst Corporate at Ministry Health Care
Industry Accounting
Experience
Ministry Health Care July 2013 - Present
Smith Schafer & Associates LTD February 2012 - July 2013
Innovative Animal Products April 2011 - February 2012
Great River Shakespeare Festival August 2009 - April 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Microsoft Office, Teamwork, QuickBooks, Public Speaking, SAS, Accounting, Auditing, Payroll
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA) (Currently Pursuing), Health/Health Care Administration/Management
Winona State University 2007 — 2011
Bachelor of Science, Accounting, Finance, Business Administration
Ministry Health Care July 2013 - Present
Smith Schafer & Associates LTD February 2012 - July 2013
Innovative Animal Products April 2011 - February 2012
Great River Shakespeare Festival August 2009 - April 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Microsoft Office, Teamwork, QuickBooks, Public Speaking, SAS, Accounting, Auditing, Payroll
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA) (Currently Pursuing), Health/Health Care Administration/Management
Winona State University 2007 — 2011
Bachelor of Science, Accounting, Finance, Business Administration
Shannon Mahanna Shannon Mahanna's Smith Schafer & Associates LTD Experience November 2004 - August 2010
Job Account, Marketing, and Product Manager Seeking Networking and Management Roles in Production or Manufacturing
Industry Printing
Experience
Dolan Printing May 2012 - June 2015
Homewood Suites by Hilton Hotel February 2012 - May 2012
Coe College October 2009 - May 2012
Dolan Printing May 2011 - August 2011
Lexington Inn and Suites May 2010 - August 2010
Smith Schafer & Associates LTD November 2004 - August 2010
Skills
Event Planning, Social Media Marketing, Microsoft Excel, Management, Customer Service, Social Networking, Time Management, Team Leadership, Human Resources, Digital Printing, Hospitality Industry, Direct Mail, Variable Data Printing, Training, Inbound Marketing, Employee Management, Organization, Cross Media Marketing, Blogging, Digital Marketing, Production Management, Job Order Entry, Process Improvement, Product Management, Product Marketing, Public Speaking, Sales
Education
Coe College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business Administration
Mahtomedi High School 2004 — 2008
General Studies Diploma
Dolan Printing May 2012 - June 2015
Homewood Suites by Hilton Hotel February 2012 - May 2012
Coe College October 2009 - May 2012
Dolan Printing May 2011 - August 2011
Lexington Inn and Suites May 2010 - August 2010
Smith Schafer & Associates LTD November 2004 - August 2010
Skills
Event Planning, Social Media Marketing, Microsoft Excel, Management, Customer Service, Social Networking, Time Management, Team Leadership, Human Resources, Digital Printing, Hospitality Industry, Direct Mail, Variable Data Printing, Training, Inbound Marketing, Employee Management, Organization, Cross Media Marketing, Blogging, Digital Marketing, Production Management, Job Order Entry, Process Improvement, Product Management, Product Marketing, Public Speaking, Sales
Education
Coe College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business Administration
Mahtomedi High School 2004 — 2008
General Studies Diploma
Daniel Macintosh, CPA's Smith Schafer & Associates LTD Experience January 2015 - Present
Job Senior Manager at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD January 2015 - Present
Samaritan Bethany Foundation October 2012 - Present
Smith Schafer & Associates LTD July 2013 - January 2015
Smith Schafer & Associates LTD December 2010 - July 2013
Smith Schafer & Associates LTD June 2010 - December 2010
North Dakota Office of the State Tax Commissioner June 2009 - June 2010
Deloitte & Touche 2007 - June 2009
Skills
