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LICENSED IN:
Texas
EDUCATION:
The University of Iowa
Bachelors of Business Administration in Accounting – with Honors
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Sara has approximately 15 years of experience in public accounting auditing not-for-profits, government entities, school organizations, manufacturing, construction, healthcare, and technology businesses. She serves as a liaison between the partner, client, and professional staff. Sara has extensive experience in conducting financial statement audits, reviews, and compilations for companies, not-for-profit organizations, and employee benefit plans. She also provides clients with accounting solutions for business issues, recommending and implementing process improvements, and internal controls. Sara also helps in developing training aids and acting as an instructor or discussion leader in professional development programs within the firm. In addition, she has more than four years of experience serving in controllership roles for companies pursuing initial public offerings or undergoing turnaround situations.
Manufacturing and Distribution
Not-for-Profit
Employee Benefit Plan
Construction
Technology
Controllership Experience in Business Process Outsourcing, Service and Restaurant Companies
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member
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EXPERIENCE
Sara has approximately 15 years of experience in public accounting auditing not-for-profits, government entities, school organizations, manufacturing, construction, healthcare, and technology businesses. She serves as a liaison between the partner, client, and professional staff. Sara has extensive experience in conducting financial statement audits, reviews, and compilations for companies, not-for-profit organizations, and employee benefit plans. She also provides clients with accounting solutions for business issues, recommending and implementing process improvements, and internal controls. Sara also helps in developing training aids and acting as an instructor or discussion leader in professional development programs within the firm. In addition, she has more than four years of experience serving in controllership roles for companies pursuing initial public offerings or undergoing turnaround situations.
-
AREA OF FOCUS
Manufacturing and Distribution
Not-for-Profit
Employee Benefit Plan
Construction
Technology
Controllership Experience in Business Process Outsourcing, Service and Restaurant Companies
-
AFFILIATIONS
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member