Katie Monger is a Partner and Market Leader of Emerging Business at Copeland Buhl, primarily serving businesses in the construction, real estate, and professional services industries and their owners. She especially enjoys working with closely-held and family-owned businesses.

In addition to business tax work, Katie has a strong aptitude for accounting, advising, and strategic planning. She takes a common sense, practical approach to helping businesses reach their potential and enjoys collaborating with other advisors to achieve the best possible outcomes for her clients. Katie is a frequent presenter and panelist on preparing to sell a business.

Outside of work, Katie enjoys spending time with her college age children and husband on the North Shore of Lake Superior, learning new hobbies, eating gourmet food and reading. Always taking recommendations for smart podcasts and clever comedians.


Education and Credentials
  • Master of Accountancy, Missouri State University
  • Bachelor of Arts in Accounting, Dordt University
  • Certified Public Accountant
Affiliations
  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Girl Scout Troop Leader since 2014
  • Business Women’s Circle
  • Wayzata West Metro Chamber of Commerce, Former Treasurer
  • Orono Foundation for Education, Former Treasurer and Finance Committee Chair
Service Areas
  • Business Tax
  • Individual Tax
  • Outsourced Accounting
  • Compiled and Reviewed Financial Statements
Industries
  • Construction & Real Estate
  • Professional Services
  • Restaurant & Retail
  • Manufacturing & Distribution