Wegner CPAs
Description
Address: 230 Park Ave 10th floor, New York, NY 10169 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 551-1724Category: : : : Place name: : : : Website: Website: https://www.wegnercpas.com/ Category: Certified Public 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. 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 Wegner CPAs Posting publicly on the Web Write a review Reviews Be the first to review
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Wegner CPAs Employees
Employee
Years
Job
Industry
Pete Oettinger Pete Oettinger's Wegner CPAs Experience September 1995 - Present
Job Partner at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs September 1995 - Present
Scott McElveen 1998 - 1999
Telephone and Data Systems Inc August 1992 - November 1995
Skills
Estate Planning, Litigation Support, Mergers, Acquisitions, Tax, Tax Preparation, Corporate Tax, Income Tax, Business Succession, Business Tax Planning, Personal Tax Planning, Financial Statements, Tax Law, Management Consulting, S Corporations, Tax Returns, Payroll, CPA, Succession Planning, Forensic Accounting, Partnership Taxation, Accounting, Tax Accounting, Tax Research, Sales Tax, Financial Planners, GAAP, Tax Advisory, Auditing
Education
Marquette University 1988 — 1989
B.S., Accounting
Wegner CPAs September 1995 - Present
Scott McElveen 1998 - 1999
Telephone and Data Systems Inc August 1992 - November 1995
Skills
Estate Planning, Litigation Support, Mergers, Acquisitions, Tax, Tax Preparation, Corporate Tax, Income Tax, Business Succession, Business Tax Planning, Personal Tax Planning, Financial Statements, Tax Law, Management Consulting, S Corporations, Tax Returns, Payroll, CPA, Succession Planning, Forensic Accounting, Partnership Taxation, Accounting, Tax Accounting, Tax Research, Sales Tax, Financial Planners, GAAP, Tax Advisory, Auditing
Education
Marquette University 1988 — 1989
B.S., Accounting
Michelle del Pino Michelle del Pino's Wegner CPAs Experience March 2014 - Present
Job Outsourced Accountant at Wegner CPAs, Certified QuickBooks ProAdvisor
Industry Accounting
Experience
Wegner CPAs March 2014 - Present
Women's Center of Jacksonville, Inc. April 2010 - April 2014
Dignity U Wear Foundation, Inc. January 2009 - April 2010
Wisconsin Historical Foundation,Inc. 1999 - 2008
Wegner CPAs August 2004 - April 2005
Madison Children's Museum February 2004 - August 2004
Wisconsin Special Olympics 1996 - 1999
Wisconsin Nutrition Project 1994 - 1996
Coalition of Wisconsin Aging Groups 1995 - 1995
Skills
Tax, Team Building, Event Planning, Board Development, Strategic Planning, Finance, Auditing, Fundraising, Cost Accounting, Financial Audits, Managerial Finance, Sales Tax, Payroll, Volunteer Management, Sarbanes-Oxley Act, Tax Preparation, GAAP
Education
University of Wisconsin-Whitewater 2000 — 2001
Accounting
Upper Iowa University 1999 — 2000
Accounting
Edgewood College 1996 — 1998
Accounting
University of Wisconsin-Madison 1988 — 1992
Bachelors, Spanish
Wegner CPAs March 2014 - Present
Women's Center of Jacksonville, Inc. April 2010 - April 2014
Dignity U Wear Foundation, Inc. January 2009 - April 2010
Wisconsin Historical Foundation,Inc. 1999 - 2008
Wegner CPAs August 2004 - April 2005
Madison Children's Museum February 2004 - August 2004
Wisconsin Special Olympics 1996 - 1999
Wisconsin Nutrition Project 1994 - 1996
Coalition of Wisconsin Aging Groups 1995 - 1995
Skills
Tax, Team Building, Event Planning, Board Development, Strategic Planning, Finance, Auditing, Fundraising, Cost Accounting, Financial Audits, Managerial Finance, Sales Tax, Payroll, Volunteer Management, Sarbanes-Oxley Act, Tax Preparation, GAAP
Education
University of Wisconsin-Whitewater 2000 — 2001
Accounting
Upper Iowa University 1999 — 2000
Accounting
Edgewood College 1996 — 1998
Accounting
University of Wisconsin-Madison 1988 — 1992
Bachelors, Spanish
Jessica Cannady's Wegner CPAs Experience May 2015 - Present
Job Staff Accountant at Wegner CPAs
Industry Higher Education
Experience
Wegner CPAs May 2015 - Present
Wegner CPAs June 2014 - April 2015
Edgewood College August 2012 - December 2014
Out and About Day Camp May 2009 - August 2013
DeForest Hometown Pharmacy July 2009 - May 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Quicken, Outlook, Customer Service, Social Media
Education
Edgewood College 2012 — 2015
Accounting, 3.60
University of Wisconsin-Eau Claire 2011 — 2012
Wegner CPAs May 2015 - Present
Wegner CPAs June 2014 - April 2015
Edgewood College August 2012 - December 2014
Out and About Day Camp May 2009 - August 2013
DeForest Hometown Pharmacy July 2009 - May 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Quicken, Outlook, Customer Service, Social Media
Education
Edgewood College 2012 — 2015
Accounting, 3.60
University of Wisconsin-Eau Claire 2011 — 2012
Ben Brooke's Wegner CPAs Experience June 2014 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
Edgewood College September 2012 - Present
Edgewood College April 2013 - Present
WIAA September 2012 - Present
Wegner CPAs June 2014 - September 2014
Budget Signs & Specialties May 2013 - August 2013
UPS September 2012 - May 2013
Edgewood College 2012 - 2012
Skills
Microsoft Excel, Marketing Event Planning, Social Media Marketing, Marketing Strategy, Team Leadership, Coordinating Events, Works well with a team, Microsoft Word, Customer Service, Strategic Financial..., Sports Management, College Basketball, Situational Leadership, Time Management, Recruiting, Sales, Financial Analysis, Sports, Finance
