Brady Martz Announces New Promotions

The regional accounting firm of Brady Martz is excited to share that the firm has promoted Sidney Compton, EA, Rachel Jenson, CPA, Olivia Morton, CPA, Oakley Thoeny, CPA, Jolene Tollefson, CPA, Matthew Wrolstad, CPA, and Bradley Yoder, CPA to senior manager.

“These promotions make for a very exciting time at Brady Martz!” said Todd Van Dusen, President of Brady Martz. “These six professionals have worked diligently to serve the firm and our clients. They have demonstrated their dedication and proven that they are ready to take the next step in their careers. I would like to extend a sincere congratulations to Sidney, Rachel, Olivia, Oakley, Jolene, Matt, and Bradley.”

Compton joined Brady Martz in 2012, shortly after graduating from college. She works in both tax and audit. Compton holds a Bachelor of Science in Accounting and a Master of Science in Management from Minot State University. She is currently affiliated with the American Institute of Certified Public Accountants (AICPA), the North Dakota CPA Society (NDCPAS), and the Minot State University Alumni Association. Raised in Grand Forks, North Dakota, Compton currently lives in West Fargo with her husband and their two children.

In 2012, Jenson joined the Fiebiger, Swanson, West & Co (FSW) team; she later became a member of Brady Martz via its merger with FSW. She currently works in the firm’s Fargo office, helping to lead the Tax Department there. She serves both local and regional business in a variety of industries. Jenson graduated summa cum laude from Minnesota State University Moorhead in 2012, earning a Bachelor of Science in Accounting. She is a member of the AICPA and the NDCPAS. Raised in Crookston, Minnesota, Jenson now resides in Glyndon with her husband and their children.

Morton has been with Brady Martz since 2006 and works in the firm’s Audit Department. She holds a Bachelor of Science from St. Cloud University and is affiliated with the AICPA and the Minnesota Society of CPAs (MNCPA). Originally from Kuala Lumpur, Malaysia, Morton currently lives in Fertile, Minnesota with her husband and their two children.

Thoeny joined Brady Martz in 2013 and has spent the entirety of her professional career with the firm. She works primarily in trusts and estates and also serves as a co-leader of the firm’s Affordable Care Act (ACA) team. Thoeny graduated summa cum laude from Dickinson State University in 2013, earning a Bachelor of Science in Accounting with a minor in Leadership Studies. She is currently affiliated with the AICPA, the NDCPAS, the Western Dakota Estate Planning Council, the Red River Valley Estate Planning Council, and the Dickinson State University Alumni Association. Raised in Broadus, Montana, Thoeny currently lives in Dickinson, North Dakota.

Since 2011, Tollefson has been a member of the Brady Martz team—she has spent her entire career with the firm. Serving in the firm’s Tax Department, she specializes in cross-border taxation and tax-exempt organizations. Tollefson studied at the University of North Dakota, graduating summa cum laude in 2011 with a Bachelor of Accountancy. She is a member of the AICPA and the NDCPAS. Raised in Antler, North Dakota, Tollefson now lives in Grand Forks.

In 2015, Wrolstad joined Brady Martz via its merger with Dress Riskey & Vallager Ltd., which had had served since 2012. Today, he works in the firm’s Tax Department, serving both individuals and businesses and specializing in international tax issues. He holds a Bachelor of Accountancy from the University of North Dakota and is currently affiliated with the AICPA and the NDCPAS. Originally from Fargo, North Dakota, Matt currently lives in Grand Forks.

Yoder has been with Brady Martz since 2013. He is responsible for performing audits and completing 990 informational returns of non-profit and governmental entities. A graduate of Minot State University, he holds a Bachelor of Science degree. Yoder is currently affiliated with the AICPA and the NDCPAS. He sits on the boards of directors for Magic City Aquatics and the Minot Swim Club—he is treasurer of the former. He lives in Minot, North Dakota with his wife and their two children.

Brady Martz Named Among Accounting Today’s 2022 “Top 100 Firms”

The regional accounting firm of Brady Martz is excited to share that the firm was recently named as one of the “Top 100 Firms” of 2022 by Accounting Today.

Each year, Accounting Today releases a ranking of the 100 largest tax and accounting practices, both nationally and regionally. Last year, Brady Martz one of just three new firms to appear in the top 100.

“I am incredibly proud of Brady Martz for being named to Accounting Today’s list for a second year running,” said Todd Van Dusen, President of Brady Martz. “It is fantastic to have the hard work and dedication that I witness from my teammates every day be recognized publicly. I would like to extend a sincere ‘thank you’ to every member of the Brady Martz team for their diligence and perseverance this past year.”

The detailed Accounting Today report comprises a wealth of information, including an overview of popular growth strategies, services areas, and client niches for the year. It also includes a wide range of useful benchmarking data. For more details, and to view the 2022 list of “Top 100 Firms and Regional Leaders,” visit accountingtoday.com.

