KATIE OLSEN, CPA

REAL ESTATE ACCOUNTANT

Originally from the central valley, Katie started off her career as a staff accountant for a farm management company working with local citrus farmers. Katie shifted into public accounting about 2 years later once she realized she wanted to become a CPA. “I really love the diversity that public accounting brings,” she confirms. Katie specialized in outsourced controllerships with a focus in the restaurant and construction industry before making her way into Family Office Services at Mengali Accountancy.

 

Katie is passionate about accounting because, “It's the language of business,” she says, “Once you understand the language and begin to grasp the story behind the numbers we can then appreciate the story behind our client’s businesses and recognize the opportunity the future holds for them.” Katie’s favorite part of her job is helping clients businesses grow while making sense of all the numbers by translating them into ways they can better understand.

Upon joining the Mengali Accountancy team, she was most impressed by the teamwork. “As soon as you walk into Mengali you can feel that it's about more than just the numbers; we care about each other and our clients,” she explains and adds, “I love that I get to interact with our clients daily. It feels great to know I make a difference in their lives.”

 

Katie graduated in 2017 from California State University, Fresno: Craig School of Business with a Bachelor of Science in Business Administration - Accountancy Option. She recently earned her CPA certification in 2019.

THE REAL KATIE

Katie is native to the Central Valley but, although she loves her hometown, she felt as though there

were better opportunities in the North Bay which is ultimately what brought her to Healdsburg. She

also admits that, “The weather in this area is fantastic!”

 

Away from the office, Katie enjoys exploring Sonoma County by visiting the local restaurants and

wineries . You will most likely spot her frequenting Preston Farm and Winery found on Dry Creek Road

in Healdsburg, as well as many of the incredible Italian restaurants in town. Some of Katie’s favorite

hobbies include playing sports outside like golf, tennis, or bocce with friends.

 

You may be surprised to find out that Katie spent a summer abroad for school in Spain and

traveled the whole country. Katie loves to travel and has visited a few other countries around

Europe including London and Italy. “Considering my ancestry is Armenian and Italian, it was a

dream come true to visit Italy. It’s certainly a trip I’ll never forget,” Katie confesses. Katie has

also traveled along the East Coast of the United States including New York, Pennsylvania,

New Jersey, Delaware, and Maryland. She hopes to resume her travel adventures once

she has completed her CPA exams.

 

Katie has a genuine love for animals and recently adopted a cat from a local

shelter in Santa Rosa. “She has made the best addition to the house,” Katie

affirms and adds, “I hope to adopt a dog in the future, as well.”

 

Because Katie is very passionate about animals, she feels it’s

important to find ways to support the local animal shelters in Sonoma County confirming, “A really

great one to support is the Humane Society of Sonoma County.” She emphasizes, “I recently went to a fundraiser for the Humane Society with a few other Mengali team members and it was wonderful to see all of the support for such a good cause.”

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