With over two decades of experience in Public Accounting, Jeanne Bolz specializes in helping small business owners and individuals reach their optimal tax positions. She wants the clients of Bolz CPA to receive value in 4 ways: (1) Direct Benefit – bottom line tax savings, (2) Indirect Benefit – allowing time to do other things, (3) Education – living your tax strategy with confidence, and (4) Preventative Benefit – protection from error and unnecessary audit. Jeanne’s current passion is aiming to modernize the current CPA Firm profile by staying on the forefront of technology and processes, and offering staff work-life harmony. Jeanne is a landscape photography enthusiast and is strongly connected with her Viking roots, which are embedded in the Bolz CPA logo and brand.

Her background includes:

• CPA License (Active)
• Volunteering with the Larimer County Small Business Development Council providing CPA consultation for new business owners and classroom training for QuickBooks Online
• Graduation from Colorado State University
• Former business owner of a multi-location CPA firm
• Former Principal in a Minnesota Top-20 CPA firm
• Former member of MNCPA Leadership Cabinet, Public Relations Council, and Community Service Committee
• Current Member: AICPA, MNCPA, Intuit QuickBooks Online Certified ProAdvisor Program