Financial Institutions, Oil, Construction, Government Accounting, Audit, Non-profits, Auditing, Nonprofits, Accounting, Financial Accounting, GAAP, Corporate Tax, Leadership, Assurance, Internal Controls, Financial Statements, US GAAP, Financial Reporting, Financial Analysis
Education
The University of North Dakota 2002 — 2007
Accounting
Smith Schafer & Associates LTD January 2015 - Present
Samaritan Bethany Foundation October 2012 - Present
Smith Schafer & Associates LTD July 2013 - January 2015
Smith Schafer & Associates LTD December 2010 - July 2013
Smith Schafer & Associates LTD June 2010 - December 2010
North Dakota Office of the State Tax Commissioner June 2009 - June 2010
Deloitte & Touche 2007 - June 2009
Skills
Financial Institutions, Oil, Construction, Government Accounting, Audit, Non-profits, Auditing, Nonprofits, Accounting, Financial Accounting, GAAP, Corporate Tax, Leadership, Assurance, Internal Controls, Financial Statements, US GAAP, Financial Reporting, Financial Analysis
Education
The University of North Dakota 2002 — 2007
Accounting
Shelly O'Groske Shelly O'Groske's Smith Schafer & Associates LTD Experience August 2011 - Present
Job Office Manager at Smith Schafer & Associates Ltd
Industry Apparel & Fashion
Experience
Smith Schafer & Associates Ltd August 2011 - Present
Jockey Person to Person September 2010 - July 2012
Thrivent Financial Bank May 2008 - June 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, Customer Service, Banking, QuickBooks
Education
Alexandria Technical College 1980 — 1982
Finance & Credit Management
Smith Schafer & Associates Ltd August 2011 - Present
Jockey Person to Person September 2010 - July 2012
Thrivent Financial Bank May 2008 - June 2011
Skills
Outlook, Microsoft Excel, Microsoft Word, Customer Service, Banking, QuickBooks
Education
Alexandria Technical College 1980 — 1982
Finance & Credit Management
Nicole Hobbs Nicole Hobbs's Smith Schafer & Associates LTD Experience June 2008 - August 2012
Job Recruiter at York Solutions, LLC
Industry Retail
Experience
York Solutions, LLC August 2015 - Present
The Waterford August 2014 - August 2015
VALDAK Corporation May 2013 - April 2014
North Dakota Ballet Company January 2011 - May 2013
Smith Schafer & Associates LTD June 2008 - August 2012
Midwest Youth Dance Theatre September 2008 - June 2010
Skills
Employee Relations, Human Resources, Recruiting, HR Policies, Talent Management, Employee Engagement, Performance Management, New Hire Orientations, Benefits Administration, Applicant Tracking..., Time Management, Microsoft Office, Leadership, Customer Service, Event Planning, PowerPoint, Public Speaking, Teamwork, Microsoft Excel, Training
Education
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Human Resources Management with a Minor in Psychology
Mahtomedi High School 2006 — 2010
York Solutions, LLC August 2015 - Present
The Waterford August 2014 - August 2015
VALDAK Corporation May 2013 - April 2014
North Dakota Ballet Company January 2011 - May 2013
Smith Schafer & Associates LTD June 2008 - August 2012
Midwest Youth Dance Theatre September 2008 - June 2010
Skills
Employee Relations, Human Resources, Recruiting, HR Policies, Talent Management, Employee Engagement, Performance Management, New Hire Orientations, Benefits Administration, Applicant Tracking..., Time Management, Microsoft Office, Leadership, Customer Service, Event Planning, PowerPoint, Public Speaking, Teamwork, Microsoft Excel, Training
Education
The University of North Dakota 2010 — 2014
Bachelor of Business Administration (BBA), Human Resources Management with a Minor in Psychology
Mahtomedi High School 2006 — 2010
Katherine Lutzke (Quaintance) Katherine Lutzke (Quaintance)'s Smith Schafer & Associates LTD Experience June 2012 - August 2012
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Hy-Vee May 2007 - January 2014
Hy-Vee Food Store May 2007 - January 2014
