CPA - Key Persons
Amanda provides accounting and tax services for clients and also handles administrative services for the firm.
She has a B.S. in business management from Calvin College.
Chad works with a variety of small and mid-sized business clients, as well as individuals. He assists them with their tax, accounting, and financial planning needs. Chad also provides general business consulting and QuickBooks training and support. He has a BBA, magna cum laude, from Grand Valley State University.
Deanna provides accounting and tax services to a wide variety of clients. She also trains clients in the use of QuickBooks and consults in other accounting software. She has a BBA from Michigan State University.
Eric joined The CPA GROUP after working for more than 5 years for a ‘Big Four' accounting firm. There he specialized in small business owners and high net worth individuals. Eric will continue to focus on tax compliance for the firm with an emphasis on corporations, partnerships, and individuals. He has an MSA from Grand Valley State University.
Jan has been with The CPA GROUP since September 1993. She serves a wide variety of clients in all areas of accounting, tax preparation and tax planning. She has a BBA from Davenport University.
Jon has experience working with small business owners, nonprofit organizations, and high net worth individuals. He works with clients to provide accounting and taxation services that maximize the client's potential. Jon graduated summa cum laude from Robert Morris University in Pittsburgh Pennsylvania with a B.S.B.A. degree in accounting.
Karen performs a variety of administrative tasks part-time. She joined the firm in October 2021 with a background in the banking and finance industry. Most recently, she worked at TCF as a Mortgage Closer. She brings a wide array of knowledge to the firm.
Kay provides audit and review services for businesses and employee benefit plans. She also works on individual and business taxation. She has a BBA from Western Michigan University.
Kelly works on audit and review services for businesses, employee benefit plans and non-profit organizations. She also works on business taxation. She has a BBA from Grand Valley State University.
Kim provides a variety of services from accounting software, principles and practice, to tax and research. Kim's background was 20 years as an Accounting Manager for a local manufacturing retailer that had presence in multiple states. Prior to making the move to public accounting and tax for the last 7 years. She has her BS in Accounting as well as Computer Science from Davenport University.
Lori concentrates her work in all areas of taxation. This includes corporate, partnership, individual, estate and trust matters.
She has a B.A. in legal administration and a MST from Grand Valley State University. Lori also holds a J.D. from Thomas M. Cooley Law School.
In May 2023, Lori became a member of The CPA Group. She holds a BBA from Northwood University and has 20 years of experience in accounting, specifically in the manufacturing industry. She offers an array of services, including accounting, tax assistance, and QuickBooks support, to small businesses.
Lorie joined The CPA Group in September 2020. She has 17 years of experience working for a smaller accounting firm. She brings a wide variety of skills to The CPA Group to help in accounting and in tax preparation.
Michelle is a graduate of Grand Valley State University, with a BBA, majoring in accounting and finance. She provides a range of services for clients, including accounting, tax and QuickBooks consulting as a QuickBooks Online Proadvisor.
Peggy focuses her work in taxation with an emphasis on agriculture and fiduciary work.
She has a B.S in accounting from Michigan State University and a MST from Grand Valley State University.
Job Titles:
- Tax and Accounting Manager
Sally joined our office in August 2022. She works with small and mid-sized businesses in a variety of industries, assisting them with their tax compliance, planning, and consulting needs. She works with individual clients, as well. Sally graduated with a BS in Accounting from DePaul University in Chicago.
Samantha joined The CPA Group in September 2022. She provides a variety of services, including bookkeeping, Quickbooks support, and tax preparation for individuals and small businesses. Samantha graduated summa cum laude from Grand Valley State University with a BBA in Accounting and Finance.
Steve provides clients with accounting and tax services. He also provides technology services for the firm.
He has a B.S. in accounting from Calvin College.
Terry provides accounting and tax services including the use of Quickbooks.
He has a BBA in accounting and a MSA in accounting from Grand Valley State University.
Tim provides accounting and taxation services for a wide variety of clients including manufacturers, construction, restaurants, real estate and service industries. He also provides individuals with tax service and trains clients to use QuickBooks. He has a BBA from Grand Valley State University. He previously worked as a controller for many years with a manufacturing company.