Wendy received her CPA certificate from Maryland in 1994 and has been licensed ever since. She transferred her license to Montana in 1997.
Wendy’s career has taken many turns in the last 15 years. After college graduation from the University of Delaware, she worked for an insurance company in Baltimore, Maryland as their Comptroller. That lasted until 1997 when she moved to Great Falls, Montana. She took an interest in the non-profit world when she moved to Great Falls, and worked for the YWCA/Mercy Home as their comptroller and grant writer from 1998 to 2002. At that point, she started her own business as an independent CPA and currently has 2 employees working for her.
Her specialty has become small businesses and non-profits, having over 200 clients – mostly individuals, small businesses and non-profits. Wendy is very active in the Great Falls community and serves on many boards – mostly as Treasurer.
Wendy also specializes in Quickbooks and has become a Certified Quickbooks Adviser. That allows her to have a certification to train clients on Quickbooks. During her non-tax season, she teaches Quickbooks classes and has one-on-one sessions with clients to show them how to best utilize Quickbooks to meet their needs.
Wendy has been teaching at the University of Great Falls in the accounting department since 1997. She teaches one class per semester, which allows her time to teach and still practice as a CPA doing tax returns and helping small businesses. In 2009, she earned the Adjunct Faculty of the Year Award.
Wendy’s second degree from the University of Delaware is in music – specifically clarinet. She plays in volunteer bands throughout Great Falls.
