Certified public accountant · Downtown Louisville
Mission-minded accounting for Louisville’s not-for-profits, businesses and families.
Anne-Marie Hogan, CPA, brings over 27 years of experience, including directing the finance office at Spalding University, to your books, payroll and taxes. Your first meeting is a free consultation.
- CPA Kentucky #6458
- Firm license Kentucky #1842
- AICPA Not-for-Profit Certificate
- QuickBooks ProAdvisor
“She cares!”
Licensed, certified and accountable
- CPA licenseKentucky #6458
- CPA firm licenseKentucky #1842
- CertificationAICPA Not-for-Profit
- ExperienceOver 27 years
Why clients make the switch
The care of a small firm, the depth of someone who has run a finance office.
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Treated like a person, not a return
You work directly with a CPA who takes the time to understand your situation, not a seasonal preparer at a chain counter.
“It made us feel more as individuals than just another tax payer for the revenue stream.”
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Books that stay clean, even at tax time
Monthly bookkeeping, payables and payroll stay current, so year-end isn’t a scramble and questions get answered fast.
“What amazes me most is how responsive she is even during tax time.”
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Every number explained
Whether it’s a 990 for your board or a FAFSA for your kids, you’ll understand what was filed and why.
“Her attention to detail and willingness to explain everything is unmatched.”
Areas of practice
Pick your folder. We already know what goes in it.
Four kinds of clients, four sets of deadlines. Choose yours to see exactly what the firm handles.
Books your board, auditors and funders can trust
Fund accounting, grant reporting and the 990, from a CPA who has run the finance office for a university, parishes and schools.
Managed endowment and charitable-trust accounting at Spalding University, and set up internal controls for three schools and two parishes in the Archdiocese of Louisville.
Grant management
- Local, state and federal grants
- Initial grant applications
- Reports to granting agencies
- Management reports for your board
Accounting & compliance
- Monthly account balancing
- Endowment accounting
- Financial reports for external stakeholders
- Form 990 series
- Fundraising events & charitable gaming
- Internal controls and policies
Monthly books, payroll and tax, handled by one team
Hand off the monthly books, payroll filings and sales tax so you can get back to running the business.
Recovered $70,000 in sales and use tax incorrectly paid under the Kentucky Enterprise Zone exemption.
Accounting
- Monthly bank and account balancing
- Accounts payable
- Invoicing and collections
- Sales tax preparation
- Management reports
- Business process improvements
Payroll & tax
- Payroll processing
- Federal, state & local withholding filings
- Benefit plan management
- Workers comp audit requests
- Forms 1065, 1120 series, 1120-H
- ABC licensing
Set up right from the first filing
Entity, EIN, registrations, payroll accounts and the policies a new team needs, in the right order.
Wrote the employee handbook and accounting policies for Regenerex, a biotech startup of a UofL research scientist, including NIH and KSTC grant management.
Getting started
- Entity setup with the Kentucky Secretary of State
- EIN application
- Federal, state & local registrations
- Business plan support
Building the team
- Payroll withholding account setup
- Policy development
- Training new employees
- Referrals to trusted partners
Personal tax and the paperwork around it
Your return, an IRS letter, a parent’s finances or a FAFSA: someone who explains every step.
Duane Smothers and his wife switched from H & R Block and say they were treated “more as individuals than just another tax payer.”
Tax
- Form 1040 individual returns
- Form 1041 trusts & estates
- Kentucky inheritance tax
- Offers in compromise & payment plans
- Penalty abatement requests
Personal finance
- Elder care finances
- FAFSA & private school aid forms
- Matching medical EOBs to bills
- Personal budgets
Also: training, treasury and cash management, financial analysis and compliance reviews. Services aren’t limited to this list; ask about yours.
Experience you can check
Built inside the kinds of organizations she now serves.
Before opening her own firm, Anne-Marie Hogan ran finance for a university, Catholic parishes and schools, a biotech startup, a distributor and a manufacturer. That background is what you get on every engagement.
