Sheri Radler
Bringing the Readiness Mindset to business: aligning financials, strategy, and growth.
Louisville, Kentucky, United States
Actions
Sheri Radler is a CPA, CMA, CEPA, and the founder of R Accounting Group, a boutique firm dedicated to helping small and mid-sized businesses thrive through Client Accounting Services, controllership, and CFO-level advisory. With a career rooted in corporate finance, Sheri saw a gap: many entrepreneurs lacked access to the financial insight and operational discipline that larger companies rely on. She launched her firm to bridge that gap—bringing the C-suite mindset to the small business space.
Her expertise lies in aligning business, financial, and personal goals to build value, resilience, and readiness—whether for growth, transition, or exit. A Top 100 ProAdvisor and member of the Intuit Partner Council, Sheri frequently shares her insights on CAS, technology adoption, and advisory services at national conferences and through thought leadership. Her sessions blend real-world experience with actionable takeaways, leaving audiences equipped to rethink their financial strategy and implement best practices that drive long-term success.
Area of Expertise
Topics
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.
Designing for Scale: The Corporate Framework Behind CAS 2.0
CAS isn’t just bookkeeping anymore—firms that want to scale need to offer structured, high-value financial operations that go beyond compliance. In this session, we’ll introduce the CAS 2.0 “Services Cafeteria Menu”, a framework that outlines everything a modern CAS firm can provide—from outsourced accounting and payables management to payroll, Tier 1 HR, FP&A, and advisory services. But here’s the catch: clients don’t get to pick and choose à la carte—instead, we’ll talk about how to use this menu as a tool to educate clients, then guide them into all-inclusive, structured service packages that support their long-term growth.
We’ll talk workflows, client rhythm, and how to use a corporate calendar to drive proactive conversations. By embedding a Readiness Mindset into your CAS offering, you’ll position your firm as a long-term strategic partner that ensures clients are always prepared-whether for scaling or an exit.
AFWA Women Who Count Conference - Mesa, AZ
Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers. If you suspect this profile to be fake or spam, please let us know.
Jump to top