Background & Experience

Katie Fortwengler is a principal at KatzAbosch and joined the firm in 2012. She has been working in public accounting since 2006. Katie specializes primarily in consulting and compliance for government contractors and small businesses. She has extensive experience with employee benefit plan audits, tax and business succession planning, financial reporting in obtaining bonding, and financial reviews and compilations. For the firm, Katie co-chairs the firm’s Government Contracting team and leads the firm’s 401(k) team. In these firm leadership positions, she formulates client policies and participates in decisions that affect client relationship management. Civically, she is the Chair of the Breakfast Club Committee for The Cybersecurity Association of Maryland, Inc and works closely with the March of Dimes. Katie is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants..

Education

  • Rider University, Masters of Business Administration
  • Salisbury University, Bachelor of Science, Business Administration with a Concentration in Accounting

Areas of Specialization

  • Employee Benefit plan audits and consulting
  • Tax and business succession planning
  • Obtaining financing and bonding
  • Financial reviews and compilations
  • Small Business consulting
  • Government contract consulting

Professional Designations

  • Certified Public Accountant, 2008

Professional Affiliations and Civic Involvement

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants