Lorentz Business & Accounting Ltd

Team includes: Kelly Engelmeyer & Marcy Lorentz

Kelly

About Me:

• Married to a wonderful man and currently raising 3 young children.
• We love to enjoy the ourdoors as a family and playing games.

Education, Licensure, and Experience:

• Accounting Degree from St. Cloud State University
• 3 years experience doing taxes at a public accounting firm
• 2.5 years experience doing corporate accounting for private company
• CPA license (Inactive)

Marcy

The Important Stuff...

• Fortunate to be married to an amazing man who keeps me getting better with age. I couldn't do half of what I do without the support and encouragement of my husband!
• By grace, we raised a son and two daughters, and blessed with a grandson and three granddaughters!
• When I'm not at work, you can find me with family, volunteering with veterans, at my church, or traveling to see the beauty of the world.
• Originally a farm girl from Plato, MN, but been in the St Peter area for almost 3 decades!

Knowledge and Experience

• More than 2 decades experience providing QuickBooks accounting assistance, general accounting services, including financial statements, account reconciliations, payroll and related payroll reporting.
• Public accounting experience, with an emphasis in accounting services for individuals and small business.
• Complete live payroll, required tax agency payments and monthly, quarterly and annual payroll.
• Income Tax preparation and planning for individuals and small business.
• Provide solution-based consulting to educate clients with ability to identify causes of issue and help with solutions.

Designations, Memberships, Education & Licensures

• Member - National Association of Tax Professionals (NATP)
• Member - National Society of Tax Professionals (NSTP)
• Advanced schooling in Taxation, Accounting, Economics, Business Law and Business Administration
  • Liberty University
  • Minnesota State University, Mankato
  • University of Phoenix
  • University of Minnesota
• IRS authorized Annual Filing Season Preparer (AFSP)
• Certified Public Bookkeeper (CPB)
• QuickBooks ProAdvisor – Intuit Accountants
  • Certified QuickBooks Accountant (CQA)
  • Certified QuickBooks Online Accountant
• Tax Certificate - National Association of Tax Professionals (NATP)
• Certificates in Payroll, QuickBooks, and Accounting Principles Certif – Nat’l Assoc of Certified Public Bookkeepers (NACPB)