Brian Setzler

Experience

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  Arthur Andersen

  Jan 1986 - Jan 1988

  CPA
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  PwC

  Jan 1989 - Jan 1990

  Associate Accountant

  Staff accountant in the audit division.

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  LaCie

  Jan 1990 - Jan 1991

  Contract Controller

  In charge of accounting and reporting during phase of rapid growth and the sale of business to outside investors.

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  Puttman & Company

  Jan 1991 - Jan 1993

  Senior Staff Accountant
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  ASPIRE Stop Smoking Program

  Jan 1993 - Dec 1999

  CEO

  Strategic leader for this innovative addiction treatment program operated through 24 major medical centers throughout the NW.

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  Environmental Paper & Print

  Oct 2001 - Oct 2004

  Account Rep.

  Print broker handling complex print, mailing, data and bindery projects for my customers. Top sales person at the company. Also helped owner with marketing, systems improvements and a variety of other profitable innovations.

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  Market Driven Automotive

  Jan 2006 - Jan 2007

  Controller

  Controller for start-up, high end dealer. First professional controller. Established systems and internal controls. Implemented computerized car accounting system and intergrated general ledger.

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  Puttman & Teague, LLP

  May 2007 - Oct 2008

  Senior Business Consultant

  Senior Business Consultant, strategic planning, accounting system design and improvement, taxes, financial analysis, business and profit improvements.

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  Pinchot University

  Sept 2008 - Jun 2012

  Associate Faculty

  Faculty member in accounting and finance instructing MBA students at the leading MBA in Sustainable Business program.

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  TriLibrium

  Oct 2008 - Oct 2016

  TriLibrium Wealth Management is a full-service, relationship-based financial service firm focusing on coordinated business, estate, retirement, investment and tax planning, wealth accumulation and asset protection. Holistic financial planning to help you,your family, and your business prepare for a secure financial future. This business compliments TriLibrium's tax and accounting work and was required to be a separate entity due to regulatory requirements. TriLibrium Wealth Management serves TriLibrium customers as well as those who are not customers of our tax and accounting practice. Show less

  • President and Founder

    Jan 2011 - Oct 2016

  • President and Founder

    Oct 2008 - Oct 2016
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  Cross Financial

  Oct 2016 - Mar 2017

  Director of Culture / CPA

  I am a member of the senior leadership team at www.BGOCPAs.com where we have nearly 30 professionals to serve the accounting, tax, and business/financial needs of our diverse customer base. Our firm provides everything from audits, reviews, and compilations to valuations, M&A support, bookkeeping, payroll, business planning, estates and trusts, and more. We are a full service firm and I'm here to help.

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  FIDUCIAL

  Jan 2020 - Jul 2020

  Area Manager

  CPA - Tax, business and sustainability expert. Northwest Area manager for Fiducial, a full service tax and accounting advisory firm with offices throughout the US.

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  Brian Setzler CPA, LLC

  Jul 2020 - Jan 2024

  CFO for Hire

  CPA/CFO services for your small/medium size business. Hire a tax, accounting and financial expert on a fractional basis to help you improve your business performance. I work remotely and can help your business regardless of your location.

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  Self-Employed

  Aug 2020 - Dec 2022

  Local CPA - Tax, business, and sustainablity expert

  Independent CPA with tax, business, and sustainability expertise focused on holistic planning and generating stakeholder value. I work exclusively with local businesses and non-profits.

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  Taskar Kibbee & Associates, P.C.

  Jan 2023 - Dec 2023

  Associate

  Worked as senior-level tax preparer and reviewer on business, individual and not-for-profit returns. Provided business and QuickBooks advisory services.

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  Conover Tax & Accounting

  Jan 2024 - now

  Tax Manager