Working with clients to help them achieve their goals is very fulfilling for me. Nothing beats the feeling of completing a project that exceeds a client's expectations and seeing them achieve success as a result of our collaborative efforts!
Katie has been in public accounting since 2003 and has special expertise with financial institutions. She has broad experience including audit, agreed upon procedures, tax, strategic planning, mergers, and acquisitions and regulatory applications, but she specializes in financial institution internal audit risk assessments and procedures, certified audits and agreed upon procedures. She presents financial institution internal audit topics for client seminars and Eide Bailly's internal financial institution training programs.
Katie loves building professional relationships with her clients, and you can expect a warm, conversational, friendly approach to a project from her. Katie likes to work on projects with the big picture'' in mind, but she can be detail-oriented when needed.
Katie enjoys traveling, particularly to Walt Disney World with her family. In her spare time, Katie also enjoys playing piano, and she hopes to resume giving piano lessons to kids.