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# Vesta CPA

Accounting | Wealth | Advisory

## Sitemaps

- [XML Sitemap](https://vesta.cpa/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Insights_post archive](https://vesta.cpa/?page_id=2673) - Make informed financial decisions with Vesta’s insights on tax, accounting news, and resources. Stay updated and manage your finances effectively with us.
- [How to Exit Your Business on Your Terms](https://vesta.cpa/how-to-exit-your-business-on-your-terms/) - Build a business transition strategy that protects your value, cuts taxes, and helps you exit on your terms. A guide for Wisconsin owners.
- [Tax Planning for Business Owners: Why You Need a Proactive Strategy](https://vesta.cpa/tax-planning-for-business-owners-why-you-need-a-proactive-strategy/) - Stop reacting to your tax bill. Vesta helps Wisconsin business owners reduce their tax burden year-round with proactive planning and integrated wealth strategy
- [Year-End Tax Planning: How to Save Money and Boost Business](https://vesta.cpa/year-end-tax-planning-how-to-save-money-and-boost-business/) - Optimize your finances with year-end tax planning. Maximize deductions, reduce your tax burden, and position your business for growth.
- [Why a Roth IRA Conversion Makes Sense Before 2026](https://vesta.cpa/why-a-roth-ira-conversion-makes-sense-before-2026/) - Explore the benefits of converting to a Roth IRA before 2026. Secure tax-free withdrawals, avoid future tax hikes, and enhance your retirement strategy.
- [Unlock Success: Empowering Strategies for Conquering Tax Complexity](https://vesta.cpa/unlock-success-empowering-strategies-for-conquering-tax-complexity/) - Navigate tax complexities as a business owner. Optimize your tax strategy with international and transaction services in Madison, Milwaukee, and beyond.
- [Tax Planning Strategies: Maximizing Savings and Efficiency](https://vesta.cpa/tax-planning-strategies-maximizing-savings-and-efficiency/) - Enhance your business's financial health with tax planning strategies. Learn how to optimize deductions, credits, and retirement plans for maximum savings.
- [Strengthen Your Business with Expert Assurance Services](https://vesta.cpa/strengthen-your-business-with-expert-assurance-services/) - Discover how assurance services can strengthen your business. Enhance financial transparency, mitigate risks, and drive efficiency with audits and reviews.
- [How Much Money Do I Need to Retire?](https://vesta.cpa/how-much-money-do-i-need-to-retire-2/) - Learn how much money you need to retire comfortably. Explore key factors, saving targets, and tips to build a secure retirement plan tailored to your goals.
- [Financial Challenges for Business Owners: Why Integration Matters](https://vesta.cpa/financial-challenges-for-business-owners-why-integration-matters/) - Financial challenges for business owners grow with success. Learn how integrated planning improves tax, cash flow, and long-term outcomes.
- [Why Assurance is the Foundation of Trust in an AI-Driven Financial World](https://vesta.cpa/why-assurance-is-the-foundation-of-trust-in-an-ai-driven-financial-world/) - Learn why assurance is essential for building trust, validating AI-driven financial data, and ensuring transparency, accuracy, and compliance in modern finance.
- [New Office at Madison Yards](https://vesta.cpa/new-office-at-madison-yards/) - Vesta Expands Its Presence in Madison with New Office at Madison Yards Vesta is proud to announce an exciting new chapter in its Madison journey. In May 2026, our team will officially relocate from Fitchburg to a new office in the Madison Yards development—marking a strategic investment in growth, collaboration, and deeper community engagement across
- [No Tax on Overtime: What Workers Should Know](https://vesta.cpa/no-tax-on-overtime-what-workers-should-know/) - A Big Promise - With Real Limits On July 4, 2025, President Trump signed the expansive One Big Beautiful Bill Act into law. Among its sweeping provisions is a high-profile commitment: the promise of “no tax on overtime.” But what does this new deduction truly mean? Contrary to what the name suggests, this provision does not fully
- [Thrive by the Numbers: Real-Time Data for Better Decisions](https://vesta.cpa/thrive-by-the-numbers-real-time-data-for-better-decisions/) - Technology has transformed business accounting for companies. Learn how financial data enhances business evaluation and drives decisions for success.
- [Unlocking Growth: How Data Analytics Can Benefit Small Businesses](https://vesta.cpa/data-analytics-benefit-small-businesses/) - How can data analytics boost your business profits? Vesta offers tips for small businesses on cost-effective solutions to leverage outsourced bookkeeping.
- [Business Tax Changes in the One Big Beautiful Bill Act: What Employers Need to Know](https://vesta.cpa/business-tax-changes-in-the-one-big-beautiful-bill-act-what-employers-need-to-know/) - Explore business tax changes in the One Big Beautiful Bill Act, covering deductions, credits, and planning opportunities for employers and entrepreneurs.
- [How a Living Trust Protects Your Wealth and Legacy](https://vesta.cpa/what-is-a-living-trust-and-how-can-i-benefit-from-it/) - A living trust helps avoid probate, protects your assets, and ensures your wishes are followed. Explore how it fits into a smart estate planning strategy.
- [How to Invest Smarter With Tax-Efficient Strategies](https://vesta.cpa/how-to-invest-tax-efficiently/) - Learn how to invest tax-efficiently using strategies that minimize taxes, maximize returns, and align with your financial goals and long-term plan.
- [No Tax on Tips Explained: What Service Workers Need to Know](https://vesta.cpa/no-tax-on-tips-explained-what-service-workers-need-to-know/) - Explore the new 'no tax on tips' deduction: who qualifies, income limits, how much you could save, and what it really means for tipped workers.
- [Get Ahead of 2026 Tax Changes with Strategic CPA Advice](https://vesta.cpa/get-ahead-of-2026-tax-changes-with-strategic-cpa-advice/) - Prepare for 2026 tax law changes with strategic guidance from a CPA-led firm. Maximize savings, stay compliant, and protect your financial future
- [Business Transitions: 6 Critical Hurdles and How to Overcome Them](https://vesta.cpa/six-hurdles-of-business-transitions/) - Learn how to navigate business transitions by addressing six key challenges: team dynamics, systems, structure, finances, succession, and leadership.
