LICENSED IN:
Texas
EDUCATION:
The University of Iowa
Bachelors of Business Administration in Accounting – with Honors
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
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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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
Dealer Services
Construction Services
Healthcare Group
Dental Practice
Not-for-Profit
Manufacturing & Distribution
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Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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