Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Brooke Mortensen
Helena

910 N Last Chance Gulch
Helena, MT 59601

Tel: 406.457.7281
Email: bmortensen@wipfli.com

Services

Audit and Accounting

Areas of Focus

  • Outsourced accounting services
  • Accounting software technology solutions
  • Business outsourcing solutions
  • Accounting process efficiency solutions
  • QuickBooks and third-party integrations

Education

Montana State University – Bozeman, Montana
  • Bachelor of science degree from the College of Business with an accounting option
  • Bachelor of science degree in psychology from the College of Letters and Science with a minor in business administration and an applied option

Brooke Mortensen

Senior Manager, Accounting Services

Brooke Mortensen is a senior manager with a demonstrated history of working with clients on accounting software applications and accounting process efficiencies.  With over 13 years of public accounting experience in providing outsourced accounting and technology setups, she is skilled in helping clients with accounting and financial reporting, financial accounting applications, leveraging of technology, and QuickBooks® with third-party integrations.

Certifications

  • Certified QuickBooks ProAdvisor
  • Certified Expensify University

Professional memberships and activities

  • East Helena Parent Teacher Organization (PTO) – Treasurer
  • Helena Symphony Orchestra – Member (third horn)