Steve is a CAS Manager in the Roseville office of Olsen Thielen and works primarily with small and medium-sized business clients from all industries.
Experience
- Manages the Client Accounting Services (CAS) Group
- Provides oversight to monthly preparation of financial statements and management
- Works with new clients to implement accounting processes and procedures
- Assists clients with selection of appropriate accounting softwares and third-party applications
- Implementation and set up of accounting softwares including QuickBooks Online and Sage Intacct
- Training of internal staff and clients on accounting softwares and third-party applications
Education
Bachelor of Arts in Psychology, University of Wisconsin – Stout
Affiliations
- QuickBooks Online Certified Advanced Pro Advisor
- Sage Intacct Implementation Certified Consultant
Core Specializations
- Broad experience in many industries including:
–Service based
–Not-for-Profit
–Retail
–Manufacturing
–Restaurant
–Medical
–Real Estate
–Construction - Accounting software review and assessment
- Ongoing bookkeeping and accounting services
- Accounting cleanup
- Payroll
–Full service payroll including use of many payroll provider platforms - Cloud Accounting Solutions
–Bill.com software
–Divvy - Multi-State Sales & Use Tax Filing
- Provider tax filing
- 1099 preparation