Shelly Archuleta

CPA

Shelly enjoys working with clients to formulate solutions to their most complex problems. She helps clients to streamline programs and processes to ensure effective and efficient audits.

As a shareholder in the firm’s audit and assurance practice, she dedicates all of her professional time to Employee Benefit Plan (EBP) audit and consulting work. Shelly also oversees the firm’s EBP training program, ensuring that all audit staff stay current with developments in this specialized area. Understanding that plan sponsors juggle many responsibilities, she aims to conduct a quality audit while making the process as painless as possible for sponsors.

Candi Avery

CPA, CFE, CGMA

Candi is a proven leader in every community in which she is affiliated. With an extensive background in complex accounting policies and compliance, she enjoys sharing her breadth of knowledge with the not-for-profit organizations she serves.

Candi has over 25 years of experience working with foundations, research institutes, social service agencies, associations, arts organizations, and many others. Her dedication to overcoming challenges and leading organizations toward success has proven her trustworthiness when working with clients.

Jennifer Becker Harris

CPA, MST

Whether helping individuals plan charitable gifts or consulting with organizations on issues related to international activities, Jennifer helps clients get through the complexity so they can focus on their end goals.

Jennifer provides complex consulting and compliance services to not-for-profits and international tax-exempt organizations. She has a passion for her work and the deep experience to provide organizations with the strategies and tools they need to carry out their charitable missions.

Amber Busch

CPA, MST

Amber brings patience, competitive spirit, and boundless energy to her work. She has a bring-it-on attitude when clients challenge her to find new solutions and solve tax issues creatively.

Amber applies her extensive experience to manage and solve tax compliance and consulting issues for privately-owned, mid-market clients, focusing on the senior living, real estate, and hospitality industries. She provides comprehensive tax planning, consulting, and compliance services, including business structure consultation, transactional analysis, and tax-efficient structuring.

Julie Eisenhauer

CPA

With extensive experience as a CPA, Julie helps privately-owned companies meet high standards of financial transparency and accountability. Her background in public accounting has given her a strong foundation in audit, accounting, and tax preparation services for a wide variety of organizations.

Julie has performed and supervised audits and reviews for companies in various industries, including real estate, hospitality, professional services, and consumer products. She assists clients with strengthening their internal controls and operational processes and provides up-to-date information on new financial reporting standards.

Mitch Hansen

CPA, CMA, CFE, CIA

Mitch plays a key role in optimizing the organizations he serves. He leverages his thorough experience as an auditor of the U.S. Department of Commerce and in the accounting department at Yellowstone National Park to best facilitate successful engagements.

Mitch primarily serves not-for-profit and governmental organizations. He provides extensive auditing and advisory services and has the special ability to carry out forensic accounting and data mining.

Amy Hernandez

CPA

Amy is incredibly attentive to details, which greatly benefits the not-for-profit clients she serves. Amy primarily works with charitable clients, including private foundations and social service agencies. Her extensive experience in specialized audits and reviews enables her to provide clients with high-quality, tailored engagements. 

 Amy’s clients have credited her for strengthening their internal controls and operational processes. 

Sara Elizabeth Jones

CPA

Sara Elizabeth brings decades of experience to her work with tax-exempt organizations. She specializes in serving schools, healthcare entities, trade associations, social clubs, and other mission-driven organizations. She has extensive experience working with industry-leading firms, as well as directly with not-for-profit organizations. 

Sara Elizabeth’s lifelong dedication to the not-for-profit sector continues to guide her work, and she is highly regarded for her ability to help clients navigate complex requirements with clarity and precision. She partners with clients to remove obstacles to performance, strengthen financial strategy, and advance their mission-driven goals.

Megan Kuchan

CPA

Megan truly enjoys the challenge of finding the best solutions and results for her clients. She primarily focuses on serving high-net-worth individuals, families, and their closely held businesses.

Megan values being a direct part of her clients’ teams to maximize collaboration. Her highly personal approach to engagements allows her to understand the full scope of each project, and gain insight into the ways efficiency can be improved upon along the way.

