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Lori Kaiser, CPA
Partner
Audit Consultant /
Financial Consultant

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Daniel S. Kaiser
Partner
Financial Consultant
 

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Kathy Baker
Project Manager
Audit Consultant /
Financial Consultant

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Cassie Chun, CPA
Project Manager
Audit Consultant /
Financial Consultant

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Hilary Dodson, CPA
Consultant
Audit Consultant /
Financial Consultant

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C. Michelle Funge
Consultant
Audit Consultant /
Financial Consultant

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Deanna I. Gifford
Consultant
Financial Consultant
 

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Michele Himes
Consultant
Audit Consultant /
Financial Consultant

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Jennifer Justus
Project Manager
Audit Consultant /
Financial Consultant

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Caren C. Kruest
Project Manager
IT Project Manager
 

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Kathleen Lackey
Consultant
Financial Analyst
 

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Lisa Messner, CPA
Consultant
Audit Consultant /
Financial Analyst

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Michelle Martin, CPA
Project Manager
Audit Consultant /
Financial Consultant

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Terry Rogers, CPA
Project Manager
Audit Consultant /
Financial Consultant

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Jim Sanfrey, CPA
Consultant
Audit Consultant /
Financial Consultant

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Chelsea Skruck, CPA
Consultant
Audit Consultant /
Financial Consultant

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Liz Teed
Consultant
Financial Consultant
 

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Annette Williams, CPA
Consultant
Financial Consultant
 

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Daniel S. Kaiser
Partner
Financial Consultant
Dan obtained his undergraduate degree in Accounting from The Ohio State University. He has over twenty years of experience in accounting, financial management and operations of various companies.


Kathy Baker
Project Manager
Audit Consultant / Financial Consultant
Kathleen obtained her undergraduate degree in Accounting from the University of Connecticut. She began her career at Arthur Andersen  and has over fourteen years of progressively responsible and diverse financial experience at managerial level.  She has extensive experience on Sarbanes-Oxley engagements.


Cassie Chun, CPA
Project Manager
Audit Consultant / Financial Consultant
Cassie is a C.P.A. certified in the state of Arkansas and has a BS in Accounting from Arkansas State University.    She has 24 years of experience in both public and private accounting.  While in public accounting, her work included both internal and external audits of clients in manufacturing, banking and retail.  Her private experience includes positions as AVP- Controller and accounting staff. She has extensive experience in internal controls reviews and Sarbanes-Oxley/J-SOX.


Hilary Dodson, CPA
Consultant
Audit Consultant / Financial Consultant
Hilary attended Ohio State University and graduated with a B.S. in Accounting.  After graduation, she joined PriceWaterhouseCoopers and performed the audits of clients in manufacturing and retail.   She was promoted to senior and manager while at PWC.  She also served four years as the Controller of Eurotronics, a developer and marketer of electronic translation devices. Active CPA.


C. Michelle Funge
Consultant
Audit Consultant / Financial Consultan
Michelle attended Ohio State University and graduated with a B.S. in Accounting. Michelle has over 15 years of experience including nine years in public accounting with Arthur Andersen and six years in corporate finance with Abbott Laboratories. She is a CPA (inactive) in the state of Ohio.


Deanna I. Gifford
Consultant
Financial Consultan
Dee is a graduate of Michigan State University with a degree in Accounting. She is a CPA in the state of Michigan (inactive). She joined KPMG after earning her degree and worked on a variety of audits including publicly traded companies, not-for- profits and governmental agencies. She has also worked at a financial institute in internal audit and as assistant to the Controller.


Michele Himes
Consultant
Audit Consultant / Financial Consultant
Michele obtained her undergraduate degree in Business Administration with a Major in Accounting from The Ohio State University and obtained her CPA (inactive) in 1994.  She has over ten years of experience with employers such as Deloitte & Touche, LLP and Frontstep .  Auditor, Accounting Manager, Financial Reporting Manager, and Controller.


