Ethical, Effective, Efficient

Cheri is a seasoned private accountant dedicated to fostering business success. With over 20 years of experience, she offers expert process reviews and Fractional CFO services, ensuring that your financial records are managed with meticulous attention to detail.

Having spent more than 16 years in an accounting office for a heavy equipment manufacturer, Cheri thrived as the department manager with a heavy workload which included payroll processing, managing the accounting staff and functions, filing sales tax returns across 40 states, and overseeing employee benefits. Her commitment to precise and timely data entry was crucial in this fast-paced environment, where she also developed work instructions and departmental procedures to enhance staff efficiency and training.

Cheri's exceptional analytical skills made her a go-to for investigative needs, enabling her to spot discrepancies in data recordings and develop highly efficient methods that annual auditors recognized as beneficial for the company’s financial reviews.

Her experience includes working with construction contractors on certified pay applications and navigating diverse sales tax rules and regulations. Cheri has effectively set up and filed reports on both cash and accrual bases and created a relational database that identified quantifiable errors in previous processes, leading to significant refunds through amended returns. With a strong ethical foundation, she managed her own payroll, benefits, and annual W2s for over ten years with the utmost integrity, earning great trust in her role.