Partners & Directors
Katie Monger: Partner
CPA
Katie Monger is a Partner at Copeland Buhl and is a Certified Public Accountant with degrees from Missouri State University (MA) and Dordt University (BA). Katie primarily serves 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.
Professional and Community Activities
- Member, American Institute of Certified Public Accountants
- Member, Minnesota Society of CPAs
- Former Treasurer, Greater Wayzata Chamber of Commerce
- Former Treasurer and Finance Committee Chair, Orono Foundation for Education
- Girl Scout Troop Leader since 2014
Personal
What’s your favorite number?
14 (# of animals I own)
What would you be doing if you weren’t an accountant?
Architect or Designer
What’s your current goal outside of Copeland Buhl?
Embarrass my kids as much as possible – which takes little skill. I accomplish this by waking up each morning. I’d also like to tour Norway, learn Norwegian and buy a herd of alpacas.
Areas of Focus (Services)
- Outsourced Accounting
- CFO / Strategic Planning Services
- Business Tax
- Individual Tax
Areas of Focus (Industries)
- Construction Contractors
- Closely Held Businesses
- Manufacturing and Distribution Companies
- Professional Services
- Restaurant and Retail
- Recent Articles
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2/04/2025
4 Steps to Achieve Consistent and Tax-Efficient Retirement Income Planning
Surprises are not a good thing when it comes to your finances. Unfortunately, a lack of retirement income planning can set you up for potential spikes in income that could result in higher-than-necessary taxes. Here are 4 steps to help...Read More -
11/18/2024
Understanding Minnesota’s New Junk Fees Law: What You Need to Know
As we approach January 2025, a significant change is coming to Minnesota’s retail landscape. In May 2024, Governor Tim Walz signed a bill eliminating so-called “junk fees” from transactions. This legislation marks a vital step toward greater consumer pricing transparency...Read More -
10/06/2022
Casualty Losses and Natural Disasters
When a disaster strikes and your loved ones are all safe and sound, your thoughts turn to what is left to pick up from the rubble. As we have seen an uptick in forest fires, hurricanes, tropical storms and other...Read More - View Blog