With 16 years experience in CPA firm administration, including three years as a firm administrator, Jody L. Holstein had all the skills needed to jump into her position with PWB in 2017. She oversees the day-to-day operation of the finance department and manages financial reporting. Jody works with the partners to make financial decisions and helps determine the health of the company.
A native of Eau Claire, WI, Jody views the firm and the firm’s employees as her clients. She’s here to help each and every person accomplish their goals within the firm – and she wants to see everyone succeed! She loves working with the PWB team, improving processes and supporting the success of the firm. Jody is a member of the Minnesota chapter of the CPA Firm Management Association.
Jody and her husband have two adult daughters. She spends one day a week chasing after their darling granddaughter at the park, reading to her, and generally loving her up! When Jody’s not solving problems at PWB, she solves problems for brides and grooms as a wedding coordinator!
Favorite sandwich? Tuna fish.