Spalding University
Directed the Finance Office: bursar, accounts payable, general accounting and payroll. Managed endowment and charitable-trust accounting.
Archdiocese of Louisville
Set up controls for three schools and two parishes, including a parish formed from the merger of five.
Holy Cross High School
Established the school’s Finance Department, with its internal controls, processes and procedures.
Regenerex
Wrote the employee handbook and accounting policies for a biotech startup, including NIH and KSTC grant management.
Dayco Distributing & Ingersoll Rand
Led accounts payable, payroll and general accounting teams and built financial models and analysis.
Board & committee service
Shirley’s Way Finance Committee and Board of Directors · St. Francis Xavier Church Parish Council and Finance Committee · St. Paul Catholic Church Finance Committee · Holy Cross High School Senior Service Committee · co-leader of St. Andrew Academy’s SOCS accreditation
Our team
A CPA-led team you’ll get to know by name.
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Anne-Marie Hogan, CPA
Principal, Certified Public Accountant
- BSBA, University of Louisville
- MAT, Spalding University
- CPA, Kentucky #6458
- CPA Firm License, Kentucky #1842
- QuickBooks ProAdvisor
- AICPA Not-for-Profit Certificate
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Mark Head
Accounting Manager
- BA, Business Administration, Bellarmine University
- MBA, Indiana University Southeast
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Mary Bube
Payroll / Accounts Payable Accountant
- BS, Finance, Indiana University Southeast
Also on the team
- Zach Ballard Staff Accountant · Accounting, Ivy Tech
- Amy Sanders Staff Accountant
- Matthew Powell Staff Accountant
- Savannah Goerres Administrative Assistant
In their words
Louisville business owners on working with Anne-Marie.
“We are in good hands with Anne-Marie Hogan and her team. They have helped in every area of our business. literally! Very easy to work with. Kind, gentle and very smart.”
“Anne Marie has been great for our business. I can now relax a little knowing she has my best interest at heart.”
“I am completely happy with everything Anne-Marie has done for me. As a small business owner I would highly recommend her.”
“Anne Marie and her staff are the best. They go way above and beyond.”
Free checklists
Get ready before you call.
Short guides from the firm’s blog: what to gather, what to do before year-end and what to do when an IRS letter shows up.
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Preparing for tax season
A checklist for small business owners
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Everything you need for a successful tax day
What to gather before your appointment
Read the guide (opens in new tab) -
End-of-year planning guide for taxes
Moves to make before December 31
Read the guide (opens in new tab) -
What to do when you get an IRS notice
First steps after a letter arrives
Read the guide (opens in new tab)
Questions
Straight answers before your first meeting.
Is the first meeting really free?
Yes. Your first meeting with Riedel-Hogan CPA is a free consultation to review your needs, whether you run a business, a not-for-profit or just need help with your own taxes.
Do you work with not-for-profits and churches?
Yes. Anne-Marie Hogan holds the AICPA Not-for-Profit Certificate and has run finance for Spalding University and for schools and parishes of the Archdiocese of Louisville. The firm handles grant management and reporting, endowment accounting, the 990 series and internal controls.
I got a letter from the IRS. Can you help?
Yes. The firm handles tax resolution, including offers in compromise, payment plans and penalty abatement requests. Call the office with the notice in front of you.
Can you run payroll for my business?
Yes: payroll processing, federal, state and local withholding filings, benefit plan management, new-employee onboarding and workers comp audit requests.
Do you help with family paperwork beyond taxes?
Yes. Personal finance services include elder care finances, FAFSA and private school financial aid forms, matching medical EOBs to bills and personal budgets.
When is the office open?
Monday through Thursday, 9:00 AM to 5:00 PM. The office is closed Friday through Sunday.
Where are you located?
In downtown Louisville, Kentucky, on West Washington Street. Meetings are by appointment; call or email to set one up.
Start with a conversation
Bring your books, your 990 or your IRS letter. The first meeting is on us.
Monday–Thursday, 9:00 AM–5:00 PM · Downtown Louisville · info@riedelhogancpa.com