About Fine Point Consulting

Chelsea started with Fine Point in 2013 after receiving her Associate’s Degree in Accounting. She excelled in all areas of the company, earned her Bachelor’s Degree from Edgewood College, and has since been appointed President. Chelsea developed the Client Onboarding & Assurance department — her most recent previous position as Director of Onboarding and Quality Assurance allowed her to work with nearly every client and become the go-to expert on all things Fine Point.

Zach attended Edgewood College where he earned Bachelor of Science degrees in both Accounting and Finance, a Master’s in Business Administration, and was a four-year member of the Edgewood College Soccer Team. Prior to joining Fine Point Consulting in 2015, Zach held roles as a financial accountant and collateral examiner for two separate publicly held companies. Zach is excited by the opportunities and challenges of working with different businesses across a variety of industries.

Jason graduated from UW-Whitewater, where he received a Master of Accountancy. He began his career in Madison at a public accounting firm as an auditor of both public and privately held companies with an emphasis on startups and manufacturing. After leaving public accounting, he transitioned into helping turn-around manufacturing companies in the Milwaukee area. Jason serves as both a Controller and head of business development in Milwaukee. He loves helping different businesses with their unique needs and solving challenging problems.

Danny graduated from the University of Wisconsin-La Crosse with a bachelor’s degree in both Accounting and Finance. Prior to joining Fine Point Consulting, Danny began his career in public accounting at Baker Tilly in Madison, where he obtained his CPA license. In his spare time, Danny enjoys playing golf, traveling, and spending time with friends and family. Danny is excited to use his prior experiences to help clients with their specific needs and continue to help them succeed.

Ana became a staff accountant at Fine Point Consulting in February of 2023. With prior experience managing accounts receivable, accounts payable, and payroll, Ana is making her return to the world of finance after running her own 24-hour daycare business. A lifelong learner and someone who quickly adapts and learns new skills, she’s excited to grow with Fine Point! Local to Highland, California, Ana spends most of her free time with family, homeschooling her kids, baking bread together, and getting outdoors as much as possible!

Rossela Carreon graduated with a Bachelor’s degree in Business Administration - Accounting concentration from California State University San Bernardino in 2012. After graduating, she began working as an in-house accountant for a medical management company where she was exposed to a variety of complex accounting tasks. She then moved on to work for an accounting/tax firm in Los Angeles, California, helping a diverse range of industries. Rossela enjoys problem solving and providing great customer service to her clients.

Nigel joined the Fine Point Consulting team as a Staff Accountant in October 2022, bringing several years of accounts payable experience to the role. Nigel is excited to engage with clients throughout the full accounting cycle. Initially drawn to Fine Point Consulting’s workplace culture, he enjoys the flexibility of the work environment and the friendliness of the team members. Nigel takes pride in his work ethic and appreciates that coworkers find him reliable and hardworking. In his free time, Nigel enjoys playing board games and video games, as well as hiking. As a Floridian, he likes traveling to places with higher elevation, but enjoys any opportunity to explore the outdoors.

Hunter graduated from Luther College with a Bachelor’s degree in Accounting. While in college he gained valuable accounting experience working with an HVAC contractor. He is excited to work with a variety of businesses at Fine Point. In his spare time, he enjoys playing sports, reading, and spending time with friends and family.

Susan joined the Fine Point Consulting family in January of 2023 as a Staff Accountant. With nine years of experience across accounting and payroll, Susan excels at building strong professional relationships and adapting to new systems. She says Fine Point’s impressive client history, business philosophy, and supportive culture made joining the team an easy call. She is confident that her commitment to going above and beyond, paired with her attention to detail, will help her continue to grow in her new role! Susan, her husband, and their two boys – all big sports fans – live in Nashville. Though she jokes that she’s far from athletic, Susan recently took up tennis and loves hitting the court with friends!

Diana joined the Fine Point team in 2013 and has over a decade of accounting experience. She graduated with a Bachelor's degree in Business Administration with a major in Accounting from the University of Wisconsin-Whitewater and became a CPA. She currently leads the onboarding of new clients and enjoys kicking off client relationships with a positive experience. Outside of work, Diana is mom to two young kids, enjoys golfing, reading, and eating at Chipotle.

Kasen joined Fine Point Consulting as a Staff Accountant in February 2024, although he is a familiar face to the FPC team! While earning his bachelor's degree in business finance and playing on the golf team at Edgewood College, Kasen interned with our accounting department. Today he is working towards his MBA in accounting, with aspirations to sit for the CPA exams in the future. At Fine Point, his role encompasses client invoice handling and account reconciliation, among other responsibilities, which he balances with his duties as an assistant golf coach at his alma mater. Outside of his professional life, Kasen enjoys spending time with friends, supporting his younger sister by attending her high school sporting events and playing his favorite golf course, Door Creek, in Cottage Grove, WI.

