Partners & Directors
Katie Monger: Partner
With over 20 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 Missouri State University.
Professional and Community Activities
- MN Society of CPAs
- Former Treasurer Greater Wayzata Chamber of Commerce
- Treasurer and Finance Committee Chair at the Orono Foundation for Education
- Girl Scout Troop Leader for 7 yrs
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. 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)
- Outsourced Accounting
- CFO / Strategic Planning Services
- Business Tax
- Individual Tax
Areas of Focus (Industries)
- Construction Contractors
- Closely Held Businesses
- Manufacturing and Distribution Companies
- Professional Services
- Restaurant and Retail
- Recent Articles
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