Monica is the Director of Advisory Services and a Partner. She has 25 years of experience in diverse tax, financial, and business consulting and serves on the firm’s Leadership Team.
Monica is recognized for her expertise in guiding individuals and businesses through complex tax and accounting issues while providing forward thinking consulting and advisory services.
Outside of the office, Monica enjoys reading, watching movies, watching her daughters in their sports, and spending time with family and friends.
Bachelor of Business Administration in Accounting, Iowa State University, 1994
- Advisory Services, such as
- Education and Guidance for Business Owners
- Succession and Transition Planning
- Process Improvement
- Project Management and Implementation Support
- Entity Structure & Selection
- Accounting Software
- Tax Services, such as
- Comprehensive Tax Planning
- Extensive experience in taxation for:
- Individuals
- Corporate
- Partnership
- Estate
- Gift and Trust
- Certified Public Accountant (CPA) in the state of Iowa
- American Institute of CPAs
- Iowa Society of CPAs
- Iowa Association of Business and Industry
- National Association of Women Business Owners (NAWBO) Iowa – Member
- Bachelor of Business Administration in Accounting, Iowa State University, 1994
- Upstream Academy Emerging Leaders Academy Graduate
- Level 5 Certified Advisor
- Iowa Society of CPAs Taxation Committee
Previous Involvement
- Iowa Society of CPAs Financial Literacy Committee Member
- Stepping Stones Early Learning Center Board Member