Kathy is an audit and accounting Partner in the certified public accounting and consulting firm of Warady & Davis LLP and acts as the department Director with primary responsibility for area operations. She has more than 25 years of public accounting experience serving the firm’s diverse clientele. As the account Partner for numerous clients – including some of the firm’s largest accounts, Kathy provides in-depth expertise in engagement management.
She is responsible for supervising all audit, accounting, tax and consulting work performed including managing staff. She also participates in teaching in-house seminars for the firm.
Kathy has experience across a wide range of companies, ranging from national organizations to small businesses. She has provided services including preparation of audited and unaudited financial statements, tax returns, projections and budgets. Additionally, consulting projects have included mergers and acquisitions, accounting software and agreed upon procedures.
Kathy works with clients from a wide range of industries including manufacturing, distribution, real estate, construction, hospitality, retail & wholesale and professional services. Kathy’s strengths lie in her creative ability to objectively analyze and assess client needs and situations. Kathy offers suggestions and ideas that make clients’ businesses and lives more profitable and efficient.
Areas of Specialization
Kathy’s technical and business background includes auditing, tax structuring, and general business and tax consulting. In addition, she has in-depth expertise in the management of engagements, consultation with business owners and individuals regarding company operations and strategic planning, overall tax planning including individuals and their closely-held corporations, family tax planning, entity formation, analysis and control of costs and gross profits, and budgeting.
Professional and Civic Affiliations
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
- Bachelor of Business Administration, St. Norbert College
- C.P.A. license in the state of Illinois
“Don’t aim for success if you want it; just do what you love and believe in, and it will come naturally.”