Greg plays a crucial role at Vesta, leveraging his broad expertise in tax, business consulting, and business valuation to provide strategic guidance and support to clients. His problem-solving skills and dedication make him a valuable asset in helping businesses navigate various stages of their growth and development.

Professional Background:

Greg hails from Mayville, Wisconsin, where he developed a strong work ethic and an affinity for community involvement from his upbringing on a farm. With a Bachelor’s degree from Marian University, Greg has accumulated extensive experience in public accounting, gaining comprehensive knowledge in tax strategies, business consulting, and business valuation.

Throughout his career, Greg has worked closely with diverse businesses, offering tailored solutions to address their specific needs and challenges. His ability to assess complex situations and devise effective plans underscores his commitment to client success.

Key Accomplishments:

At Vesta, Greg is known for his proactive approach and dedication to helping clients achieve their business goals. He finds fulfillment in witnessing clients thrive and grow as a result of his strategic guidance and support.

Professional Affiliations and Community Service:

Greg actively contributes to his community through various leadership roles, including serving as a Board Member on the Home Builders Association of Fond du Lac and Dodge Counties, participating in the Envision Greater FDL Revolving Loan Committee, and serving as a Board Member at Bristol Morgan Bank. His involvement in these organizations highlights his commitment to community development and economic growth.

As a member of the Wisconsin Institute of Certified Public Accountants (WICPA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Certified Valuators and Analysts (NACVA), Greg stays abreast of industry trends and best practices, ensuring that he delivers the highest level of service to his clients.

Josh plays a crucial role at Vesta as a dedicated professional with a strong foundation in accounting and a deep commitment to client service. His career trajectory, from a Big 4 firm to a mid-sized regional firm like Vesta, reflects his ability to handle complex financial matters with confidence and care.

Josh finds fulfillment in fostering deep, familial bonds with his clients, who often feel like extended family. He champions a team-oriented approach, recognizing that collaboration across disciplines enhances client outcomes and satisfaction.

For more info go to: www.vesta.cpa

In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.