Education
Edgewood College 2011 — 2015
Business Finance & Marketing
Viroqua High School 2008 — 2011
Diploma
Concordia University-Wisconsin
Edgewood College September 2012 - Present
Edgewood College April 2013 - Present
WIAA September 2012 - Present
Wegner CPAs June 2014 - September 2014
Budget Signs & Specialties May 2013 - August 2013
UPS September 2012 - May 2013
Edgewood College 2012 - 2012
Skills
Microsoft Excel, Marketing Event Planning, Social Media Marketing, Marketing Strategy, Team Leadership, Coordinating Events, Works well with a team, Microsoft Word, Customer Service, Strategic Financial..., Sports Management, College Basketball, Situational Leadership, Time Management, Recruiting, Sales, Financial Analysis, Sports, Finance
Education
Edgewood College 2011 — 2015
Business Finance & Marketing
Viroqua High School 2008 — 2011
Diploma
Concordia University-Wisconsin
Drew Barman Drew Barman's Wegner CPAs Experience August 2014 - Present
Job Accountant
Industry Accounting
Experience
Wegner CPAs August 2014 - Present
Augustana College (SD) August 2011 - May 2014
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
Northwestern Mutual May 2013 - December 2013
First PREMIER Bank December 2011 - May 2013
Culver's Painting, LLC May 2011 - August 2011
DeForest School District June 2009 - August 2010
Skills
Analysis, Microsoft Excel, Auditing, Finance, PowerPoint, Leadership, Time Management, Internal Controls, Accounting, Public Speaking, Microsoft Office, Teamwork, Social Networking, Social Media, Customer Service
Education
Augustana College (SD) 2010 — 2014
Professional Accountancy and Business Administration
Wegner CPAs August 2014 - Present
Augustana College (SD) August 2011 - May 2014
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
Northwestern Mutual May 2013 - December 2013
First PREMIER Bank December 2011 - May 2013
Culver's Painting, LLC May 2011 - August 2011
DeForest School District June 2009 - August 2010
Skills
Analysis, Microsoft Excel, Auditing, Finance, PowerPoint, Leadership, Time Management, Internal Controls, Accounting, Public Speaking, Microsoft Office, Teamwork, Social Networking, Social Media, Customer Service
Education
Augustana College (SD) 2010 — 2014
Professional Accountancy and Business Administration
Adam Kuczynski, CPA Adam Kuczynski, CPA's Wegner CPAs Experience January 2011 - Present
Job Senior Accountant at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs January 2011 - Present
Skills
Accounting, QuickBooks, CPA, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
Marquette University 2006 — 2010
Bachelor of Science, Accounting, Commercial Real Estate
Wegner CPAs January 2011 - Present
Skills
Accounting, QuickBooks, CPA, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
Marquette University 2006 — 2010
Bachelor of Science, Accounting, Commercial Real Estate
Jill Erboe Kimmerly, CPA's Wegner CPAs Experience March 2013 - March 2015
Job Controller at The Hammer Group
Industry Accounting
Experience
The Hammer Group March 2015 - Present
Wegner CPAs March 2013 - March 2015
Wegner CPAs July 2010 - January 2013
Wegner CPAs December 2006 - July 2010
Associated Bank January 2005 - December 2006
U.S. Cellular August 2000 - November 2004
PHI Inc September 1987 - March 1993
Skills
CPA, Financial Accounting, General Ledger, QuickBooks, Payroll Taxes, Sales Tax, Tax Preparation, Bookkeeping, Sales & Use Tax..., Accounting, Tax, Financial Reporting, Accounts Payable, Accounts Receivable, Corporate Tax, GAAP, Variance Analysis, Income Tax
Education
Upper Iowa University 2008 — 2009
Bachelor of Science, Accounting
Madison Area Technical College 2005 — 2007
Associate Degree, Accounting
The Hammer Group March 2015 - Present
Wegner CPAs March 2013 - March 2015
Wegner CPAs July 2010 - January 2013
Wegner CPAs December 2006 - July 2010
Associated Bank January 2005 - December 2006
U.S. Cellular August 2000 - November 2004
PHI Inc September 1987 - March 1993
Skills
CPA, Financial Accounting, General Ledger, QuickBooks, Payroll Taxes, Sales Tax, Tax Preparation, Bookkeeping, Sales & Use Tax..., Accounting, Tax, Financial Reporting, Accounts Payable, Accounts Receivable, Corporate Tax, GAAP, Variance Analysis, Income Tax
Education
Upper Iowa University 2008 — 2009
Bachelor of Science, Accounting
Madison Area Technical College 2005 — 2007
Associate Degree, Accounting
Ryan Guzman's Wegner CPAs Experience August 2015 - Present
Job Bookkeeper at Wegner CPAs
Industry Financial Services
Experience
Wegner CPAs August 2015 - Present
Baker Tilly Search & Staffing, LLC December 2014 - May 2015
DelaGet, LLC August 2009 - October 2014
Midwest Patrol & Investigative LLC January 2009 - May 2009
Creative Financial Staffing July 2007 - July 2008
United States Air Force November 2001 - November 2005
Skills
Accounts Payable, Accounting, Fixed Assets, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Statements, Microsoft Excel, Microsoft Word, Team-oriented, MAS500, SAP
Education
Madison Area Technical College 2006 — 2009
Associate's Degree, Accounting and Finance
Wegner CPAs August 2015 - Present
Baker Tilly Search & Staffing, LLC December 2014 - May 2015
DelaGet, LLC August 2009 - October 2014
Midwest Patrol & Investigative LLC January 2009 - May 2009
Creative Financial Staffing July 2007 - July 2008
