HomeTeam MemberSteve Monson

Steve Monson

Steve Monson

Steve Monson

CPA
Assurance Partner

Steve joined Boulay in 2009, and he specializes in providing auditing and accounting services to public and private clients in a variety of industries, including manufacturing, professional services, technology, software and construction contractors. He plans, conducts, and leads audit and other financial reporting engagements for clients. Steve is well-versed in technical accounting and reporting matters and SEC rules and regulations, including initial public offerings, SPAC transactions and business combinations. In addition, he develops and communicates recommendations for internal control and business best practices. Steve also prepares and reviews financial statements in accordance with GAAP, and he guides clients through technical accounting and reporting standards. His prior experience includes financial reporting and technical research for a regional bank in Chicago.

SPECIALTY

INVOLVEMENT

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Walk-In Counseling Center — Board Member, Treasurer, Finance Committee Chair
  • Upstream Academy — Advanced Partner Academy
  • Svenska Sällskapet

EDUCATION

  • Loyola University Chicago — M.S. Accounting, B.B.A. Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Spending time withe family
  • Golfing
  • Traveling
  • Biking

GET IN TOUCH

Contact Steve
"I enjoy the opportunity and challenge of working with my clients. It is very rewarding to provide strategic expertise to clients that makes a difference in their business."

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LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

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