Bio
Credentials
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Certified Public Accountant
American Institute of Certified Public Accountants
Experience
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Curtis, Sommers & Associates
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303 N Broadway, Ste 720, Billings, MT 59101
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CPA
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Nov 1997 - Present
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303 N Broadway, Ste 720, Billings, MT 59101
Income tax planning and preparation - Individual, Partnership, LLC, Corporation, Estate, Trust and GiftPayroll services, Financial Statement preparation, Accounting and Bookkeeping service, Small Business consulting
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Valley Federal Credit Union
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Billings, Montana Area
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Board member
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1996 - 2015
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Billings, Montana Area
Currently vice chair of the board since 2015, Board chair from 2008 to 2015 board member since 1999, Supervisory Committee member from 1996 to 2002.
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Sportsmen's Supply, Inc.
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Billings, Montana Area
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Controller
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1988 - 1992
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Billings, Montana Area
Management of day-to-day and month-to-month accounting operations.Implementation of periodic physical inventory procedures for multi-million $ inventory with several thousand SKUs.Part of team assisting with two major mergers in 5 year period.
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Charles Bailly & Company
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Billings, Montana Area
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CPA Supervisor
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1981 - 1988
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Billings, Montana Area
Now Eide Bailly - formerly Smith, Birkeland & CompanySupervisor on many and varied engagements. Industries included farm/ranch entities, construction companies, banks and health care companiesPerformed tax, accounting, auditing and consulting services to a variety of clients and industries.
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Education
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1977 - 2000University of Montana
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1977 - 1980University of Montana
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