Katie is a Senior Manager in the Audit and Assurance department, bringing over 20 years of experience. She focuses on serving clients across various industries, including manufacturing and distribution, service providers, and the not-for-profit sector. Katie is responsible for coordinating and overseeing all aspects of engagements, from the planning process to the issuance of audited, reviewed, and compiled financial statements.

Katie works closely with client management to gain a deep understanding of their operations, allowing her to offer valuable recommendations for improving efficiency, strengthening internal controls, and providing technical accounting guidance.  In addition to managing client relationships, Katie works closely with staff to execute, supervise, and review engagements. Katie’s experience also includes internal control and due diligence-related consulting engagements.

Katie was with Libman, Goldstine, Kopperman & Wolf, Inc., for over thirteen years before joining BMF.

Specializations

• Family-Owned Business
• Financial Institutions
• Manufacturing & Distribution
• Nonprofit
• Audit, Reviews & Compilations
• Agreed Upon Procedures
• Employee Benefit Plans
• Internal Audits

Education

• Bachelor of Business Administration, Baldwin Wallace University

Certifications

• Certified Public Accountant

Professional Service Memberships & Community Involvement

• American Institute of Certified Public Accountants (AICPA), member
• Ohio Society of Certified Public Accountants (OSCPA), member
• Vocational Guidance Services, board member and secretary

CliftonStrengths

• Responsibility
• Harmony
• Empathy
• Arranger
• Deliberative