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Location: Fort Wayne, Indiana
Favorite Beverage: Various Flavored Martinis
First Live Concert: Def Leppard
Least Favorite Chore: Washing Floors


Professional Experience

Virtual Bookkeeper

Wendy is a staff accountant with Summit CPA Group. Her concentration is on daily and weekly bookkeeping services, cash forecasting, preparing financial statements, and meeting customer needs.

Education

Wendy attended Milwaukee Area Technical College in the Dental Assisting Program.  She spent twelve years in the dental field as a chair side assistant.  For ten of those years she also served as Office Manager where she reconciled the books, handled accounts payable, payroll, and staff scheduling.

Personal Profile

Wendy and her husband, Jeff, originally from Wisconsin, currently reside in Fort Wayne with their three children.  When she’s not at work, she is an avid tennis player and enjoys watching her children compete in hockey and tennis.

Connect with Wendy

wendy@summitcpa.net

260-440-2645

Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.

 

Virtual CFO Consultation

 

401k Audit consultation