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Sara CGMA

Sara CGMA

Financial Manager

Nixon Shefrin Hensen Ogburn, P.C.

Greater Denver Area, us

Specialties: Quickbooks, trouble shooting accounting software, accounting software set up and training, payroll, tax, and small business. Cash flow projections, budgeting, billing projections.

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Nixon Shefrin Hensen Ogburn, P.C.

Financial Manager

- Oversight of Accounting Department, including Payroll, A/P, Billing and A/R
- Reconciliation of General Ledger accounts
- Management of firm compensation plans
- Preparation, review, and analysis of Financial Statements
- Oversight of Capital Expenditures
- Oversight of Financial Forecasts and Planning
- Management of Retirement Plan
- Management of shareholder and firm auto leases, records, and tax calculations
- Tax planning
- Cost Management
- Oversight of Human Resources, including employee benefits, firm policies, employee evaluations, employee morale, and staff meetings
- Assist with recruiting, on-boarding, training, and conflict resolution
- Oversight of staff work assignments
- Oversight of event planning
- Work with Shareholders on a daily basis developing and implementing short and long term plans in regards to finances and the firm as a whole

Sterling CPA Services

Owner

• Prepare and review compilations
• Prepare tax returns for individuals, partnerships, corporations, and trusts
• General Tax Research
• Full Cycle Accounting and comprehensive bookkeeping
• Payroll Services, including preparation, taxes, and audits
• Research and implementation for new businesses
• Quickbooks troubleshooting, setup, and implementation