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Stephanie Wilhelms
Associate
Stephanie Wilhelms joined the firm in April 2024 and has worked with a wide array of clients from faith-based nonprofits to larger professional service companies. Her experience spans financial statement audits, employee benefit plan engagements, and comprehensive client accounting services.
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​Since relocating to the Dallas area in 2016, Stephanie has immersed herself in the community and is currently pursuing a B.B.A in Accounting. Her professional journey also includes extensive experience in local government, where she managed receivables, and as a Director of Operations in hospitality, where she honed her skills in financial oversight and controls. This diverse background gives her a unique perspective and a well-rounded approach to her work.
Outside of her career, Stephanie cherishes time with her husband and two sons, making family a central part of her life. She has been an active member of Lakepointe Church in Rockwall since her move, reflecting her deep commitment to both her faith and community. Stephanie’s blend of professional expertise and personal dedication makes her a dynamic force in her field.
Professional Snapshot
Service Areas
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Audit and assurance
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Client accounting services
Industry Experience
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Not-for-profit organizations
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Employee benefit plans
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Professional services
Experience Highlights
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Performed audits, reviews, and prepared financial statements for non-profits and other organizations.
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Provided payroll processing and financial reporting services to a non-profit organization.
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Performed accounting functions for a local government entity.