- [The Success Recipe: Why Strategic Planning Drives Business Growth](https://vesta.cpa/the-recipe-to-success/) - A global study shows that planning leads to faster growth, higher income, and better results. Learn how Vesta helps small businesses apply the Success Recipe.
- [Planning Your Exit: How to Secure Your Retirement Despite Market Shifts](https://vesta.cpa/planning-for-retirement/) - Many business owners can’t afford to retire due to low offers and market uncertainty. Learn how to plan a profitable exit and protect your future with Vesta.
- [Plan Your Exit: Expert Strategies for Selling Your Small Business](https://vesta.cpa/enjoy-the-fruits-of-your-labor-with-planning/) - Small business exits need careful planning. Discover key questions, overcome fears, and learn how Vesta guides you to a successful sale.
- [How to Choose Between a Will and a Revocable Trust](https://vesta.cpa/how-to-choose-between-a-will-and-a-revocable-trust/) - What are the key differences between wills and trusts? Our accounting experts explain how tools work together to protect your assets and secure your finances.
- [Secure Your Future, Review Your Estate Plan](https://vesta.cpa/secure-your-future-review-your-estate-plan/) - Prepare your estate planning checklist with Vesta CPAs. Explore trust strategies, maximize exclusions, and secure your legacy before tax laws change in 2025.
- [Estate Planning: Defend Your Legacy, Empower Their Destiny](https://vesta.cpa/estate-planning-securing-your-familys-future/) - Protect your loved ones and preserve your legacy with personalized estate planning that ensures your wishes are honored, regardless of age or wealth.
- [The Overlooked Value of Employee Benefit Plan Audits](https://vesta.cpa/managing-employee-benefit-plans-and-audits/) - Annual EBP audits aren’t just mandatory—they offer insights, strengthen controls, and ensure compliance. Learn what to expect and why Vesta sets the standard.
- [Ensure Integrity With Assurance: Audits, And More](https://vesta.cpa/ensure-integrity-with-assurance-audits-and-more/) - Strengthen your business with assurance audits that guarantee financial integrity, accuracy, and compliance. Discover how audits can protect your business.
- [The Outsourcing Advantage: Putting Clients in the Front Seat](https://vesta.cpa/the-outsourcing-advantage-putting-clients-in-the-front-seat/) - Experience the outsourcing advantage with Vesta. Put clients in the front seat, enhance efficiency, and maximize growth through strategic outsourcing.
- [10 Essential Tips for Cybersecurity Awareness Month](https://vesta.cpa/10-essential-tips-for-cybersecurity-awareness-month/) - Enhance online safety with 10 vital tips. Protect your data, stay phishing-aware, and fortify social media privacy with these cybersecurity tips.
- [Tax Planning & Sunset Provisions: What You Need to Know](https://vesta.cpa/tax-planning-sunset-provisions-what-you-need-to-know/) - Understand sunset provisions in tax planning. Discover how upcoming tax law expirations may affect your finances and strategies to navigate these changes.
- [The Role of Valuation and Financial Planning in Exiting Your Business](https://vesta.cpa/the-role-of-valuation-and-financial-planning-in-exiting-your-business/) - Ensure a smooth business transition with Vesta's professional financial services. Maximize value with an exit planning advisor, and secure your future.
- [Unlock Freedom: Essential Exit Strategies to Secure Your Business Legacy](https://vesta.cpa/exit-strategies-for-your-small-business-tips-for-a-smooth-transition/) - Master your business exit strategy. Learn how to navigate M&A, family succession, management buyouts, and more for a seamless transition and future success.
- [Empower Your Future: Proven Investment Strategies Amid Uncertainty](https://vesta.cpa/navigating-uncertainty-strategies-to-invest-in-your-business/) - Learn effective strategies to invest in your business during uncertain times. From outsourcing bookkeeping to exit planning, ensure long-term success.
- [Tax Document Showdown: What You Need vs. What You Don’t](https://vesta.cpa/tax-document-showdown-what-you-need-vs-what-you-dont/) - Simplify tax season by understanding which documents are essential and which are not. Learn what to keep and what to discard for a smooth filing process.
- [Elevate Your Business Strategy: The Power of Accountants](https://vesta.cpa/elevate-your-business-strategy-the-power-of-accountants/) - Learn how strategic accountants influence business decisions with real-time data, market insights, and efficient workflows to drive long-term success.
- [7 Proven Reasons to Outsource Your Bookkeeping and Reclaim Your Time](https://vesta.cpa/top-7-benefits-of-outsourcing-your-bookkeeping/) - Boost business with Vesta's expert accounting services. Save time, reduce costs, and gain strategic insights from trusted Wisconsin-based professionals.
- [Plan For the Future with Roth IRAs](https://vesta.cpa/plan-for-the-future-with-roth-iras/) - Understand the benefits of Roth IRAs, including no required minimum distributions and tax-free retirement income. Plan ahead for upcoming tax changes.
- [What in the World are KPIs?](https://vesta.cpa/what-in-the-world-are-kpis/) - Vesta.CPA suggested a list of KPIs to guide your success in financial decisions. Get strategic services from a Wisconsin accounting firm.
- [Finding the Ideal Work-Life Balance](https://vesta.cpa/finding-the-ideal-work-life-balance/) - Our accounting consultants help you build a business and wealth management plan that supports your lifestyle and prepares you for retirement.
- [Staying Up To Date On Tax Law](https://vesta.cpa/staying-up-to-date-on-tax-law/) - Looking for expert accounting and tax services in Fond du Lac? Vesta's team combines top-tier tax expertise with professional training right here in Wisconsin.
- [Business Valuations](https://vesta.cpa/business-valuations/) - Vesta.CPA leverages business valuation services provide the best advisories in Fond du Lac, Sheboygan, Milwaukee's North Shore, and Greater Madison.
