“I love being involved in so many parts of the business and learning new skills. It’s exciting to be surrounded by a team that is passionate about helping clients, as well as one another. The positive and encouraging atmosphere here is one of a kind!”
Kimberly’s Story
Kimberly plays an integral role in Truepoint’s financial and administrative operations. She ensures accurate and timely bookkeeping while managing all aspects of accounts payable and receivable. Additionally, she oversees the administration of the firmwide credit card program, ensuring seamless operations and compliance. Kimberly is also responsible for recording and reconciling shareholder loan transactions, providing detailed financial insights to support strategic decision-making.
Personally, Kimberly values spending quality time with her husband, children, and grandchildren. She enjoys relaxing outdoors and gardening.
Specialties: accounting, business development, project coordination, sales