Calibre CPA Group PLLC, a full-service accounting and advisory firm focused on helping tax-exempt organizations and business enterprises nationwide, announced the promotion of Rudy Coertzen and Patty Lovett to partner effective January 2020.
“We are thrilled that Rudy Coertzen and Patricia (Patty) Lovett are bringing their extensive experience and leadership skills to our team of partners,” said James Kokolas, Managing Partner, Calibre CPA Group. “Both individuals have demonstrated the ability to build and maintain trusted relationships with clients and colleagues that contribute to our overall success and growth as a firm.”
An accounting professional with over two decades of experience, Coertzen has managed the entire accounting cycle, working with organizations operating in a wide range of industries including media, entertainment, information technology, financial services and the public and not-for-profit sectors. He has demonstrated expertise in a variety of areas including serving as an interim Financial Manager and Controller, troubleshooting for clients and preparing annual federal and state returns.
More than 30 years ago, Lovett began as an auditor and later became a Controller. Since joining Calibre in 2015, she has worked with many tax-exempt organizations with both national and international presence, including faith-based institutions, labor unions, foundations supporting cutting-edge medical research, judicial associations, foundations supporting development of infrastructure in Africa and other sectors. Patty also specializes in formulating policies, procedures, controls and reporting systems that will maximize results for each entity.
