Randall R. Endries, CPA
Randy is one of the cofounders of the firm. He began his career in December 1979 after graduating from the University of Wisconsin-Whitewater with a degree in business administration, majoring in accounting. Randy became a CPA in May of 1983 and has been a member of the American Institute of Certified Public Accountants since then. Randy’s emphasis is small business consulting, accounting, and tax preparation and planning.
Mark W. Otto, CPA
Mark has been in public accounting since 1983, and has been with the firm since its inception in 1995. He is a generalist, and helps business and individual clients with a range of accounting, tax and business consulting issues. Mark’s expertise includes preparation of reviewed and compiled financial statements; income tax compliance services; forecasting and budgeting projects; assistance with accounting systems and software packages; and work with troubled businesses.
Ann M. Verdegan, EA
Ann began her accounting career in the private sector and has been in public accounting since 1988. Joining the firm in 1996, Ann is involved in all areas of accounting including accounting software assistance, and preparation of compilation, review and audit engagements. In addition, Ann provides consulting services, assists with tax planning, prepares individual and small business income tax returns, and specializes in child care taxation.
David W. Bailey, CPA, CVA
David earned his degree in accounting from the University of Wisconsin-Eau Claire. After graduation he worked for a national CPA firm for two years. Since 2001, he has been working for the firm and in 2009 he was made a partner. David became a Certified Public Accountant in 2003 and a Certified Valuation Analyst in 2007. David specializes in business valuations but also prepares many tax returns for individuals and businesses as well as performing compilation, review and audit engagements.
Ann R. Endries, CPA
Ann is a May 1985 Cum Laude graduate of the University of Wisconsin-Whitewater. She passed the CPA exam in November of 1985. After several years working in the private sector, she joined the firm in January of 2000. Ann provides tax, accounting, and consulting services for small business and individual clients.
Michael J. O’Malley, CPA
Mike has been in public accounting in the Fox Valley area since 1978, joining the firm in 2008. Mike brings a wealth of business, personal and trust and estate tax experience to the firm. Special areas of audit experience include non-profits, HUD housing entities and employee benefit plans.
Lori M. Lecker
Lori has been with the firm since 2007. She graduated from the University of Wisconsin-Oshkosh in 2003 with a bachelors degree in business administration, majoring in accounting and finance. Lori is experienced in income tax preparation, payroll tax preparation and QuickBooks and Peachtree consulting.
Laura graduated from Fox Valley Technical College in 2015 with her Associates Degree in Accounting. She joined the firm in the fall of 2015. Laura provides income tax preparation, payroll tax preparation, and assistance with bookkeeping.
William R. Oaks, CPA, CMA
After several years working in a small business environment, Bill graduated Cum Laude from the University of Wisconsin Oshkosh (Accounting & Finance). He began his career in private accounting in 2007 and became a Certified Management Accountant in 2011 after passing the CMA exam. Bill began his public accounting career with the firm in a part time capacity after passing the CPA exam in 2013. Beginning in 2016, he joined the firm on a full time basis.