United States Air Force November 2001 - November 2005
Skills
Accounts Payable, Accounting, Fixed Assets, Financial Reporting, Financial Accounting, Account Reconciliation, Financial Statements, Microsoft Excel, Microsoft Word, Team-oriented, MAS500, SAP
Education
Madison Area Technical College 2006 — 2009
Associate's Degree, Accounting and Finance
Natalie Rew Natalie Rew's Wegner CPAs Experience August 2011 - Present
Job Senior Manager at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs August 2011 - Present
State of Wisconsin Dept of Public Instruction May 2005 - August 2011
KPMG US 1999 - 2004
Skills
Government Auditing, Auditing, Accounting, Municipalities, School Districts, Financial Reporting, FASB, GASB, Technical Bulletins, Non-profits, Nonprofits
Education
Marquette University 1986 — 1989
BS, Economics, Philosophy
University of Wisconsin-Milwaukee - School of Business Administration
MS, Accounting
Wegner CPAs August 2011 - Present
State of Wisconsin Dept of Public Instruction May 2005 - August 2011
KPMG US 1999 - 2004
Skills
Government Auditing, Auditing, Accounting, Municipalities, School Districts, Financial Reporting, FASB, GASB, Technical Bulletins, Non-profits, Nonprofits
Education
Marquette University 1986 — 1989
BS, Economics, Philosophy
University of Wisconsin-Milwaukee - School of Business Administration
MS, Accounting
Jennifer Wendtland Jennifer Wendtland's Wegner CPAs Experience April 2009 - December 2011
Job Credit Analyst at Forward Community Investments, Inc.
Industry Financial Services
Experience
Forward Community Investments, Inc. March 2014 - Present
Forward Community Investments, Inc. December 2011 - March 2014
Wegner CPAs April 2009 - December 2011
Community Business Bank 2008 - 2009
Wisconsin Early Autism Project 2007 - 2008
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Great Plains Software, Timeslips, Accounts Payable, Bank Reconciliation, Finance, Loans, Microsoft Office
Education
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
Madison Area Technical College 2006 — 2008
Associate's Degree, Accounting
Forward Community Investments, Inc. March 2014 - Present
Forward Community Investments, Inc. December 2011 - March 2014
Wegner CPAs April 2009 - December 2011
Community Business Bank 2008 - 2009
Wisconsin Early Autism Project 2007 - 2008
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, Great Plains Software, Timeslips, Accounts Payable, Bank Reconciliation, Finance, Loans, Microsoft Office
Education
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
Madison Area Technical College 2006 — 2008
Associate's Degree, Accounting
Steve Kleiss Steve Kleiss's Wegner CPAs Experience June 2009 - Present
Job Supervisor at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs June 2009 - Present
McGladrey October 2005 - December 2008
Town Bank June 2003 - April 2005
Capitol Bank May 1997 - June 2003
BMO Harris Bank, Formerly M&I - Madison Bank November 1992 - May 1997
Skills
Management Consulting, Banking, Auditing, Accounting, Tax, Financial Accounting, Microsoft Office, Tax Preparation
Education
Edgewood College 2005 — 2008
Master of Business Administration (MBA), Accounting
University of Wisconsin-Stevens Point 1986 — 1991
Bachelor's degree, Finance and English
Wegner CPAs June 2009 - Present
McGladrey October 2005 - December 2008
Town Bank June 2003 - April 2005
Capitol Bank May 1997 - June 2003
BMO Harris Bank, Formerly M&I - Madison Bank November 1992 - May 1997
Skills
Management Consulting, Banking, Auditing, Accounting, Tax, Financial Accounting, Microsoft Office, Tax Preparation
Education
Edgewood College 2005 — 2008
Master of Business Administration (MBA), Accounting
University of Wisconsin-Stevens Point 1986 — 1991
Bachelor's degree, Finance and English
Chantelle Vogt Chantelle Vogt's Wegner CPAs Experience January 2015 - Present
Job Staff Accountant at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs January 2015 - Present
ACD Distribution, LLC June 2012 - January 2015
Voluntary Income Tax Assistance (VITA) March 2012 - May 2012
Wingra Cafe (Edgewood College) August 2009 - May 2012
Mount Horeb Family Aquatic Center June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sage MAS500, Customer Service
Education
Edgewood College 2013 — 2014
Master's Degree, Accounting
Edgewood College 2009 — 2013
Bachelor of Science (BS), Accounting
Mount Horeb High School 2005 — 2009
Wegner CPAs January 2015 - Present
ACD Distribution, LLC June 2012 - January 2015
Voluntary Income Tax Assistance (VITA) March 2012 - May 2012
Wingra Cafe (Edgewood College) August 2009 - May 2012
Mount Horeb Family Aquatic Center June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sage MAS500, Customer Service
Education
Edgewood College 2013 — 2014
Master's Degree, Accounting
Edgewood College 2009 — 2013
Bachelor of Science (BS), Accounting
Mount Horeb High School 2005 — 2009
Melodi Bunting Melodi Bunting's Wegner CPAs Experience September 2014 - Present
Job Training and Career Development Manager
Industry Accounting
Experience
Wegner CPAs September 2014 - Present
Edgewood College September 2014 - Present
Edgewood College June 2011 - September 2014
Lakeland College May 1995 - May 2014
Edgewood College August 2007 - June 2011
Skills
Accounting, Financial Reporting, Higher Education, Teaching, Research, QuickBooks, Analysis, Microsoft Excel, Public Speaking, Budgets
Education
Bryant University
