Partner: James D. Boldrey, CPA:
Jim is a graduate of Eastern Michigan University and has been in public accounting for over forty years. Jim is a member of both the American Institute of Certified Public Accountants as well as the Michigan Association of CPAs. During his career, Jim has provided a variety of services to his clients including auditing, accounting, and tax services. He has also assisted clients in negotiating and obtaining bank financing, construction bonding, and prepared MDOT prequalification packages for clients in the construction industry. Jim currently serves on the Board of Trustees of Alpena Community College Foundation. He is past President and Treasurer of the Board of Directors of the Alpena Country Club, past President of Northeast Michigan Development Company and a past President of the Alpena Chamber of Commerce. During his career, Jim has been an active fundraising volunteer for many nonprofit organizations serving the greater Alpena area.
Partner: Albert R. Senchuk, CPA:
Al is a graduate of Central Michigan University and has been in public accounting for over thirty-five years. Al provides tax and accounting services to business, individuals, estates, trusts and non-profit organizations. Prior to joining the firm in 1992, Al spent 10 years in the tax department of a "Big Eight" accounting firm and 4 years as the Director of Taxes for a Fortune 500 company. Al is especially known for his in-depth tax knowledge and shares his knowledge by providing tax update seminars in the community. He is a member of Alpena Community College Foundation Gift Planning Alliance Committee and participates on the Business Support Team of the Alpena Downtown Development Association. Al is a past member of the Board of Directors of the Alpena Country Club, is a past President of the Board of Directors of the Alpena Area Senior Citizens Council, is a former Treasurer of the Alpena Hockey Association, and served as Treasurer of Alpena Babe Ruth Baseball League for seven years. Al also served for ten years on the Alpena Regional Medical Center Planned Gifts Committee. In 2009, Al was inducted into the Alpena Sports Hall of Fame, recognized for his exceptional speed in all four sports that he played.
Partner: Julie A. Rouleau, CPA:
Julie is a graduate of Lake Superior State University and achieved her CPA certification in 2004. She joined the firm in 1996 and provides tax, accounting, payroll, financial reporting and computer write-up services to businesses, individuals and nonprofit organizations. Julie has been a certified QuickBooks ProAdvisor since 2003 and assists clients in the set-up and efficient use of QuickBooks. She supervises the payroll services area of the firm and has expertise in multi-state payroll processing and related taxes, office management procedures and accounting systems. Julie currently serves as the Treasurer of the Zonta Club of Alpena/Tri-County, and is a member of the MidMichigan Medical Center - Alpena Planned Gifts Committee. Prior to joining the firm, Julie held accounting, management, and computer programming positions in the Alpena area.
Partner: Marie F. Williams, CPA:
Marie is a graduate of Wittenberg University in Springfield, Ohio and has been a CPA for over 35 years. She serves businesses, individuals, other CPA firms and nonprofit organizations, providing tax, accounting, auditing and peer review services. Marie has additional specialized knowledge in construction contractors, not-for-profit organizations and in CPA peer review services. After sixteen years as a CPA in Ohio, Marie moved to Alpena in 1999 and has been serving clients in our firm since 2002. Besides working in public accounting, including national firm experience, Marie also has experience in industry, working as Controller/CFO in the construction industry. Active in the community, Marie is currently a member of the MidMichigan Medical Center - Alpena Board of Directors, current member of the MidMichigan Health Audit Committee, current member of the Alpena Rotary Club, past member of the Alpena Regional Medical Center Board of Trustees and Business Relations Committee, past member of the Alpena Community College Foundation Gift Planning Alliance Committee, past Treasurer and Secretary of the Alpena Rotary Club and also taught accounting part-time at Alpena Community College. She has also served on several not-for-profit boards. Marie was the winner of the 2010 Alpena ATHENA Award for Women's Leadership.
Matthew J. Mertz, CPA, is a 2015 graduate of Central Michigan University and achieved his CPA certification in 2016. His aspirations to work in Northern Michigan where he grew up came true when he joined the firm in 2017. Matt has experience in both public accounting and the private healthcare sector. He provides audit, accounting, tax and other attestation services to clients. Matt is a member of the Michigan Association of CPAs, Calcite Credit Union Board and volunteers with the Rogers City economic development council.
Lisa M VanHorn, staff accountant, initially joined the firm in 2003 as an accounting intern while completing her bachelor's degree in accounting at Lake Superior State University. Lisa specializes in the write-up and payroll areas of our practice, along with the preparation of tax returns for individuals and businesses. She is familiar with the complexities of multi-state payroll and income taxes and is very proficient with QuickBooks.
Sherri L. Roskey, staff accountant, originally joined the firm in 2010 as support staff during tax season while she was completing her associate’s degrees from Alpena Community College. Sherri returned to the firm in 2016 while completing her Bachelor of Business Administration focused in accounting and business management from Northwood University. Sherri has experience as a financial and business manager, having worked in an accounting position in industry for 5 years. She has experience with trust/conservatorship accounting, budgeting, write-up and payroll, managerial finance, and tax preparation.
Administrative Clerical Staff
Our administrative/clerical staff provides us with the support structure necessary to provide exceptional client service to each one of our valued clients. Gail Heimke, office manager, and Cindy Smith, receptionist/office assistant, ensure that our firm is running smoothly on a daily basis.
Brittany Joyce, office administrator, has recently joined the firm after working in a part-time administrative role during tax season. She recently graduated from Alpena Community College with an associates degree in Business Administration and is looking forward to applying her knowledge to benefit the firm and our clients.