Experience
Tracy oversees monthly, quarterly and annual financial statement preparations, sales and payroll tax returns and software consulting. She also specializes in business consulting.
Prior to joining the firm in 2013, Tracy earned over 20 years of experience in both the private and public sectors. Her previous experience includes serving as an accounting and human resources manager at a plastics manufacturer and as a controller and human resource manager for a document conversion company. She has experience in general ledger, accounts payable and receivable, purchasing, labor tracking and reporting, forecasting, budgeting, journal entry preparation, petty cash administration, account reconciliation, cash management, fixed assets, job costing, month and year end closing and financial statement preparation.
Specialties
Monthly, quarterly and annual financial statement preparations, sales and payroll tax return and software consulting, Corporate, partnership and individual income tax preparation and consulting, income tax planning and business consulting
Education
B.A. in accounting from Marycrest International University, Davenport, Iowa
M.B.A. with an emphasis in human resource management from Upper Iowa University,
Fayette, Iowa
Family Life & Hobbies
Tracy and her husband, Shawn, have one son, Jarrett. She enjoys spending time with family and friends, reading and traveling.