Ladies and gentlemen, meet Accountfully’s Senior Manager of Tax Services, Heather Koepenick. She serves as our tax department driver, and comes from a diverse background; from the traditional firm setting, to managing and growing her own client book. Heather’s impressive background and strategic focus will help expand Accountfully’s tax services, offering additional ways to add value to our client’s tax needs. This is truly a unique and important position, so we are excited to get to know Heather from both a professional, to more casual perspective. Read on for the rundown of our newest team member in the Tax Department:
Heather’s background in a nutshell: I started my accounting career as a part-time bookkeeper for various companies before joining the client accounting service team at a large local CPA firm. Within a few years I transitioned to the tax team where I was able to leverage the bookkeeping knowledge I'd gained and add value to the tax clients I worked with. Years after working my way up to Manager I decided to leave the comforts and hours of a big firm in order to focus on my family. I started working as a contract bookkeeper again while building a tax book of individuals and small businesses. The more my children grew, the more I started to miss working with a team. I'm excited to join Accountfully to help grow the tax department, to build on the services we can provide and solidify the bridge between your books and taxes.
First Job: I was a file clerk for a law firm where my mom works. It wasn't the most exciting work as a teenager but it was nice to know I always had a job in the summer and I was glad to be able to spend the extra time with my mom.
Favorite way to unwind after a busy day: Taking the kids to the beach
The work-related accomplishment most proud of: Passing the CPA exam. I took a bit of a nontraditional path once I figured out what I wanted to be when I grew up. At one point I was working full time, finishing my Masters, planning a wedding and studying for the exam. I'll never forget getting the final passing grade!
What makes Heather laugh the most: My kids have finally edged out my husband but probably unintentionally. I have no idea where they come up with some of the things they say!
Go-to Karaoke song: Don't Stop Believin'
Heather’s nickname: Bing. My maiden name is Bingham and my teammates in college shortened it and still call me that today.
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If you are ready to work with our Senior Manager of Tax Services to get your taxes squared away, tell us more about your requirements, so we can see how we can best help you.