Katy Sommer
Partner
Katy Sommer's Area of Expertise
- Nonprofit Accounting Services
- Board and Governance Consulting
Biography
Katy Sommer, CPA, Partner, has a natural gift for working with nonprofit organizations. Since joining the firm in 1993 and becoming partner in 2002 she brings a depth of experience in the Milwaukee nonprofit arena to the firm. Katy leverages her talents to enhance organizations, implement best practices and help them become financial healthy nonprofits. Her expertise is concentrated on nonprofit audit and financial management services with a special emphasis on:
⦁ Nonprofit Audits, Reviews and Compilations
⦁ Preparation of Nonprofit Federal and State Tax Returns (Forms 990 and 1952)
⦁ Application and tax-exempt status consulting
⦁ Private foundation advisory services
⦁ Board and Governance Consulting and Training
⦁ Fiscal Policy and Procedure Consulting
⦁ Accounting and Bookkeeping Consulting
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- American Institute of Certified Public Accountants Government Audit Quality Center
Volunteer Work
- North Shore Swim Club Board of Directors
- School Choice Auditor Working Group
Education
- Bachelor Degree in Accounting, University of Wisconsin-La Crosse
Awards
- 2008 Milwaukee Business Journal’s “Forty Under 40” Recipient
Credentials
- Certified Public Accountant (CPA)
“The nonprofit sector is a different culture. I understand it, and I’m committed to it.”