- [What is Strategy and Coaching?](https://vesta.cpa/what-is-strategy-and-coaching/) - Vesta.CPA offers strategic planning, coaching, and expert advisory services to support business growth across Fond du Lac, Sheboygan, Madison, and Milwaukee.
- [Planning Your Business Exit Strategy & Why It's Essential](https://vesta.cpa/planning-your-business-exit-strategy/) - Learn why exit strategy planning is crucial for self-employed individuals and how Vesta Advisory Services can help ensure a smooth business transition.
- [Do you have a Hybrid?](https://vesta.cpa/do-you-have-a-hybrid/) - Vesta, a CPA-led accounting firm in Wisconsin, is dedicated to providing financial accounting advisory services in Fond du Lac, Sheboygan, Madison in Wisconsin.
- [When Everything Changed: Outsourced Bookkeeping for Business Growth](https://vesta.cpa/the-moment-everything-changed/) - Vesta is dedicated to providing clients with tailored bookkeeping solutions, delivering the best outsourced bookkeeping services for businesses.
- [Banking for the Deceased: What to Expect and How to Prepare](https://vesta.cpa/banking-for-the-deceased-what-to-expect-and-how-to-prepare/) - How to prepare for banking after a loved one's death? Discover steps to ease the burden on family members, including POA and POD from finance professionals.
- [Mission and Vision: Why They’re Essential for Growth and Impact](https://vesta.cpa/mission-and-visiondoes-it-even-matter/) - Enhance your business with our advisory service. We help to replace outdated mission statements with Core Values and Core Focus for better financial success.
- [Master SWOT Analysis: What It Is and How It Drives Growth](https://vesta.cpa/what-is-a-swot-and-how-does-it-help-you/) - Unlock your business potential with our small business consulting. We use SWOT analysis to create strategic plans that turn your goals into achievable actions.
- [Break Free: Is the Accountant Stereotype Holding You Back?](https://vesta.cpa/is-the-accountant-stereotype-holding-you-back/) - Why outsourced accounting is important? Our financial accounting advisory services offer tailored business accounting solutions to boost your success.
- [How to Stop Your Procrastination with Thrive by Vesta](https://vesta.cpa/how-to-stop-your-procrastination-with-thrive-by-vesta/) - Struggling with procrastination? Thrive by Vesta offers outsourced bookkeeping to help business owners focus, save time, and make smarter decisions.
- [Thrive by Vesta, Outsourced Bookkeeping](https://vesta.cpa/thrive-by-vesta-outsourced-bookkeeping/) - Outsourced bookkeeping gives you insight into daily transactions for business accounting, helping you reclaim your weekends with Vesta accountants.
- [Four Tax Law Changes You Should Know](https://vesta.cpa/four-tax-law-changes-you-should-know/) - Discover 4 major tax law changes from the TCJA. Stay compliant, avoid penalties, and make informed decisions with insights from Vesta’s CPA team.
- [Coaching Transformed: The Untold Story of Growth, Grit, and Breakthroughs](https://vesta.cpa/the-evolution-importance-of-coaching/) - Vesta offers business coaching, business strategy consulting, and business valuation in Madison and across WI, enhancing leadership and strategic planning.
- [What to Know When Choosing a Quality CPA](https://vesta.cpa/what-to-know-when-choosing-a-quality-cpa/) - Choosing the right accounting firm for business accounting is crucial. Our expert CPAs provide personalized tax strategies to maximize your financial potential.
- [How to Create Accountability in Your Business with Coaching](https://vesta.cpa/how-to-create-accountability-in-your-business-with-coaching/) - Unlock your business potential with coaching, consulting, and advisory services. Discover how accountability can accelerate growth with CPA expert coaching.
- [Six Business Budget Basics to Keep You on Track](https://vesta.cpa/six-business-budget-basics-to-keep-you-on-track/) - Get budgeting tips from Vesta's expert accountants. Learn how to create, revise, and stick to a business budget and achieve your financial goals in Wisconsin.
- [Transform Audit Fear into Confidence: What You Need to Know](https://vesta.cpa/addressing-the-fear-of-audit/) - Audits don’t have to be scary. Discover how Vesta’s accounting and tax service experts simplify audits, reviews, and compilations to bring assurance.
- [Five Accounting Tips that Make a Difference for Your Farm](https://vesta.cpa/five-accounting-tips-that-make-a-difference-for-your-farm/) - Farming accounting requires specialized expertise. Learn accounting and tax tips to help Wisconsin farmers manage costs, taxes, and financial challenges.
- [5 Proven Ways to Survive the Chaos of Tax Season](https://vesta.cpa/five-ways-to-calm-the-storm-of-tax-season/) - Tackle tax season with confidence through Vesta CPA—Wisconsin’s trusted firm for strategic tax planning, expert bookkeeping, and full-service accounting.
- [Estate Planning: 9 Powerful Ways to Protect Your Legacy](https://vesta.cpa/9-estate-planning-must-haves/) - Secure your family's future with estate planning. Vesta CPAs share key documents to keep loved ones prepared, from wills to healthcare directives.
- [Strategic Planning That Drives Real Results](https://vesta.cpa/building-a-strategy-for-success/) - Plan for long-term business success with a One-Page Strategic Plan. Learn how to build and implement strategies that drive growth and lasting results.
- [Five Top Focus Areas for Business Success](https://vesta.cpa/five-top-focus-areas-for-business-success/) - Achieve lasting business success by focusing on leadership, planning, financial health, and strategy. Vesta empowers growth through expert advisory services.
- [How to Keep Your Strategic Plan on Track](https://vesta.cpa/putting-plans-into-action/) - Don’t let your strategic plan go to waste. Learn how to avoid the Linger Trap and turn planning into action with support from Vesta’s expert consultants.
- [When Is the Right Time to Refinance Your Mortgage?](https://vesta.cpa/when-should-you-refinance-your-home/) - Refinancing your home can save you money, but timing is key. Discover when it makes sense to refinance based on your financial goals and current rates.