CliftonLarsonAllen January 2013 - April 2013
Smith Schafer & Associates LTD June 2012 - August 2012
Body One Fitness Center August 2007 - December 2007
Body One Fitness Spa September 2007 - November 2007
Skills
Customer Satisfaction, Phone Etiquette, Microsoft Office, Certified in Microsoft..., Data Entry, Customer Service, Outlook, QuickBooks, Microsoft Word, Accounting, Financial Accounting, Microsoft Excel, Auditing, PowerPoint, Time Management, General Ledger, Tax, Bookkeeping, Tax Preparation
Education
Minnesota State University, Mankato 2009 — 2013
Bachelor of Science Degree, Accounting
CliftonLarsonAllen January 2014 - Present
Hy-Vee May 2007 - January 2014
Hy-Vee Food Store May 2007 - January 2014
CliftonLarsonAllen January 2013 - April 2013
Smith Schafer & Associates LTD June 2012 - August 2012
Body One Fitness Center August 2007 - December 2007
Body One Fitness Spa September 2007 - November 2007
Skills
Customer Satisfaction, Phone Etiquette, Microsoft Office, Certified in Microsoft..., Data Entry, Customer Service, Outlook, QuickBooks, Microsoft Word, Accounting, Financial Accounting, Microsoft Excel, Auditing, PowerPoint, Time Management, General Ledger, Tax, Bookkeeping, Tax Preparation
Education
Minnesota State University, Mankato 2009 — 2013
Bachelor of Science Degree, Accounting
Chris Schroers Chris Schroers's Smith Schafer & Associates LTD Experience January 2015 - Present
Job Firm Administrator at Smith Schafer and Associates, Ltd
Industry Accounting
Experience
Smith Schafer & Associates LTD January 2015 - Present
Baune Dosen & Co January 1990 - November 2014
Skills
CCH ProSystem fx, QuickBooks, Tax, Income Tax, CPA, Auditing, Corporate Tax, General Ledger, Tax Preparation, Accounting, Internal Controls, Financial Statements, IFRS, Accounts Payable, Fixed Assets, Financial Reporting, ProSystem fx Tax
Education
Metropolitan State University 1993 — 1996
Bachelor's degree, Accounting
Smith Schafer & Associates LTD January 2015 - Present
Baune Dosen & Co January 1990 - November 2014
Skills
CCH ProSystem fx, QuickBooks, Tax, Income Tax, CPA, Auditing, Corporate Tax, General Ledger, Tax Preparation, Accounting, Internal Controls, Financial Statements, IFRS, Accounts Payable, Fixed Assets, Financial Reporting, ProSystem fx Tax
Education
Metropolitan State University 1993 — 1996
Bachelor's degree, Accounting
Amanda Schroeder's Smith Schafer & Associates LTD Experience January 2012 - Present
Job Marketing Coordinator at Smith Schafer & Associates, Ltd.
Industry Marketing and Advertising
Experience
Smith Schafer & Associates LTD January 2012 - Present
Private Instructor November 2011 - Present
AgStar Financial Services January 2011 - January 2012
MS Walk - Mankato October 2010 - May 2011
Skills
Social Media, Public Relations, Marketing, Editing, Proposal Writing, Proofreading, WordPress, Google Analytics, Integrated Marketing, Web Content, Blogging, AP Style, Web Analytics, Writing, Communication, Twitter, Facebook, Social Media Marketing, Customer Service, Microsoft Excel, Microsoft Office, Time Management
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Arts, Mass Communications; Public Relations, Business; Marketing
Smith Schafer & Associates LTD January 2012 - Present
Private Instructor November 2011 - Present
AgStar Financial Services January 2011 - January 2012
MS Walk - Mankato October 2010 - May 2011
Skills
Social Media, Public Relations, Marketing, Editing, Proposal Writing, Proofreading, WordPress, Google Analytics, Integrated Marketing, Web Content, Blogging, AP Style, Web Analytics, Writing, Communication, Twitter, Facebook, Social Media Marketing, Customer Service, Microsoft Excel, Microsoft Office, Time Management
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Arts, Mass Communications; Public Relations, Business; Marketing
