Partners & staff

 

  Background information
Wendy Albrecht - Principal

 

Wendy Albrecht has been assisting small companies with their accounting needs since 1988. She has several years of “hands-on” QuickBooks experience and uses the program in running our business. Wendy is a Certified QuickBooks Pro Advisor.

Wendy specializes in small business accounting consulting services at Bodilly CPA's & Consultants, LLP which include:

  • Proactively meeting the needs of small businesses.

  • Performing needs analysis to determine the appropriate version of QuickBooks and related third party software solutions

  • Demonstrating software

  • Installing and setting up QuickBooks

  • Training on all functions of the program

  • Customizing reports functions to meet each company’s needs

  • Providing on-going technical and business operations support
    Wendy conducts seminars on introductory and advanced features of QuickBooks. She also assists clients with a variety of other needs, such as: payroll and sales tax reports, rent a bookkeeper, organizing the set up of their office and reviewing tax needs.


Education, Certification, Memberships:

  • BBA in management from the University of Wisconsin - Eau Claire

  • Serves on several internal committees including industry niches, software panels and planning

  • Certified in QuickBooks 2002

  • Certified in QuickBooks 2003

  • Certified QuickBooks Pro Advisor

  • Member of the Greater Madison Chamber of Commerce

  • Member of the Middleton Chamber of Commerce

  • Member of the Northside Business Association

  • Member of Madison Area Builders Association

 

 

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Bodilly CPAs & Consultants LLP - 525 Junction Road - Suite 8200 - Madison, WI 53717
Tel 608-664-1040 Fax 608-664-1050 Email info@cpamadison.com