Loretta Kenney

Manager

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Areas of Expertise

Reconciliations

Loretta's favorite accounting task is reconciliations, and she relishes digging into long-neglected accounts.

Sales & Use Tax

Loretta appreciates the details required to accurately collect, file and pay these two misunderstood taxes. She has practical experience with 26 states plus DC.

Budgets & Audits

Loretta excels at building processes so budgets and audits are not painful.


Experience

Manager

Growth Operators

Accounting Services Manager

Alpha Accounting

Bookkeeping Manager

Positive Bookkeeping

Staff Accountant

Owl Bookkeeping & CFO Services

Education

BA, Summa Cum Laude

St. Olaf College

Economics and Psychology

St. Olaf College

Industry Experience

  • B to C Services
  • Healthcare
  • Construction
  • Restaurant
  • Retail
  • Non-Profit: 501(c)3, 501(c)6

Strengths

  • Meeting clients where they are
  • Identifying, assessing and closing gaps
  • Dependability, methodicalness and thoroughness
  • Structure and organization

Favorite Success Stories

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Navigating a large dental organization through pandemic-related human resources challenges.

Healthcare

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I Stock 618056790

Biorefinery needed robust HR system developed for rapid start-up

Industrials

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