Mike J Forck, CPA
Mike is a founding shareholder of the firm and serves as its president. He holds a Bachelor of Science Degree in Accounting from Lincoln University and is a member of the Missouri Society of Certified Public Accountants. He has 29 years experience in public accounting encompassing virtually all areas of practice including setting up new businesses, preparing financial statements, business and personal taxes, and financial consultation. He has served on the board of some of the firms larger clients and has had experience assisting client's attorneys with preparing cases for court and serving as an expert witness. Mike's experience prior to public accounting includes 7 years as an IRS agent in Denver, Colorado.
Peggy J Jensen, CPA
Peggy earned her Bachelor of Science Degree in Accounting from Lincoln University in 1996. She joined the firm in September of 1997 as a staff accountant and became a shareholder of the firm in September of 2005. Her experience in public accounting includes compiling financial statements, formation of new businesses, personal and business tax preparation, payroll preparation and consultation in many aspects of our client's businesses. She has assisted our multi-owner professional clients with the design and implementation of formulas to allocate overhead and divide profits based on productivity. Peggy also has had many years of experience working with QuickBooks issues.
Katie M Hug - Staff Accountant
Katie brought to the firm seven years of banking experience and currently has four years experience in public accounting with us. She holds an Associate Degree from
Columbia
College
and will receive her Bachelor of Science Degree in Business with Accounting Emphasis in May of 2009. She excelled in her studies with a 3.8 GPA and plans to begin work on her Masters degree in the fall of 2009 with a goal of becoming a CPA. Her responsibilities include monthly client write-up, payroll preparation and corporate, partnership and individual tax return preparation. She is familiar with small business pension plans and is our resident payroll expert.
Tammy Gilpin-Coplin - Staff Accountant
Tammy holds a Bachelor of Science Degree in Business Administration with an emphasis in Accounting from
Columbia
College
and has 15 years experience in public accounting. Her resume includes setting up new businesses, client write up, financial statement preparation, payroll, small business pension plans, business and personal taxes. Her vast experience working with small businesses enables her to be a valuable consultant to both new and existing businesses. She has completed the educational requirements to sit for the CPA exam and is pursuing that goal. She is also a QuickBooks Pro Advisor able to assist clients with setup and ongoing support.
Beverly J Forck - Staff Accountant
Bev has over twenty years experience working in public accounting. Her responsibilities over the years have included paying bills for clients, preparing client data, reconciling bank accounts, preparing payroll and payroll tax returns, tracking pension expenditures, individual and corporate income tax preparation. She has completed courses in accounting and income tax during her career. Her years of "hands-on" experience dealing with clients and accounting matters have given her exceptional insight into issues faced by our clients. She is also familiar with QuickBooks and QuickBooks payroll which she works with on a regular basis.
Joleen Y Murray - Staff Accountant
Joleen holds a Bachelor of Science degree in Business Administration from Missouri Southern State University. She has over fifteen years' experience working with finances and accounting in the private and public sectors. Joleen has training and experience in preparing personal income taxes and presently is employed on a part time basis allowing us to serve the fluctuating needs of our clients and seasons of our practice.
Angela S Cruzan - Office Manager
When you call our office or stop in, you will most likely be greeted by Angie's friendly voice. Her pleasant demeanor and helpful attitude sets the tone for our entire office. More than an office manager, she keeps our entire office organized and supplied. Additionally, she is responsible for all of the firm's data entry and return processing. You will find that she is attentive to your needs, knowledgeable and easy to communicate with.
