Lead Client Controller
Katie studied business for one year at the University of Wisconsin Oshkosh, then transferred back to her hometown of Milwaukee, earning her Associates degree in Accounting at the Milwaukee Area Technical College. She started as the receptionist for a small public accounting firm in Glendale, WI while she finished earning her degree. Upon graduation, she was promoted to an accounting/bookkeeper position with the company where she gained experience with small business bookkeeping, payroll, and general knowledge of how small businesses operate. From there she further explored the small business accounting world where she took on the entire human resources and bookkeeping duties for a Wisconsin restaurant chain. Katie specializes in restaurant and retail accounting, loving the fact that no two days are ever the same. During her time with the restaurant chain, Katie created and implemented a cloud-based customer order entry system that integrated with Quickbooks. Katie is Quickbooks Certified. Katie enjoys her volunteer work with adults with special needs that she has been a part of for over 10 years. She also has a huge passion for health and fitness. Katie currently resides in Milwaukee, WI with her husband Oscar and her three children.