Mark Waller, CPA

Co-Founder & Managing Partner

Professional Overview
Mark Waller is the Co-Founder and Managing Partner of Morem & Waller, CPAs, a respected accounting firm based in Minneapolis, Minnesota. With over a decade of experience in the finance and accounting industry, Mark has developed a strong expertise in strategic financial management, tax planning, and business advisory services. He is committed to helping clients achieve their financial goals and navigating the complexities of various industries, including cannabis and nonprofit organizations.

Experience Summary

Current Role
As the Co-Founder and Managing Partner of Morem & Waller, CPAs, Mark is responsible for the overall strategic direction and day-to-day operations of the firm. He works closely with clients to provide tailored accounting, tax, and consulting services, drawing on his deep understanding of financial best practices and industry regulations. Under Mark's leadership, the firm has experienced steady growth, earning a reputation for delivering exceptional client service and innovative solutions.

Career Progression
Prior to co-founding Morem & Waller, CPAs, Mark held several notable finance and accounting roles. As the Controller at YWCA Minneapolis, he played a crucial role in managing the organization's financial operations and implementing effective cost-saving measures. He also served as the Interim Director of Finance at Hmong American Partnership, where he provided strategic guidance and financial oversight during a critical transition period.

Academic Background
Mark holds a Bachelor of Science in Accounting from the University of Minnesota, Carlson School of Management. He is a Certified Public Accountant (CPA) and has continued to expand his professional knowledge through ongoing education and industry-specific certifications.

Areas of Expertise

• Financial management and strategic planning

• Tax preparation and optimization

• Nonprofit accounting and compliance

• Cannabis industry taxation and regulation

• Financial reporting and analysis

• Audit and assurance services

Professional Impact
Mark's expertise and leadership have made a significant impact on the organizations he has served. As the Treasurer of the Cannabis Travel Association International, he has provided invaluable guidance on navigating the complexities of the rapidly evolving cannabis industry. Additionally, Mark's role as an Instructor at Surgent Accounting & Financial Education allows him to share his knowledge and mentor the next generation of accounting professionals.

Conclusion
With his comprehensive experience, technical expertise, and dedication to client success, Mark Waller is a respected leader in the accounting and finance industry. As the Co-Founder and Managing Partner of Morem & Waller, CPAs, he continues to drive innovation and deliver exceptional results for his clients, while also making meaningful contributions to the broader professional community.