SPECIALISTS

Katherine M. Olerich

Partner, Citrin Cooperman Advisors LLC

Partner, Citrin Cooperman & Company, LLP

Experience

Kate Olerich is a partner in the firm’s Chicago, IL office, focusing primarily on clients involved in manufacturing and distribution and real estate – management companies and owners, operators, and funds with assets in the residential and industrial markets.

Kate has significant experience in the areas of accounting and auditing, including preparing financial statements, reviews, compilations, assisting clients with questions regarding potential accounting and auditing issues affecting business operations, and researching and preparing memorandums for the firm’s professionals and its clients relating to corporate and partnership accounting and auditing.

Kate has also experience working on 401k and other profit-sharing plan audits for clients in a variety of industries. Clients rely on her responsive demeanor and strong work ethic to get the job done correctly and efficiently.

Previously, Kate was a partner at Shepard Schwartz & Harris LLP, which joined Citrin Cooperman in 2022.

CREDENTIALS

Education

Bachelor of Science in Accounting, Bradley University

Master of Science in Administration, Accounting, Bradley University

Licenses

Certified Public Accountant in the State of Illinois

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

WORK-LIFE BALANCE

Outside the Office

Kate and her husband reside in Roscoe Village in Chicago and enjoy partaking in all the city has to offer – restaurants, Cubs games, the zoo, and parks with their daughter.

Get in touch with Katherine M. Olerich today.

Fill out the form below to get in direct contact with Katherine M. Olerich and start your personalized consultation journey.

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Throughout my career, I have always looked forward to learning my clients’ businesses and operations from the top down. Working directly with owners and officers of privately held companies has allowed me to see the impact we can have on our clients. Being able to serve their evolving and changing needs has been rewarding, challenging and never dull.

Get in touch with Katherine M. Olerich today.

Fill out the form below to get in direct contact with Katherine M. Olerich and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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