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Kate Serpe, CPA

Accounting | Senior Manager

Kate joined Wegner CPAs as an intern in 2010 and was hired full-time as part of the Accounting Solutions Group in 2011. Kate has experience providing controllership and CFO services to cooperatives and not for profit organizations and specializes in board presentations and assisting clients with strategic planning.

  • Outsourced accounting, controllership, and CFO services
  • Financial statement preparation
  • Financial management for not for profit organizations and cooperatives
  • Process and procedure review
  • Technology stack assessment and implementation
  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional
  • Certified Expert
  • Certified Sage Intacct Accounting Specialist
  • Bachelors Degree in Accounting – University of Wisconsin-Whitewater