Beth Ulbrich, CPA / CGMA

Partner, Elgin

Experience

In Beth’s 28 years of experience in public accounting, she has met and been inspired by the dedicated people of the not-for-profit community who are making an impact on the world with their diverse missions and programs. Her personal mission is to contribute her audit, accounting, and communication skills to the work of these organizations. She is a passionate communicator, presenting recently at a Chicago Foundation for Women workshop and at Mueller NFP Educational Series events. In addition to formal presentations, she uses every opportunity to encourage the staff, management, and boards of directors to understand their roles and responsibilities. Beth co-leads the firm’s Not-For-Profit Group.

In addition to leading audits, Beth has also served as interim CFO for not-for-profit organizations. Her clients include Myasthenia Gravis Foundation of America, Inc., Wellness House, Northern Illinois District of the Lutheran Church Missouri Synod, International Teams, Giant Steps Illinois, and Chicago Foundation for Women.

Recently Beth has taken on a new role as Partner in the firm’s Outsourced Accounting and Consulting Group. She will be involved with clients in a consultative capacity offering virtual CFO, budgeting, forecasting, and financial, organizational, and strategic planning services.

Education & Certifications

  • B.S., Accounting, Valparaiso University, Indiana, 1989
  • Licensed Certified Public Accountant, Illinois, 1989

Professional & Civic Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • Illinois CPA Society (ICPAS)
  • Christ the Lord Lutheran Church, Elgin, IL, Treasurer