Kimberly Boldt
Administrative Assistant
kim@roweanddeming.com
How would you describe your role at Rowe & Deming?
I assist clients with payroll, bookkeeping, preparing tax returns, and handling administrative tasks.
What is important to you as you work with Rowe & Deming clients?
I try my best to be thorough and accurate, and yet complete projects with a sense of urgency and awareness of deadlines. I also want to recognize the individuality of each client and let the client know that I think they're important.
What is your education and experience related to your role at Rowe & Deming?
After graduating from the University of Oregon, I spent nineteen years in retailing, where customer service was the top priority. Here, at Rowe & Deming, LLC, customer service is still my top priority.
What do you enjoy doing when not working?
Being born and raised in The Dalles, spending time with family is important to me. My passion is the various forms of embroidery. I usually carry some form of counted thread embroidery with me in case I find a few spare minutes.
What is a quote or saying that you find personally meaningful?
My grandma always said "things aren't so bad that they couldn't be worse!"
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Sandy Lee
Administrative Assistant
sandy@roweanddeming.com
How would you describe your role at Rowe & Deming?
As an Administrative Assistant, I provide payroll, bookkeeping, tax preparation, and administrative services as well as facilitate the exchange of information between clients and the firm's professional staff. I also assist Mark Rothman as the Assistant Hood River office supervisor and help oversee the day-to-day administrative functions of the office.
What is important to you as you work with Rowe & Deming clients?
It is important to me that clients are happy with the services we provide and the manner in which we provide them. I ensure that client projects and completed accurately and timely.
What is your education and experience related to your role at Rowe & Deming?
I have 34 years of bookkeeping experience, mostly in the medical field, in office management and administrative positions. I am trained in QuickBooks, and I started my computer experience by converting a medical office pegboard accounting system into a computerized business office.
What do you enjoy doing when not working?
I enjoy spending time with my family. I like to cook, sew and read. I volunteer payroll services for two local non-profit organizations. I am a member of the Board of Directors of The Civic Auditorium Historic Preservation and Renovation Committee in The Dalles and currently serve as Treasurer.
What is a quote or saying that you find personally meaningful?
"True happiness is not having what you want, but wanting what you have"
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Ernie Klosterman
Staff Accountant
ernie@roweanddeming.com
How would you describe your role at Rowe & Deming?
I am part of the support team that provides service and information that clients expect from a full-service, professional services firm. I prepare and review tax returns, assist with payroll, and provide bookkeeping services. Together with other members of the team, I am committed to satisfying client needs, increasing their confidence in the services we provide, and successfully merging Charles Gebhardt’s clients into Rowe & Deming, LLC.
What is important to you as you work with Rowe & Deming clients?
My number one goal is to convey the concern that we have for the needs of our clients. Accuracy, attention to detail, and respect for confidentiality are all a part of this concern. It is important to relieve stress and replace it with peace as our clients deal with their financial affairs.
What is your education and experience related to your role at Rowe & Deming?
I completed the Accelerated Associate Degree in Bookkeeping at Portland Community College and earned a bookkeeping certificate from Elliot School of Bookkeeping. I have prepared tax returns, process payroll, and performed bookkeeping services since 2001. My wife and I also operate our own small business, Terrace View Home, Inc., an adult care home located in Scappoose.
What do you enjoy doing when not working?
I volunteer with a small nonprofit, The Rural Organizing Project, using my bookkeeping skills a few hours a week. Like many Oregon homeowners, I enjoy a little gardening. To stay in shape, I practice yoga and workout using Indian Clubs and various exercise techniques. My wife likes to make jewelry using glass and involves me from time to time. I have always wanted to learn a foreign language so I work at learning Spanish on an intermittent basis. I am currently memorizing jokes in Spanish and then telling them to my Spanish speaking friends. Muy chistoso!
What is a quote or saying that you find personally meaningful?
“Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step.” -- Lao Tzu. I try to keep this in mind when I am faced with what seems like an overwhelming task.
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Adrianne Norton, CPA MT
Tax Manager
adrianne@roweanddeming.com
How would you describe your role at Rowe & Deming?
As a tax manager, I work directly with clients to understand their needs and issues, gather the necessary information, and then provide the best possible solution. I try to anticipate issues before they arise, so there are no big surprises, and I try to solve problems in the most efficient way possible.
