Aimee Kent, Senior Accountant


Phone: 608.416.1014
Education | BBA in Accounting

Work Experience | Insurance accounting since 1992.

Favorite quote and it’s author? “Not everything that is faced can be changed but nothing can be changed until it is faced.” – James Baldwin, Novelist 


Bonnie Watson, CPA, Supervisor


Phone: 608.416.1001

Education | BBA in Accounting and M.Acc., University of Wisconsin-Madison

Work Experience | Public and private accounting since 2003.  Insurance accounting since 2014.
Expertise | Individual and business tax preparation, Bookkeeping, Compilation and review services

Community | Finance Committee Member -Community Shares of Wisconsin

Favorite sports team? Wisconsin Badgers

Chris Flessert, CEBS, SPHR, Human Resource Consultant

Phone:  608.416.1003
Education |  BBA in Management,UW-Whitewater; BA in Accounting, Lakeland College -Madison Campus
Work Experience |  Human resource generalist since 1992.  
Specialties |  Employee benefits, Employee relations, Human resources administration, Job description development, Legal compliance
Certifications |  Certified Employee Benefits Specialist (CEBS), Senior Professional in Human Resources (SPHR) 
Favorite outdoor activity? Long distance walking  

Chris Roche, Supervisor

Phone: 608.416.1010

Education | BBA in Accounting and Management, University of Wisconsin-Madison; BBA in Human Resources, University of Wisconsin-Madison

Work Experience | Public accounting since 2013.  Nonprofit accounting since 2015.

Specialties | Assurance services, CFO contract services, General financial consulting, Internal controls
Technology | Guru, QuickBooks Online Certified

Hidden talent? Thumb wrestling 

Emily Bartling, Senior Accountant


Phone: 608.416.1023

Education | BA in Accounting, Upper Iowa University

Work Experience | Public and private accounting since 2007.

Favorite quote and it’s author? "No matter how dark the moment, love and hope are always possible. – George Chakiris"

Jared Krueger, CPA, Senior Accountant


Phone: 608.416.1007

Education | BS in Accounting and Finance, University of Wisconsin -La Crosse

Work Experience | Public accounting and tax preparation since 2013.

Specialties | Individual and business tax, Tax planning, Bookkeeping

Memberships | American Institute of Certified Accountants (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA)

Hidden talent? "Still trying to find it."

Mike Kollath, CPA, Managing Partner


Phone: 608.279.4099

Education | BBA in Accounting, University of Wisconsin-Whitewater

Work Experience | Public and private accounting since 1993. 
Specialties   Assurance services, CFO contract services, General financial consulting, Individual and business tax planning and compliance, Nonprofit accounting and tax review and preparation

Community | Treasurer for Madison4Kids, Madison Development Corporation, Crestwood Association for Parents and Teachers

Memberships |American Institute of Certified Public Accounts (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA)

Favorite place to be? Maui 


Mike Brand, CPA, Partner


Phone: 262.391.5855

Education | BA in Business and Psychology, Lake Forest College

Work Experience | Public Accounting since 2011
Expertise | Assurance services, Budgeting and forecasting, CFO services, Financial consulting and management, Internal controls, Implement and improve efficient accounting processes and procedures, Nonprofit accounting, QuickBooks software

Memberships | American Institute of Certified Public Accounts (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA)
Community | Big Brothers Big Sisters of Dane County

Favorite sport to play? Basketball 

Jessica Primrose, Firm Administrator

Phone: 608.416.1019

Education | BA in Communication, Western Illinois University

Work Experience | Office administration and marketing since 2008.

What is the best vacation you have ever been on? London  

Kelly Kutler, Payroll Consultant


Phone: 608.347.3336
Education | BA, University of Wisconsin -Steven's Point

Work Experience | Payroll consulting since 2005.

Community | Volunteer for Wisconsin Women's Business Initiative Corporation (WWBIC), Ambassador at Doyenne Group
Memberships | WWBIC, Doyenne Group, Greater Madison Area Professional Networking (GMAP), and Madison Area TIP Club

Interests | Travel, Interior design, Madison’s farmers Market, Skiing (water & downhill), Spending time on the lake and at a cabin up north

Erin Long, Payroll Specialist


Phone: 262.498.4906

Education | BS in Zoology and Psychology, University of Wisconsin -Madison

Work Experience | Outsourced payroll since 2007.

