May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Eighteen

Education:

  • California State University, Sacramento, B.S. Business Administration (Accountancy)

Experience:

  • Responsible for oversight of all aspects of attestation engagements including planning, execution, and presentation of results to management, governing boards, and committees.
  • Current Shareholder in charge of Gilbert Associates’ Privately Held Business and Charter School Committees. Co-chair of the Firm’s Quality Control Committee.  Member of the firm’s Nonprofit, Government, and Employee Benefit Plan Industry Committees.
  • Provides clients with recommendations on a wide variety of issues including internal controls and general operating matters.
  • Provides internal and external training on accounting and audit related matters.
  • Prior to joining Gilbert Associates, Sarah worked as an accountant for a large commercial insurance broker and as an associate for a CPA firm located in the bay area.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Current Board Member, S.A.C. Prep Charter School

Recent Continuing Education:

  • Allinial Global Summit
  • CalCPA School District conference
  • AICPA Not-for-Profit Industry Conference
  • CalCPA Employee Benefits Plan Annual Conference
  • Various in-house training related to Accounting and Auditing for Nonprofits and Governmental entities, Internal Controls, Fraud, Single Audit Act, GASB Updates