Jennifer Justus
Project Manager
Audit Consultant / Financial Consultant
Jennifer attended Ohio University and graduated with a B.S. in Business Administration, Accounting. Jennifer has over fifteen years of experience with Temple Inland serving as a Controller and other positions in the Finance Department. She has extensive experience with the implementation and maintenance of Sarbanes-Oxley. She has obtained the CSOXP  Certified SOX Professional Certification.


Caren C. Kruest
Project Manager
IT Project Manager
Caren obtained her undergraduate degree in Management Information Systems and Marketing from Miami University. She joined Deloitte & Touche, LLP after college and worked on a wide variety of clients and projects in her tenure with them.  She has over 10+ years of experience in leading diverse teams, developing people and managing projects.


Kathleen Lackey
Consultant
Financial analyst
Kathleen has over 12 years of accounting experience in the Financial Services industry including finance, accounting, internal audit and compliance. She has a Bachelor in Business Administration, Major in Finance from Miami University, Oxford, OH.


Lisa Messner, CPA
Consultant
Audit Consultant / Financial Consultant
Lisa received her B.S. in Accounting from San Diego State University and became a CPA in the State of Ohio in 1996.  She began her career with four years at KPMG performing audits of manufacturing, distribution and real estate clients.  After KPMG, Lisa joined Digital Storage as the Financial Reporting Manager.


Michelle Martin, CPA
Project Manager
Audit Consultant / Financial Consultant
Michelle obtained her undergraduate degree in Accounting from The Ohio State University and is a CPA. Michelle has over fifteen years of experience in accounting, tax and auditing. She began her career at Arthur Andersen working in both the Audit and Tax Departments. She also worked as a Tax Supervisor at Liebert Corporation. She has extensive experience in the implementation and maintenance of Sarbanes-Oxley.


Terry Rogers, CPA
Project Manager
Audit Consultant / Financial Consultant
Terry received her B.S. in Business Administration/Accounting, at the Bowling Green State University.  She is a CPA in the state of Ohio.  She has seven years of experience in public accounting at both KPMG and GBQ and an additional fifteen years in private industry as a controller/accountant . Terry has extensive experience on Sarbanes-Oxley and J-SOX engagements.


Jim Sanfrey, CPA
Consultant
Audit Consultant / Financial Consultant
Jim came to Kaiser Consulting after working for Ross Products for over five years.  He held the position of Finance Manager, where he was responsible for establishing formal policies and procedures for an effective system of internal controls. In this role he also prepared financial statements, plans, forecasts and updates to management.   Jim also held the position of Financial Analyst while at Ross Products. Jim is a graduate of Ohio University with a BS in Accounting and Business Pre-Law and is a CPA in the State of Ohio.


Chelsea Skruck, CPA
Consultant
Audit Consultant / Financial Consultant
Chelsea received a BS in Business Administration from The Ohio State University, Columbus, Ohio. Chelsea joined PricewaterhouseCoopers where she worked in the Assurance division for a wide variety of companies including financial services. Since joining Kaiser Consulting Chelsea has worked on several Sarbanes-Oxley/J-SOX engagements and other consulting projects.


Liz Teed
Consultant
Financial Consultant
Elizabeth obtained her undergraduate degree in Finance at the Indiana University, Bloomington, Indiana. She has an MBA in finance from Michigan State University and has an CMA Certification. Liz has over fifteen years of experience including six years at Cummins Engine Company as a Business Analyst and Finance Manager.


Annette Williams, CPA
Consultant
Financial Consultant
Annette obtained her undergraduate degree in Finance and Accountancy at the Miami University, in Oxford, Ohio. Annette is a Certified Public Accountant (CPA), Ohio and North Carolina.  Annette has over thirteen years of experience in industry including ten years in pharmaceuticals where she worked for GlaxoSmithKline and Roxanne Labs. She held the positions of Senior Finance Manager, Finance Manager, Senior Financial Analyst and Accounting Manager.