• Sole Owner of Wendy J Weissman, CPA PC since 2002

            Currently have 1 full time employee

            Specialize in Quickbooks, payroll, bookkeeping and business consulting

  •  Adjunt Instructor at the University of Great Falls since 1997

             Teach all levels of accounting

  • Adjunt Instructor at College of Great Falls Montana State University

            Teach Quickbooks classes in the Outreach Department.

  • Comptroller of YWCA, 1998-2002

  • Comptroller of Agency Insurance Company, Baltimore, Maryland 1993-1997

  • Substitute Teacher with the Great Falls Public Schools 1997-1998

  • Certified Public Accountant, passed exam in Maryland 1993

  • University of Delaware, Bachelors of Science in Accounting, and minor in music, 1993

  • Certified Quickbooks Advisor since 2003

  • Completed Online Facilitator Training Course in December 2007

  • Received Adjunct Faculty Teaching Excellence Award for 2009

  • Associate in Insurance Services, 1997

  • Certificate in General Insurance, 1996

What I CAN do for you:

  • 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.

  • Go to your home or office to do your bookkeeping or payroll AT YOUR PLACE OF BUSINESS. Very few CPA firms offer this service.

  • Calculate payroll from my office for your employees and complete all necessary government reporting

  • 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.

  • 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:

  • 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

  • Estate work. I do not have the expertise to handle estates.

  • Participated in Leadership Great Falls for the 2005-2006 year.

  • Member of the Great Falls Chamber of Commerce

  • Participated in WEN, Women’s Entrepreneurial network

  • Performed with University of Great Falls Community Band

  • Member of Winds of Montana

  • Member of Great Falls Municipal Band

  • Treasurer of numerous non-profit organizations; currently treasurer of Boy Scout Troop 26.