- [How to Manage Your Retirement Plan Effectively](https://vesta.cpa/best-practices-for-managing-your-retirement-plan/) - Learn expert-approved strategies to manage your retirement plan, grow your savings, avoid common mistakes, and build long-term financial security.
- [Business Valuation for a Successful Transition: Plan Early, Build Value](https://vesta.cpa/business-valuation-for-a-successful-transition-plan-early-build-value/) - Learn why early business valuation and planning with Vesta CPA’s Advisory and Wealth teams can ease your business transition and protect what you’ve built.
- [QuickBooks Online for Business: Expert Setup and Support](https://vesta.cpa/quickbooks-online-for-business/) - Streamline your business finances with expert QuickBooks assistance, personalized training, and seamless app integrations tailored to your needs.
- [How to Master 5 Investment Pitfalls and Secure Your Wealth](https://vesta.cpa/a-guide-to-navigating-the-top-5-investment-risks/) - Learn how to identify and navigate the top 5 investment risks. Get expert tips on minimizing risk and securing smarter, more stable investment growth.
- [What is an IRA Conversion and How to Make the Switch](https://vesta.cpa/what-is-an-ira-conversion-and-how-to-make-the-switch/) - Considering an IRA conversion? Learn how switching to a Roth IRA can boost your retirement savings. Step-by-step guide to making the conversion with ease.
- [Fostering Successful Small Businesses with a Trusted Advisor Network](https://vesta.cpa/fostering-successful-small-businesses-with-a-trusted-advisor-network/) - Foster small business success with Vesta’s trusted advisor network. Get the expert support you need to grow your business, plan strategically, and thrive.
- [When Should You Start Saving for Retirement?](https://vesta.cpa/when-should-you-start-saving-for-retirement/) - Starting to save for retirement early can make a big difference. Learn when to start and how to set up a plan that secures your financial future.
- [Get to Know the Four A’s of Cash Management](https://vesta.cpa/get-to-know-the-four-as-of-cash-management/) - Discover the Four A's of cash management to improve your business’s financial health. Learn strategies to manage assets, access, allocation, and analysis.
- [Data-Driven Decisions: The Key to a Successful Future](https://vesta.cpa/data-driven-decisions-the-key-to-a-successful-future/) - Confused by financial data? We simplify it. Get actionable insights, track KPIs, and forecast future success now with Vesta's Management Reporting services.

## Pages

- [Home](https://vesta.cpa/) - Vesta CPA provides accounting, tax, wealth, and advisory services in Fond du Lac, Sheboygan, Milwaukee's North Shore, and Greater Madison, WI.
- [Contact](https://vesta.cpa/contact/) - Contact Vesta.CPA for accounting, tax, and advisory services for individuals and businesses in Madison, Milwaukee, Fond du Lac, and Sheboygan, WI
- [FAQ](https://vesta.cpa/faq/) - Find quick answers in the Vesta CPA FAQ about tax planning, business valuation, and financial advisory services to help your Wisconsin business grow.
- [Client Access](https://vesta.cpa/resources/) - Pay invoices, listen to the InVesta podcast, and access accounting and tax resources for business. Get expert financial advice from Vesta CPAs in WI.
- [Markets](https://vesta.cpa/markets/) - Vesta CPA serves businesses across a range of industries with accounting, tax, and audit services throughout Wisconsin, supporting growth and compliance up
- [Thank You](https://vesta.cpa/thank-you/)
- [Insights](https://vesta.cpa/insights/) - Discover expert insights from Vesta CPA on tax, accounting, and wealth management strategies to help business owners grow, protect, and plan their future.
- [Advisory](https://vesta.cpa/wealth/) - Vesta CPA helps business owners and professionals with strategic accounting and financial planning to support long-term financial success.
- [Services](https://vesta.cpa/accounting/) - Vesta is a trusted Wisconsin CPA firm providing accounting, tax planning, and advisory services for businesses and individuals statewide.
- [Career](https://vesta.cpa/careers/) - Vesta CPA is more than just a workplace; it’s a career destination that fosters innovation and new perspectives, redefining industry standards for success.
- [About](https://vesta.cpa/about/) - Explore Vesta, a CPA-led firm offering accounting and tax services for business accuracy and compliance in Madison, Milwaukee, Fond du Lac, and Sheboygan.
- [Advisory](https://vesta.cpa/advisory/) - Vesta CPA provides expert business and financial advisory services, tax planning, and valuations to help Wisconsin companies grow with confidence.
- [Privacy Policy](https://vesta.cpa/privacy-policy/) - Privacy policy outlining how vesta.cpa collects, uses, and protects your data, ensuring your privacy and compliance with our security practices.

