Sheri Grossberg is an Audit Principal at the firm, with an approach that makes the financial and tax compliance for small to midsize companies more manageable. She provides tax guidance and audit, review and compilation financial statements to her middle market clients. Sheri also leads the firm in their 401(k) audit practice and is responsible for attending all AICPA conferences and technical review. She is also a leader in staff training, audit procedure development, and 401(k) audit techniques. Mrs. Grossberg is actively involved in recruiting new professional staff to the firm. Sheri has also created a strong network of resources in her community with bankers, attorneys, and venture capitalists. With these relationships Sheri has helped companies obtain financing or raise capital.
Sheri began her career at a large local firm, headed up the 401(k) audit department at that firm, changed firms in 2007 and became partner at SRG in 2008. She was honored as a “Women in Business” and also as one of the “40 under 40” by the San Fernando Valley Business Journal. These awards recognize the accomplishments and community involvement Sheri has in the San Fernando Valley. In 2002, she met an entrepreneur that provided an opportunity for her to learn more about the venture backed world and create services to be able to help those companies raise capital and maintain good financial relationships with their investors and Board of Directors. Over the last 10 years, Sheri has worked with numerous other venture backed companies and recently worked with one of the hottest LA based startups.
EDUCATION & AFFILIATIONS:
UCLA B.A. degree, AICPA, California Society of CPAs, Provisors, Bruin Professionals, Board member for LA Canada Flintridge Shakespeare Company, past board member for the Girl Scouts.