Stefeni Freese, CPA, Shareholder

Stefeni Freese
HIGHLIGHTS
  • CPA
  • Office Vice President
  • Joined Anderson ZurMuehlen in 2010

Stefeni Freese, shareholder, has twenty-five years of audit and accounting experience related to performance and supervision of audits, evaluation of internal controls, preparation and analysis of financial statements and developing and implementing accounting system solutions.

She is responsible for local government and nonprofit auditing experience, including Single Audits, and preparing and auditing government financial statements that have been awarded the Certificate of Excellence in Financial Reporting by the Government Finance Officers Association (GFOA).  Stefeni has also served as reviewer of Comprehensive Annual Financial Reports for this award program of the GFOA. She also teaches the annual Anderson ZurMuehlen Yellow Book Government update classes.

Stefeni graduated from Montana State University with a Bachelor of Science in Accounting.  Stefeni enjoys participating in a variety of outdoor activities including fishing, camping, and gardening.  She is an avid baseball fan and loves to travel.

EXPERIENCE
  • Twenty-five years of audit and accounting experience related to performance and supervision of audits, evaluation of internal controls, preparation and analysis of financial statements and developing and implementing accounting system solutions.
  • Local government and nonprofit auditing experience, including Single Audits.
  • Preparing and auditing government financial statements that have been awarded the Certificate of Excellence in Financial Reporting by the Government Finance Officers Association (GFOA). Served as reviewer of Comprehensive Annual Financial Reports for this award program of the GFOA.
  • Teaches annual Anderson ZurMuehlen Yellow Book Government update classes.
  • Client groups served include governmental entities, nonprofit organizations, individuals and small businesses.
AWARDS, ACTIVITIES, AFFILIATIONS, SPEAKING ENGAGEMENTS
  • Member, American Institute of CPAs
  • Member, Montana Society of CPAs
  • Member, Montana Association of School Business Officials
  • Member, Peer Review Committee of the Montana Society of CPAs
  • Report Reviewer, State of Montana Board of Public Accountants Professional Monitoring Program
  • Treasurer, Cody Dieruf Benefit Foundation
  • Board Member, Boys and Girls Clubs of Yellowstone County
EDUCATION
  • Bachelor of Science in Accounting, Montana State University–1989
  • Continuing education through the Montana Society of CPAs, American Institute of CPAs, Government Finance Officers Association, Audit Watch and Anderson ZurMuehlen sponsored courses