## Directory

- [Kyle Sorenson](https://vesta.cpa/directory/kyle-sorenson/) - Role and Expertise: Kyle is an experienced accountant with a strong background in customer service, tax preparation, payroll tax, and bookkeeping. His expertise lies in supporting small businesses and helping them thrive through effective financial management. Professional Background: Kyle grew up in Mauston, Wisconsin, and holds a Bachelor’s of Business Administration in Accounting from UW
- [Jacob Boyer](https://vesta.cpa/directory/jacob-boyer/) - Role and Expertise: Jacob is an experienced financial professional within Vesta’s Wealth and Advisory practices. With nearly a decade in financial services, he has worked with individuals, small to medium-sized businesses, large institutional investors, and publicly traded companies. He serves as an advocate for his clients by understanding their needs, offering knowledgeable investment advice, and
- [Sarah Boyer](https://vesta.cpa/directory/sarah-boyer/) - Role and Expertise: Sarah is experienced in wealth management, specializing in serving families, professionals, and business owners. She advocates for a holistic approach to personal finance, prioritizing comprehensive planning beyond just investing. Sarah is deeply committed to understanding and supporting her clients' unique needs. Professional Background: Sarah embarked on her career at a prestigious Big
- [Shannon Conley](https://vesta.cpa/directory/shannon-conley/) - Role and Expertise: As an assistant to the wealth management team, Shannon brings experience from her diverse professional background. Having been self-employed since the age of 24, Shannon honed her skills in various fields. For a decade, she partnered with her husband in their family chiropractic business in North Fond du Lac. Subsequently, she transitioned
- [Barbara Huske](https://vesta.cpa/directory/barbara-huske/) - Role and Expertise: As a manager, Barbara loves exceeding client expectations and aiding others. With degrees from Lakeland University and the University of Wroclaw in Poland, she found her passion for accounting upon moving to Wisconsin. Professional Background: Barbara currently resides in Oshkosh, but was born and raised in Poland. She joined Vesta in January
- [Cheryl Ross](https://vesta.cpa/directory/cheryl-ross/) - Role and Expertise: Cheryl brings over 40 years of experience in bookkeeping and payroll, with a strong focus on client satisfaction and business efficiency. Her dedication to providing personalized service aligns perfectly with Vesta's client-oriented approach. Professional Background: With 14 years at Vesta, Cheryl has honed her skills in both the Sheboygan and Fond du
- [Courtney Hazen](https://vesta.cpa/directory/courtney-hazen/) - Role and Expertise: Courtney is a Tax Manager with extensive experience in various sectors, including tax and public accounting. Her meticulous attention to detail, proficiency in Excel, and analytical skills make her a valuable asset to Vesta's team. Professional Background: With a Bachelor's degree in Accounting from St. Cloud State University, Courtney has a solid
- [Abby Weisse](https://vesta.cpa/directory/abby-weisse/) - Role and Expertise: Abby is an Operations Manager at Vesta, specializing in client relations and internal project management. She ensures exceptional service delivery and client satisfaction while collaborating on firm-wide initiatives. Professional Background: Originally from Fond du Lac, Wisconsin, Abby earned her Bachelor of Arts in Theatre with a minor in Communications from UW-Oshkosh. Despite
- [Cyndi Hintz](https://vesta.cpa/directory/cyndi-hintz/) - Role and Expertise: Cyndi brings 30 years of management and accounting experience to her role as Chief Operating Officer (COO) and Shareholder at Vesta. Professional Background: A native of Oshkosh, Cyndi has called Fond du Lac County home for the past 25 years. She holds a Bachelor’s degree in Business Administration with majors in Accounting
- [Ethan Diederich](https://vesta.cpa/directory/ethan-diederich/) - Role and Expertise: Ethan plays a vital role at Vesta, leveraging his diverse skills and optimistic outlook to contribute across various core service areas, particularly focusing on tax and payroll. His adaptability and willingness to collaborate make him an invaluable asset to the firm. Professional Background: Originally from St. Peter, Wisconsin, Ethan began his academic
- [Gabriel Olsen](https://vesta.cpa/directory/gabriel-olsen/) - Role and Expertise: Gabriel plays a pivotal role at Vesta, leveraging his strong academic background and collegiate sports experience to excel in various projects across our firm. His dedication to learning and his collaborative approach contribute significantly to the firm's success, especially in his role as the Management Reporting service line leader. Professional Background: Originally
- [Gaby Rohde](https://vesta.cpa/directory/gaby-rohde/) - Role and Expertise: Gaby plays a crucial role at Vesta, embodying the firm's ideals by applying her knowledge and skills to deliver exceptional client service. Her strengths in teamwork, communication, and adaptability make her an invaluable asset to the team. Professional Background: Originally from Menasha, Gaby pursued her education at St. Norbert College in De
- [Gloria Klomberg](https://vesta.cpa/directory/gloria-klomberg/) - Role and Expertise: Gloria plays a vital role at Vesta within the Assurance department, where her passion for accounting and commitment to excellence shine through. Her flexibility, strong work ethic, and collaborative nature contribute to the cohesive team environment that drives success in assurance services. Professional Background: Originally from Lincoln University, Pennsylvania, Gloria has cultivated
- [Greg Feucht](https://vesta.cpa/directory/greg-feucht/) - Role and Expertise: Greg plays a crucial role at Vesta, leveraging his broad expertise in tax, business consulting, and business valuation to provide strategic guidance and support to clients. His problem-solving skills and dedication make him a valuable asset in helping businesses navigate various stages of their growth and development. Professional Background: Greg hails from
- [Ivana Lee](https://vesta.cpa/directory/ivana-lee/) - 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
- [James Draxler](https://vesta.cpa/directory/james-draxler/) - Role and Expertise: James plays a crucial role at Vesta, leveraging his extensive experience in public accounting to provide valuable insights and support to clients. His dedication to client relationships and technical expertise contributes significantly to the firm’s success. Professional Background: Originally from West Bend, WI, James has accumulated 15 years of experience in public
- [Jenna Hintz](https://vesta.cpa/directory/jenna-hintz/) - Role and Expertise: Jenna is an integral part of Vesta, specializing in client accounting and advisory services (CAS) with a strong focus on leveraging technology to innovate and enhance client service. Her dedication to embracing change and sharing knowledge underscores her commitment to both professional growth and client success. Professional Background: Originally from Lamartine, Wisconsin,
- [Jodimae Seibel](https://vesta.cpa/directory/jodimae-seibel/) - Role and Expertise: Jo brings a wealth of experience and dedication to Vesta, specializing in estate planning, probate, and trust administration. Her meticulous attention to detail and commitment to confidentiality ensure clients receive exceptional service tailored to their unique needs. Professional Background: Hailing from West Bend, Wisconsin, Jo's career path has been shaped by roles
- [Jessica Rose Moon](https://vesta.cpa/directory/jessica-rose-moon/) - Role and Expertise: Jess plays a pivotal role at Vesta with a diverse background spanning for-profits, non-profits, and governmental agencies. Her expertise lies in helping clients streamline their accounting systems and processes to enhance efficiency and effectiveness. Professional Background: Raised on a small beef hobby farm in Malone, WI, Jess imbibed a strong work ethic
- [Jennifer Schultz](https://vesta.cpa/directory/jennifer-schultz/) - Role and Expertise: Jenny is a cornerstone at Vesta, bringing over 20 years of specialized experience in tax services to her role. Her dedication to proactive client engagement and fostering strong relationships mirrors Vesta's family-oriented ethos. Professional Background: Originally from Mukwonago, Wisconsin, Jenny thrives in the dynamic environment of a mid-sized accounting firm. Her career
- [Jenni Bieck](https://vesta.cpa/directory/jenni-bieck/) - Role and Expertise: Jenni plays a pivotal role at Vesta, combining over 20 years of public accounting experience with a strong focus on tax and accounting for more than 15 years. As a Certified Information Technology Professional (CITP), she brings a strategic blend of financial expertise and technology leadership to her work—championing digital transformation, enhancing
- [JP Braker](https://vesta.cpa/directory/johnathan-paul-braker/) - Role and Expertise: JP brings a diverse skill set and forward-thinking approach to Vesta, specializing in data analytics and operations improvement. His expertise in leveraging data to enhance decision-making processes underscores his commitment to driving efficiency and delivering value to clients. Professional Background: With roots in Wisconsin, JP's career spans traditional CPA roles in business
- [Joshua TeBeest](https://vesta.cpa/directory/joshua-tebeest/) - Role and Expertise: Josh plays a crucial role at Vesta as a dedicated professional with a strong foundation in accounting and a deep commitment to client service. His career trajectory, from a Midwest Big 4 firm to a mid-sized regional firm like Vesta, reflects his ability to handle complex financial matters with confidence and care.
