Role and Expertise:
Cole is a Consultant for the book team in Fond du Lac, with experience in manufacturing accounting and tax work. He looks forward to specializing further in business valuation, tax, or advisory services in the coming years.
Professional Background:
Cole is a recent graduate of Lakeland University with a degree in Accounting. He is currently studying for the CPA exam, with a goal of attaining certification by the end of 2027.
Key Accomplishments:
Cole has helped implement new ERP systems and provided workflow improvements for clients. He has also completed QuickBooks ProAdvisor 2 certification, enabling him to help clients achieve and implement advanced QuickBooks functionality.
Client Relationships:
Cole believes lasting client relationships are built through quality work, responsiveness, and a genuine understanding of each client’s unique needs and goals. He strives to be approachable and easy to work with, ensuring clients feel comfortable reaching out and confident they’ll receive prompt, reliable service. Cole also makes it a priority to understand clients’ businesses, goals, and challenges beyond the numbers, aiming to be someone clients can turn to for meaningful advice and support.
Personal Interests:
Outside of work, Cole enjoys cooking, baking, gaming, and 3D printing. He’s an avid Wisconsin sports fan and enjoys watching movies. A former college soccer player, Cole stays involved in the local soccer community through coaching, tournament organization, and volunteering.
