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Current Role

Cheri provides various levels of accounting and financial reporting services to her clients, in addition to ongoing consulting to help them manage their businesses for growth. She directs outsourced CFO service engagements, system implementations and transactional advisory services.

In an advisory role, Cheri provides tax planning and compliance services to high net worth individuals and privately-held businesses. She also works closely with and advises various family offices.

Cheri serves on the ��è��Ƶ Financial Group Executive Committee, the Advisory and Tax Executive Committee and the Tax / ��è��Ƶ Financial Group Integration Committee.

Service Areas

• Business advisory and financial services
• Outsourced CFO
• Family office
• Accounting and bookkeeping solutions
• Individual and flow-through taxation

Experience

Cheri’s public accounting career began in 1990 at Deloitte. She managed the tax division and was a director at Harris, Cotherman, Jones, Price & Associates, Chartered, when the firm joined ��è��Ƶ in 2012.

A Closer Look

• A trusted business advisor, Cheri helps maximize 401(k) and other retirement plans for businesses. She also works with individuals to improve their personal and professional succession plans. Ask how she can help you prepare for your family’s future.
• Cheri has been featured on ��è��Ƶ’s yearly “Put People First Honor Roll” multiple times. The program recognizes principals who demonstrate a commitment to developing and maintaining relationships with associates, clients, suppliers, strategic alliance partners and communities.