- [Karin Harms](https://vesta.cpa/directory/karin-harms/) - Role and Expertise: Karin plays a pivotal role at Vesta as a seasoned tax professional with over 25 years of experience in tax planning, research, and consulting. Her expertise spans a diverse range of areas including multi-entity client groups, real estate, multi-state taxation, and partnership taxation, leveraging her deep knowledge to provide strategic tax solutions.
- [Kimberly Thome](https://vesta.cpa/directory/kimberly-thome/) - Role and Expertise: Kim plays a pivotal role at Vesta, leveraging her extensive background in accounting and finance to support small businesses across various stages of their growth—from startups to sales. Her broad expertise allows her to contribute across multiple facets of business operations, emphasizing relationship building with clients and mentoring staff members. Professional Background:
- [Kristin Olson](https://vesta.cpa/directory/kristin-olson/) - Role and Expertise: Kristin plays a pivotal role at Vesta as the Director of Talent, leveraging her extensive background in human resources and a deep commitment to supporting the well-being and growth of each individual within the firm. Her passion for people and alignment with Vesta's mission and values drive her dynamic approach to HR
- [Lauren Price](https://vesta.cpa/directory/lauren-price/) - Role and Expertise: Lauren is a shareholder at Vesta with over 15 years of experience in auditing. She works with a wide range of clients—including for-profit businesses, nonprofit organizations, and government entities. With a focus on financial clarity and strategic communication, Lauren specializes in analyzing and interpreting financial results to help business owners and boards
- [Lynn Marie Zimmermann](https://vesta.cpa/directory/lynn-marie-zimmermann/) - Role and Expertise: Lynn brings a wealth of experience and a strong work ethic to her role at Vesta, where she plays a pivotal role in client relations. Her background in accounting and extensive customer service skills make her well-suited to address client inquiries and resolve issues effectively. Professional Background: Raised in St. Cloud, WI,
- [Lynn Braden](https://vesta.cpa/directory/lynn-braden/) - Role and Expertise: Lynn brings over 30 years of invaluable experience in public accounting to her role at Vesta, specializing in estate, gift, and trust areas. Her expertise lies in working closely with small to medium-sized businesses, their owners, and families, providing comprehensive financial guidance and support. Professional Background: Originally from West Allis, WI, and
- [Lisa Fejeran](https://vesta.cpa/directory/lisa-fejeran/) - Role and Expertise: Lisa plays a pivotal role at Vesta, leveraging her extensive background in healthcare and client service to enhance team coordination and problem-solving. She excels in catching details and maintaining clear communication, vital for her role in supporting clients and collaborating with her colleagues. Professional Background: Originally from Seattle, Washington, Lisa brings a
- [Logan Krueger](https://vesta.cpa/directory/logan-krueger/) - Role and Expertise: Logan specializes in assurance services at Vesta, focusing on audits, reviews, and compilations for various business types. His role involves presenting audit findings to management and boards of directors, ensuring transparency and compliance. Professional Background: Originally from North Fond du Lac, Logan values the collaborative environment at Vesta, where he works closely
- [Marie Koch](https://vesta.cpa/directory/marie-koch/) - Role and Expertise: Marie is a seasoned professional with over 20 years of experience in bookkeeping, making her an invaluable asset at Vesta. Her expertise lies in managing complex bookkeeping responsibilities with precision and efficiency. Marie's commitment to delivering high-quality service is evident in her versatile skill set and deep understanding of client needs. Professional
- [Marissa Anderson](https://vesta.cpa/directory/marissa-mayer/) - Role and Expertise: Marissa brings a wealth of experience in customer service and creativity to her role as Marketing Consultant at Vesta. With a Bachelor’s Degree in Business Administration from UW-Green Bay, Marissa is dedicated to enhancing client relationships and promoting Vesta’s services through innovative marketing strategies. Her attention to detail and commitment to client
- [Melanie Westphalen](https://vesta.cpa/directory/melanie-westphalen/) - Role and Expertise: Melanie leverages over 7 years of experience at Vesta, specializing in individual, business, and nonprofit tax, QuickBooks consulting, accounting advisory, and tax planning. As a Project Manager, Melanie ensures clients receive tailored, high-level service from the most suitable professionals within Vesta. Melanie's proactive approach and deep understanding of Sheboygan County's client base
- [Nathan Storch](https://vesta.cpa/directory/nathan-storch/) - Role and Expertise: Nathan brings a robust background in tax preparation, payroll, sales tax, and company bookkeeping to his role at Vesta. With over four years of experience in tax return preparation and three years in diverse financial tasks, Nathan excels in handling a wide range of responsibilities. His adaptability and eagerness to tackle new
- [Sarah Bell](https://vesta.cpa/directory/sarah-bell/) - Role and Expertise: Sarah brings extensive industry experience to her role at Vesta, leveraging her background to ensure quality and excellent service. Her attention to detail and flexibility in taking on new tasks make her a valuable asset within the team. Professional Background: With a Business Administration degree from Lakeland University, Sarah's knowledge and experience
- [Sean Bailey](https://vesta.cpa/directory/sean-bailey/) - Role and Expertise: Sean brings extensive experience in tax planning and client relations to his role at Vesta. As a seasoned professional from both Big 4 and local accounting firms, Sean excels in providing proactive tax strategies and personalized service to clients. He focuses on understanding client goals and leveraging tax laws to maximize savings
- [Suzann Oppermann-Slattery](https://vesta.cpa/directory/suzann-oppermann/) - Role and Expertise: Suzann, originally from Oshkosh, Wisconsin, and now residing in Fond du Lac County, is a pivotal member of Vesta's team with over a decade of experience. She excels in non-profit tax knowledge, payroll, bookkeeping, and is expanding her expertise in farms and trusts. Suzann is dedicated to serving clients effectively and collaboratively
- [Staci Fors](https://vesta.cpa/directory/staci-engelbrecht/) - Role and Expertise: Staci is the Head of Growth and Engagement at Vesta. She works closely with teams across the firm to support marketing efforts, strengthen internal collaboration, and encourage meaningful connections with clients and the community. Professional Background: Staci joined Vesta as a Client Service Administrator after spending much of her career in banking
- [Tina Funk](https://vesta.cpa/directory/tina-funk/) - Learn about Tina Funk, CPA, Director at Vesta, with 30+ years of expertise in tax, payroll, and bookkeeping, helping clients grow with confidence.
