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Ann Kohler

Senior Manager, Outsourced Services

Naples

Overview

Ann is a senior manager in Kaufman Rossin’s Outsourced Services department, where she assists entrepreneurial clients with numerous accounting and bookkeeping matters.

With her deep expertise in cloud-based technology, Ann helps clients adopt new technologies and employ software to their fullest potential. Ann converts clients’ existing software to Kaufman Rossin Connect’s cloud-based platform, which provides clients with real-time access to their accounting and financial reporting. She also helps clients understand data and financial statements to make thoughtful business decisions.

Ann is a QuickBooks Certified ProAdvisor and advises businesses on how to leverage the accounting software to efficiently analyze business performance and compile financial data. She specializes in the use of artificial intelligence enhanced software to automate transaction workflows and processing. Ann works with clients across a variety of industries, including technology, professional services, and not-for-profit entities.

Before joining Kaufman Rossin in 2016, Ann served as a controller for a Dallas-based technology company where she oversaw accountants and leveraged cloud-based software to enhance communication efforts and business processes. Formerly, Ann volunteered as a teacher with Junior Achievement where she helped sharpen young students’ financial literary skills. She also previously served as treasurer for the American Business Women’s Association.

She earned a bachelor’s degree in accounting from Florida Atlantic University and a bachelor’s degree in business management from Barry University. Ann earned a Client Advisory Services Certificate (CAS) from CPA.com and the American Institute of Certified Public Accountants (AICPA). She is an active member of the Florida Institute of Certified Public Accountants (FICPA) and the AICPA.

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Education

Bachelor of Science, Accounting, Florida Atlantic University

Bachelor of Business Administration and Management, Management, Barry University

Services

  • Outsourced Accounting

Industries