A talented business leader and entrepreneur, Heidi brings hands-on operations management expertise gained through 15+ years in the accounting field and her own small-business ownership. She also excels at communication and customer service.
Heidi owned LuLaRoe Heidi Grey, a boutique and fashion retailer, from 2016 to 2018. There, she maintained daily records, reconciled bank and inventory balances to actual on-hand, managed invoices and payments, and maintained inventory levels.
From 2001 to 2016, Heidi was Senior Associate with the audit, tax and consulting firm RSM. Her responsibilities there included assisting clients with month-end and year-end closing reconciliations, preparing monthly transactions, compiling financial statements, preparing individual tax returns and performing audits, reviews and compilations.
Heidi holds a Bachelor of Arts in Accounting and Business Administration from Rockford University and has continued her studies through professional education courses focused on audit, accounting and tax preparation updates as well as new accounting standards and implementation.