Nathan j. agre , CPA
Audit Principal | Minneapolis Office
952-920-6603
AICPA
MNCPA
Minnesota Construction Association
Minneapolis Chamber of Commerce
How Nathan got here
- Bachelor of Accounting and Business Administration degree from Northwestern College
- Joined the Smith Schafer Minneapolis practice with the merger of BPKZ in January 2017
How Nathan approaches work
“I enjoy building relationships with clients in order to understand their business or mission and how we can help them positively impact people and communities.”
Related Service Resources
Manufacturers: Importance of Buy-sell Agreements
Creating and operating a business usually starts with a great idea, capital investment by one or multiple owners, and hard work. While the main focus of an owner should be on day-to-day operations, there are always items that should be in the back of their mind for events down the road.
401k Plan Audit: Form 5500 and Audit Financial Statements
Your business is growing, and so is your 401k plan. But when a plan reaches a specific size, it must be audited by an independent accounting firm.
401K PLAN AUDIT: Operational Compliance
Preparing for a 401k plan audit can be tedious, but you can help prepare for a successful audit with the proper knowledge and tools. In this installment, we will discuss the operational compliance of a 401k plan.