B.S, Accounting, Summa Cum Laude
Lakeland College
MBA
Wegner CPAs September 2014 - Present
Edgewood College September 2014 - Present
Edgewood College June 2011 - September 2014
Lakeland College May 1995 - May 2014
Edgewood College August 2007 - June 2011
Skills
Accounting, Financial Reporting, Higher Education, Teaching, Research, QuickBooks, Analysis, Microsoft Excel, Public Speaking, Budgets
Education
Bryant University
B.S, Accounting, Summa Cum Laude
Lakeland College
MBA
Kimberly Cantwell, CPA Kimberly Cantwell, CPA's Wegner CPAs Experience December 2010 - Present
Job Experienced Auditor and Graduate Student pursuing MS in Business Intelligence and Analytics
Industry Information Technology and Services
Experience
Wegner CPAs December 2010 - Present
Education
Saint Joseph's University 2014 — 2016
Master of Science (MS) (expected graduation May 2016), Business Intelligence & Analytics, 3.97/4.00 at the 50% completion point
Florida Atlantic University 2004 — 2008
BS, Accounting, Summa Cum Laude, 3.996
Wegner CPAs December 2010 - Present
Education
Saint Joseph's University 2014 — 2016
Master of Science (MS) (expected graduation May 2016), Business Intelligence & Analytics, 3.97/4.00 at the 50% completion point
Florida Atlantic University 2004 — 2008
BS, Accounting, Summa Cum Laude, 3.996
Nicholas Fahrney Nicholas Fahrney's Wegner CPAs Experience June 2015 - Present
Job Audit Intern at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs June 2015 - Present
CliftonLarsonAllen February 2015 - April 2015
Victor Allen's Coffee December 2012 - September 2014
Dorn True Value Hardware January 2014 - August 2014
Skills
Microsoft Office, Accounting, Microsoft Excel, Budgets, Customer Service, Microsoft Word, PowerPoint, Financial Reporting, Nonprofits, Event Planning, Outlook
Education
University of Wisconsin 2013 — 2017
The University of North Dakota 2012 — 2013
Bachelor's Degree, Commercial Aviation, 3.85/4.0
Wegner CPAs June 2015 - Present
CliftonLarsonAllen February 2015 - April 2015
Victor Allen's Coffee December 2012 - September 2014
Dorn True Value Hardware January 2014 - August 2014
Skills
Microsoft Office, Accounting, Microsoft Excel, Budgets, Customer Service, Microsoft Word, PowerPoint, Financial Reporting, Nonprofits, Event Planning, Outlook
Education
University of Wisconsin 2013 — 2017
The University of North Dakota 2012 — 2013
Bachelor's Degree, Commercial Aviation, 3.85/4.0
Amanda Stein Amanda Stein's Wegner CPAs Experience January 2015 - Present
Job Executive Administrative Assistant at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs January 2015 - Present
The Giving Tree Early Learning Academy April 2013 - January 2015
University of Wisconsin Department of Family Medicine October 2011 - May 2012
TASC (Total Administrative Services Corporation) December 2002 - September 2011
Skills
Customer Service, Microsoft Office, Team Building, Employee Benefits, Microsoft Excel, Benefits Administration
Education
Cardinal Stritch University
Bachelor's Degree, Business Administration and Management, General
University of Wisconsin-Whitewater
Wegner CPAs January 2015 - Present
The Giving Tree Early Learning Academy April 2013 - January 2015
University of Wisconsin Department of Family Medicine October 2011 - May 2012
TASC (Total Administrative Services Corporation) December 2002 - September 2011
Skills
Customer Service, Microsoft Office, Team Building, Employee Benefits, Microsoft Excel, Benefits Administration
Education
Cardinal Stritch University
Bachelor's Degree, Business Administration and Management, General
University of Wisconsin-Whitewater
Jolene Giese, CPA's Wegner CPAs Experience September 2015 - Present
Job Manager, Wegner CPAs, LLP
Industry Accounting
Experience
Wegner CPAs September 2015 - Present
BKD CPAs & Advisors January 2004 - July 2015
Skills
Auditing, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Accounting, Process Improvement, Budgets, Accounting, CPA, Financial Analysis, External Audit, QuickBooks, US GAAP, Revenue Recognition, General Ledger, Accounts Receivable, Nonprofits, Financial Audits, Journal Entries, Cash Flow, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Business Process..., Community Outreach, Construction, Real Estate, Government, Team Leadership, Microsoft Office, Quality Control, Quality Auditing, Social Media, Teamwork, Time Management
Education
Northern Illinois University 1998 — 2003
Masters, Accountancy
Horicon High School 1994 — 1998
Leading People Class
Wegner CPAs September 2015 - Present
BKD CPAs & Advisors January 2004 - July 2015
Skills
Auditing, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Accounting, Process Improvement, Budgets, Accounting, CPA, Financial Analysis, External Audit, QuickBooks, US GAAP, Revenue Recognition, General Ledger, Accounts Receivable, Nonprofits, Financial Audits, Journal Entries, Cash Flow, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Business Process..., Community Outreach, Construction, Real Estate, Government, Team Leadership, Microsoft Office, Quality Control, Quality Auditing, Social Media, Teamwork, Time Management
Education
Northern Illinois University 1998 — 2003
Masters, Accountancy
Horicon High School 1994 — 1998
Leading People Class
Alan Zoellner Alan Zoellner's Wegner CPAs Experience January 2008 - September 2012
Job CPA. Accounting Manager and 2016 MBA Candidate at the University of WisconsinMadison.
