Kathleen Smith advises individuals, closely held businesses, and charitable organizations. Her advisory services include accounting, tax compliance, and tax preparation services. Before joining our team, she spent the prior five years as an executive director for a family foundation.
Kathleen graduated with a business degree from Indiana University in Bloomington in 1994. She tripled majored in Marketing, Management, and International Studies. Subsequently, she attended Valparaiso University to further her knowledge of accounting. She is currently completing her requirements to sit for the certified public accountant (CPA) examination. She is a member of the AICPA and IMA.