With almost 20 years of experience, she has accumulated a wealth of knowledge where 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. Her corporate audit teams efficiently run 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.
Employee benefit plan audits
Retirement and benefit plan development
Accounting and financial consulting for closely-held businesses
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