Partners & Directors
Katie Monger: Partner
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
- 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
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
- Recent Articles
8/16/2017When 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...Read More
11/18/20142014 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
3/15/2013Entrepreneurs often see accounting for a small business as a necessary evil, even going so far as to equate it with going to the dentist; you might not enjoy it, but if you don’t tend to it periodically you can...Read More
- View Blog