CPA

Kathleen has been a practicing certified public accountant since 1984. She owned and operated an accounting firm for most of her career. For twenty years, she had a CPA firm in Petaluma.

When Kathleen’s twin sisters and their families migrated to South Dakota in 2005, she sold her practice to Torkelson & Associates, retired and joined them. It took only a few months for her to realize that retirement was not for her. Subsequently, she began working part time as an independent contractor with an accounting firm headquartered in Yankton, South Dakota.

In 2013, Kathleen tired of the terrible weather in the Midwest returned to her roots, settling back into Petaluma. In 2016, life came full circle and she began to work with Torkelson & Associates. Kathleen has a broad industry focus and her areas of expertise include tax and strategic business consulting. Over the years, Kathleen has participated in many community activities in Petaluma and Sonoma County including board positions of the Petaluma Chamber of Commerce, the Petaluma Educational Foundation, Petaluma Rotary, and Petaluma Lions Clubs. She served on the Sonoma County Civil Service Commission for ten years. In addition, she was an elected member of the Santa Rosa Junior College Board of Trustees for twelve years. Kathleen currently serves on the board of the SRJC Friends of Petaluma Campus Trust,  as a board member of the Mentor Me organization, and as treasurer of Miracle League Northbay.

Designations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Certified Public Accountant – Licensed in California and South Dakota

Memberships

  • South Dakota Society of Certified Public Accountants

Education

  • Bachelor of Arts, Hood College, Frederick, Maryland