Katie Hoag
La Grange, Illinois,United States
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Katie Hoag is a dedicated and results-oriented Certified Public Accountant (CPA) with extensive experience in financial accounting, tax planning, and audit services. She has a proven track record of helping businesses optimize their financial operations, ensure compliance, and achieve their strategic objectives. Katie is passionate about translating complex financial data into actionable insights for her clients, ranging from startups to established corporations. She is known for her meticulous attention to detail, strong analytical skills, and commitment to ethical practices. Katie continuously stays updated with the latest accounting standards and tax regulations to provide the most current and effective advice.
Professional Summary
Katie Hoag's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CPA Licensure
Successfully passed all four sections of the Uniform CPA Examination and met all state licensing requirements to become a Certified Public Accountant.
Lead Auditor for Key Client Portfolio
Managed and led audit engagements for a diverse portfolio of clients, ensuring accuracy in financial reporting and identifying areas for internal control improvements.
Tax Savings Achievement for SMB Client
Identified and implemented a tax planning strategy for a mid-sized business client that resulted in over $150,000 in annual tax savings while maintaining full compliance.
Firm-wide Recognition for Excellence
Received a 'Professional Excellence Award' within her firm for outstanding client service and contributions to team development in 2022.
Educational Background
Bachelors of Science, Finance
University of Illinois Chicago
Masters of Science, Accounting
University of Illinois Chicago
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Company Overview
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