Kate Jefferson, CPA

Manager

with JVTR since 2018

Meet Kate Jefferson, a proud new mom and accountant from Portage. As a child, Kate was positive she would grow up to be a pharmacist but instead has grown into one amazing CPA. She loves the constantly evolving, variety of work that comes with being an accountant.

During tax season, Kate keeps her energy through coffee, coffee and yes, more coffee. When she isn’t bustling away at the office, you can find her spending time with her family and soaking in all of the beauty of her favorite place, Traverse City, or cheering loud for the WMU Broncos hockey team.

Looking for a way to say thank you to Kate? She loves a big scoop of chocolate chip cookie dough ice cream and could live off of Mexican food for the rest of her life.

Expertise

Accounting, audit and assurance services for small to medium-sized businesses, not-for-profit organizations, employee benefit plans and government assisted entities

Education

Bachelors of Business Administration – Western Michigan University 2011

Certifications, Affiliations and Memberships

CPA – Certified Public Accountant
AICPA – American Institute of Certified Public Accountants
MICPA – Michigan Association of Certified Public Accountants

Community Involvement