- [Todd Jacoby](https://vesta.cpa/directory/todd-jacoby/) - Role and Expertise: Todd, a CPA at Vesta, brings extensive experience in business and individual tax preparation and review. Known for his reliability and trustworthiness, Todd plays a crucial role in ensuring clients receive accurate and thorough tax services. His dedication to making a positive impact underscores his commitment to client success at Vesta. Professional
- [Trudy Moehring](https://vesta.cpa/directory/trudy-moehring/) - Role and Expertise: Trudy’s background in customer service support and accounts receivable makes her a valuable Administrative and Executive Assistant at Vesta. She excels in client assistance and enjoys working with people, making her a supportive team player in Vesta’s dynamic environment. Professional Background: Trudy grew up on a farm in rural Kiel and studied
- [Carly Murphy](https://vesta.cpa/directory/carly-murphy/) - Role and Expertise: Carly serves as a Manager at Vesta, where she oversees operations and processes within the wealth management department. With a background in customer service and a knack for leadership, Carly excels in fast-paced environments and enjoys integrating new processes to enhance client satisfaction. Professional Background: Carly grew up in Fond du Lac
- [Jenny Reineke](https://vesta.cpa/directory/jenny-reineke/) - Role and Expertise: Jenny is a dedicated Operations Consultant with a positive attitude and a strong commitment to Vesta's values. Her dependability, kindness, positivity, and integrity make her a trusted and valued member of the team. Jenny excels in fostering positive relationships among clients and colleagues through her unwavering reliability and honesty. Professional Background: Jenny
- [Eric Gurholt](https://vesta.cpa/directory/eric-gurholt/) - Eric Gurholt, Financial Representative and Shareholder, brings expertise to Vesta, including specializing in taxes, financial compliance, and consultation
- [Kelly Cowhig](https://vesta.cpa/directory/kelly-cowhig/) - Role and Expertise: Kelly is an accomplished accountant specializing in business and farm returns. She leads Vesta's Farm return team and is highly skilled in QuickBooks and Sage. Kelly’s adaptability and enthusiasm for learning new accounting software enable her to continually enhance the services she provides to clients. Professional Background: A Sheboygan County native from
- [Nathan Volkomener](https://vesta.cpa/directory/nathan-volkomener/) - Role and Expertise: Nathan leads Vesta’s executive team with a forward-thinking, strategy-first mindset. A self-described futurist, he plays a pivotal role in shaping the firm’s direction, fostering innovation, and aligning teams around a shared vision. His leadership spans growth planning, business model evolution, and the development of Vesta’s next generation of service offerings. Professional Background: With
- [Brian Lehn](https://vesta.cpa/directory/brian-lehn/) - Role and Expertise: As a technology manager, Brian values Vesta's forward-thinking approach to technology and its team of professional and engaging individuals. Professional Background: Brian was raised on his family farm in Decatur, Illinois and holds a Bachelor of Science in Marketing from the University of Illinois, Urbana-Champaign. Additionally, he completed dual degrees in Information
- [Nicholas Deering](https://vesta.cpa/directory/nicholas-deering/) - Nick Deering is a Sheboygan area native who earned his degree in consumer science with a focus in personal finance from UW-Madison. Nick then went on to earn his MBA in investment management from UW-Milwaukee. Nick joined Vesta in August of 2017. His list of certifications includes CFP, CLTC, CVA, and CPFA. Nick’s skills and
- [Taylor Van Dyke](https://vesta.cpa/directory/taylor-van-dyke/) - Role and Expertise: Taylor, a Grand Valley State University graduate from western Michigan, embarked on his journey with Vesta as an intern in 2022 while finishing up his Masters in Accounting. After completing his Masters, he moved from Michigan to Wisconsin and transitioned to a full-time consultant at the Fond du Lac office. He further
- [Kaelin Thibodeau](https://vesta.cpa/directory/kaelin-thibodeau/) - Role and Expertise: Kaelin brings a dynamic skill set and a strong commitment to teamwork to Vesta in our Sheboygan market. With a keen understanding of the importance of support and collaboration, she thrives in Vesta's nurturing environment. Her core attributes include integrity, motivation, reliability, feedback provision, and a proactive approach to learning and growth.