Industry Accounting
Experience
Journey Mental Health Center April 2015 - Present
Shared Medical Services February 2015 - March 2015
Access Community Health Centers October 2012 - February 2015
Wegner CPA's January 2008 - September 2012
Spectrum Brands June 2006 - January 2008
Skills
Microsoft Excel, Accounting, Auditing, Financial Reporting, Internal Controls, QuickBooks, Financial Analysis, Budgets, Finance, CPA, General Ledger, Financial Statements, GAAP, Tax, Process Improvement, Financial Accounting, Fixed Assets, Account Reconciliation, Variance Analysis
Education
University of Wisconsin-Madison 2013 — 2016
Master of Business Administration (MBA)
Edgewood College 2005 — 2008
B.S., Accounting
University of Wisconsin-Madison 2000 — 2003
BA, Economics
University of Wisconsin - Fond du Lac 1998 — 2000
Associates, Arts and Sciences
Journey Mental Health Center April 2015 - Present
Shared Medical Services February 2015 - March 2015
Access Community Health Centers October 2012 - February 2015
Wegner CPA's January 2008 - September 2012
Spectrum Brands June 2006 - January 2008
Skills
Microsoft Excel, Accounting, Auditing, Financial Reporting, Internal Controls, QuickBooks, Financial Analysis, Budgets, Finance, CPA, General Ledger, Financial Statements, GAAP, Tax, Process Improvement, Financial Accounting, Fixed Assets, Account Reconciliation, Variance Analysis
Education
University of Wisconsin-Madison 2013 — 2016
Master of Business Administration (MBA)
Edgewood College 2005 — 2008
B.S., Accounting
University of Wisconsin-Madison 2000 — 2003
BA, Economics
University of Wisconsin - Fond du Lac 1998 — 2000
Associates, Arts and Sciences
Britiany Cross's Wegner CPAs Experience June 2013 - Present
Job Supervisor: OnBoarding Project Management
Industry Accounting
Experience
Wegner CPAs June 2013 - Present
Baker Tilly Virchow Krause, LLP January 2011 - March 2013
Steve Brown Apartments January 2009 - December 2011
JT Packard November 2007 - December 2008
AnchorBank November 2006 - October 2007
Skills
Project Management, Software Implementation, Intacct, New Business Development, Strategic Planning, Best Practices, New Hire Training, Workflow Management, Third Party Integration, Accounts Receivable, Cloud Applications, Microsoft Office, Accounts Payable, Intacct Certified, Account Reconciliation, Cloud Computing, Journal Entries, Bill.com, Budget Process, Month End Close, Fixed Assets, Technology Savvy, Tax Preparation, Financial Reporting, Cash Management, Cash Flow Forecasting, Bank Reconciliation, Personal Financial..., Financial Analysis
Education
Herzing University-Madison 2010 — 2014
Bachelor's of Science of Business Management, Accounting
Edgewood College 2009 — 2010
Madison Area Technical College 2004 — 2006
Associates Degree, Finance
Wegner CPAs June 2013 - Present
Baker Tilly Virchow Krause, LLP January 2011 - March 2013
Steve Brown Apartments January 2009 - December 2011
JT Packard November 2007 - December 2008
AnchorBank November 2006 - October 2007
Skills
Project Management, Software Implementation, Intacct, New Business Development, Strategic Planning, Best Practices, New Hire Training, Workflow Management, Third Party Integration, Accounts Receivable, Cloud Applications, Microsoft Office, Accounts Payable, Intacct Certified, Account Reconciliation, Cloud Computing, Journal Entries, Bill.com, Budget Process, Month End Close, Fixed Assets, Technology Savvy, Tax Preparation, Financial Reporting, Cash Management, Cash Flow Forecasting, Bank Reconciliation, Personal Financial..., Financial Analysis
Education
Herzing University-Madison 2010 — 2014
Bachelor's of Science of Business Management, Accounting
Edgewood College 2009 — 2010
Madison Area Technical College 2004 — 2006
Associates Degree, Finance
Corinn Ploessl Corinn Ploessl's Wegner CPAs Experience January 2014 - Present
Job Young Professional Leader | Event Coordinator | Professional Services Marketer
Industry Marketing and Advertising
Experience
Wegner CPAs January 2014 - Present
Madison Magnet, Inc. January 2014 - Present
Education
University of Wisconsin-La Crosse 2006 — 2010
Bachelor of Science
Université de Caen Normandie 2009 — 2009
Wegner CPAs January 2014 - Present
Madison Magnet, Inc. January 2014 - Present
Education
University of Wisconsin-La Crosse 2006 — 2010
Bachelor of Science
Université de Caen Normandie 2009 — 2009
Alexandrea Finn Alexandrea Finn's Wegner CPAs Experience August 2015 - Present
Job Bookkeeper
Industry Accounting
Experience
Wegner CPAs August 2015 - Present
Stotlar & Stotlar CPA February 2015 - June 2015
Baker Tilly Search & Staffing May 2014 - February 2015
Fox Heritage January 2014 - May 2014
Madison Area Technical College August 2013 - January 2014
Weedman Lawn Care April 2013 - June 2013
YBM ECC September 2011 - September 2012
Office of Intercultural Affairs August 2007 - April 2011
Beloit College August 2009 - November 2010
Skills
Microsoft Office, English, Customer Service, PowerPoint, Foreign Languages, Able To Multi-task, Teaching English as a..., Microsoft Excel, Budget Management, Language Teaching, Typing, Human Resources, Barista Training, Accounts Payable, Accounting, QuickBooks, Filing, Mas 90, Lotus 123
