Kristen Grau, Cpa, Cva, Cepa

Kristen Grau, Cpa, Cva, Cepa Email and Phone Number

Executive Vice President at Succession Resource Group & LendingWell @ Succession Resource Group
lake oswego, oregon, united states
Kristen Grau, Cpa, Cva, Cepa's Location
Portland, Oregon, United States, United States
Kristen Grau, Cpa, Cva, Cepa's Contact Details

Kristen Grau, Cpa, Cva, Cepa work email

Kristen Grau, Cpa, Cva, Cepa personal email

n/a

Kristen Grau, Cpa, Cva, Cepa phone numbers

About Kristen Grau, Cpa, Cva, Cepa

I have over five years of experience in public accounting and private industry. I spent 2 years as an accounting assistant providing bookkeeping services for a small manufacturing firm based in Beaverton Oregon. Followed by 2 1/2 years at a regional Portland public accounting firm as a tax intern and accountant before joining Delap LLP. I am an Oregon native having graduated from Portland State University graduate with a Bachelor's Degree in Business Administration: Accounting. I volunteer at a variety of nonprofit organizations during the year and enjoy photography, traveling, running and spending time with my husband and four dogs.Specialties: I focus primarily on C corporations and passthrough entities (S corporations, LLCs and partnerships), but my work also includes providing tax and accounting services for individuals and nonprofit organizations. I also enjoy tax research and consulting.

Kristen Grau, Cpa, Cva, Cepa's Current Company Details
Succession Resource Group

Succession Resource Group

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Executive Vice President at Succession Resource Group & LendingWell
lake oswego, oregon, united states
Website:
successionresource.com
Employees:
15
Kristen Grau, Cpa, Cva, Cepa Work Experience Details
  • Succession Resource Group
    Executive Vice President
    Succession Resource Group Jul 2012 - Present
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  • Lendingwell
    Executive Vice President
    Lendingwell May 2020 - Present
    Lake Oswego, Oregon, United States
    View
  • The Clover Group
    President
    The Clover Group May 2013 - Dec 2019
    Portland, Oregon Area
    The Clover Group’s mission is simple - Partner with high net-worth families and their advisors to help them reach their personal and professional financial goals.Our service is unique in that we offer complete and comprehensive accounting services to each client we serve. All of our accountants are licensed CPAs who have worked in private and/or public accounting. We partner with your financial team - ranging from financial advisors, attorney and/or tax advisors, to ensure that you are aware of all aspects of your financial life and make sure that all parties are in sync with your financial goals. Not only does The Clover Group account for your monthly financial circumstances, but we also meet with you on a monthly basis to discuss your financial reports and discuss/implement financial goals.The Clover Group sees the importance of: Cohesive Financial Understanding Lifelong Learning Organized Reports Vision of your Financial Goals Excellent Client Service Relationship Management with all Financial Advisors
  • Delap Llp
    Senior Tax Accountant
    Delap Llp Dec 2010 - May 2013
    View
  • Moss Adams Llp
    Tax Accountant
    Moss Adams Llp Sep 2008 - Dec 2010
    View
  • Moss Adams Llp
    Intern
    Moss Adams Llp Jun 2007 - Sep 2008
    View
  • Allied Power Products
    Accounting Assistant
    Allied Power Products Jun 2005 - Jun 2007
    My duties included processing accounts payable/receivable, reconciliation of sales and cash and various other accounting responsibilities. I also maintained fixed assets and assisted the sales department.

Kristen Grau, Cpa, Cva, Cepa Skills

Tax Cpa Bookkeeping Corporate Tax Quickbooks Gaap Tax Research Microsoft Office Small Business Business Partnership Accounting Partnership Taxation Financial Reporting Account Reconciliation Communication Skills Non Profit Boards S Corporations Taxation Problem Solving Customer Focused Service Fixed Assets High Net Worth Individuals Highly Effective Personal Income Tax Returns Managing Deadlines Volunteering Financial Institutions

Kristen Grau, Cpa, Cva, Cepa Education Details

Frequently Asked Questions about Kristen Grau, Cpa, Cva, Cepa

What company does Kristen Grau, Cpa, Cva, Cepa work for?

Kristen Grau, Cpa, Cva, Cepa works for Succession Resource Group

What is Kristen Grau, Cpa, Cva, Cepa's role at the current company?

Kristen Grau, Cpa, Cva, Cepa's current role is Executive Vice President at Succession Resource Group & LendingWell.

What is Kristen Grau, Cpa, Cva, Cepa's email address?

Kristen Grau, Cpa, Cva, Cepa's email address is kr****@****rce.com

What is Kristen Grau, Cpa, Cva, Cepa's direct phone number?

Kristen Grau, Cpa, Cva, Cepa's direct phone number is +181720*****

What schools did Kristen Grau, Cpa, Cva, Cepa attend?

Kristen Grau, Cpa, Cva, Cepa attended Portland State University - School Of Business.

What are some of Kristen Grau, Cpa, Cva, Cepa's interests?

Kristen Grau, Cpa, Cva, Cepa has interest in Education.

What skills is Kristen Grau, Cpa, Cva, Cepa known for?

Kristen Grau, Cpa, Cva, Cepa has skills like Tax, Cpa, Bookkeeping, Corporate Tax, Quickbooks, Gaap, Tax Research, Microsoft Office, Small Business, Business, Partnership Accounting, Partnership Taxation.

Who are Kristen Grau, Cpa, Cva, Cepa's colleagues?

Kristen Grau, Cpa, Cva, Cepa's colleagues are Alexandra Sova, Shelley Gould, Nicole Sinclair, Nicole Frey, Cfp®, Gracie Jaeger, David Mueller, Sabrina Powell.

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