MORE THAN JUST ACCOUNTING

At O’Leary & Anick, providing excellent service to our clients is our passion, but investing in our employees is at the core of what enables us to support the nonprofit community. The lives and wellbeing of our employees is just as important to us as providing nonprofits with the best possible accounting and other services.

From a flexible workplace to company sponsored health insurance, a safe harbor 401K, being able to leave early on Fridays, a family owned, fun-loving atmosphere, and more, we are committed to providing our employees with a workplace where they feel supported and valued. Because it’s only when we take care of our people that our people can take care of others.

KARA PRIEM, CNAP

Accountant

Becky Hoehnen

Client Support Specialist

Christine Daws, CNAP

Tax and Compliance Manager

Meg Backman, CNAP

Accounting Reconciliation Specialist

Joy Peterson, CNAP

Chief Financial Officer

Pamela Brown

Client Support Specialist

Brooke Rudolf

Donor Database Specialist

Katie Perton

Client Support Specialist

Allyson O’Leary

Vice President

Roy Watson III

Payroll Manager

Brian Lewandowski

Accountant

Gina Picciurro

Payroll Specialist

Lydia Mertz

Administrative Assistant

Judy Mihelich

Accounting Reconciliation Specialist

Michele Sekula

Client Support Specialist

Sandra Garcia

Payroll Specialist

Nicole McDonald, CNAP

Accounting Manager

Devrey Smith

Accountant

Pa Lee

Accountant

KARA PRIEM, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
assisting our clients and making sure everything is handled correctly and appropriately so they can focus on their mission.

 

In my role, I take pride in…
having learned the niche of nonprofit accounting so I can train and help fellow co-workers, as well as have a positive impact for our clients.

 

I like to spend my free time…
with family and friends, especially while enjoying the outdoors.

Louann Pingel, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
taking the burden of accounting-related functions away from our clients so they can focus on their other work.

 

In my role, I take pride in…
my well-rounded understanding of nonprofit accounting, especially government grant funding.

 

I like to spend my free time…
with family watching movies, playing board games, hanging out with our cats, and traveling.

Becky Hoehnen

Position: Client Support Specialist

 

At O’Leary & Anick, I enjoy…
working in an environment with such supportive colleagues that help me to learn and do my best.

 

In my role, I take pride in…
the knowledge and experience I’ve gained during my tenure with the company. Working with different departments has helped me gain a greater understanding of how to serve our clients at the highest level possible.

 

I like to spend my free time…
playing board games, going kayaking, and spending time with my family and dogs.

Ingrid Gowdy, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
the interaction with my clients and the fact that no day is the same.

 

In my role, I take pride in…
my ability to support, guide, and train Program Managers, Executive Directors, and Board Members on the intricacies of nonprofit accounting.

 

I like to spend my free time…
playing games and sharing laughs with family and friends!

Christine Daws, CNAP

Position: Tax and Compliance Manager

 

At O’Leary & Anick, I enjoy…
the client contact I have and learning about our clients and the work they do. I feel like I am a part of their team and supporting them in what they accomplish.

 

In my role, I take pride in…
helping new nonprofits get their paperwork filed with state and federal agencies. It is very rewarding seeing these start up entities grow and support the communities they serve.

 

I like to spend my free time…
biking, hiking, and refinishing furniture.

Meg Backman, CNAP

Position: Accounting Reconciliation Specialist

 

At O’Leary & Anick, I enjoy…
helping so many people, whether they’re clients or my teammates!

 

In my role, I take pride in…
the process improvements I’ve had a hand in creating. Being able to look critically at our processes to make the workload of others easier is very satisfying.

 

I like to spend my free time…
biking and cooking with my family. My husband and I also volunteer our time working with the robotics team at our local high school.

Kevin O’Leary, CPA, CNAP

Position: President & CEO

 

At O’Leary & Anick, I enjoy…
working with the wonderful people on our team, as well as the amazing connections I’ve made with other professionals in and around the nonprofit community. 

 

In my role, I take pride in…
how the firm has grown in terms of the number of nonprofits we serve, ways we have developed our team, and the depth of expertise we’ve gained.

 

I like to spend my free time…
hosting family and friends with my wife, watching my daughter’s cheer competitions, and coaching my daughter in basketball.

Shelley Kobza, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
having a supporting role in so many vital and diverse organizations. I’ve also been fortunate to meet and work with so many amazing people who are so passionate in what they do.

 

In my role, I take pride in…
my ability to develop good working relationships with my clients so that they know they can count on me to accomplish whatever they need in a timely and accurate manner.

 

I like to spend my free time…
volunteering at my daughter’s school, reading, writing, creating art projects, cooking, and spending time at the beach!

Nicole Macek, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
my role because it has allowed me to expand my knowledge of accounting.

 

In my role, I take pride in…
my ability to handle the complete accounting cycle for two of our nonprofit clients.