Marnie started with Fine Point Consulting at the beginning of December 2021. She joins the team as Office & Tax Administrator and looks forward to tackling a range of diverse and evolving responsibilities. Having spent most of her career as a copywriter—with additional experience working for legal and accounting firms—Marnie is excited to bring her attention to detail, ability to streamline processes, and knack for multi-tasking to the role. She is grateful to work with a team of incredible professionals who foster a welcoming and supportive environment. In her free time, Marnie likes to stay creative with cardmaking and photography. She loves planning empty-nest adventures with her husband, now that both her boys are in college.

Adam joined the Fine Point Consulting family as a Finance Manager in November 2023. He graduated with his MBA in Finance from the Wisconsin School of Business in 2018 and brings a wealth of experience in finance to the CFO Services team, including FP&A, capital management, what-if analysis, and more. Adam always enjoys learning new things and helping businesses grow — two things he especially looks forward to doing in his role at Fine Point. When he’s not working, you can either find him working on a home improvement project or on an adventure, such as sailing, scuba diving, or playing sports.

Allie joined Fine Point Consulting in 2011 as the company’s third employee! While witnessing its growth, she’s delighted that it has preserved its exceptional culture- a rarity in the finance industry. With extensive tenure, she has held various roles, becoming a controller in 2019. Allie loves the diversity of companies she gets to work with, leveraging her accounting degree to customize services to each’s specific needs. In her free time, she enjoys traveling, frequenting supper clubs with a brandy old-fashioned in hand, cycling in century rides, and cherishing moments with her husband and son.

Staff Accountant Angie Jones’ experience encompasses a wide variety of industries, clients, and projects. Her background includes audits of nonprofits, local governments and schools, and full-charge bookkeeping, payroll, and taxes. After graduating from Idaho State University with a Bachelor of Applied Science degree in Accounting, she accumulated 19 years of tax experience by working with H&R Block and a local firm before joining the Fine Point team in 2020. Her growth mindset is inspiring! She is always eager to meet new people and learn new skills.

Dan started with Fine Point Consulting in 2019. After spending five years in auditing and public accounting, he is excited to dive back into the bookkeeping world and grow with Fine Point Consulting. Dan is prepared to help out wherever he’s needed as an Accounting Manager — and he especially looks forward to being involved in the business side of things, an interest he’s had since college. His experience working with a variety of different teams and redeveloping entire audit processes has equipped him with valuable skills like adaptability and a commitment to being a team player.

Joining the Fine Point Consulting team in August of 2023 as a Senior HR Practice Partner, Kate brings 15 years of HR experience across a diverse range of industries. She earned a bachelor's degree in Marketing and Management from Edgewood College before returning to complete her MBA and is currently pursuing certification in Professional Coaching. Kate enjoys working with clients in all sectors; she prides herself on her ability to build systems from the ground up and looks forward to bringing these skills to Fine Point Consulting! In her free time, she loves to stay busy – whether pet-sitting, reading, or binge-watching the latest show.

Shelby joined the FPC team in June 2024, eager to help clients streamline their financial processes. She graduated from Grand Valley State University with a double major in Accounting and Management. With experience in machinery parts, mortgages, and sports entertainment, Shelby has focused on improving workflows and automating procedures in various industries and looks forward to helping clients clean and organize their financials. Outside of work, Shelby enjoys crafts of all nature, adrenaline sports (hello whitewater rafting!), and finding the perfect stick for her dog.

Shari Knudson joined the Fine Point Consulting (FPC) team in September 2024, drawn in by the firm’s welcoming culture and infectious positive energy. With a strong educational foundation that includes an Associate’s degree in Accounting from Madison Area Technical College and a Bachelor’s degree in Accounting from Lakeland University, Shari also holds her CPA certification. Since 2018, she has thrived in public accounting, where her passion for the field continues to grow. At FPC, Shari is excited to collaborate with a supportive team and work with remarkable clients who are dedicated to their passions. Outside of her professional life, Shari enjoys playing volleyball and staying active with her two dogs. She loves hiking, kayaking, biking, and is an avid reader and traveler.

Leroy holds a Master of Professional Accountancy degree from the University of Wisconsin-Whitewater and obtained his CPA license in 2002. Other prior educational accomplishments include a Bachelor of Fine Arts degree in music education and a Master of Science in educational administration from University of Wisconsin-Milwaukee, along with a completed paralegal studies program at Carthage College.

Kala Kolinski joined Fine Point Consulting as an HR Generalist in early March 2024. Drawing on her Business Management degree from Herzing University and her 15 years of HR experience, Kala works with our clients on their human resources needs, focusing on benefits and payroll. Initially attracted to Fine Point's energetic and flexible culture, she now enjoys the variety of client work and coworkers she interacts with while enjoying a fantastic balance with her personal life. In her free time, Kala enjoys spending time with family and friends, camping, crafting jewelry, and reading — all while enjoying the latest episode of a true crime podcast.

