Jeri is a seasoned operations and accounting professional with over four decades of experience. She has leveraged her expertise to serve businesses across industries, and her skills and reputation led her to launch and operate a successful consulting practice in partnership with three long-time colleagues.
As an Accountant, Jeri acted as an extended member of her clients' teams. They relied on her to manage all aspects of their back-office operations and came to see her as a highly responsive, trusted advisor. She handled a wide range of responsibilities, including entering and processing individual, partnership, corporate and fiduciary tax returns; analyzing client documents provided for tax returns; preparing journal entries and financial statements; and reviewing and cleaning up the general ledger.
Jeri began her career as an Operations Manager with various banks, excelling in all areas of the branches where she worked and taking on responsibilities from hiring and training to policy and procedures compliance.
Jeri holds a Bachelor of Science in Accounting from Sacramento State University and an Associate in Business Administration from Cosumnes River College.