About Amanda
Amanda Farley began her career in 2014 as an intern and is currently a Manager in the firm’s Green Bay, WI, office. In this role, she helps to advise small businesses and assists with tax preparation and planning for a variety of different entities.
Amanda also helps provide audit services for employee benefit plans and more.
In addition, Amanda is in process of obtaining her QuickBooks ProAdvisor certification.
“We are our client’s trusted advisors, and I love the fact that I can help them through all of the parts of their lives—whether it be planning for today, nine months from now, five years and beyond.”
Amanda Farley, CPA
Areas of Focus
Employee Benefit Plans
Estates and Trusts
Nonprofits
Small Business Advising
Tax Preparation and Planning
Education
Bachelor of Business Administration, Accounting, University of Wisconsin-Green Bay
Certified Public Accountant (CPA)
Professional Affiliations
American Institute of Certified Public Accountants
Wisconsin Institute of Certified Public Accountants
Community Organizations
American Marketing Association – Northeast Wisconsin, Treasurer
Greater Green Bay Chamber, Current Young Professionals, Member
Recent Posts by Amanda
Plan Ahead for Health Savings Accounts in 2024
Changes in SEC. 174 Make It a Good Time to Review the R&E Strategy of Your Business
The Standard Business Mileage Rate Is Going Up in 2023
Key Topics for Plan Oversight Meetings
Self-Employed? Build a Nest Egg With a Solo 401(k) Plan
Inflation Enhances the 2023 Amounts for Health Savings Accounts
Could You Be Hit With the Trust Fund Recovery Penalty?
Handle Retirement Plan Rollovers With Care
