Kathy Dauenhuer

• Manage daily operations for a growing CPA firm, ensuring efficient workflow and exceptional client service.
• Oversee client invoicing, accounts receivable functions, scheduling, and administrative operations.
• Serve as a trusted executive assistant to ownership, providing operational support across multiple business ventures.
• Coordinate and manage the acquisition and integration of CPA firms, including client data migration, tax filing history transfers, and software conversions.
• Facilitate smooth client transitions during acquisitions through proactive communication and problem resolution.
• Manage executive calendars, appointments, and communications for firm leadership.
• Maintain strong relationships with high-net-worth clients and business stakeholders.
• Identify and implement operational improvements that increase efficiency and support organizational growth.

• Directed all administrative and operational functions for a busy CPA practice.
• Managed workflow processes to ensure compliance with tax deadlines and regulatory requirements.
• Supported individual tax preparation, tax planning, bookkeeping services, payroll reporting, and sales tax reporting.
• Managed employee personnel files, on-boarding documentation, and office administration activities.
• Oversaw accounts receivable, client communications, appointment scheduling, and secure client portal administration.
• Assisted clients with bookkeeping, accounting, payroll, and tax-related inquiries.
• Prepared and maintained client records and documentation for tax preparation and compliance purposes.
• Coordinated state agency reporting and employee travel reimbursements.
• Managed software installations, annual updates, office technology, equipment maintenance, and vendor relationships.
• Maintained office inventory and procurement processes.

• Delivered exceptional customer service while supporting business development initiatives.
• Managed website content, digital marketing campaigns, company newsletters, and customer outreach programs.
• Wrote industry-focused blog content and marketing materials to increase customer engagement.
• Coordinated travel, lodging, logistics, and event planning for trade shows and corporate events.
• Organized and executed semiannual promotional events to strengthen customer relationships and generate new business opportunities.
• Supported company leadership with special projects and operational initiatives.