
Timeline
About me
CPA; Owner at Step By Step Accounting; Top 100 QuickBooks ProAdvisor 2024; Top 25 Women in Business 2024; Speaker; Wife; Mom; Singer
Education

North dakota state university
2008 - 2012Double major in accounting and business administration business administration and management, general 3.892/4.00 magna cum laudeActivities and Societies: Masters of Success, Legacy, Leaderquest, Entrepreneurs of NDSU, Gold Star Marching Band
Experience

Thrivent
Jun 2009 - Aug 2009Financial services intern
Fresh perspective cleaning services
Apr 2010 - Sept 2011Owner• Showed initiative by coordinating business operations, communicating with over 15 clients, marketing, scheduling and training for 2 employees and providing quality service• Learned how to perform financial responsibilities such as keeping accounting records, paying employees, calculating taxes and reinvesting earned income using Quickbooks

Boulay
Jan 2012 - Mar 2012Audit intern
Eide bailly llp
Jun 2012 - Aug 2012Audit intern• Audited cash, bank reconciliations, accounts payable, accounts receivable, property, equity, revenue and expenses to ensure proper recording

Boulay
Jan 2013 - May 2014Audit associate• Prepared Federal and State tax filings for personal and business (S-corps and LLC) clients• Examined income statements, balance sheets and cash flow statements to ensure accuracy and accordance with United States Generally Accepted Accounting Principles (GAAP)• Proposed and entered journal entries to correctly reflect current period activities• Multi-tasked in a fast paced environment during 3 busy seasons to deliver results to clients

Ingles petrolina
Jun 2014 - Nov 2016Owner and english professorWhile living abroad temporarily with my husband, I started Ingles Petrolina - the place where students and professionals turned to learn how to effectively improve their English speaking abilities and increase their career potential in Brazil. I specialized in business and professional English as well as international business customs.• Created meaningful lesson plans for 40+ students to engage and motivate them according to their goals (including business, professional, tourism and medical objectives)• Taught effective group and private lessons to beginning, intermediate and advanced students from age 2 to adult with a focus on conversation Show less

Focus property managment
Dec 2016 - Feb 2020Director of accounting• Produced monthly and yearly financial reports for 15 entities and two high net worth individuals • Controlled over $1M annually in both accounts receivable and accounts payable • Performed bank reconciliations, accrual and depreciation calculations, and make journal entries• Managed 11 commercial buildings throughout Fargo, West Fargo and Moorhead by coordinating with a large team of owners, board members, bankers, insurance agents, real estate agents, inspectors and vendors • Communicated with tenants regarding repairs, maintenance issues, lease payments and Common Area Maintenance (CAM) expense reconciliations Show less

Step by step accounting
Feb 2020 - nowOwnerAs the owner of Step By Step Accounting I am passionate about helping small business owners understand their financial position and use that information to create positive change in their companies. I specialize in managerial accounting, which means that I care most about the value of timely financial information to the owner of the company. I work with financial statement preparation, accounts payable, accounts receivable, payroll, cash flow forecasting, budgeting, and even in Fractional CFO roles. If you want to sleep better at night without worrying if you will be able to make the next payroll or want to not be stressed on March 15th trying to do all of last year's bookkeeping in one massive effort for your tax preparer by April 15th, I can help! I approach all client relationships as a financial teacher and coach. I provide accountability and positive growth-oriented solutions through daily, weekly and monthly client contacts. Lastly, I am purpose driven in my belief that the bottom lines of small businesses are not just numbers on profit and loss statements. They are the foundations for the strength of individuals, marriages, families and communities. Show less
Licenses & Certifications

Certified public accountant
North dakota state board of accountancyJul 2017
Certified public accountant
Minnesota board of accountingApr 2014- View certificate

Quickbooks certification
IntuitJul 2019
Languages
- enEnglish
- poPortuguese
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