WHAT INSPIRES YOU, INSPIRES US.

Mary Jo Richard, CPA

Partner

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"Our firm has experienced significant growth in the past decade, allowing us to serve clients all over the country. I enjoy the continuous challenge of fulfilling my clients’ needs."

OVERVIEW

Mary Jo provides audit and accounting services, specializing in agricultural entities, dealerships, wholesale/retail companies, manufacturers, nonprofit entities and SOC engagements. She serves as the firm’s director of the Service Organization Control (SOC) service area. She has significant experience with engagements for large multi-location organizations. In addition, she manages various consulting engagements, including Sarbanes-Oxley 404. Mary Jo also provides outsourced internal audit departments, including developing audit plans and programs, reviewing and developing inventory control procedures and assistance in maintaining financial records in crisis situations. In addition, she has assisted with due diligence procedures for acquisitions and assistance with last in, first out (LIFO) inventory.

Mary Jo is a careful listener. She asks questions to help her better understand client needs, and she draws upon her expertise to provide ideas for process efficiencies that will further her clients’ success.

In her personal life, Mary Jo enjoys reading, scrapbooking and photography. She has been a member of a book club since 2002. They meet monthly and read novels, including at least one classic and one biography each year. Mary Jo is passionate about preserving family memories by printing her photographs and creating personal scrapbooks.

QUALIFICATIONS

Memberships

North Dakota Society of Certified Public Accountants, president (2006-2007)
National Society of Accountants for Cooperatives
American Institute of Certified Public Accountants

Designations/Licensures

Certified Public Accountant

Education

Bachelor of Science, accounting – Minnesota State University, Moorhead

KNOWLEDGE

Client Work

Assisted a non-audit client with updating their internal control documentation to be in compliance with the updated Committee of Sponsoring Organizations (COSO) Internal Control Framework for their SOX 404 reporting.

COMMUNITY

Community Involvement

Minnesota State University Moorhead Alumni Foundation, Board Member and Finance Committee
North Dakota CPA Society, Peer Review Committee Chair