Vesta

Ivana Lee

Manager
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CPA

Role and Expertise:

Ivana plays a pivotal role at Vesta, leveraging her extensive experience and expertise in accounting and client management to support business owners effectively. Her commitment to client satisfaction and strong technical skills contribute significantly to the firm’s success.

Professional Background:

Originally from Sheboygan, WI, Ivana has been a valuable member of Vesta for 8 years. Throughout her tenure, she has cultivated strong client relationships and expanded her role to encompass direct management of client engagements. Her proficiency spans across QuickBooks, accounting, payroll, and client advisory services, reflecting her comprehensive understanding of business financial operations.

Ivana holds a Master of Professional Accountancy from UW-Whitewater, which underscores her advanced knowledge and skills in accounting practices and financial management.

Key Accomplishments:

At Vesta, Ivana excels in providing insightful and innovative solutions to clients, helping them optimize their accounting processes and achieve their business goals. Her approachable demeanor and problem-solving abilities have earned her a reputation for delivering personalized and effective client service.

Professional Affiliations:

Ivana actively contributes to her community as the Treasurer of Goodside Grocery COOP of Sheboygan, demonstrating her commitment to community involvement and leadership. As a member of the Wisconsin Institute of Certified Public Accountants (WICPA), she stays connected with industry developments and best practices.

Ready to Connect?

Discover more about Vesta and explore the wealth of expertise our team brings to the table. From our innovative solutions to our unwavering commitment to excellence, we’re here to make your business dreams a reality.

Four signs that say Inclusive, Inspirational, Insightful, and Innovative with Vesta's related mission statement beneath them.
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