With more than 20 years of experience, she has accumulated a wealth of knowledge with plans of both large and small entities are concerned. She has assisted clients in implementing policies and procedures to prevent errors in how clients operate their employee benefits plans. Sheri has an attentive eye for detail and one of the most rewarding aspect of her job is recognizing her client’s needs before they even know it. Her corporate audit teams efficiently runs the audits while adding value by presenting recommendations for processes and procedures in company operations as well as keeping clients up to date on the ever changing accounting standards.
Sheri has spent her life in Cleveland, from college on the east side at John Carroll University to working downtown and finally settling down in Avon. However, she enjoys traveling with her husband and young daughter and has visited Thailand, Australia, Japan, Bali, and even lived in Guam. She is also involved with several organizations and enjoys spending time volunteering and event planning.
Accounting and auditing of closely- held businesses
Closely-held business financial consulting, retirement and benefit plan development
Accounting systems selection, setup and maintenance
Financial reporting for audit, review and compilation engagements
Accounting and bookkeeping assistance
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