Our Team Members

(419) 756-3211 ext. 1129

[email protected]

Professional Experience

• Accounting and financial statement preparation services.
• Both internal and external auditing experience, including employee benefit plans.
• SOX 404 implementation and testing.

Education

• B.A. Management with Accounting Focus- Wittenberg University.
• Masters of Accounting- The Ohio State University.

Professional Certification

• Certified Public Accountant.

Professional Memberships

• Ohio Society of Certified Public Accountants.
• American Institute of Certified Public Accountants.

(419) 756-3211 ext. 1139

[email protected]

Professional Experience

• 10 years public accounting experience.
• Accounting and financial statement preparation services.
• Auditing of closely held corporations and employee benefit plans.
• Corporate and individual tax planning and preparation.
• Consulting with new and existing businesses on accounting procedures and software implementation.
• CFO and controllership services.

Education

• B.S. Business Administration, Accounting -The Ohio State University.

Professional Certifications

• Certified Public Accountant

Professional Memberships

• Ohio Society of Certified Public Accountants.
• American Institute of Certified Public Accountants.

 (419) 756-3211 ext. 1136

 [email protected]

Professional Experience

• Accounting and financial statement preparation for businesses and not for profit entities.
• Tax return preparation and projections for individuals, all business entity types, trusts and estates.
• Consulting with new and existing businesses on accounting procedures and software implementation.

Education

• B.S. Business Administration, Accounting and Finance – Bowling Green State University

Professional Certifications

• Certified Public Accountant

Professional Memberships

• Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants

Responsibilities

• Accounting and financial statement preparation for businesses and not for profit entities
• Tax return preparation and projections for individuals, all business entity types, trusts and estates
• Consulting with new and existing businesses on accounting procedures and software implementation

 (419) 756-3211 ext. 1123

 [email protected]

Education

• Bachelor of Fine Arts in Art Education, Bowling Green State University
• Master of Science in Accounting, Franklin University

Professional Certifications

• Certified Public Accountant

Professional Memberships

• Ohio Society of Certified Public Accountants
• American Institute of Certified Public Accountants

Responsibilities

• Corporate, partnership, not for profit entities, and individual tax return preparation
• Accounting and financial statement preparation
• Assurance experience: audits, including employee benefit plan audits, reviews, compilations, and agreed‐upon procedures
• Cash flow & budgeting analysis and Financial forecast & projections

(419) 756-3211 ext. 1149

[email protected]

Responsibilities

• Prepares corporate and partnership tax returns.
• Accounting and financial statement preparation services.
• Prepares individual tax returns.

Education

• Bachelor of Fine Arts, Michigan State University

Professional Certifications

• Certified Public Accountant

 Professional Memberships

• Ohio Society of Certified Public Accountants

(419) 756-3211 ext. 1126

[email protected]

Education

• BS, Business Administration, Accounting, Miami University.

Professional Certifications

• Certified Public Accountant
• Registered Investment Advisor

Professional Memberships

• Ohio Society of Certified Public Accountants.
• American Institute of Certified Public Accountants.

(419) 756-3211 ext. 1128

[email protected]

Professional Experience

• Client emphasis on construction, manufacturing and not-for-profit industries.
• Advisory Board position with multiple clients.
• Owned multiple companies from start-up to eventual sale.
• Previous work includes: Internal Audit–Bank One Corporation; External Audit–Coopers & Lybrand (NKA PricewaterhouseCoopers).

Education

• BA, Business Administration with Accounting emphasis, Wittenberg University.

Professional Certifications

• Certified Public Accountant
• Registered Investment Advisor

Professional Memberships

• Ohio Society of Certified Public Accountants.
• American Institute of Certified Public Accountants.

Other Activities

• Board Member, Wynford Local School District Board of Education.
• Past Board Director, North Central Chapter of OSCPA’s.
• Board Member, Crawford Development Board, Inc.
• Telethon Guest host, Rehab Services of North Central Ohio.
• Volunteer Assistant Football Coach Wynford High School.