Nikki Serbus Nikki Serbus's Smith Schafer & Associates LTD Experience January 2015 - Present
Job Audit Associate at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD January 2015 - Present
IBM May 2012 - January 2015
Javens Electric, Inc. January 2012 - May 2012
MSU and Community Ed. & Rec. September 2009 - May 2012
B. Stark & Co. August 2011 - January 2012
Willmar Electric Service June 2004 - January 2012
Presbyterian Family Foundation December 2007 - August 2009
Bethesda Pleasantview March 2008 - March 2009
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Accounting, Customer Service, Microsoft Word, Financial Forecasting, Teamwork, Variance Analysis, Budgets, Ledger, TM1, Data Analysis, Work Ethic, Flexibility, Brio Reports, SPSS, Hyperion Reports, ProSystem fx Engagement
Education
Minnesota State University, Mankato 2009 — 2012
Bachelor of Science (BS), Corporate Finance, Psychcology
Ridgewater College 2007 — 2009
Associate of Arts (AA), Liberal Arts
Smith Schafer & Associates LTD January 2015 - Present
IBM May 2012 - January 2015
Javens Electric, Inc. January 2012 - May 2012
MSU and Community Ed. & Rec. September 2009 - May 2012
B. Stark & Co. August 2011 - January 2012
Willmar Electric Service June 2004 - January 2012
Presbyterian Family Foundation December 2007 - August 2009
Bethesda Pleasantview March 2008 - March 2009
Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Accounting, Customer Service, Microsoft Word, Financial Forecasting, Teamwork, Variance Analysis, Budgets, Ledger, TM1, Data Analysis, Work Ethic, Flexibility, Brio Reports, SPSS, Hyperion Reports, ProSystem fx Engagement
Education
Minnesota State University, Mankato 2009 — 2012
Bachelor of Science (BS), Corporate Finance, Psychcology
Ridgewater College 2007 — 2009
Associate of Arts (AA), Liberal Arts
Kim Mahanna, CPA Kim Mahanna, CPA's Smith Schafer & Associates LTD Experience September 1979 - Present
Job Principal at Smith Schafer & Associates
Industry Accounting
Experience
Smith Schafer & Associates LTD September 1979 - Present
Smith Schafer & Associates LTD September 1979 - October 1987
Sears, Roebuck and Co. 1977 - 1979
Skills
CPA, Business Consultant, Financial Analysis, Tax Preparation, Mergers, Due Diligence, Income Tax, Partnership Taxation, S Corporations, Tax Returns, Corporate Tax, Accounting, IRS, Forensic Accounting, Sales Tax, QuickBooks, Tax Accounting, Bookkeeping, Financial Reporting, Business Strategy, Mergers & Acquisitions, Internal Controls, Small Business, Tax, Financial Statements, Business Valuation, Financial Accounting, Strategic Financial..., Management Consulting, Financial Planning
Education
The University of North Dakota 1975 — 1979
Bachelor of Science and Business Administration, Accounting
Smith Schafer & Associates LTD September 1979 - Present
Smith Schafer & Associates LTD September 1979 - October 1987
Sears, Roebuck and Co. 1977 - 1979
Skills
CPA, Business Consultant, Financial Analysis, Tax Preparation, Mergers, Due Diligence, Income Tax, Partnership Taxation, S Corporations, Tax Returns, Corporate Tax, Accounting, IRS, Forensic Accounting, Sales Tax, QuickBooks, Tax Accounting, Bookkeeping, Financial Reporting, Business Strategy, Mergers & Acquisitions, Internal Controls, Small Business, Tax, Financial Statements, Business Valuation, Financial Accounting, Strategic Financial..., Management Consulting, Financial Planning
Education
The University of North Dakota 1975 — 1979
Bachelor of Science and Business Administration, Accounting
Jill (Eggerichs) Rock Jill (Eggerichs) Rock's Smith Schafer & Associates LTD Experience October 2013 - Present
Job Senior Manager at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD October 2013 - Present
McGladrey January 2003 - October 2013
Minnesota School of Business April 2011 - September 2012
Education
Hamline University School of Law 2012 — 2016
Doctor of Law (JD), Law
