PWB

PWB CPAs and Advisors

763-550-1100

Make Payment >
Client Portal >

  • Home
  • Our Team
  • Services
    • Audit and Assurance Services
      • Employee Benefit Plans
    • Accounting Solutions
    • Advisory Services
      • Business Valuations
      • Dispute Advisory Services
      • Forensic Accounting
      • Insurance Recovery
    • Consulting
    • Estate, Trust, and Gift Tax
    • Recruiting Solutions
    • Specialty Tax Services
    • Tax Services
  • Industries
    • Audiology/Hearing Aid
    • Construction and Building
    • Professional Services
    • Healthcare/Medical
    • Manufacturing
    • Real Estate
    • Restaurant and Hospitality
    • Golf Course Accounting
    • Software and Technology
  • Resources
    • Client Portal
    • Calculators
    • PWB Blog
    • PWB Tax Guide
  • Careers
  • Contact

Jody L. Holstein

Jody L. Holstein

Jody L. Holstein
Firm Administrator
763.557.2592
Email >

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.

  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)

Plymouth Office

3140 Harbor Lane N, Suite 100
Plymouth, MN 55447
View Map >

Bloomington Office

International Plaza
7900 International Drive, Suite 160
Bloomington, MN 55425
View Map >

Recent Blog Posts

  • SBA Opening Second Round of PPP Loans This Week January 12, 2021
  • What You Should Know About the New Form 1099-NEC for Tax Year 2020 December 28, 2020
  • 2020 Was Complicated. Don’t Let Your Payroll Be, Too! December 23, 2020
  • Congress Passes Pandemic Stimulus Package December 22, 2020

Looking for Something?

  • Facebook
  • LinkedIn
  • Phone
  • RSS
  • Twitter
Financial Performance Analytics For Small Company

Copyright © 2021 PWB CPAs · Financial Services Marketing by PSM Marketing · Log in