ABOUT US

We are a long-established firm that distinguishes ourselves through a genuine entrepreneurial spirit and strong flexibility.

 

Strategic Navigators Accounting, PLLC works in concert with Strategic Navigators Inc. to execute advanced tax planning, focusing on minimizing taxes and maximizing cash flow. Strategic Navigators Inc. provides solutions for business coaching, estate and retirement planning, financial coaching, business valuation, and much more. We continually expand our national presence with clients, partnerships, and relationships from coast to coast.

 

MANAGEMENT TEAM

Our team includes tax attorneys, financial planners, and other strategists providing coordinated advice and cohesive management for your family and your business. We’d like you to meet our management team.

  • Mark Nicholas

    CPA, CVA, CFE, CFF, MAFF, MANAGING PARTNER
    mark.nicholas@stratnavacct.com
    309-807-0052

    Mark has over 35 years of experience as a CPA in addition to a background managing organizations in the healthcare industry. His first-hand grasp of business and operations makes him an effective advisor to entrepreneurs and business owners across all industries with a focus on developing individualized business and tax strategies. Mark is also a Certified Business Valuation Expert and Certified Fraud Examiner.

    Mark enjoys spending time with his children and grandchildren, reading, watching NFL games, and has a thirst for learning.

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  • Josh Sherrard

    PRESIDENT
    josh@stratnavinc.com
    630-937-2622

    Josh is a finance and business efficiency expert. He has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his role as President of Strategic Navigators Accounting, PLLC. Josh is also the President/CEO of Strategic Navigators Inc.

    Josh and his wife have three children and live in the Chicago suburbs. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling, and spending time with his family.

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  • Jaimie Klawitter

    CPA, CVA, MANAGER
    jaimie.klawitter@stratnavacct.com
    309-807-0052

    Jaimie’s specialization is strategic planning of trusts, estates, and retirement. As a CPA and Certified Business Valuation Expert, she is an experienced advisor in business transitions and safeguarding legacies. Jaimie also prepares business, individual, trust, and estate tax returns.

    Jaimie is passionate about mentoring accounting students and young professionals. She enjoys playing with her nephews, reading, traveling, and spending time with her dog, Bailey.

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  • Jessica MacDonald

    CPA, CVA, CFE, MANAGER
    jessica.macdonald@stratnavacct.com
    309-807-0052

    Jessica’s expertise extends to funds management and complex areas of the tax code, which she uses in developing growth strategies and cash flow planning for non-profit entities. As a Certified Fraud Examiner, Jessica advises clients on how to strengthen and protect their growing businesses. Jessica is also a Certified Business Valuation Expert and prepares business valuations in addition to strategic tax planning.

    Jessica enjoys exploring new places with her family, attending musical theatre productions, and baking desserts with the help of her children.

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  • Kathleen Boudeman-Nicholas

    CPA, CVA, MANAGER
    kathleen.nicholas@stratnavacct.com
    309-807-0052

    Kathleen has worked in public accounting for over 35 years. In addition to her CPA credentials, she is a Certified Valuation Analyst with a specialty in business valuation and business transitions. She enjoys helping established businesses with financial statement evaluation, cash flow planning, tax strategy, and tax preparation.

    Kathleen loves being a grandma and spending time with her grandchildren. She also enjoys reading and traveling with her family.

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  • Vickie May

    MANAGER OF OFFICE SERVICES
    vickie.may@stratnavacct.com
    309-807-0052

    Vickie has over 40 years of experience in accounting and specializes in payroll and sales tax. As the manager of the Office Services team, Vickie keeps our payroll services running smoothly. She is also an expert in many accounting software programs. Vickie implements monthly, quarterly, and annual bookkeeping services based on identified cash flow planning and growth strategies.

    Vickie enjoys providing care for animals, attending auctions, and making home-cooked meals.

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  • Kenneth J. Schmidt III

    CPA, MANAGER
    kenneth.schmidt@stratnavacct.com
    309-807-0052

    Kenneth is well-versed in tax strategy and preparation for both businesses and individuals as well as financial statement evaluation. His expertise focuses on cash flow planning and growth strategies for entrepreneurs and established businesses. Kenneth is a life-long learner and continues to expand his knowledge in niche accounting areas.

    As a former collegiate athlete, Kenneth is a huge football and sports fan. He enjoys spending time outdoors with his two dogs, Auggie and Louie.

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