Katie Monger
Partners & Directors

Katie Monger: Partner

CPA

With over 17 years of accounting experience, Katie is an expert in accounting, tax planning QuickBooks and management consulting. A Certified Public Accountant, Katie has a Masters in Accountancy from Southwest Missouri State.

Professional and Community Activities

  • AICPA
  • MN Society of CPAs
  • Former Treasurer Greater Wayzata Chamber of Commerce
  • Member of Finance Committee at the Orono Foundation for Education
  • Girl Scout Troop Leader for 5 yrs

Personal

What’s your favorite number?
14 (# of animals I own)

What would you be doing if you weren’t an accountant?
Architect or Designer

What’s your current goal outside of Copeland Buhl?
Embarrass my kids as much as possible – which takes little skill, they are 12 and 9. I accomplish this by waking up each morning. I’d also like to tour Norway, learn Norwegian and buy a herd of alpacas.

Areas of Focus (Services)

  • Business Tax
  • Individual Tax
  • Management Consulting

Areas of Focus (Industries)

  • Construction and Contractors
  • Closely Held Businesses
  • Manufacturing and Distribution
  • Professional Services
  • Restaurant and Retail
Katie Monger
  • Recent Articles
  • 5/10/2019

    Who’s Minding the Books?

    As a small to mid-size business owner, the tasks you excel at probably correlate to the type of business you operate or at least your primary role in the organization.  Keeping on top of bookkeeping, paying bills and reconciling accounts...
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  • 8/16/2017

    StrengthsFinder

    When you think of your favorite accounting professional, what picture immediately comes to mind?  Is it the seasoned professional with green eyeshade and pocket protector running a 10-key calculator, or someone with a little more zest for living – say...
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  • 11/18/2014

    The Affordable Care Act Just Became Less Affordable

      2014 marks the first full year in which Americans are expected to follow the Affordable Care Act (ACA) to comply with the individual medical insurance mandate. This has been a year of change, both good and bad, as we work...
    Read More
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