Specialties | Payroll, HR, Employee Benefits

Memberships | American Payroll Association

Favorite outdoor activity? Rock Climbing 


Emily Upstrom, CPA, Senior Accountant


Phone: 608.416.1002

Education | BS in Accounting, North Central College

Work Experience | Bookkeeping since 2011. Public accounting since 2013.
Specialties |  Estate and trust tax preparation and review, Bookkeeping, 401k Auditing

Interests | Traveling, Cooking, Playing ukulele and Camping

Bob Steinich, Senior Accountant

Phone: 608.416.1034
Education | BS in Accounting, University of Wisconsin-Platteville; AAS, Accounting, Madison Area Technical College
Work Experience |  Restaurant accounting since 2005. Public and private accounting and tax preparation since 2008. 
Community |  Youth sports coach

Hero/Role Model? My wife

Carmen Jeschke, CPA, Tax Manager


Phone: 608.824.1011

Education | BS, Journalism, San Diego State University; AA, Accounting, Madison College; Foundations of Management Certificate, University of Wisconsin-Madison

Work Experience | Business management since 2001. Public accounting since 2007. Corporate controller since 2011. 

Community Involvement | Business Coach, Nehemiah Center for Urban Leadership Development

Memberships | American Institute of Certified Public Accountants (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA)
Industries | Nonprofit, Construction, Restaurant

What is the best vacation you have ever been on? "One of the best vacations I’ve taken was a trip to Paris to see Rafael Nadal play tennis on the red clay of Roland Garros!"

Tracy Gast, CPA, Senior Accountant


Phone: 608. 416.1005

Education | MPA, Accounting, University of Wisconsin -Whitewater

Work Experience | Auditing, Bookkeeping, Compilation, Individual tax preparation, Payroll tax preparation

Memberships | American Institute of Certified Accountants (AICPA)

Board game you dominate at? Sleuth 

Kristi Yeager, CPA, Senior Accountant


Phone: 608.212.7794

Education | BBA, Accounting, University of Wisconsin -Madison

Work Experience | Public and insurance accounting since 2008.

Specialties | Insurance statutory reporting

Hidden talent? 80’s music trivia 


Meet our friendly staff located in Middleton, Wisconsin.

Pat Timmerman, Senior Insurance Accountant 


Phone: 608.416.1008
Education | BS, Accounting, University of Wisconsin-Platteville

Work Experience | Insurance accounting since 1999.

Community Involvement | Tee Ball Coach for Fitchburg City Rec, 1st Grade Group Facilitator at St. Thomas Aquinas

Who is your favorite singer or movie star? Dave Matthews


Chantel Schmitz, Administrative Assistant

Phone: 608.824.1015

Education | BA, Clarke University 

Community Support:  Cantor, Lector and Religious Education Teacher -St. Bernard Catholic Church

What is the best vacation you have ever been on? "My husband and I went on a trip to Germany, Austra, and Switzerland.  We only had a place to stay the first night - just found our way once we were there.  We hiked through the mountains between Austria and Germany- Beautiful!"


Trevor Brand, Accountant


Phone: 608.416.1016

Education | BS, Accounting, Kean University

Work Experience | Public Accounting and Tax Preparation since 2016

Favorite Sports Team | New York Yankees

Payroll.  Tax.  Accounting.  HR Consulting




Richa Shah, Accounting Generalist


Phone: 608.416.1036

Education | AA in Accounting, Madison Area Technical College

Work Experience | Retail accounting since 2017.

Favorite Quote | "Being defeated is often a temporary condition; giving up is what makes it permanent. Never stop trying. Be POSITIVE. Think POSITIVE." -Marilyn vos Savant

295 Regency Court, Suite 104
Brookfield, WI  53045


2501 Parmenter Street, Suite 100B
Middleton, WI  53562


Sauk Prairie
421 Water Street, Suite 111
Prairie du Sac, WI  53578