Our Team Members

Partners

George Andress

George Andress

Partner

Employee since 2009

Bio
Derek Fike

Derek Fike

Partner

Employee since 2005

Bio
Rick Kleshinski

Rick Kleshinski

Partner

Employee since 1983

Bio
Larry Morrison

Larry Morrison

Partner

Employee since 1982

Bio

CPAs

Kelly Coley

Kelly Coley

CPA

Employee since 2008

Bio

 (419) 756-3211 ext. 1136

 KellyC@kmmcpas.com

 

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
Darren Heuss

Darren Heuss

CPA

Employee since 2013

Bio

(419) 756-3211 ext. 1133

darren@kmmcpas.com

 

Professional Experience

  • Corporate and individual tax planning and preparation
  • Accounting and financial statement preparation services
  • Both internal and external auditing experience
  • Previous work includes: Tax Manager – GBQ Partners, LLC

Education

  • B.S. Business Administration, Accounting & Finance – The Ohio State University

Professional Certifications

  • Certified Public Accountant

Professional Memberships

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

Responsibilities

  • Tax and business advisory services for individuals and all business entity types, trusts and estates
Jon Haught

Jon Haught

CPA

Employee since 2015

Bio

(419) 756-3211 ext. 1127

jon@kmmcpas.com

Professional Experience

  • Kleshinski, Morrison and Morris, LLP (5+ years)
  • Norman, Jones, Enlow & Co. (2.5 years) 

Education

  • B.S., Accounting – Ohio Dominican University
  • MBA, Accounting Focus – Ohio Dominican University

Professional Certifications

  • Certified Public Accountant

Professional Memberships

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

Responsibilities

  • Audits, Reviews and Compilations of Financial Statements
  • Audits of Employee Benefit Plans
  • Agreed-Upon Procedures
  • Preparation of Business Tax Returns (1120, 1120S, 1065, 990)
  • Preparation of Individual Tax Returns (1040)
  • Responsible for firm 1094-B/1095-B & 1094-C/1095-C under the Affordable Care Act
Bethany Whatman

Bethany Whatman

CPA

Employee since 2015

Bio

(419) 756-3211 ext. 1132

bethany@kmmcpas.com

Professional Experience

  • Accounting and financial statement preparation for businesses
  • Tax return preparation and projections for individuals and all business entity types

Education

  • B.A. in Accounting – Capital University
  • B.A. in Leadership & Management – Capital University

Professional Certifications

  • Certified Public Account

Professional Memberships

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

Responsibilities

  • Monthly bookkeeping services for clients
  • Preparing individual, business, and trust tax returns
  • Preparing and filing various business filings required for clients such as sales tax, CAT returns, etc.
  • Resolve IRS notices
  • Perform compilations and review engagements

 

    Julie Tobias

    Julie Tobias

    CPA

    Employee since 2017

    Bio

     (419) 756-3211 ext. 1123

     jtobias@kmmcpas.com

    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

     

    Jillian Zadeh

    Jillian Zadeh

    CPA

    Employee since 2017

    Bio

    (419) 756-3211 ext. 1146

    jillian@kmmcpas.com

    Professional Experience

    • KM&M – CPA (2018 – present)
    • KM&M – Staff Accountant (2017 – 2018)
    • D. Hoag & Associates – Office Manager (2008 – 2015)

    Education

    • MS in Accounting – Southern New Hampshire University (2016)
    • Bachelor of Arts – University of Pittsburgh (2008)

     Professional Certifications

      • Certified Public Accountant

      Professional Memberships

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

      Responsibilities

      • Corporate, partnership, trust, nonprofit, & individual tax preparation
      • Preparation of compilation, review and audit financial statements
      • For profit and nonprofit audits
      • Tax planning
      • Tax projections

      Other Activities

      • Treasurer, Eagle Creek Homeowner Association

      Admin

      Emmalea Brinker

      Emmalea Brinker

      Administration

      Employee since 2020

      Bio
      (419) 756-3211 ext. 1122

      emmalea@kmmcpas.com

      Matt Boehm

      Matt Boehm

      Information Technology

      Employee since 2019

      Bio

      (419) 756-3211 ext. 1147

      matt@kmmcpas.com

      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
      Jill Cluff

      Jill Cluff

      Administration

      Employee since 2014

      Bio

      (419) 756-3211 ext. 1121

      jillc@kmmcpas.com

      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
      Jennifer Washburn

      Jennifer Washburn

      Administration

      Employee since 1999

      Bio

      (419) 756-3211 ext. 1120

      jennifer@kmmcpas.com

      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

      Staff

      Pam Bowman

      Pam Bowman

      Staff

      Employee since 2015

      Bio

      (419) 756-3211 ext. 1174

      pam@kmmcpas.com

      Responsibilities

      • Performing Accounts Payable Duties (Entering Invoices & Printing Checks)
      Ruth Ann Chirico

