Marjorie H. Heap brought her Audit & Accounting expertise to PWB in 2016. A graduate of the University of North Dakota, Grand Forks, she navigates the complex regulatory environment, allowing her clients to focus on their businesses and the things they really want to do. Helping them achieve their goals is what she’s all about! Marjorie focuses on employee benefit plans, construction contractors, manufacturers, service providers, distributors, real estate, and HUD audits.
Marjorie knows clients are concerned about what their financial statements are going to look like and what story they will tell about their business. She makes it her job to explain what is going on, listen to her client’s input and make the process as easy as possible. Marjorie continues to share her knowledge as a moderator and presenter at the MNCPA Audits of Employee Benefit Plans Conference as well as serving on the MNCPA Employee Benefit Plans Review Task Force, MNCPA Audits of Employee Benefit Plans Conference Task Force, and MNCPA General Industries Review Task Force.
You’ll often find Marjorie behind a camera, off the beaten path and documenting nature. Keeping up with her young nieces keeps her busy, too! She is also an accomplished violinist and performs with the Dakota Valley Symphony and Chorus.
Favorite board game? Scattergories.
By Marjorie Heap, CPA Financial statements are meant to identify, measure, and communicate information about an organization to interested parties. They can be prepared by your organization’s manage...