WHAT INSPIRES YOU, INSPIRES US.

Stephanie Berggren, CPA, CGMA

Manager

Stephanie Berggren

My clients inspire me-I enjoy making numbers less scary for them. When I see them comfortably understanding their financials, I know I've done my job.

OVERVIEW

Stephanie loves accounting—numbers are her thing. In her role, she helps business owners by sharing and teaching accounting. Business owners can focus on the fun stuff, like making their dreams grow, while Stephanie and her team provide the accounting skills and knowledge so they make smart decisions.

Stephanie helps people interpret their numbers so they know where they're at, and where they're going. When she works with clients, it's a collaborative process that leads to a solution.

Stephanie's days have a soundtrack. Music is part of her life, and she also likes the sun on her face, whether that means hiking, running or enjoying the beach at Lake Tahoe. Her 12-year-old miniature pinscher, Rusty, is her trusty sidekick. He's more of a cat but he tries to act like a puppy, and Stephanie wouldn't have it any other way.

QUALIFICATIONS

Memberships

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

Designations/Licensures

  • Certified Public Accountant
  • Chartered Global Management Accountant

Education

  • Bachelor of Science, Accounting – University of Nevada, Reno

KNOWLEDGE

Client Work

  • Started career doing audit and tax work, focusing audit work mainly on nonprofits and small governments.
  • Compliance work for casinos and some small business audits.
  • For tax, she has specialize in individuals and small, family owned businesses.
  • Moved to an outsourcing role to become more of an advisor where she teaches and helps people understand numbers.
  • Currently manages a team that does the full range of outsourcing, from traditional financial statement and bookkeeping to full outsourced accounting.

COMMUNITY

COMMUNITY

Community Involvement

  • College of Business Alumni Association Board – Past President
  • Reno Rodeo – Co-Chair Ticket Committee