This idea of raising the standards with core financial needs for organizations sparked in 2005. After working many places that truly needed the process improvement and internal controls, this developed into our philosophy of today. Often management time is exhausted with reactive steps, however the true understanding of how to grow and strengthen an organization lies with proactive work. The investment into strengthening of the financial foundation of an organization affects all parts for success; impacts measurement, reporting strength, management decision-making, budget building and most importantly team members productivity and performance.
We have developed a philosophy to help organizations build strong, financial foundations through knowledge development. Investing in small changes can make a huge difference! We integrate this philosophy into ALL the services we provide. Call us today and ask how we can work together to raise the standards for your organization.
A Dynamic Duo
Becky Albert-Breed, MBA
Becky is proud as a minority and woman business owner dedicated to helping others build financial strength. She holds a Bachelor of Business Administration in Accounting from University of Wisconsin-Milwaukee and an MBA from Cardinal Stritch University. Her graduate and thesis research focused on investments, fiduciary responsibility, and taxation. Internal audit expertise includes 3 years of federal and state gaming regulatory audits for multiple tribes, over 8 years of government auditing including City of Milwaukee and Tribal Government, manufacturing audit, as well as corporate bank trust auditing. Audit engagements not only addressed compliance & regulatory needs but also included analysis of process efficiency and internal controls.
Jessica Marshall is an accountant that started her academic journey at Western Technical College and is a member of Tlingit tribe from Sitka, AL. She then went on to pursue her Bachelor of Business Administration in Accounting at Viterbo University. While receiving her education, she interned with an Alaska Native corporation, Sealaska, and its subsidiary Sealaska Government Services. There she built on her education and gained a solid foundation in accounting.
She has over 15 years of career management experience overseeing Ho-Chunk Nations’ gaming enterprises CFO’s, non-profit organizations, and Treasurer of the tribal government. Her large contributions include creation and serving on a Trust & Investment Committee overseeing over 400M in funds. This resulted from her volunteer interests she has in building communities and supporting solutions to meet these needs. With her interest in taxation, she has worked over 10 years; with CPA accounting firms and specialty tax organizations including many years supporting a family tax business in Milwaukee, WI. With her many community organizations that she volunteers for and those that she has career managed, her focus remains on helping individuals, businesses, and governments strengthen their financial affairs so they may achieve their financial goals.
At the subsidiary, she further developed her skills with an in-depth examination of the operational side of accounting as she assisted in the accounting for seven different companies and their joint ventures in the construction and environmental service industries. She also expanded her experience in tax preparation by volunteering with the Coulee Region Tax Assistance to help community members file their income taxes. She hopes to grow and use her education and experience in her accounting role by helping communities and with individuals and businesses.