University of Minnesota - Carlson School of Management 2008 — 2016
Master of Business Taxation, Taxation
University of Minnesota-Duluth 1999 — 2003
Bachelor of Accountancy, Accounting
Smith Schafer & Associates LTD October 2013 - Present
McGladrey January 2003 - October 2013
Minnesota School of Business April 2011 - September 2012
Education
Hamline University School of Law 2012 — 2016
Doctor of Law (JD), Law
University of Minnesota - Carlson School of Management 2008 — 2016
Master of Business Taxation, Taxation
University of Minnesota-Duluth 1999 — 2003
Bachelor of Accountancy, Accounting
Joseph Duda, CPA Joseph Duda, CPA's Smith Schafer & Associates LTD Experience December 2001 - January 2011
Job Director, Tax at CliftonLarsonAllen LLP
Industry Accounting
Experience
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
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
Kyle Spicer, CPA's Smith Schafer & Associates LTD Experience February 2012 - Present
Job Senior Accountant at Smith Schafer & Associates
Industry Accounting
Experience
Smith Schafer & Associates LTD February 2012 - Present
Bruce Melemed CPA January 2012 - April 2012
Wells Fargo July 2008 - July 2011
University of Minnesota Duluth February 2009 - April 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Accounting, QuickBooks, Internal Controls, Tax Returns, CPA, Bookkeeping, Financial Analysis, Data Entry, General Ledger, Tax, Sales, Customer Service, Income Tax, Tax Preparation, Small Business, Payroll, ProSystem fx Tax, Payroll Taxes
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor's Degree, Management and Accounting
Smith Schafer & Associates LTD February 2012 - Present
Bruce Melemed CPA January 2012 - April 2012
Wells Fargo July 2008 - July 2011
University of Minnesota Duluth February 2009 - April 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Accounting, QuickBooks, Internal Controls, Tax Returns, CPA, Bookkeeping, Financial Analysis, Data Entry, General Ledger, Tax, Sales, Customer Service, Income Tax, Tax Preparation, Small Business, Payroll, ProSystem fx Tax, Payroll Taxes
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor's Degree, Management and Accounting
Mathew Stoddard Mathew Stoddard's Smith Schafer & Associates LTD Experience January 2013 - May 2013
Job Accounting Clerk
Industry Financial Services
Experience
ApplianceSmart July 2013 - June 2014
Smith Schafer & Associates LTD January 2013 - May 2013
Dacotah Foundation March 2010 - January 2013
Thunder Alley April 2005 - August 2006
Skills
Financial Accounting, Budgets, Microsoft Office, Public Speaking, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Cpr Certified, Strategic Planning, ACL Audit Software, Customer Service, English, Research, Windows, Accounts Payable, Accounting, Corporate Sales..., IDEA Audit Software, Peer Mediation, Grant Preparation, Retail Sales Experience, Mental Health Counseling, Payroll Processing
Education
North Dakota State University 2006 — 2012
Bachelor of Science (BS), Accounting and Finance
ApplianceSmart July 2013 - June 2014
Smith Schafer & Associates LTD January 2013 - May 2013
Dacotah Foundation March 2010 - January 2013
Thunder Alley April 2005 - August 2006
Skills
Financial Accounting, Budgets, Microsoft Office, Public Speaking, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Cpr Certified, Strategic Planning, ACL Audit Software, Customer Service, English, Research, Windows, Accounts Payable, Accounting, Corporate Sales..., IDEA Audit Software, Peer Mediation, Grant Preparation, Retail Sales Experience, Mental Health Counseling, Payroll Processing
Education
North Dakota State University 2006 — 2012
Bachelor of Science (BS), Accounting and Finance
Melanie Accola Melanie Accola's Smith Schafer & Associates LTD Experience 1994 - 1997
Job Chief Financial Officer at All In One Accounting, Inc.