Karen Ledbetter

CPA

Karen prioritizes her relationships with clients and consistently goes above and beyond to fulfill their needs. Her mission to help clients achieve their personal and business goals is at the forefront of her practice.

Karen leverages her extensive experience in the private industry to navigate and address any challenge that may arise. She is dedicated to strengthening her clients’ internal controls and operational processes.

Matt Medlin

CPA, CFE

Matt maximizes the value of his clients’ hard work with his expertise. Whether guiding start-ups or navigating mergers and acquisitions, his accounting prowess ensures his clients’ success.

Matt has a proven track record of auditing and assisting companies in raising funds through angels, venture capital, private equity offerings, and IPOs. He expertly navigates complex accounting and reporting issues, including revenue recognition, business combinations, and stock-based compensation. Matt also provided crucial accounting guidance for an emerging e-commerce company, preparing it for its first financial statement audit after multiple rounds of financing. Additionally, he consulted on the takeover of a software company by a private equity firm, handling merger accounting and the allocation of the takeover price among assets.

Pete Miller

CPA, CFE, CM&AA

Pete acts as a true advisor and a member of clients’ corporate families. He is valued for his experience with specialized audits as well as his ability to coordinate complex projects.

Pete not only provides executive leadership to a number of concurrent teams, he also serves the broader needs of his privately held clients through a variety of consulting services. Pete’s forensic skills and experience with specialty audits are valuable to clients in need of M&A transaction support, forensic analysis, or IT security assurance.

Frances A. Olson

CPA, MST

Fran prioritizes building trusting relationships with her clients, allowing her to see the bigger picture from a unique perspective. This insight enables her to deliver the most appropriate advice.

Fran oversees the preparation of federal and state tax returns for high-net-worth family groups across diverse industries, including professional services, athletics, and private equity investment. She specializes in handling clients with international complexities and philanthropic tendencies. Fran also provides proactive tax planning advice and consulting to high-net-worth individual clients and their families.

Jeff G. Pannell

CPA, MST

Jeff often serves as a “Personal CFO” for affluent and high-net-worth families. His expertise spans income and estate taxes and wealth management for both families and their businesses. He is also well versed in guiding mergers, acquisitions, and related business transactions. He specializes in helping clients achieve their financial, philanthropic, and family goals in a coordinated and customized tax-efficient manner. Jeff takes pride in working with client’s other professional advisors to achieve a true win-win experience for everyone.

Hillary Parker

CPA

Hillary provides audits, reviews, and compilations; accounting consulting, and transaction services for privately held businesses. Her focus is on serving clients in the manufacturing and consumer products industry, and she has additional experience in the professional services and hospitality spaces. 

Additionally, Hillary’s experience includes work with a variety of ownership structures, including private equity or venture funded.

Kelly Rancourt

CPA

Kelly delivers exceptional services to not-for-profit and public sector clients, including tribal entities. She primarily provides audit and assurance services, and some of her key strengths include leading federal compliance audits, enhancing internal controls, and advising on grant compliance.

When working with clients, Kelly shares her leading industry insights on not-for-profit accounting issues, policies and procedures, federal regulations, and board governance topics.

Matt Sutorius

CPA, CFE

Matt tackles client challenges with unmatched intensity and laser-sharp focus. His passion lies in building strong relationships and expertly navigating complex business and accounting issues.

Matt excels in auditing, reviewing, and compiling financials for privately owned companies, with a focus on the technology sector. He works closely with Clark Nuber team members to deliver outstanding customer service. Known for his ability to tailor specialized engagements to meet clients’ unique needs, Matt also helps clients strengthen their internal controls and streamline operational processes.

Sarah Wine

CPA

Sarah has a proven record of creating collaborative environments with organizations’ management teams. When partnering with clients, she works to strengthen internal controls, optimize processes, and provide the tools for long-term success.

Sarah’s passion and experience in serving the not-for-profit sector enable her to provide specialized guidance to her clients. She has an extensive history of working with the leaders of private and community foundations, arts organizations, social services organizations, and other entities.