Located in Platte County, Missouri and proudly providing accounting and financial solutions throughout the Kansas City metro area, at Unger & Associates we connect with our clients on a personal level. Working with individuals as well as small- and mid-sized businesses, we are committed to ensuring that our clients are on course for greater financial success. Our team is here to help you achieve your goals.
|Dave Unger – With his extensive background in taxation and expertise in estate and trust, small business and management consulting, Dave is recognized in the field of Accounting for his professional excellence and within the community for his personable, caring approach to our clients and colleagues. A graduate of Missouri Western State University, Dave is a licensed CPA in Missouri and Kansas. He is a member of the Society of CPAs in both states and maintains membership in the American Institute of Certified Public Accountants.
“Accounting, tax services and beyond, we are vested in the success of our clients.”
|Dave Marsh – Understanding that clients’ respect must be earned, Dave is passionate about working in partnership with his clients. With a diverse background that includes accounting, tax and managing business operations as a Chief Financial Officer, Dave has first-hand knowledge of the challenges facing small business owners and has the skills to guide his clients as their advisor and advocate. A graduate of St. Louis University with a B.S. in Business Administration in Accounting, Dave received his CPA license in 1999.
“We listen to our clients, identify where they need help and, working within the tax laws, help them achieve their goals.”
|Lisa Bjustrom – With more than 30 years of experience working in the tax and small business services departments of large and small Kansas City area CPA firms, Lisa’s specialty is helping clients navigate the ever changing tax laws. She thrives on the opportunity to work with clients on short and long term planning. From startup structuring to succession planning for small business owners to helping parents create a college funding plan, Lisa focuses on the details, identifying opportunities to help clients. She is a graduate of Missouri Western State University and is a licensed CPA in Missouri.
“As the newest member of the Unger & Associates team, I’m seeing firsthand the firm commitment of the entire staff to be welcoming and responsive to clients.”
|Bob Johnston – After an extensive search for the right firm to acquire his accounting and tax practice, Bob became part of the Unger & Associates team in January, 2014. Before finalizing the sale, specific requirements needed to be met. First and foremost, to serve his clients the firm he chose needed a history of excellent client service, professional expertise, and a commitment to a positive environment for clients and associates. With more than 40 years of experience as a Public Accountant, Bob’s insights and perspectives are tremendous assets for our firm.
“Here at Unger & Associates, the sharing of ideas and solutions and the openness to bounce ideas off one another is a great experience.”
|Kevin Unger – Through his extensive experience in process efficiency program development and the operations side of investment accounting, Kevin supports our clients with operational consulting and improvement initiatives. In addition, his attention to detail is a valuable asset in the preparation of our client’s financial statement reviews. Kevin is a graduate of Missouri Western State University with a degree in Business Administration and Accounting.
“Each day I see how we look out for the best interests of our clients and their trust that we will always live by our promise of integrity.”
|Diane Thompson – As an IRS Enrolled Agent (the highest certification given by the IRS) Diane provides tax return preparation for individuals, corporations, partnerships and trusts. Formerly an accountant and controller in the transportation industry, she brings technical expertise, timeliness and focused commitment to her clients. Diane received a B.S. in Business Administration and Accounting from Missouri Western State University.
“We look at all the pieces for our clients, not just the tax return. It’s important to us to help make sure everything is on track.”
|Beth Dandini – Beth leads our front office operations. She has an extensive background in customer service, collections and business administration. Beth is committed to each of our clients providing them with timely communication and efficiency and ensuring a positive experience with our firm.
“At the heart of this firm are the principles of integrity, knowledge and reliability. That is what drives everything we do.”
|Sheila Roth – Drawing upon the excellent organizational skills and attention to detail that served her well in the medical field, Sheila manages the administrative tasks that make an accounting firm run efficiently.
“How you feel about your work reflects on the company overall. The respect we have for our clients and one another is part of what makes this a great place to work.”
|Cindy Kimber – Leveraging experience in client relations and communications, Cindy works with our clients to identify their business needs, strengthen customer engagement and increase employee retention. She is a graduate of the University of Wisconsin-River Falls with a B.S. in Journalism and Political Science.
“When I talk with potential new clients I ask, ‘What is the best advice you have ever received from your accountant?’ If they can’t answer that question I know we need to have a conversation about customer commitment and the service delivered by this firm.”