Education
Madison Area Technical College 2013 — 2014
Associate's Degree, Accounting
Beloit College 2007 — 2011
Bachelor of Arts, Easts Asian Languages and Culture
国際教養大学 / Akita International University 2010 — 2010
Study Abroad
Wegner CPAs August 2015 - Present
Stotlar & Stotlar CPA February 2015 - June 2015
Baker Tilly Search & Staffing May 2014 - February 2015
Fox Heritage January 2014 - May 2014
Madison Area Technical College August 2013 - January 2014
Weedman Lawn Care April 2013 - June 2013
YBM ECC September 2011 - September 2012
Office of Intercultural Affairs August 2007 - April 2011
Beloit College August 2009 - November 2010
Skills
Microsoft Office, English, Customer Service, PowerPoint, Foreign Languages, Able To Multi-task, Teaching English as a..., Microsoft Excel, Budget Management, Language Teaching, Typing, Human Resources, Barista Training, Accounts Payable, Accounting, QuickBooks, Filing, Mas 90, Lotus 123
Education
Madison Area Technical College 2013 — 2014
Associate's Degree, Accounting
Beloit College 2007 — 2011
Bachelor of Arts, Easts Asian Languages and Culture
国際教養大学 / Akita International University 2010 — 2010
Study Abroad
Christin Biermeier Christin Biermeier's Wegner CPAs Experience September 2005 - Present
Job Marketing Communications Specialist
Industry Accounting
Experience
Wegner CPAs September 2005 - Present
Lucky Dog 2004 - 2005
Schreiber/Anderson Associates 2002 - 2004
Skills
Marketing, Social Media, Email Marketing, Marketing Communications, Social Media Marketing, Advertising, SEO, Adobe Creative Suite, QuarkXPress, Facebook, Microsoft Office, Web Development, Web Analytics, Event Planning, Graphic Design, Direct Mail, Brand Awareness, Brand Communication, Database Administration, Database Management
Education
University of Wisconsin-La Crosse 1998 — 2002
Bachelor of Science, Marketing & Spanish
Universidad Veracruzana 2001 — 2001
International Studies
Lake Mills High School 1994 — 1998
Wegner CPAs September 2005 - Present
Lucky Dog 2004 - 2005
Schreiber/Anderson Associates 2002 - 2004
Skills
Marketing, Social Media, Email Marketing, Marketing Communications, Social Media Marketing, Advertising, SEO, Adobe Creative Suite, QuarkXPress, Facebook, Microsoft Office, Web Development, Web Analytics, Event Planning, Graphic Design, Direct Mail, Brand Awareness, Brand Communication, Database Administration, Database Management
Education
University of Wisconsin-La Crosse 1998 — 2002
Bachelor of Science, Marketing & Spanish
Universidad Veracruzana 2001 — 2001
International Studies
Lake Mills High School 1994 — 1998
Nathan Sterkel Nathan Sterkel's Wegner CPAs Experience January 2013 - Present
Job Accounting student at Madison Area Technical College
Industry Accounting
Experience
Wegner CPAs January 2013 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork
Education
Madison Area Technical College 2010 — 2013
Associate of Science (A.S.)-May 2013, Accounting
Wegner CPAs January 2013 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork
Education
Madison Area Technical College 2010 — 2013
Associate of Science (A.S.)-May 2013, Accounting
Katie Daniel Katie Daniel's Wegner CPAs Experience September 2012 - Present
Job Staff Accountant at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs September 2012 - Present
CUNA Mutual Group October 2011 - August 2012
Bare Escentuals August 2011 - March 2012
NEI Global Relocation August 2010 - July 2011
Sephora November 2009 - August 2010
Iowa State University Center for Online Learning January 2007 - August 2009
Skills
Customer Service, Budgets, Accounting, Finance, Account Reconciliation, Tax, QuickBooks
Education
Stetson University 2011 — 2012
Master of Accountancy
Iowa State University 2006 — 2009
Bachelor of Science, Accounting
Wegner CPAs September 2012 - Present
CUNA Mutual Group October 2011 - August 2012
Bare Escentuals August 2011 - March 2012
NEI Global Relocation August 2010 - July 2011
Sephora November 2009 - August 2010
Iowa State University Center for Online Learning January 2007 - August 2009
Skills
Customer Service, Budgets, Accounting, Finance, Account Reconciliation, Tax, QuickBooks
Education
Stetson University 2011 — 2012
Master of Accountancy
Iowa State University 2006 — 2009
Bachelor of Science, Accounting
David Trummer David Trummer's Wegner CPAs Experience January 1994 - January 1999
Job Assistant Controler at Wisconsin Alumni Research Foundation
Industry Nonprofit Organization Management
Experience
Wisconsin Alumni Research Foundation October 2004 - Present
Strategic Solutions - Forepoint January 1999 - September 2004
Wegner CPAs January 1994 - January 1999
Houghton, Taplick, CPA's December 1978 - December 1993
Skills
Licensing, Microsoft Office, Contract Negotiation, Strategic Planning, Biotechnology, Project Management, Product Development, Patents, Intellectual Property, Research, Market Research, Human Resources, Management, Lifesciences, Business Development, Change Management, Business Strategy, Social Media, Nonprofits, Budgets, Data Analysis, Accounting
Education
Upper Iowa University 2010 — 2013
Bachelor of Science (BS), Accounting
Madison Area Technical College 1976 — 1978
Associate's degree, Accounting
Wisconsin Alumni Research Foundation October 2004 - Present
Strategic Solutions - Forepoint January 1999 - September 2004
Wegner CPAs January 1994 - January 1999
Houghton, Taplick, CPA's December 1978 - December 1993
Skills
Licensing, Microsoft Office, Contract Negotiation, Strategic Planning, Biotechnology, Project Management, Product Development, Patents, Intellectual Property, Research, Market Research, Human Resources, Management, Lifesciences, Business Development, Change Management, Business Strategy, Social Media, Nonprofits, Budgets, Data Analysis, Accounting
Education
Upper Iowa University 2010 — 2013
Bachelor of Science (BS), Accounting
Madison Area Technical College 1976 — 1978
Associate's degree, Accounting
Yigit Uctum, CPA, CFE, MBA Yigit Uctum, CPA, CFE, MBA's Wegner CPAs Experience January 2005 - Present
Job Senior Manager at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs January 2005 - Present
Skills
Accounting, Auditing, Certified Fraud Examiner, Non-profits, Non-profit Consulting, IRS Form 990, Management Consulting, Nonprofits, Assurance, GAAP, Process Improvement, Tax Preparation, Financial Reporting, Internal Controls, Policy, Financial Accounting, Managerial Finance, Financial Statements, CPA, Tax, Financial Analysis, Finance
Education
Iowa State University - College of Business 2003 — 2004
Master of Accounting, Accounting
Iowa State University - College of Business 2001 — 2003
MBA, Finance
Iowa State University - College of Business 1996 — 2000
Bachelor of Science, Finance and Marketing
isik lisesi
Wegner CPAs January 2005 - Present
Skills
Accounting, Auditing, Certified Fraud Examiner, Non-profits, Non-profit Consulting, IRS Form 990, Management Consulting, Nonprofits, Assurance, GAAP, Process Improvement, Tax Preparation, Financial Reporting, Internal Controls, Policy, Financial Accounting, Managerial Finance, Financial Statements, CPA, Tax, Financial Analysis, Finance
Education
Iowa State University - College of Business 2003 — 2004
Master of Accounting, Accounting
Iowa State University - College of Business 2001 — 2003
MBA, Finance
Iowa State University - College of Business 1996 — 2000
Bachelor of Science, Finance and Marketing
isik lisesi
Justine Haumersen Justine Haumersen's Wegner CPAs Experience May 2011 - August 2011
Job Young Professional Leader | Event Coordinator | Professional Services Marketer
Industry Marketing and Advertising
Experience
University of Wisconsin-Madison August 2014 - Present
Metcalfe's Market February 2014 - Present
MillerCoors May 2012 - March 2014
TDS Telecommunications Corp. June 2013 - December 2013
The Buckle July 2012 - June 2013
Wegner CPAs May 2011 - August 2011
Skills
Customer Service, Marketing, Marketing Strategy, Advertising, Team Leadership, Visual Merchandising, Market Research, Event Management, Marketing Communications, Trade Shows, Event Planning, Business Strategy, Brand Management, Consumer Behaviour, Consumer Behavior, Excel, Microsoft Office, Promotions, Seminar Marketing, Team Involvement, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Dreamweaver, After Effects
Education
Edgewood College 2008 — 2012
Bachelor of Science, Business Marketing
University of Wisconsin-Madison August 2014 - Present
Metcalfe's Market February 2014 - Present
MillerCoors May 2012 - March 2014
TDS Telecommunications Corp. June 2013 - December 2013
The Buckle July 2012 - June 2013
Wegner CPAs May 2011 - August 2011
Skills
Customer Service, Marketing, Marketing Strategy, Advertising, Team Leadership, Visual Merchandising, Market Research, Event Management, Marketing Communications, Trade Shows, Event Planning, Business Strategy, Brand Management, Consumer Behaviour, Consumer Behavior, Excel, Microsoft Office, Promotions, Seminar Marketing, Team Involvement, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Dreamweaver, After Effects
Education
Edgewood College 2008 — 2012
Bachelor of Science, Business Marketing
Sarah Bloom-Gustafson's Wegner CPAs Experience February 2012 - Present
Job Motivated young professional and passionate pitbull advocate
Industry Financial Services
Experience
Wegner CPAs February 2012 - Present
Hill, Glowacki, Jaeger & Hughes December 2008 - January 2012
Schuster Law Offices September 2007 - December 2010
Skills
Master Scheduling, Team Facilitation, Event Planning, Organizational..., Document Review, Proposal Support, Newsletter Production, Legal Research, Legal Writing, PowerPoint, Presentation Development, Personnel Support, Microsoft Excel, Outlook, Adobe Acrobat, Constant Contact, Microsoft Office, Litigation
Education
Capella University 2015 — 2017
Bachelor’s Degree, Business Administration-Project Management
Globe University 2005 — 2007
Associate's degree, Paralegal
Wegner CPAs February 2012 - Present
Hill, Glowacki, Jaeger & Hughes December 2008 - January 2012
Schuster Law Offices September 2007 - December 2010
Skills
