Kim Jacobsen, CPA/CGMA
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Kim is a stockholder in the firm and has over 30 years of experience providing a variety of financial services to clients. She offers audit, review, and compilation of financial statements, as well as individual, corporate, and partnership tax planning and preparation. Estate, fiduciary, and not-for-profit planning and reporting are also areas of expertise. In addition, Kim offers advisory services for business acquisitions, sales, and owner transition consulting. She is a member of the Iowa Society of Certified Public Accountants, previously serving on the board and as a committee chair. She also maintains membership in the American Institute of Certified Public Accountants' Taxation section and holds the Chartered Global Management Accountant designation. With decades of tax, accounting, and advisory experience, Kim provides dedication and knowledgeable guidance to diverse clientele.
Education
B.S. in Accounting, Iowa State University
Licenses & Memberships
Iowa Society of Certified Public Accountants, past board member and committee chair
American Institute of Certified Public Accountants, Taxation member
Chartered Global Management Accountant
Interests & Hobbies
Traveling
Iowa State Athletics
Time with friend and family