Erica graduated from Rockford University with a Bachelor of Science degree in Business Administration with an Accounting specialization. While working her way through school, she received hands-on training in tax and tax auditing during her internship. After completing her degree, Erica moved to the Madison area to begin her accounting career and later obtained her Master’s of Business Administration from Rockford University. When she’s not working, Erica likes to spend time painting and gardening.

Laura Miller joined the Fine Point Consulting team in 2018. She holds a bachelor’s degree in Accounting from the University of Phoenix. After graduating, Laura has provided all different levels of accounting and bookkeeping services over more than two decades and has vast experience in telecommuting. She is a quick study who is dependable, strives to always exceed job expectations, and is contagiously compassionate. Laura is a Wyoming native and loves spending time with her family.

Heather Nathan joined Fine Point Consulting in March 2022, seeking an opportunity to advance her career while prioritizing her family. FPC provided the perfect balance, and she has never looked back. Heather graduated with a degree in Accounting from the University of South Carolina in 2015 and has been immersed in the multi-client accounting world since 2019, bringing valuable experience from a firm similar to FPC. What she loves most about working at FPC is the dynamic environment that comes from partnering with early-stage and fast-growing businesses. This fast-paced setting keeps her on her toes and allows her to play a critical role in helping clients navigate the early stages of their business journeys. Outside of work, Heather embraces the joys and challenges of motherhood, considering it her greatest accomplishment. She also enjoys traveling, attending concerts, and reading, making time for herself amidst the busyness of life.

Gail joined Fine Point in March of 2011 with over 30 years experience in accounting and management. Past experiences include manufacturing accounting, property management and managing the finances of an antique store she owned for 10 years.

Valeria is an Accounting Manager with over a decade of experience. She began working in the Accounting field right after graduating high school and has amassed an extensive, diversified bank of knowledge in accounting by working in different industries throughout her career. She completed an Associate in Science degree in 2017.

In April 2024, Gladys became part of the Fine Point team, bringing her expertise as a Tax Preparer. She holds a bachelor’s degree in business administration of accounting from Hofstra University in Hempstead, NY. With a robust background spanning over 15 years in Tax Accounting, Gladys is eager to leverage her skills across various business sectors and foster strong client connections. Transitioning from her tenure in public accounting, she looks forward to immersing herself in our supportive work environment, prioritizing a healthy work-life balance. Beyond her professional endeavors, Gladys relishes moments with her loved ones, embracing the role of a dedicated Basketball Mom, cheering on her son at games and tournaments.

Isabel joined the Fine Point Consulting team as a staff accountant in January 2022. She relishes the opportunity in this role to best support clients in their internal accounting needs. Isabel brings an array of industry experience to the role at Fine Point Consulting. Having worked in a private firm on the bookkeeping end, as well as in a public firm as an audit associate, she is well-versed on both sides of the client experience and looks forward to implementing this knowledge to streamline audit preparation for Fine Point clients. A Texas resident, Isabel loves the flexibility to work remotely and travel between Dallas and Houston. She enjoys hiking, a good Netflix series, and looks forward to balancing work with international travel.

Kira joined Fine Point Consulting in November 2023 as a Staff Accountant. Her accounting career spans over 25 years and multiple industries, including a memorable stint at a venture capital firm in Chicago. She earned an undergraduate degree in Economics from UW-Madison, where she played 4 years of Division 1 tennis, before going on to earn her MBA with specializations in accounting and finance from UI-Chicago. Kira looks forward to working with her colleagues and clients at Fine Point, providing each of them with personalized strategies for success. Away from her desk, she maintains her love of sports and enjoys spending time with her family — including their golden retriever, Nala.

Holding a B.S. in accounting from UM-Crookston and a Masters in Finance from LSU-Shreveport, Carsten has previous experience managing finance for startups. After learning to build systems from the ground up, he joined the Fine Point Consulting team in October 2023 as an Assistant Controller. Carsten’s favorite thing about Fine Point is the flexible and fun culture. He looks forward to all the opportunities this new chapter will bring, including the chance to set his colleagues and clients up for success. When he’s not at his desk, Carsten is an avid fisherman, whether it’s on the ice or open water.

Katie joined the Fine Point Consulting team in May 2022 as a Staff Accountant. A small business owner herself, Katie enjoys being able to bring practical experience into her interactions with clients — whether that’s helping with financial statements or cleaning up accounts. A mother of four, Katie loves the work/life balance at Fine Point, as well as the strong connection between team members and clients. In addition to the environment, Katie appreciates working with Fine Point’s range of great technology and being at the cutting edge of the industry. Outside of work, Katie is an ultra runner, and loves to train in the mountains of Utah with her dog, avoiding snakes and coyotes.