What is important to you as you work with Rowe & Deming clients?
I want clients to know that I am here to help them achieve the best answer for their specific needs. Each client is different, and I want them to know that I understand their concerns, I am their advocate, and I am here to help. Some clients are intimidated by the word "taxes", but I want them to know that I am here to assist them in overcoming their fear.
What is your education and experience related to your role at Rowe & Deming?
I have a Masters Degree in Taxation from Brigham Young University. After graduation, I joined PricewaterhouseCoopers LLP and spent eight years in the federal tax group where I gained experience with a wide variety of tax situations, clients, and industries, including forest products, manufacturing, and service companies. I enjoy my role at Rowe and Deming, LLC because it allows me more flexibility and time with my family, but provides the opportunity to continue to expand my professional skills. I have been a licensed CPA in Oregon since 2002.
What do you enjoy doing when not working?
Most of my time is spent with my family - my husband and I have two young girls that have a lot of energy and keep us hopping. When I'm not chasing my girls, I enjoy reading, cooking, crafting, traveling, and bargain shopping.
What is a quote or saying that you find personally meaningful?
"There are two kinds of people in this world: those who walk into a room and their attitude says, "Here I am!" and those who walk into a room and their attitude says, "There you are!"" -- Abigail Van Buren
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Rachel Page, CPA
Tax Manager
rachel@roweanddeming.com
How would you describe your role at Rowe & Deming?
To provide clients with the most advantageous solutions to their tax and consulting needs.
What is important to you as you work with Rowe & Deming clients?
My goal is to work as a partner with clients in taking care of their particular needs. Each client has a unique situation and my job is to be a resource to provide them with the knowledge and understanding they need to develop their strategies. It is important that each client knows that they are getting the highest quality of service.
What is your education and experience related to your role at Rowe & Deming?
I received a Bachelor's degree in accounting from Brigham Young University-Idaho in 2003. Since then, I have worked in public accounting providing tax and accounting servcies fro individuals and local business in a varity of industries including real estate, healthcare, manufacturing, and personal services. I also assist clients with selecting advantageous business structures, available retirement plan options, and timing and implementation of tax strategies.
What do you enjoy doing when not working?
I enjoy reading, movies, puzzles, playing games, and spending time with friends and family. When it's nice out, I like to play tennis, go to the batting cages, and hike, especially near waterfalls.
What is a quote or saying that you find personally meaningful?
"You never really understand a person until you consider things from his point of view - until you climb into his skin and walk around in it." -- Harper Lee (To Kill a Mockingbird)
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Emily Porter
Staff Accountant
emily@roweanddeming.com
How would you describe your role at Rowe & Deming?
I wear many hats in the Hillsboro office, including preparing tax returns, payroll, and bookkeeping for our clients. I also serve as the Hillsboro office supervisor and oversee the day-to-day administrative functions of the office.
What is important to you as you work with Rowe & Deming clients?
It is important to me that clients always feel they are receiving top notch service, including receiving an accurate and complete final product, having all of their questions answered, and all of their expectations exceeded.
What is your education and experience related to your role at Rowe & Deming?
I graduated from Portland State University with a Bachelor's degree in Accounting. While a full-time student, I also worked nearly full-time at Starbucks, where I learned to provide the best product possible for the customer and to make a personal connection with people. As I work towards gaining experience and becoming a CPA, I look forward to learning and growing with the help of the personnel here at Rowe and Deming, LLC.
What do you enjoy doing when not working?
I enjoy spending time with friends and family. I also enjoy being outdoors, camping and hiking in the summer, snowboarding in the winter, running, trying new restaurants and foods, and traveling.
What is a quote or saying that you find personally meaningful?
"Do to others as you would have them do to you."
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Mark Rothman, CPA
Staff Accountant
mark@roweanddeming.com
How would you describe your role at Rowe & Deming?
As a staff accountant, my primary function is to prepare all types of tax returns. I also assist clients with general and business planning and ensure the coordination of other services provided out of the firm's Hood River office. Ultimately I'm here to help clients understand relevant issues and make informed choices. Additionally, I have an internal management roll to supervise miscellaneous tax reporting (Form 1099, Business & Occupation, and Personal Property Tax) performed by staff, to co-manage with the firm's partners human resources, land and buildings, and telcom/IT departments. I also perform general office management duties pertaining to the Hood River office.
