Agnieszka Zoltowski

Manager, Outsourced Accounting

CPA, CAS

Background

Agnieszka is a dedicated CPA with experience in both public accounting and specialized financial roles, which have equipped her with an understanding of GAAP compliance and an analytical mindset. She provides financial reporting, analysis, and financial planning support to clients in industries which include Wineries & Vineyards, Startups, and Real Estate. Her proactive approach and analytical skills help drive success and support informed decision-making for clients.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

Willamette Valley Wineries Association

Education

Post-Baccalaureate Accounting Certificate – Portland State University
B.A. French Language & Art History – Whitman College

SPECIALIZATIONS

Client Accounting & Advisory Services