Profile
Jamie has more than 13 years of accounting and auditing experience. Jamie is extensively involved in not-for-profit audits, reviews and consulting, as well as other areas of service including housing projects, and employee benefit plan auditing. She specializes in providing services to not-for-profit clients, including those subject to Government Auditing Standards, Uniform Guidance audit requirements and the State Single Audit Guidelines. She also specializes in providing tax preparation and consulting on IRS Form 990, unrelated business income tax issues and Wisconsin not-for-profit filing requirements. Jamie serves as a finance committee member for a local not-for-profit.
Education
- Minnesota State University, Mankato – Bachelor of Science in Accounting
- Relevant Continuing Professional Education
- AICPA National Government and Not-for-Profit Training Program
- Understanding Non-Profit Tax and Form 990 Issues
- Advanced Audit Training
- Understanding and Testing Internal Controls
- Top Issues in Non-Profits
- AICPA Employee Benefit Plan Conference
Industry Involvement
- AICPA – American Institute of Certified Public Accountants
- WICPA – Wisconsin Institute of Certified Public Accountants
- AICPA Not-for-Profit Certificate II
Community Involvement
- Girls on the Run of Northeast Wisconsin, Inc. — Finance Committee Member
Personal Interest
Outside of work Jamie enjoys spending time with her husband and two young daughters playing outside, working in her ever expanding garden, grilling and working out. When the weather turns cold she enjoys reading a good book or baking.