What is important to you as you work with Rowe & Deming clients?
It is important to me that clients feel respected and empowered. I am fortunate to work with a very diverse group of clients. I respect their differences and am motivated by their accomplishments. My work provides me with the opportunity to help our clients better understand their own situations. Knowledge gained through understanding is empowering. Helping clients to attain that knowledge is incredibly rewarding.
What is your education and experience related to your role at Rowe & Deming?
I received a Bachelor's degree in Finance from the University of St. Thomas in St. Paul, Minnesota and spent the next 18 years working in accounting, finance, insurance, telecom, construction, manufacturing and social services. I came to Rowe & Deming, LLC in 2007 and returned to college for additional accounting coursework. I passed my fourth and final CPA exam in July 2010 and was certified in September 2011.
The practical finance and business experience I brought with me to the firm, combined with the extensive training and hands-on experience in all aspects of tax and accounting I have acquired in my time here, has put me in a great position to help the people I work with. I have worked for businesses, started businesses, and managed businesses. I can really identify with the concerns of business owners and managers because I have lived those same concerns.
What do you enjoy doing when not working?
I love to spend time with my wife and two sons. Like many other Hood River families, we enjoy camping, fishing, biking, skiing, and most water sports. My wife windsurfs, I kiteboard, and both boys are on the Hood River swim team.
What is a quote or saying that you find personally meaningful?
My grandfather Joe Rothman like to tell me "good things happen to those who make them happen." Grandpa Joe was a self-made man who believed that, with planning and hard work, just about anything was possible. He lived what he believed and it worked.
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Erin Rue, CPA
Staff Accountant
Intuit QuickBooks Certified ProAdvisor
erin@roweanddeming.com
How would you describe your role at Rowe & Deming?
As a staff accountant, my role is two parts: one, assist the partners and other staff members to meet firm needs and client requests and two, meeting the day-to-day and long-term accounting needs of our clients, including preparing tax returns, payroll, bookkeeping, or special projects. I also serve as The Dalles office supervisor and oversee the day-to-day administrative functions of the office.
What is important to you as you work with Rowe & Deming clients?
It is important clients feel their issues are being heard and their needs are being met with the work we do at the firm. I believe we are here for the clients to do the best, most knowledgeable work on the projects at hand in the most efficient manner possible.
What is your education and experience related to your role at Rowe & Deming?
I received my Bachelor's degree in Public Relations from the University of Oregon. After working in the public relations/media field for approximately six years, I decided a change was needed. I decided I would become an accountant. I passed my final CPA exam in February 2010 and was certified in December 2010.
My time with Rowe and Deming, LLC has included extensive training and hands-on experience in all aspects of tax and accounting and has allowed me to build relationships with some great people.
What do you enjoy doing when not working?
I enjoy gardening, baking and reading when I'm not busy on adventures with family and friends. I participate in a variety of sports including softball and running. I am also the Treasurer for The Dalles Rotary Club.
What is a quote or saying that your find personally meaningful?
In the great words from John Wooden's father given to John upon graduation from grade school... "Don't whine, don't complain, and don't make excuses."
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Amber Thomas
Administrative Assistant
amber@roweanddeming.com
How would you describe your role at Rowe & Deming?
I work at the front desk in The Dalles office. I am the friendly face that greets you when you arrive. I will take your information and get it where it needs to go.
What is important to you as you work with Rowe & Deming clients?
My number one priority is client satisfaction. I do my best to make sure that your needs are met as quickly as possible.
What is your education and experience related to your role at Rowe & Deming?
Most of my experience relating to my role at Rowe & Deming, LLC is on-the-job training. I have client service experience from prior sales-related jobs. I am in the process of working on receiving an Associate degree in Accounting from Columbia Gorge Community College.
What do you enjoy doing when not working?
I enjoy spending time outdoors, gardening, or just playing with my daughter. I also love to crochet, knit, sing, spend time with my family, and cook.
What is a quote or saying that you find personally meaningful?
"There comes a time in your life, when you walk away from all the drama and the people who create it. You surround yourself with people who make you laugh. Forget the bad, and focus on the good. Love the people who treat you right, pray for the ones who don't. Life is too short to be anything but happy. Falling down is a part of life, getting back up is living." -- Dalai Lama
