Sheri Radler
Empowering businesses with strategic Client Accounting Services to drive growth and financial success.
Louisville, Kentucky, United States
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Sheri heads R Accounting Group, a firm dedicated to elevating small to mid-sized businesses by implementing corporate-level financial strategies tailored for growth and transition phases. With a passion for preparing businesses for pivotal moments such as exits or opportunities, R Accounting excels in positioning their clients to maximize their potential and value.
Boasting a strong career in both corporate finance and client accounting services, Sheri is a seasoned CPA, CMA, and a certified CEPA (Certified Exit Planning Advisor). Their firm strategy is to position R Accounting Group as a crucial partner for businesses clients aiming to enhance their financial practices to support long-term goals, ensuring they are prepared for any opportunity that arises.
In 2023, she was named the Top Up-and-Coming ProAdvisor by the Insightful Accountant and R Accounting Group has been honored as a Top 50 CAS Firm, a testament to the firm’s impact in transforming financial management for small to medium-sized businesses. A prominent member of the Intuit Partner Council and a Top 100 ProAdvisor, Sheri is also an influential figure in the Louisville SBDC and the Insightful Accountant Advisory Board. Her work extends beyond just numbers; it's about crafting a legacy of financial intelligence and strategic growth for every client she serves.
Area of Expertise
Topics
Bringing the corporate mindset to CAS: elevate financial strategy and growth for SMEs
This session will explore how adopting a corporate mindset in client accounting services can transform small and medium-sized enterprises (SMEs). By leveraging structured approaches typically used by corporate C-suites, accounting professionals can enhance decision-making, financial preparedness, operational efficiency, and goal alignment for their clients, driving sustainable business growth.
Why Attend: This presentation is designed for accounting professionals eager to elevate their client services by adopting a corporate mindset. It is ideal for SME accountants who manage financial operations and provide strategic advice, aiming to enhance their skills. Client Accounting Services (CAS) providers will also benefit, particularly those looking to expand their offerings to include high-level controllership and CFO roles to attract larger clients.
Embracing Technology for Business
In today’s rapidly evolving market, leveraging technology is not just an advantage but a necessity. This session explores the transformative role of technology in enhancing business operations and customer experience. Participants will delve into how digital tools can streamline processes, improve decision-making, and foster a culture of efficiency and innovation.
Who Should Attend: Business owners, organizational leaders, and professionals in operations management looking to harness technology for growth and operational excellence.
Why Attend: Gain practical insights and a clear roadmap to leverage technology in optimizing your business operations and customer engagement. This session will equip you with the tools to transform your organization through digital innovation, making you better prepared to meet the challenges of the modern business environment.
Understanding Your Financial Health: Deciphering the Numbers, A Guide to Mastering Financial Stmnts
Dive into the world of financial statements with this enlightening session aimed at demystifying the critical numbers that tell the true story of your business. From balance sheets to income statements and cash flow analysis, this presentation will equip you with the knowledge to interpret and utilize these tools to drive strategic decision-making and foster business growth.
Who Should Attend: Business owners, entrepreneurs, finance professionals, and anyone interested in gaining a deeper understanding of financial statements and how they can be used to monitor and improve business performance.
Why Attend: This session offers a hands-on approach to financial education, providing you with essential tools to not just understand but also effectively manage and utilize financial information for the betterment of your business operations. Equip yourself with the skills to turn financial insights into strategic actions that drive profitability and sustainability.
Preparing Your Business for Year-End
As the fiscal year draws to a close, it's essential for business owners to understand the critical steps needed to prepare for year-end financial activities. This session offers a comprehensive look at the necessary financial, HR, payroll, regulatory, and compliance considerations to ensure your business closes the year smoothly and starts the new year on strong footing.
Who Should Attend: Business owners, financial officers, HR managers, and anyone involved in the strategic planning and operational readiness of a business as it approaches year-end.
Why Attend: Equip yourself with the knowledge to conduct a comprehensive year-end review that not only satisfies regulatory requirements but also sets a strategic path for growth and improvement. Learn from experts how to effectively close out the current year and plan for success in the upcoming one, ensuring that your business remains competitive and compliant.
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