Terri Kuhlmann

Accountant
  • Connect with Terri Kuhlmann

I went to UW Madison and studied sociology, hoping to work with troubled youth. But as time went on and doing some volunteer work in the field, I decided it just wasn’t for me. My degree in sociology definitely did not prepare me for my chosen career path in accounting! After school, I had many different accounting positions, leading me into what I’ve been doing for the past 16 years: helping business owners focus on their business, leaving me to do the day-to-day accounting.

I came to Magellan through my personal connection with Michael at church. At the time, Michael was definitely in a growth mode, and it was time for him to outsource some of the accounting responsibilities. My role at Magellan is completing all of the daily accounting duties, so that Michael has a good snapshot of the company at any given time. This includes: accounts payable, accounts receivable, collections, sales & use tax reporting, and many other tasks the make year-end tax reporting go as smoothly as possible.

Originally from Milwaukee, five years ago my husband and I moved out to Lake Country, and we love it! We paddle board and kayak in the summer, take walks on the frozen lakes in the winter, and spend as much time as we can with our daughter who lives relatively close to us. I’m an avid reader, love to do puzzles once in a while for a little mindless activity, and I paint in acrylics whenever inspiration strikes. Oh, and we are constantly updating our home, so that brings out the weekend warrior in me!

What would be your baseball walk out song?

Barracuda by Heart

If you could have dinner with anyone from history, who would it be?

Winston Churchill (although my family made me feel guilty for not saying Jesus)

If you could instantly pick up a new skill, what would it be?

Artist (specifically a painter)

What job would you be terrible at?

Electrician

Variable Data Best Practices

  • At the quoting stage of your project, please let us know how many fields of variable data your piece will have as this can affect pricing.
  • Data should be provided to us as an Excel spreadsheet with only the applicable data included.
  • Verbiage for variable data fields on artwork file should match up exactly with data fields on spreadsheet.
  • Spacing on artwork must allow for longest data entries. We recommend that your designer tests this in advance to confirm that the fields in the design can fit your longest pieces of data.

Postage Permits

We are happy to mail using a client’s USPS non-profit number. Here are a few best practices for this to go smoothly. Let our team know up front on the project so we can make sure to get the information we need right away. 

While our mail house does prefer to use their permit number for the mailing, we can use the client’s permit, If using their permit number, ensure there is enough postage to cover the mailing.

The information we need to in order to use a client’s nonprofit number includes the following:

  • CRID (customer registration ID)
  • Non-Profit Authorization Number (with USPS, not their nonprofit number for the university)
  • Non-profit indicia
  • Return address that is on file with USPS for the non-profit authorization number
  • Permit number

Formatting the Mailing List

Our account team will advise on specific requirements for your project’s mailing list.  We generally recommend these best practices to format the mailing list:
  • Send your data in a spreadsheet, saving it in the comma-separated values (CSV) format
  • International addresses must be separated from domestic addresses
  • Domestic addresses should at least contain data fields for “first name”, “last name”, “address 1”, “address 2”, “city”, “state” and “ZIP code”