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FI PROFILE
<br />Schlenner Wenner & Co. is a regional independent accounting firm that is licensed to practice public accounting in
<br />multiple states throughout the United States. Our firm began as a sole -proprietorship in 1964. Through planned, steady
<br />growth, we have expanded to a staff of 62 professionals, 36 of whom are certified public accountants. Presently, our
<br />firm has thirteen partners, one senior manager, eleven managers, eleven seniors, five in -charge, and twenty-one staff
<br />members. Our audit staff consists of two partners, one senior manager, four managers, two seniors, three in -charge, and
<br />four staff members. Our main office is located at 630 Roosevelt Road, Suite 201, St. Cloud, Minnesota. In addition, we
<br />maintain offices in Albany, Little Falls, Monticello, and Maple Lake, Minnesota.
<br />The principal officers of Schlenner Wenner & Co. consist of the following individuals:
<br />James A. Schlenner
<br />Michael J. Wenner
<br />Molly M. Thompson
<br />Robert V. Hengel
<br />Steven J. Schueller
<br />Jill L. Hoffman
<br />Ryan T. Finberg
<br />CPA, CFP, CVA
<br />CPA
<br />CPA
<br />CPA
<br />CPA
<br />CPA, MBT, CVA
<br />CPA, MB T
<br />Brian L. Bastian
<br />Patrick A. Plamann
<br />Brian D. Mackinac
<br />Cory R. Ritter
<br />William F. Buckentine
<br />Jonathan S. Archer
<br />CPA
<br />CPA, MBT
<br />CPA
<br />CPA
<br />CPA
<br />CPA
<br />Schlenner Wenner & Co. is an independently owned member of the RSM US Alliance, the national accounting firm
<br />association of RSM US, LLP. Through this membership, our firm has access to the resources and expertise available
<br />from an international accounting firm, yet we remain locally and independently owned and managed. This
<br />collaboration allows us to be "big" when we need to be, while providing you with the personal service you deserve.
<br />Currently, we provide personalized service to over 2,300 not-for-profit, governmental, commercial, and industrial
<br />clients. We also provide tax preparation and planning services to over 5,600 individual clients. We strive to provide all
<br />of our clients with timely service of the highest quality. Each client has one partner who is personally responsible for
<br />their professional needs. This policy helps to ensure that an open line of communication is maintained between our
<br />clients and our firm.
<br />Schlenner Wenner & Co. provides a full range of services as follows:
<br />Auditing - We provide audit services to governmental units, school districts, not-for-profit organizations,
<br />employee benefit plans (including ESOP's and Fire Relief Associations), and for-profit businesses. These
<br />include audits conducted in accordance with Government Auditing Standards (Yellow Book), Single Audit
<br />Act, and other governmental agencies audit requirements. As a part of our audit procedures, we provide
<br />written recommendations for enhancing accounting systems, operating efficiencies, and compliance
<br />procedures. The audit recommendations and report are personally reviewed with the appropriate client
<br />management or representative.
<br />Accounting - We offer a wide range of services to assist our clients in designing and implementing
<br />accounting and record keeping systems tailored to their specific needs. In addition, we prepare compiled
<br />and reviewed financial statements as governed by Statements on Standards., for Accounting and Review
<br />Services.
<br />Tax - We provide complete federal, multi -state, and local tax services. These services include: preparation
<br />of tax returns for corporations, partnerships, individuals, estates, and not-for-profit organizations. We
<br />provide tax planning in such areas as compensation, employee benefits, income taxation, tax credits,
<br />acquisitions and mergers.
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