      Ruth Ann Chirico

      Staff

      Employee since 1988

      Bio

      (419) 756-3211 ext. 1131

      ruthann@kmmcpas.com

      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
      Lynette Creamer

      Lynette Creamer

      Staff

      Employee since 2010

      Bio

      (419) 756-3211 ext. 1130

      lynette@kmmcpas.com

      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
      Cheryl Crum

      Cheryl Crum

      Staff

      Employee since 2017

      Bio

      (419) 756-3211 ext 1145

      cheryl@kmmcpas.com

       

      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
      Monique Delaney

      Monique Delaney

      Staff

      Employee since 2013

      Bio

      (419) 756-3211 ext. 1135

      monique@kmmcpas.com

      Professional Experience

      • 20 years of accounting experience in the industries of banking, governmental and public accounting

      Education

      • Associate Degree in Accounting – North Central State College

      Responsibilities

      • Accounting and financial statement preparation services
      • Prepares corporate, partnership and individual tax returns
      • Prepares individual tax projections
      • Assists new clients with implementation of accounting processes
      • Assists clients with new business registrations and other required filings
      • Provides QuickBooks support to clients
      Dani Kelbley

      Dani Kelbley

      Staff

      Employee since 2016

      Bio

      (419) 756-3211 ext. 1141

      dani@kmmcpas.com

      Professional Experience

      • 4 Years in Banking
      • 4 Years in Accounting

      Education

      • Bachelor’s Degree in Accounting

      Reponsibilities

      • Monthly bookkeeping and account analysis services
      • Payroll and Payroll Return Processing
      • Individual and Business Tax return preparation

      Other Activities

      • Bookkeeper for Blue Rose Mission
       Trish Milligan

      Trish Milligan

      Staff

      Employee since 2017

      Bio

      (419) 756-3211 ext. 1144

      trish@kmmcpas.com

       

      Becca Snyder

      Becca Snyder

      Staff

      Employee since 2019

      Bio

      (419) 756-3211 ext. 1148

      becca@kmmcpas.com

       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
      Nicole Stone

      Nicole Stone

      Staff

      Employee since 2004

      Bio

      (419) 756-3211 ext. 1134

      nicole@kmmcpas.com

       

      Professional Experience

      • Public accounting experience since 2004

      Education

      • Bachelor’s Degree in Business Administration – Ashland University
      • Associate’s Degree in Accounting – North Central State College

      Professional Certifications

      • QuickBooks certification

      Responsibilities

      • Performs all day-to-day operations for the firm (receivables, payables, payroll, analysis, etc.)
      • Supervises Client Accounting Services staff
      • Provides monthly bookkeeping services for client
      • Prepares corporate, partnership, trust, non-profit and individual tax returns and projections
      • Prepares payroll tax returns

      Other Activities

      • Secretary, Richard and Arline Landers Foundation
      Sheri Wood

      Sheri Wood

      Staff

      Employee since 2019

      Bio

      (419) 756-3211 ext. 1149

      sheriw@kmmcpas.com

       

      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

      George Andress

      Partner

      agsdix-smc-email-2
      agsdix-smc-mobile-2

      Phone

      (419) 756-3211,
      ext. 1129

      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

      Derek Fike

      Partner

      agsdix-smc-email-2
      agsdix-smc-mobile-2

      Phone

      (419) 756-3211,
      ext. 1139

      Professional Experience

      • Partner at KM&M CPAs since Jan. 1, 2014
      • Staff Auditor at Norman, Jones, Enlow & Co. (now part of HBK CPAs & Consultants)
      •  

      Education

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

      Professional Certifications

      • Certified Public Accountant
      • Investment Advisor Representative (Series 65)

      Professional Memberships

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

      Other Activities

      • Board Member – Visual Bucket List Foundation
      • Trustee – Landers Foundation

      Rick Kleshinski

      Partner

      agsdix-smc-email-2
      agsdix-smc-mobile-2

      Phone

      (419) 756-3211,
      ext. 1128

      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 Accountant

      Larry A. Morrison

      Partner

      agsdix-smc-email-2
      agsdix-smc-mobile-2

      Phone

      (419) 756-3211,
      ext. 1128

      Professional Experience

      • Partner at KM&M Certified Public Accountants since Jan. 1, 1987
      • External Auditor, Coopers & Lybrand (now known as PricewaterhouseCoopers)
      • Internal Auditor, Bank One (now known as JPMorgan Chase-Columbus)

      Education

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

      Professional Certifications

      • Certified Public Accountant
      • Licensed Insurance Agent (Ohio) in Life, Health & Annuity
      • Registered Investment Adviser (RIA)
      • PFS Designation (Personal Financial Specialist)

      Professional Memberships

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

      Responsibilities

      • Business Management and Development
      • Client Responsibilities: Construction, Manufacturing, Wholesale/Distribution, Retirement Plan Administration

      Other Activities

      • Advisory Board: FCBank (Ohio)
      • Advisory Board: July Business Services
      • Investment Committee: Diocese of Toledo
      • Member, Crawford/Marion ADAMH Board (Treasurer)
      • Member, Crawford County Development Board (Treasurer)
      • Investment Committee, BOA, LLC