Industry Accounting
Experience
All In One Accounting, Inc. December 2014 - Present
Redpath and Company 1997 - December 2014
Smith Schafer & Associates LTD 1994 - 1997
Skills
Financial Accounting, Financial Reporting, Nonprofits, Finance, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, Microsoft Excel, Cash Flow, Bookkeeping, Microsoft Office, Microsoft Word, US GAAP, Management, Leadership, Supervision, Accounts Receivable, Nonprofit and..., Consulting, non-profits
Education
Minnesota State University, Mankato 1989 — 1993
Bachelor of Science (BS), Accounting
All In One Accounting, Inc. December 2014 - Present
Redpath and Company 1997 - December 2014
Smith Schafer & Associates LTD 1994 - 1997
Skills
Financial Accounting, Financial Reporting, Nonprofits, Finance, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, Microsoft Excel, Cash Flow, Bookkeeping, Microsoft Office, Microsoft Word, US GAAP, Management, Leadership, Supervision, Accounts Receivable, Nonprofit and..., Consulting, non-profits
Education
Minnesota State University, Mankato 1989 — 1993
Bachelor of Science (BS), Accounting
Frank Ranallo, CPA's Smith Schafer & Associates LTD Experience January 2013 - May 2013
Job Senior Accountant at RHA CPAs
Industry Accounting
Experience
Ryan, Hodgins, and Associates July 2013 - Present
Smith Schafer & Associates LTD January 2013 - May 2013
University of Wisconsin-River Falls 2010 - 2012
Inver Hills Community College 2008 - 2010
After the Gold Rush, Inc. 2002 - 2007
US Army 1998 - 2004
Skills
Customer Service, Military Experience, Enforcement, Criminology, Management, Bartending, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Advertising, Training, Sales, Team Building, Microsoft Office, Customer Satisfaction, Leadership, Accounting, Payroll, Finance, Teamwork, Auditing, Event Management, Team Leadership, Leadership Development, Budgets, Strategic Planning, QuickBooks, Data Entry, Operations Management, Tax
Education
University of Wisconsin-River Falls 2010 — 2012
Bachelors of Science, Accounting
Inver Hills Community College 2008 — 2010
AA, Business
Ryan, Hodgins, and Associates July 2013 - Present
Smith Schafer & Associates LTD January 2013 - May 2013
University of Wisconsin-River Falls 2010 - 2012
Inver Hills Community College 2008 - 2010
After the Gold Rush, Inc. 2002 - 2007
US Army 1998 - 2004
Skills
Customer Service, Military Experience, Enforcement, Criminology, Management, Bartending, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Advertising, Training, Sales, Team Building, Microsoft Office, Customer Satisfaction, Leadership, Accounting, Payroll, Finance, Teamwork, Auditing, Event Management, Team Leadership, Leadership Development, Budgets, Strategic Planning, QuickBooks, Data Entry, Operations Management, Tax
Education
University of Wisconsin-River Falls 2010 — 2012
Bachelors of Science, Accounting
Inver Hills Community College 2008 — 2010
AA, Business
Chad Dahlman's Smith Schafer & Associates LTD Experience 2012 - 2014
Job Internal Auditor at Mayo Clinic
Industry Accounting
Experience
Mayo Clinic 2014 - Present
Rochester International Film Group 2014 - Present
Smith Schafer & Associates LTD 2012 - 2014
Smith Schafer & Associates LTD 2011 - 2012
IBM 2010 - 2011
Varde Partners Europe Limited 2010 - 2010
St. Cloud State University 2009 - 2010
AccountAbility Minnesota 2009 - 2010
St. Cloud State University 2008 - 2010
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2010
Bachelor of Science, Accounting, Summa Cum Laude
Mayo Clinic 2014 - Present
Rochester International Film Group 2014 - Present
Smith Schafer & Associates LTD 2012 - 2014
Smith Schafer & Associates LTD 2011 - 2012
IBM 2010 - 2011
Varde Partners Europe Limited 2010 - 2010
St. Cloud State University 2009 - 2010
AccountAbility Minnesota 2009 - 2010
St. Cloud State University 2008 - 2010
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2010
Bachelor of Science, Accounting, Summa Cum Laude
Jill Harstad's Smith Schafer & Associates LTD Experience October 2013 - December 2014
Job Owner at Harstad Bookkeeping & Payroll Inc.