- [David McMonigal](https://vesta.cpa/directory/david-mcmonigal/) - Role & Expertise: David is a dedicated professional at Vesta, known for his hardworking and collaborative spirit. He enjoys working with teams to achieve the best results for clients and is passionate about teaching colleagues and clients on tax matters. Professional Background: David grew up in St. Paul, MN, and has lived in Denver, Tucson,
- [Joan Loden](https://vesta.cpa/directory/joan-loden/) - Role and Expertise: Joan is a resourceful problem solver and collaborator, bringing a wealth of experience in public administration and a knack for finding solutions. Her analytical skills and optimistic outlook make her a valuable team member who can navigate complex situations and uncover positive outcomes. Professional Background: Joan grew up in Waukesha, WI, and
- [Ying Li](https://vesta.cpa/directory/ying-li/) - Role and Expertise: Ying is a skilled Tax Consultant with extensive experience in preparing tax returns for individuals and small businesses. Her expertise includes adhering to tax laws and providing excellent client service, making her an asset to the firm. Professional Background: Originally from China, Ying has been living in Madison since 2007. She holds
- [Tony Uhl](https://vesta.cpa/directory/tony-uhl/) - Role and Expertise: Tony is a dedicated accountant passionate about helping clients with their accounting needs and driving innovation in the accounting industry. With a focus on both personal and business tax planning, he brings a fresh perspective, always seeking new ways to improve client service and efficiency. Professional Background: Tony began his career in
- [Tommy Spicer](https://vesta.cpa/directory/tommy-spicer/) - Role and Expertise: Tommy is a dedicated professional at Vesta, specializing in working with high-net-worth individuals and closely held businesses. He is committed to providing exceptional client service through efficient delivery, effective communication, and a collaborative approach with his colleagues. Professional Background: Tommy grew up in Brookfield, WI, and holds a Bachelor of Business Administration
- [Charity LaFrance](https://vesta.cpa/directory/charity-lafrance/) - Role and Expertise: Charity is a seasoned professional at Vesta, bringing over 20 years of experience in corporate and public accounting. Her diverse background, influenced by frequent relocations due to her husband’s military career, has equipped her with expertise in various accounting streams. Charity excels in adapting to change and helping others navigate transformations and
- [Elizabeth Triplett](https://vesta.cpa/directory/elizabeth-triplett/) - Role and Expertise: Elizabeth is a senior manager at Vesta who specializes in assisting individuals and businesses with tax compliance and advisory services. Her expertise in tax planning and advisory ensures clients receive comprehensive support tailored to their specific needs. Professional Background: Elizabeth began her career at a Big 4 accounting firm, where she focused
- [Angie Matzdorf](https://vesta.cpa/directory/angie-matzdorf/) - Role and Expertise: Angie Matzdorf is an Operations Consultant. Beyond her role in supporting the CSA team, Angie actively applies her marketing and business administration expertise to special projects, consistently demonstrating a proactive approach and a commitment to delivering results. Professional Background: Angie holds an Associate Degree in Marketing from Lakeshore Technical College and a
- [Jordan Miller](https://vesta.cpa/directory/jordan-miller/) - Role and Expertise: Jordan is a consultant within Vesta's assurance team, specializing in reviews, compilations, and audits for a diverse range of clients including non-profits, governments, public and private schools, and for-profit organizations. His role focuses on ensuring compliance and accuracy in financial reporting across various sectors. Professional Background: Jordan holds a Bachelor of Science
- [Zach Trautsch](https://vesta.cpa/directory/zach-trautsch/) - Role and Expertise: Zach is a highly skilled professional specializing in both accounting and tax. With a solid foundation in public accounting and industry experience, he brings a comprehensive understanding of the complete financial picture of small businesses. His dual expertise allows him to serve as an invaluable advisor, offering insights that help clients make
- [Robert Hess](https://vesta.cpa/directory/robert-hess/) - Role and Expertise: Robert serves as an Associate Financial Advisor at Vesta, supporting both external clients and internal advisory efforts with a broad range of financial planning knowledge. He specializes in helping individuals build strong financial futures by integrating traditional strategies with fresh, innovative perspectives. With a comprehensive understanding of wealth management, Robert provides clients
- [Melita Olig](https://vesta.cpa/directory/melita-olig/) - Role and Expertise: As an Assurance Consultant at Vesta, Melita brings her expertise in financial analysis and audit to the team. With a strong focus on accuracy and attention to detail, she specializes in ensuring the reliability and integrity of financial information, helping clients meet their compliance and reporting requirements. Professional Background: Originally from Fond
- [Victoria Krumbein](https://vesta.cpa/directory/vicki-krumbein/) - Role and Expertise: Victoria is a Senior Consultant at Vesta, certified in both QuickBooks Online (QBO) and Fathom. With a strong background in the service industry and bookkeeping, she brings a unique blend of hands-on business experience and technical expertise to her role. Victoria excels at helping clients streamline their financial operations and make informed
- [Joua Lee](https://vesta.cpa/directory/joua-lee/) - Role and Expertise: Joua is a Consultant at Vesta, specializing in bookkeeping services. With a wealth of experience in financial operations, she brings over 17 years of industry knowledge to her role, particularly from her background in the banking sector. Joua’s expertise lies in streamlining bookkeeping processes, ensuring accuracy, and helping clients maintain clear and
- [Jake Wieneke](https://vesta.cpa/directory/jake-wieneke/) - Role and Expertise: Jake is a Tax Consultant at Vesta, specializing in preparing individual and business tax returns, including 1040s, 1120s, 1120S’s, and 1065s. He also assists clients with tax planning strategies, helping them stay compliant and make informed financial decisions. Professional Background: Jake began his career as an intern at Vesta before graduating in

## Categories

- [Accounting](https://vesta.cpa/category/accounting/)
- [Wealth](https://vesta.cpa/category/wealth/)
- [Advisory](https://vesta.cpa/category/advisory/)

## Tags

- [accounting](https://vesta.cpa/tag/accounting/)
- [assurance](https://vesta.cpa/tag/assurance/)