Wendy is a highly respected CPA with an extensive background in auditing, accounting, and financial analysis. Her breadth of knowledge stems from over 25 years of experience, including over ten years in public accounting and, more recently, working as an independent consultant in the roles of contract controller and trusted advisor to a variety of clients. Wendy has a demonstrated ability to utilize her talents to help both large and small business clients.
With excellent accounting skills and expertise with several accounting software packages, Wendy is highly skilled in all aspects of accounting, including month-end closing, consolidations, financial reporting, job costing, account reconciliations, and cash flow projections. She is proficient in researching and analyzing financial information and is comfortable in reporting findings to business owners and executives.
Wendy's knowledge of Sarbanes-Oxley compliance, coupled with her comprehensive accounting proficiencies, has proven valuable to a wide range of projects, including internal control assessments, compliance audits, and business process improvements. She is adept at documenting business processes and workflows and testing controls for effectiveness.
Her attention to detail and solid problem-solving and analytical skills allow Wendy to bring a sophisticated level of performance to her engagements. Those that work with her appreciate her strong work ethic and level of commitment to achieving project goals.
Advertising, Brokerage, Insurance, Nonprofit, Professional Services
Do you have any pets?
I have a golden retriever named Sophie. I love dogs and treat them like family members.
Do you have a favorite sports team or player?
I like the Kentucky University Wildcats, the New York Yankees, and Serena Williams is my hero.
Have you visited an excellent museum?
I have visited The Dalí Museum a couple of times. The museum celebrates the life and work of Salvador Dalí. I was at the old and new locations in St. Petersburg, Florida.