(419) 756-3211, ext. 1150

[email protected]

Professional Experience

• 20+ years in accounting

Education

• Bachelor of Science Degree, English Education, Bowling Green State University
• Bachelor of Arts Degree, Business Administration, Mount Vernon Nazarene University

Responsibilities

• Monthly bookkeeping and account analysis services
• Accounting and financial statement preparation services
• Individual and Corporate Tax preparation

[email protected]

Professional Experience

• 30+ years public accounting experience

Education

• Associate’s Degree in Accounting – North Central State College

Professional Certifications

• Enrolled Agent

Responsibilities

• Specializes in taxes – individual, corporate and payroll
• Proficient in Quickbooks
• Proficient in Peachtree
• Payroll processing and systems implementation
• Tax projections

Other Activities

• Volunteer at Berean Baptist Church – Children’s Ministry, Youth Group and Mission Board
• Volunteer with Samaritan’s Purse
• Past Treasurer of Girl Scouts of Heritage Trails
• Past Treasurer of Clear Fork Swim Club
• Former Girl Scout leader

[email protected]

Education

• B.S., Accounting – Franklin University

Responsibilities

• Prepares corporate, partnership, and trust tax returns
• Accounting and financial statement preparation services
• Prepares individual tax returns and projections
• Provides monthly bookkeeping services

(419) 756-3211, ext. 1309

[email protected]

Education

• Bachelor of Science Degree, Business Administration, Finance, Ohio State University

Responsibilities

• Prepares corporate, partnership, and non-profit tax returns
• Accounting and financial statement preparation services
• Individual tax return preparation and projections
• Provides monthly bookkeeping services

Other Activities

• Assistant Treasurer, Lexington Athletic Boosters Club

(419) 756-3211, ext. 1155

[email protected]

Professional Experience

• 20+ years retail accounting
• 20+ years real estate management

Education

• Bachelor of Science Degree in Business Administration

Responsibilities

• Prepares corporate, partnership, and trust tax returns
• Financial Statement preparation services
• External auditing, including employee benefit plans
• Prepares individual tax return and projections
• Provides monthly bookkeeping services

(419) 756-3211, ext. 1132

[email protected]

Education

• Bachelor of Science Degree, Accounting, Shawnee State University

Responsibilities

• Prepares corporate, partnership, and individual tax returns
• Accounting and financial statement preparation services
• Provides monthly bookkeeping services
• External auditing

(419) 756-3211, ext. 1144

[email protected]

Professional Experience

• 30+ years public accounting experience

Education

• Associate Degree, Accounting, North Central State College

Responsibilities

• Prepares corporate, partnership, and individual tax returns
• Prepares individual tax projections
• Provides monthly bookkeeping and account analysis services
• Financial Statement preparation
• Provides QuickBooks and other accounting support to clients
• Payroll tax return preparation

(419) 756-3211, ext. 1138

[email protected]

Professional Experience

• 15+ years accounting experience

Education

• Bachelor of Science Degree in Business Administration from Ohio State University

Responsibilities

• Monthly bookkeeping and account analysis services
• Financial Statement preparation services
• Individual tax return and tax projection preparation
• Corporate and partnership tax return preparation
• Payroll tax return preparation
• Quickbooks support for clients

(419) 756-3211 ext 1145

[email protected]

Responsibilities

• Monthly bookkeeping and account analysis services
• Individual income tax return preparation
• Financial statement preparation
• Accounts receivable services
• Payroll tax return preparation

Education

• B.A. Business Administration – Mt. Vernon Nazarene University
• M.B.A. Business Administration – University of Phoenix

(419) 756-3211 ext. 1148

[email protected]

Responsibilities

• Prepares corporate, partnership, and trust tax returns
• Financial Statement preparation services.
• External auditing, including employee benefit plans.
• Prepares individual tax returns and projections.
• Provides monthly bookkeeping services

Education

• B.S., Corporate Finance – Ohio Dominican University
• B.S., Business Administration – Ohio Dominican University

[email protected]

Professional Experience

• 20+ years of IT consulting & management experience in manufacturing, financial, and medical organizations

Education

• The Ohio State University – Mansfield
• North Central State College

Responsibilities

• Manage IT resources for all firm locations
• Consult with clients and provide support for IT-related issues

(419) 756-3211 ext. 1122

[email protected]

[email protected]

Professional Experience

• Providing Professional Client Care for KM&M for 7 years

Responsibilities

• Focuses on client relations, greeting clients in person and over the phone
• Assists with processing client tax returns and financial statements
• Assists with administrative tasks within the office, including supply ordering and mail distribution

Other Activities

• Vice President of the Richland County Children’s Auxiliary-The New Store

[email protected]

Professional Experience

• 20+ years at KM&M CPAs

Education

• Associate of Applied Business in Office Administration – Bowling Green State University

Professional Certifications

• Notary Public

Responsibilities

• Supervisor of front office
• Client
• Coordinator of client communications
• Process tax information and client documents

Other Activities

• Fiscal Officer (Franklin Township, Richland County)
• Girl Scout Leader
• Boy Scout Leader
• Director of the Richland County Girl Scout Day Camp
• Board Member of the Union Baseball Athletic League