 

I like to spend my free time…
with my family and going out with my friends.

Tierney Kamine, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
working with different clients and being able to help so many nonprofit organizations.

 

In my role, I take pride in…
the trust I’ve built with my clients to provide them with the assistance they need.

 

I like to spend my free time…
with my kids, playing volleyball, and reading.

Samantha Berg, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
being able to work with many different nonprofit organizations. I’ve been able to meet and work with great individuals at many different levels that share similar goals in helping others.  

 

In my role, I take pride in…
building relationships within my coworkers and our clients. I love helping people learn and understand the finance side of their organizations. I’m also proud to be able to help my clients make processes more effective and efficient and seeing the reward from the client’s appreciation is always the best feeling.

 

I like to spend my free time…
checking out new places and towns, spending time with family and friends, and meeting new people along the way.

Joy Peterson, CNAP

Position: Chief Financial Officer

 

At O’Leary & Anick, I enjoy…
working with an amazing staff. Everyone is very supportive of each other and passionate about nonprofits. I also love that I get to play a small role in the success of so many of the nonprofits in our community. We get to hear about and be a part of the impact in the community and people’s lives.

 

In my role, I take pride in…
the time I helped a nonprofit in Rwanda clean up their financials and train national Rwandese staff to take over the job. It was an experience full of fun and challenges. There was a lot of satisfaction to learn together how to develop a system that made sense in the cultural context.

 

I like to spend my free time…
enjoying the outdoors with family and friends, whether we’re boating, hiking, reading a book, or walking the dog.

Yelena Alfimtsova, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
the workplace culture and teamwork, as well as working with my clients and being part of the nonprofit community.

 

In my role, I take pride in…
earning my Certified Nonprofit Accounting Professionals license.

 

I like to spend my free time…
fishing and gardening with my family.

Pamela Brown

Position: Client Support Specialist

 

At O’Leary & Anick, I enjoy…
the variety in my work and learning new things.

 

In my role, I take pride in…
how my team and I provide a high level of client support service to our 22 clients.

 

I like to spend my free time…
walking, kayaking, and spending time with family and friends.

Brooke Rudolf

Position: Donor Database Specialist

 

At O’Leary & Anick, I enjoy…
networking with different nonprofits and learning their impact on the community no matter their size, as well as providing them with the opportunity to focus on their goals and fulfill their missions. Knowing that I am freeing up some of their time to pursue other responsibilities is very rewarding.

 

In my role, I take pride in…
improving donor database management and increasing efficiency in the donor development department.  

 

I like to spend my free time…
camping, swimming, and playing games. I am also a big fan of baking and helping loved ones plan and host parties.

Katie Perton

Position: Client Support Specialist

 

At O’Leary & Anick, I enjoy…
the people I work with, being challenged, solving problems, and thinking critically.

 

In my role, I take pride in…
my promotion to Client Support Specialist from Administrative Assistant within 5 months of employment.

 

I like to spend my free time…
crafting, cooking, baking, puzzles, playing video games, watching Star Trek and Survivor, and hanging out with my cat, Chaos.

Allyson O’Leary

Position: Vice President

 

At O’Leary & Anick, I enjoy…
surrounding myself with people that truly care about our community and the nonprofits we serve.

 

In my role, I take pride in…
my desire to help improve the lives of others. Knowing that the work we’re doing is making a positive difference gives me a sense of pride to be a part of the bigger picture.

 

I like to spend my free time…
listening to live music and traveling with friends and family. I love watching my kids grow and become independent and successful in the variety of things they are into. I have an incredibly large extended famiy that I love to get together with.

Cynthia Last, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
being able to utilize my accounting knowledge to help nonprofits.

 

In my role, I take pride in…
earning my MBA while still working full-time.

 

I like to spend my free time…
with my family and reading.

Roy Watson III

Position: Payroll Manager

 

At O’Leary & Anick, I enjoy…
being able to partner with nonprofits to help them fulfill their missions.

 

In my role, I take pride in…
ensuring the nonprofit employees get compensated for the critical work they do, and that payroll is processed accurately and on time. I also appreciate supporting our nonprofit leaders in navigating the complex payroll issues they may encounter.

 

I like to spend my free time…
with family and friends.

Bethany Panka, CNAP

Position: Accountant

 

At O’Leary & Anick, I enjoy…
being able to provide financial service support to help my clients achieve their goals. I like working with colleagues who have similar passions to help the nonprofits in our community.

 

In my role, I take pride in…
passing the CNAP course, as well as working with nonprofit organizations for 3.5 years.

 

I like to spend my free time…
teaching ballet, swimming, biking, running, tennis, golf, volleyball, live music, hiking, XC skiing, and I love spending time with my amazing husband and my sweet dogs, Aspen and Meeko!

Brian Lewandowski

Position: Accountant

 

At O’Leary & Anick, I enjoy…
working with clients and learning about their mission.

 

In my role, I take pride in…
learning about the parts of the business besides the accounting role.

