Welcome
Services
Our Staff
Tax
Accounting
Support
Memberships
Track Refund
Info
Links
Calculators
E-Mail Us
Client Login
 
Oelerich & Associates, PC
"Small enough to care, big enough to serve"
563.323.7882 - support@oataxpro.com

Accounting & Administration Manager

Dawn M. Ballard, CPA

Dawn joined the firm in late 2009 as accounting manager.  She has eighteen years of experience in both public accounting and private industry, including auditor at a ‘Big 4’ accounting firm and Controller/CFO of organizations from $25M to $500M, in various life cycle stages.  Dawn has extensive experience in financial reporting and broad practical knowledge of accounting systems. She has implemented and improved both systems and processes to leverage technology as well as human resources to provide more robust and timely data to management.

Dawn attended King’s College in Wilkes-Barre, PA and has B.S. in International Business. She became a CPA in 1992 and is a member of both the American Institute of Certified Public Accountants and Iowa Society of Certified Public Accountants.

E-mail: dawnb@oataxpro.com

Susan L. Hartung, LPA
Senior Accountant

Susan is a graduate of Kaplan University, with over 12 years of experience in both public and private accounting. Susan oversees all our payroll services as well as handles most accounting functions. Susan also provides technology support for clients, including those using QuickBooks.

E-mail: susan@oataxpro.com

 

 
Lori B. Williams
Payroll Accountant

Lori is responsible for much of the firm's payroll activity, including live payroll and after-the-fact deposits and quarterly returns as well as W-2 reporting. Lori also oversees our web-based payroll platform, including transitions of clients from traditional processing to this paperless environment.

E-mail: loriw@oataxpro.com

 
Amanda J. Hardesty
Staff Accountant

Amanda joined the firm in July 2011 and just recently completed her Associates degree in Accounting. She handles much of our general ledger work as well as after-the-fact payroll deposits and quarterly returns.

E-mail: amandah@oataxpro.com