Industry Accounting
Experience
Harstad Bookkeeping & Payroll Inc. June 2015 - Present
Smith Schafer & Associates LTD October 2013 - December 2014
Madsen, O'Meara & Company November 2007 - October 2013
Gehling Auction Company May 2006 - November 2007
Jillian's Pizza & Restaurant May 2003 - May 2005
Skills
QuickBooks, Notary Public, Bookkeeping, Tax Preparation, Tax Returns, Sales Tax, Income Tax, Payroll Taxes, Accounts Payable, Journal Entries, Tax, General Ledger, Accounting, Accounts Receivable, Account Reconciliation, Corporate Tax, Payroll
Education
Minnesota School of Business 2010 — 2012
B.S., Accounting
RCTC 2001 — 2003
A.S., Accounting
Harstad Bookkeeping & Payroll Inc. June 2015 - Present
Smith Schafer & Associates LTD October 2013 - December 2014
Madsen, O'Meara & Company November 2007 - October 2013
Gehling Auction Company May 2006 - November 2007
Jillian's Pizza & Restaurant May 2003 - May 2005
Skills
QuickBooks, Notary Public, Bookkeeping, Tax Preparation, Tax Returns, Sales Tax, Income Tax, Payroll Taxes, Accounts Payable, Journal Entries, Tax, General Ledger, Accounting, Accounts Receivable, Account Reconciliation, Corporate Tax, Payroll
Education
Minnesota School of Business 2010 — 2012
B.S., Accounting
RCTC 2001 — 2003
A.S., Accounting
Stacey Hinrichs's Smith Schafer & Associates LTD Experience January 2013 - June 2015
Job Senior Staff Accountant at Rockland Flooring
Industry Accounting
Experience
Rockland Flooring June 2015 - Present
Smith Schafer & Associates LTD January 2013 - June 2015
Olsen Thielen January 2011 - December 2012
Fairview Red Wing Health Services May 2006 - October 2011
Gustavus Adolphus College September 2007 - December 2010
Skills
Audit, Accounts Payable, Non-profits, Excel, Auditing, Word, Microsoft Office, Outlook, Microsoft Excel, Accounting, Microsoft Word, Nonprofits, Budgets, Financial Statements, Time Management, Fixed Assets, QuickBooks, Financial Reporting, Journal Entries
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, Public Accounting
Red Wing High School
Rockland Flooring June 2015 - Present
Smith Schafer & Associates LTD January 2013 - June 2015
Olsen Thielen January 2011 - December 2012
Fairview Red Wing Health Services May 2006 - October 2011
Gustavus Adolphus College September 2007 - December 2010
Skills
Audit, Accounts Payable, Non-profits, Excel, Auditing, Word, Microsoft Office, Outlook, Microsoft Excel, Accounting, Microsoft Word, Nonprofits, Budgets, Financial Statements, Time Management, Fixed Assets, QuickBooks, Financial Reporting, Journal Entries
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, Public Accounting
Red Wing High School
Jason Boynton's Smith Schafer & Associates LTD Experience December 1996 - Present
Job Principal at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD December 1996 - Present
Skills
Auditing -..., Small Business...
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor's degree, Accounting
Smith Schafer & Associates LTD December 1996 - Present
Skills
Auditing -..., Small Business...
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor's degree, Accounting
Mara Determan's Smith Schafer & Associates LTD Experience 2003 - Present
Job Senior Accountant at Smith Schafer & Associates LTD
Industry Accounting
Experience
Smith Schafer & Associates LTD 2003 - Present
California State Board of Equalization December 2000 - February 2002
California State Board of Equalization October 1997 - November 2000
Solano County Assessor February 1992 - August 1997
Skills
Accounting, Financial Statements, Tax Returns, Tax, Analysis, Mergers & Acquisitions, Auditing, Income Tax, Financial Accounting, GAAP, QuickBooks, Financial reporting, Tax Preparation
Education
Golden Gate University 1993 — 1995
Master of Business Administration (M.B.A.), Management
Minnesota State University, Mankato 1987 — 1991
Bachelor's of Science, Accounting & Business Administration
Smith Schafer & Associates LTD 2003 - Present
California State Board of Equalization December 2000 - February 2002
California State Board of Equalization October 1997 - November 2000
Solano County Assessor February 1992 - August 1997
Skills
Accounting, Financial Statements, Tax Returns, Tax, Analysis, Mergers & Acquisitions, Auditing, Income Tax, Financial Accounting, GAAP, QuickBooks, Financial reporting, Tax Preparation
Education
Golden Gate University 1993 — 1995
Master of Business Administration (M.B.A.), Management
Minnesota State University, Mankato 1987 — 1991
Bachelor's of Science, Accounting & Business Administration