 

I like to spend my free time…
going up north to our land and spending time with the kids and grandkids.

Gina Picciurro

Position: Payroll Specialist

 

At O’Leary & Anick, I enjoy…
being part of a team that provides excellent service to a diverse group of clients who are doing important work for the community.

 

In my role, I take pride in…
bringing my learnings and skill set to my current, more challenging payroll specialist role.

 

I like to spend my free time…
traveling – planning and sharing new adventures with friends and returning to favorite places to see what’s new.

Lydia Mertz

Position: Administrative Assistant

 

At O’Leary & Anick, I enjoy…
working with everyone in the company and the variety of work that needs to be done.

 

In my role, I take pride in…
advancing my knowledge on topics and setting new procedures to help make work easier for everyone.

 

I like to spend my free time…
playing board games, watching movies, and reading. Spending quality time with my family is where you’ll find me most of the time.

Judy Mihelich

Position: Accounting Reconciliation Specialist

 

At O’Leary & Anick, I enjoy…
working with such a welcoming staff! All the employees here are friendly and willing to answer any of my questions.

 

In my role, I take pride in…
being in a workplace that feels like extended family. I found that to be true for the last 26 years, and I believe I can find that again with O&A!

 

I like to spend my free time…
spending time with my family, traveling, hiking, and enjoying the outdoors. Nature photography is a passion of mine.

Michele Sekula

Michele Sekula

Position: Client Support Specialist

 

At O’Leary & Anick, I enjoy…
working with an amazing team and feeling like part of the family. I’m looking forward to learning more about the non-profit community and our clients.

 

In my role, I take pride in…
utilizing my knowledge and skills to benefit others in order to make their lives trouble-free.

 

I like to spend my free time…
with family and friends, traveling, entertaining guests, watching sunsets, decorating, puzzles, and cooking.

Sandra Garcia

Sandra Garcia

Position: Payroll Specialist

 

At O’Leary & Anick, I enjoy…
working with non-profits. They do so much for the community and being a part of that in any way is very special to me.

 

In my role, I take pride in…
how far I have gotten in hospitality. 10 years ago, I was an on-call server for special events working for a staffing agency, quickly becoming a server lead, eventually moving up to assistant general manager. Exceeding clients’ visions is the greatest motivator for me and that shines through my work every day. I am extremely excited about my new career path starting at O’Leary & Anick!

 

I like to spend my free time…
checking out new restaurants to exploring a new city. I love learning all about what Wisconsin has to offer.

Nicole McDonald

Nicole McDonald, CNAP

Position: Accounting Manager

 

At O’Leary & Anick, I enjoy…
mentoring and leading the amazing accounting team. I want to ensure they have everything they need to be successful in their role, as well as provide them with opportunities to grow and develop, to help serve our clients in the best possible way! It’s an honor to be able to support these accountants, and non-profits, and help our community.

 

In my role, I take pride in…
the improvements I’ve made thus far. I have a passion for taking on things that have a few kinks and turning them into something sustainable and dependable! I enjoy challenging work and helping others solve complexities along the way.

 

I like to spend my free time…
with my husband (Nick) and my two sons (Finn and Drake). We spend a lot of time playing soccer, baseball, and basketball. When I’m not doing those things, you can find me exercising on my Peloton bike or going for a walk with our golden retriever, Pumpkin.

Jennifer Weckwerth

Jennifer Weckwerth

Position: Accountant

 

At O’Leary & Anick, I enjoy…
feeling like I am giving back in some small way to the community by working with the clients that we service.

 

In my role, I take pride in…
the relationships that I have built both with clients and the people that I have worked with.

 

I like to spend my free time…
with my family and will always jump at the opportunity to travel when I can.

Devrey Smith

Devrey Smith

Position: Accountant

 

At O’Leary & Anick, I enjoy…
serving my clients by removing the confusion or uncertainty around their numbers and helping them achieve and maintain their best possible financial health. It is meaningful to me to take that piece off their plate so they can focus on their mission and impact.

 

In my role, I take pride in…
having worked directly for a local nonprofit as well as my experience providing outsourced accounting services to multiple nonprofit clients. It gives me a valuable perspective from both sides of the work we do.

 

I like to spend my free time…
traveling, in nature, planting as many flowers and veggies as I can fit in my gardens, or just relaxing with my husband, our two dogs, two cats and a nice glass of wine.

Pa Lee

Pa Lee

Position: Accountant

 

At O’Leary & Anick, I enjoy…
working with the wonderfully inclusive and diverse team and the many nonprofits we serve.

 

In my role, I take pride in…
supporting nonprofit organizations and assisting them in fulfilling their missions. This work makes me feel like I am making a difference.

 

I like to spend my free time…
with my family. We love engaging in family activities and traveling. We had some great adventures over the years and many more to come.

 

Elevate your nonprofit organization today, with help from O'Leary & Anick.