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Dani

I'm a digit loving mom of two who enjoys the water, music, cooking, and working on my house. I also love crunching numbers and organizing spreadsheets!

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Originally from the Pacific Northwest, I mostly grew up in Great Falls, Montana, before moving to Billings in 2006.

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My whole life I've jokingly been the responsible one who was always good with money. Friends would often ask me to help them save or figure out a budget. I never realized it would lead to a rewarding career where I can play with numbers all day and help people feel confident with their finances!

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I have an Associate's Degree in Administrative Assisting, with an accounting focused curriculum that provided a foundation of principles and practices. I’ve worked in various accounting and admin roles and bring over 16 years of valuable work experience. I’ve handled the books in diverse industries including nonprofit organizations, contracting and construction firms, fine dining and casual restaurants, property management companies, franchises, fitness centers, even avionics!


I completed the H&R Block Tax Prep Course in 2013 and worked at the Laurel branch for five seasons where I reached the level of Tax Analyst. I've continued to assist individuals and small businesses with their returns and stay current on my continuing education as a participant in the IRS Annual Filing Season Program and member of the National Association of Tax Preparers. 

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Thanks for stopping by. I can't wait to get to know about your passion and see what I can help you accomplish!

Have you ever created an amazing excel spreadsheet, but then been disappointed because none of your friends or family cares?


#AskingForAFriend

credentials

High School Diploma

AAS - Administrative Assisting

AAS - Administrative Assisting

CM Russel High School  |  Great Falls, MT

AAS - Administrative Assisting

AAS - Administrative Assisting

AAS - Administrative Assisting

MSUB  |  Billings, MT

Notary Public

AAS - Administrative Assisting

QuickBooks Online

State of Montana

QuickBooks Online

IRS Annual Filing Season Program

QuickBooks Online

Certified ProAdvisor

QuickBooks Payroll

IRS Annual Filing Season Program

IRS Annual Filing Season Program

Certified ProAdvisor

IRS Annual Filing Season Program

IRS Annual Filing Season Program

IRS Annual Filing Season Program

Record of Completion

memberships

American Institute of Professional Bookkeepers

American Institute of Professional Bookkeepers

American Institute of Professional Bookkeepers

 (AIPB) 

National Association of Tax Professionals

American Institute of Professional Bookkeepers

American Institute of Professional Bookkeepers

 (NATP) 

code of ethics

 

  • To provide clients with high-quality professional services.
  • To remain current and up to date on matters relating to this profession. 
  • To protect the confidence of all aspects of the client’s business or, in the case of a nonbusiness entity, of all matters relating to the client.
  • To be loyal to the client and work in the best interests of the client.
  • Not to engage in any activity that is in conflict with the client’s interests.
  • If asked to do something not in accordance with professional standards, to attempt first to resolve the issue with the client. If unable to resolve the situation, to resign from the engagement and, if necessary, seek legal counsel.  At no time should I report this situation to an outside group or agency unless required to by law. 
  • To conduct myself with integrity.
  • When requested or required, provide government agencies or bodies with information that, to the best of my knowledge, is correct.
  • To be objective in my professional judgments, actions and interpretations.

Copyright © 2023 Sum Bookkeeper, LLC - All Rights Reserved.

This resource is protected by copyright laws and international treaties. Unauthorized reproduction or distribution of this resource, or any portion thereof, may result in civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.

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