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Kate Serpe, CPA
Senior Manager

Madison: (608) 442-1982 

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 outsourced accounting and controllership services to cooperatives and not for profit organizations.

  • Outsourced accounting and controllership services
  • Financial statement preparation
  • Financial management for not for profit organizations
  • Process and procedure review
  • Business (1065, 1120S, 1120) tax preparation
  • Proficient in Sage Intacct, Sage 50 and Quickbooks desktop and online accounting software

Certification

  • Certified Public Accountant
  • Certified Nonprofit Accounting Professional
  • Certified Bill.com Expert

Education

  • Bachelors Degree in Accounting – University of Wisconsin-Whitewater