PARTNER

Matt has over 25 years of experience assisting individuals and closely held businesses with tax, accounting, and advisory services.

He holds a Bachelor of Administration in Accounting from the University of St. Thomas, with a Minor in Quantitative Methods and Computer Science.

Matt strives to help people by providing pragmatic advice with integrity and objectivity - in both an understandable and friendly manner.

PARTNER

Connie has over 25 years of experience assisting individuals and small businesses with all aspects of tax and accounting. She earned both her undergraduate and MBA at the University of St. Thomas, and has worked in public accounting since receiving her license.

She has a wide range of client experience from taxation, trusts, and personal financial planning on the individual side - to manufacturing, retail, and service industries on the business side.

PARTNER

Heather has been working with businesses for over 15 years to develop complex tax savings strategies and useful accounting practices - and has expertise in both the service and retail industries. She works with taxpayers at all experience levels: from new entrepreneurs needing advice on entity structures, to experienced owners ready to look at the next chapter.

She also provides individual tax planning and compliance services - and will work with you and your other advisors to help reach your goals.

Heather earned her CPA license in 2013, and graduated with a Bachelor of Science in Accounting from Metropolitan State University in 2010.

PARTNER

Matt has been involved in various aspects of accounting since 2011. He has expertise in areas ranging from monthly bookkeeping to complex multi-state tax compliance. He enjoys working with small businesses, and their management teams, to make sure they have strong accounting policies in place - and ensure tax compliance while minimizing liabilities. He also enjoys working on complex individual returns.

Matt graduated with a Bachelor of Science in Business Administration, with concentrations in Accounting and Finance from Colorado State University in 2011.

OFFICE ADMINISTRATOR & BOOKKEEPER

Carrie manages the administrative support duties at BHB Advisors, including accounts receivable and billing management, accounting, and company communications.

Carrie holds a Bachelor of Arts from the University of Iowa in Anthropology, with a Minor in English Literature.

STAFF ACCOUNTANT & TAX PREPARER

Ned works with many different clients, handling bookkeeping and tax preparation for individuals, businesses, trusts, and estates.

Before transitioning to public accounting, Ned gained valuable experience as a small business banker, specializing in commercial lending, cash management, credit analysis, and portfolio management. He actively supported small business owners, facilitating various transactions, from working capital lines of credit to complex merger and acquisition (M&A) deals. Ned finds fulfillment in collaborating with entrepreneurial individuals dedicated to advancing the common good.

Ned earned his Bachelor of Science from North Dakota State University, majoring in finance and minoring in accounting.

STAFF ACCOUNTANT & TAX PREPARER

Emily has 10 years of experience in personal and small business taxes.

She graduated from the University of Northern Iowa with a Bachelor of Arts in Accounting in 2011, and became an Enrolled Agent in 2018.

BOOKKEEPERS & DATA MANAGEMENT

Donna and Sandy have been an integral part of our team since 2019. They work with clients in many industries to make sure their accounting is in top shape, and their financial statements tell a helpful story to assist client managers in making decisions.

Sandy also assists with data management during tax season to keep us organized.