Katy Speer, CPA, MBA

Calm, organized and curious, Katy helps clients make sense of accounting issues and reporting requirements by combining thorough analysis with a clear, business perspective.

Katy began her public accounting career at a global firm in 1999. Providing Office of the CFO services primarily to private equity and hedge funds, she advises them on technical and financial reporting concerns. Katy leverages her accounting knowledge and background to quickly understand each business — from their financial reporting nuances to operational drivers — and deliver clear insights C-level executives can use to make informed decisions.

• Michigan Association of CPAs
• American Institute of CPAs
• Cuyahoga Earned Income Tax Credit Coalition (Volunteer Tax Preparer)

Katy lives in the Cleveland area with her two energetic teenagers and elderly dog. She enjoys CrossFit, running and healthy cooking. Katy also loves planning active vacations with her family, with some of their favorite destinations being Alaska and Costa Rica.