Makenna Heller

Accounting Associate

Education & Professional Designations

  •  Kent State University
  •   Accounting Major
  • Dean’s List – Fall 2024
  • GPA – 3.5

Memberships & Community Involvement

I am not currently in any organizations, but I enjoy volunteering outside of work and school. I was a member of the Business Professionals Roundtable for the College of Business where we planned fairs, meetings, fundraisers, special events and guest speakers. Unfortunately, due to time restraints I was unable to re-join this semester.

 

About Makenna

As an Accounting Associate at W3 Financial, I support the team with daily accounting tasks, data organization, and client account management. I help maintain accurate records and assist in preparing reports to ensure smooth operations behind the scenes—allowing our team to deliver exceptional service to our clients.

I’m currently studying Accounting at Kent State University, where I’ve completed foundational coursework in financial and managerial accounting, business management, and economics. This internship marks my first hands-on experience in the field, and I’m excited to apply what I’ve learned in a professional setting.

I enjoy working with numbers, analyzing data, and contributing to processes that help individuals and businesses reach their financial goals. This opportunity is an important step in my professional development, and I look forward to learning and growing with the W3 team.

Hobbies and Personal Interests

Outside of school and work, I enjoy reading, being outdoors, baking and traveling. I also work at Klaben Auto Stores, where I’ve gained valuable experience in customer service, communication, and administration roles. I enjoy meeting new people, fostering new relationships and bringing a positive attitude to everything I do.
This is my bunny Hazel, she is a Champagne d’Argent. She is silver now, but she started out jet black as a baby. Shes very sweet and social and of her favorite treats is banana!

Meet More of Our Team

Tammy Arnold

Administrative Assistant

Beth Atkinson, CPA

Account Manager

Braxton Barker

Accounting Associate

Frank P. Bevilacqua, CPA, MBA

Principal

Sue Casey

Administrative Assistant

Jacqueline Chon

Accounts Specialist

Nathan DeRoos, CPA

CPA | Accounting Manager

Parker Doerrer, CPA

Senior Accountant

Roosevelt Edouard

Staff Accountant

Gerard Ganguenon

Accounting Associate

Christine Gohring

Administrative Assistant

Ben Gommel 

Chief Technology Officer

Anthony Gore

Accounting Associate

Katherine Grote 

Staff Accountant

Alexis Hang

Administrative Assistant

Julie Ivascu

Administrative Assistant

Bryan M. Kelleher, CPA

Tax Manager

Jim Koney, QPA 

Manager of Retirement Plan Services

Tyler Labas, CPA, MBA

Client Relationship Manager

Cindy Latham

Cindy Latham

Beloved Colleague

Marc Megenhardt 

Senior Accountant

Benjamin Merle

Accounting Associate

Iryna Nedoshytko

Senior Accountant