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Katina Peters, Owner, CPA, CGMA

Katina Peters, Owner, CPA, CGMA is a Certified Public Accountant and Chartered Global Management Accountant with 20 years accounting expertise. Katina earned her Bachelor of Science degree in accounting at the University of Nevada, Las Vegas and after ranking in the top ten of CPA exam participants, obtained her CPA license in 2001. During her tenure at the firm where she established her career, Katina became one of two partners who successfully grew the business to a regional CPA firm, serving a diverse group of businesses and individuals with a vast array of accounting, tax, business advisory, audit and consulting services.

 

Katina’s experience in working with successful privately held businesses and nonprofits provided an array of skills she uses to assist her clients in starting, maintaining, managing and thriving in their businesses. Katina takes a holistic approach to advising her clients including corporate structuring, accounting system design and implementation, business advisory and growth strategies, accounting oversight and analysis, and tax preparation and planning services.  Katina has provided timely management information for vital management decisions to her clients in their internal control processes and procedures, compliance, and oversight of accounting departments. With specialized skills in international taxation, tax planning for complex entity structures including real estate investors, job costing/grant reporting, employee benefit plan considerations, cashflow management, audit services, financing, asset management in estate planning, and accounting services and financial analysis at all levels including CFO services.

 

She has a passion for serving small to medium size businesses and enjoys analyzing client’s financial information to offer the most effective solutions to achieve their business goals. Katina continues to maintain memberships with the nationally recognized, American Institute of Certified Public Accountants (AICPA) and her dual Montana and Nevada CPA Licenses and CPA State Society Memberships.

 

When Katina started a family and decided to relocate, she made the decision to leave the firm she had been with for 17 years and start working from home. Her desire to allow others the freedom to play a larger role at home while maintaining a professional career drove her to join the community and leadership of CPA MOMS, LLP, rising quickly to Managing Partner. That is where she met future business partners Jami Johnson and Jaime Staley and when CPA MOMS changed their business model, they banded together as PJS & Co. CPAs to continue servicing their clients and the legacy of their vision. Katina is also an active member of her community, donating time to multiple non-profit organizations and enjoys spending time with her family.

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