Master Scheduling, Team Facilitation, Event Planning, Organizational..., Document Review, Proposal Support, Newsletter Production, Legal Research, Legal Writing, PowerPoint, Presentation Development, Personnel Support, Microsoft Excel, Outlook, Adobe Acrobat, Constant Contact, Microsoft Office, Litigation
Education
Capella University 2015 — 2017
Bachelor’s Degree, Business Administration-Project Management
Globe University 2005 — 2007
Associate's degree, Paralegal
Kari Nichols's Wegner CPAs Experience May 2013 - Present
Job Human Resource Manager
Industry Accounting
Experience
Wegner CPAs May 2013 - Present
Gorman & Company April 2010 - April 2013
Holt-Smith Advisors, Inc. July 2002 - December 2008
Skills
Human Resources, Management, Recruiting, Talent Acquisition, Customer Service, Leadership, Benefits Administration, Employee Relations, Employee Training, Onboarding, Legal Compliance, Performance Appraisal, Performance Management, Microsoft Office
Education
Cardinal Stritch University 2002 — 2005
MBA, Business Management
UW-Whitewater 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Wegner CPAs May 2013 - Present
Gorman & Company April 2010 - April 2013
Holt-Smith Advisors, Inc. July 2002 - December 2008
Skills
Human Resources, Management, Recruiting, Talent Acquisition, Customer Service, Leadership, Benefits Administration, Employee Relations, Employee Training, Onboarding, Legal Compliance, Performance Appraisal, Performance Management, Microsoft Office
Education
Cardinal Stritch University 2002 — 2005
MBA, Business Management
UW-Whitewater 1987 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Audrey Griffin's Wegner CPAs Experience September 2012 - Present
Job Coop Team Supervisor at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs September 2012 - Present
Jones and Kolb September 2010 - September 2012
Garrett, Stephens, Thomas and Fazio, PC May 2009 - May 2010
Wegner CPAs December 2006 - April 2009
The Nature Conservancy September 2005 - July 2006
Infra Metals 2004 - 2005
Gifford, Hillegass and Ingwersen, PC 2001 - 2004
Skills
French, Finance, Small Business, Financial Analysis, Research, Microsoft Excel, Tax Returns, Tax Preparation, Tax, Microsoft Office, GAAP, Corporate Tax, Accounting, Auditing, CPA, Financial Statements, Customer Service, Tax Accounting, Nonprofits, PowerPoint, Tax Research, General Ledger, S Corporations, Event Planning, Spanish, Income Tax, Bookkeeping, Assurance, Budgets, Outlook, Sales Tax, Financial Audits, QuickBooks, Sarbanes-Oxley Act, Management, Accounts Payable, Microsoft Word, Banking, US GAAP, Partnership Taxation, Financial Reporting
Education
University of Wisconsin-Madison 2005 — 2006
Graduate Certificate of Professional French Studies, French and Business
University of Georgia - Terry College of Business 1995 — 2000
BA and BBA, French and Accounting
The University of Georgia 1994 — 2000
Bachelor of Business Administration (BBA), Accounting
Wegner CPAs September 2012 - Present
Jones and Kolb September 2010 - September 2012
Garrett, Stephens, Thomas and Fazio, PC May 2009 - May 2010
Wegner CPAs December 2006 - April 2009
The Nature Conservancy September 2005 - July 2006
Infra Metals 2004 - 2005
Gifford, Hillegass and Ingwersen, PC 2001 - 2004
Skills
French, Finance, Small Business, Financial Analysis, Research, Microsoft Excel, Tax Returns, Tax Preparation, Tax, Microsoft Office, GAAP, Corporate Tax, Accounting, Auditing, CPA, Financial Statements, Customer Service, Tax Accounting, Nonprofits, PowerPoint, Tax Research, General Ledger, S Corporations, Event Planning, Spanish, Income Tax, Bookkeeping, Assurance, Budgets, Outlook, Sales Tax, Financial Audits, QuickBooks, Sarbanes-Oxley Act, Management, Accounts Payable, Microsoft Word, Banking, US GAAP, Partnership Taxation, Financial Reporting
Education
University of Wisconsin-Madison 2005 — 2006
Graduate Certificate of Professional French Studies, French and Business
University of Georgia - Terry College of Business 1995 — 2000
BA and BBA, French and Accounting
The University of Georgia 1994 — 2000
Bachelor of Business Administration (BBA), Accounting
yingying Yuan's Wegner CPAs Experience June 2014 - Present
Job Senior Accountant at Wegner CPAs
Industry Accounting
Experience
Wegner CPAs June 2014 - Present
Tang & Lee, LLP January 2011 - September 2013
Skills
Financial Statements, Accounting, QuickBooks, Account Reconciliation, Tax, Financial Accounting, Auditing, Financial Analysis, US GAAP, Microsoft Excel, Strategic Financial..., Forecasting, Access, Budgets, Caseware, Lacerte, AME, ATB, Engagement
Education
Renmin University of China
Master of Economics
San Francisco State University
Master of Accountancy
Wegner CPAs June 2014 - Present
Tang & Lee, LLP January 2011 - September 2013
Skills
Financial Statements, Accounting, QuickBooks, Account Reconciliation, Tax, Financial Accounting, Auditing, Financial Analysis, US GAAP, Microsoft Excel, Strategic Financial..., Forecasting, Access, Budgets, Caseware, Lacerte, AME, ATB, Engagement
Education
Renmin University of China
Master of Economics
San Francisco State University
Master of Accountancy