Barb Ackerman, CPA
Barb Ackerman, a Certified Public Accountant and shareholder, is the Company's founder. She delivers tax and business accounting services to our individual and business clients. Barb meets with individual clients seeking advice on tax planning and financial decisions. She also consults with business owners throughout the many phases of their businesses, from start up through sale or liquidation. She has a bachelor's degree in accounting from Minnesota State University - Mankato. Barb's previous work experience includes auditing for a national public accounting firm. She is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, and the AICPA's Private Companies Practice Section.
Cindy Berquist, CPA
Cindy Berquist, a Certified Public Accountant and shareholder, has been with the firm since 1996 and specializes in serving our business clients. She meets with new business start-ups, trains clients on using QuickBooks software and coordinates preparation of business income tax returns and financial statements. She has a bachelor's degree in accounting from Kansas State University and a master's degree in finance from the University of Iowa. Cindy's previous work experience includes auditing for a national public accounting firm; teaching accounting at a private college; and supervising the SEC reporting, financial reporting and cash management activities for a public utility. She is a member of the American Institute of Certified Public Accountants.
Bryan has been a staff member since 2012. He works with individual income tax preparation and prepares business financial statements and quarterly payroll tax reports. Bryan has a bachelor’s degree from Minnesota State University – Moorhead.
Amy has been a staff member since 1990. She works with business clients and prepares financial statements, business income tax returns, quarterly payroll tax reports, sales tax returns, accounts receivable and accounts payable. Amy has a two-year associate’s degree in accounting from South Central College. .
Lynn has been a staff member since 2014. She is our Administrative Assistant and is responsible for our front desk duties. She also handles business client accounts payable and accounting for homeowners’ associations. Lynn has a bachelor’s degree from Minnesota State University - Mankato.
Rondi joined our team in September 2015. She works with our business clients to prepare their payrolls. She also prepares quarterly payroll tax reports and assists with other office duties. Rondi has a two-year associate’s degree in accounting from Winona State University.
Kay is our Office Manager. She has been a staff member since 1984 and has been instrumental in the firm’s development. She assists with individual income tax preparation during tax season and is semi-retired during the other months of the year, coming in to do regular firm tasks a few days each month. We enjoy and appreciate her continued service.