Jacob Franklin Featured on Well Grounded

Brady Martz Announces Four New Shareholders

Brady Martz is excited to announce the promotions of Jacob Franklin, CPA, Tory Hill, CPA, Daniel Macintosh, CPA, and Nicholas Peterson, CPA. These four professionals join the firm’s leadership group as shareholders. 

“These additions to the shareholder group make for a very exciting time at Brady Martz,” said Todd Van Dusen, President of Brady Martz. “All four professionals have demonstrated an outstanding dedication to the firm and our clients, as well as exemplary leadership, commitment, and perseverance. I am thrilled to congratulate them on this big career move and welcome them into their new leadership roles.”

An accounting professional since 2008, Franklin joined the Brady Martz team in 2013. His primary focus is on serving clients in the agriculture industry. Franklin studied at the University of North Dakota, graduating in 2008. He is currently affiliated with the American Institute of Certified Public Accountants (AICPA), the North Dakota CPA Society (NDCPAS), and the Minnesota Society of CPAs (MNCPA). 

Hill has served on the Brady Martz team since 2009—he has spent the entirety of his professional accounting career with the firm. He specializes in performing attest work for financial institutions and nonprofits. A 2009 graduate of North Dakota State University, Hill holds a Bachelor of Science in Accounting. He is a member of the AICPA and the NDCPAS. 

Macintosh joined Brady Martz in 2020, bringing with him a dozen years of valuable accounting experience. He currently leads the firm’s Strategic Business Solutions division, working in the areas of client service and business development. Macintosh studied at the University of North Dakota, graduating magna cum laude in 2007 with a Bachelor of Accountancy. He is currently affiliated with the AICPA, the NDCPAS, the MNCPA, and the UND Alumni Association. 

Peterson has been a  professional in the accounting field since 2009. He joined Brady Martz in 2019 through its merger with Fiebiger, Swanson, West & Co., PLLP. His primary focus is audit and attestation; he serves construction contractors, ESOP owned entities, other for-profit entities, and nonprofit organizations.  Peterson holds a Bachelor of Science in Accounting from Minnesota State University Moorhead and a Bachelor of Music from Concordia College. He is a member of the AICPA, the NDCPAS, and the Construction Financial Management Association (CFMA). 

Brady Martz Announces Retirements of Three Shareholders

Three shareholders are set to retire from Brady Martz effective October 1, 2020. After successful, decades-long careers, shareholders Patrick Brown, Joe Martin, and Mark Miller will retire from the firm.  

“It is with mixed emotions that I congratulate Pat, Joe and Mark on their retirements,” said Todd Van Dusen, President of Brady Martz. “I am happy for the three of them, but I know Brady Martz will feel the loss of such seasoned professionals. Their many years of dedicated leadership have been integral to the success of Brady Martz. I wish them all the best as they enter this exciting new stage of life.”

An accounting professional for more than three decades, Brown joined Brady Martz in 1992 via its merger with Orser, Olson and St. Peter. He had been with Orser, Olson and St. Peter since 1985. Throughout his career, Brown worked primarily with clients in the nonprofit and governmental sectors. “I really enjoyed working with so many good clients and fellow accountants over the last 35 years,” stated Brown. 

Martin worked with the Brady Martz team for 30 years. He specialized in working with clients in the governmental and dealership industries. “It was thrilling to watch my client’s businesses grow with success over the course of my career.”

Miller has been part of the Brady Martz team for 29 years. He primarily worked with auto dealerships, tribal governments, and tribal gaming organizations. He spent 10 years as the shareholder in charge of the firm’s Grand Forks, Crookston, and Thief River Falls offices, 10 years on the Brady Martz management team, and six years on the firm’s board of directors. “It was an honor to be part of such an outstanding team with a focus on providing high quality service,” said Miller. 

Brady Martz Named Among Accounting Today’s 2020 “Firms to Watch”

Brady Martz is excited to share that the firm was recently named as one of the “Firms to Watch” in 2020 by Accounting Today. 

“This is such an exciting recognition for our firm,” said Todd Van Dusen, President of Brady Martz. “I witness the impressive contributions that my teammates make to the accounting profession every day. It is fantastic to have their hard work and dedication recognized within the profession.”

Accounting Today releases a ranking of the 100 largest tax and accounting practices, both nationally and regionally, on an annual basis. Beyond the top 100 firms, the ranking includes a list of “Firms to Watch.” It describes these firms as “just one strong year—or a strategic merger—away from joining the next list.” The detailed report includes a wealth of information, including an overview of popular growth strategies, services areas, and client niches for the year. It also includes a variety of useful benchmarking data. For more details, and to view the 2020 list of “Top 100 Firms and Regional Leaders,” visit accountingtoday.com