Resume
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Sole Owner of Wendy J Weissman, CPA PC since 2002
Currently have 1 full time employee
Specialize in Quickbooks, payroll, bookkeeping and business consulting
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Adjunt Instructor at the University of Great Falls since 1997
Teach all levels of accounting
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Adjunt Instructor at College of Great Falls Montana State University
Teach Quickbooks classes in the Outreach Department.
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Comptroller of YWCA, 1998-2002
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Comptroller of Agency Insurance Company, Baltimore, Maryland 1993-1997
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Substitute Teacher with the Great Falls Public Schools 1997-1998
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Certified Public Accountant, passed exam in Maryland 1993
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University of Delaware, Bachelors of Science in Accounting, and minor in music, 1993
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Certified Quickbooks Advisor since 2003
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Completed Online Facilitator Training Course in December 2007
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Received Adjunct Faculty Teaching Excellence Award for 2009
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Associate in Insurance Services, 1997
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Certificate in General Insurance, 1996
What I CAN do for you:
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Go to your place of business and train you and your employees how to use Quickbooks to get the most of the program for your business.
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Go to your home or office to do your bookkeeping or payroll AT YOUR PLACE OF BUSINESS. Very few CPA firms offer this service.
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Calculate payroll from my office for your employees and complete all necessary government reporting
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Complete bookkeeping for your business from my office. Anywhere from paying bills weekly to reconciling the checkbook annually and anything in between. I can cater my services to your needs at an affordable price.
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If you are a non-profit, train your board of directors on how to read financial statements and the financial responsibilities of a board of directors. I have been both a staff member of a non-profit as well as on the board of directors and have a complete understanding from both the inside and outside of how a non-profit is supposed to run and what financial statements mean to a non-profit.
What I can’t do for you:
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Income taxes. Beginning January 1, 2014, I sold my tax practice to Deidre Magee, owner of GR Tax Services. We work closely together and share many clients. I can help prepare reports for her to complete your taxes. With over 10 years of experience, she can help you with your business, partnership, corporation or non-profit tax return
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Estate work. I do not have the expertise to handle estates.
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Participated in Leadership Great Falls for the 2005-2006 year.
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Member of the Great Falls Chamber of Commerce
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Participated in WEN, Women’s Entrepreneurial network
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Performed with University of Great Falls Community Band
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Member of Winds of Montana
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Member of Great Falls Municipal Band
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Treasurer of numerous non-profit organizations; currently treasurer of Boy Scout Troop 26.