DIRECTOR, AUDIT AND ASSURANCE SERVICES
Beginning her professional career in 2004, Sarah brings her audit and assurance clients a depth of experience gained from serving a broad range of industries including dealerships, nonprofit organizations, and energy. She also leads the firm’s services related to historic tax credits. In addition to performing and leading audits, Sarah focuses on developing a thorough understanding of her clients in order to be proactive in her advisory role including education on standards and best practices.
Sarah leads the LaPorte Dealership Services Industry Group that provides audit, tax, and advisory services to automobile, recreational vehicle, truck, and equipment dealerships. Sarah has been in the trenches with her clients through all phases of their growth, assisting with their compliance needs as well as with operations and complex transactions such as mergers and acquisitions. She also has been a presenter at dealership association conferences.
Sarah has served nonprofit organizations by leading audits, providing internal control reviews, and assisting with internal accounting issues, including complex accounting calculations. She also conducts training to educate nonprofit board members on their roles and responsibilities. Sarah is a member of the LaPorte Nonprofit Industry Group and has also completed the AICPA’s Not-for-Profit Certificate I program. She has presented at LaPorte’s Nonprofit Educational Summer Series and at select clients’ national conferences.
HISTORIC TAX CREDITS
Sarah completes Louisiana Department of Revenue required audits for qualifying historic rehabilitation credit transactions. She provides guidance on the overall process including what to expect related to the applications process, the recording of the rehabilitation costs, and the final cost report which is submitted for approval of the credits. In addition, she handles required agreed-upon procedures for other tax credits.
Sarah is a former leader of the LaPorte Energy Industry Group and leads audits for oil and gas and oilfield service companies. She assists clients with complex accounting calculations such as asset retirement obligations; depreciation, depletion, and amortization (DD&A); and business combinations.
Bachelor of Science in Accounting, Finance, and Business Administration, University of New Orleans
Certified Public Accountant
AICPA Not-for-Profit Certificate I
Society of Louisiana Certified Public Accountants
American Institute of Certified Public Accountants
Louisiana Automobile Dealership Association
Deep Southern Equipment Dealer Association
Leadership St. Tammany 2010 Graduate
Leadership St. Tammany Alumni Foundation
St. Tammany Chamber of Commerce, former Ambassador Council
Society of Louisiana Certified Public Accountants, “Lease Accounting: What, How and Next Steps,” August 2021
Deep Southern Equipment Dealers Association “New Leasing Standard FASB ASU 2016-02 Topic 842,” July 201
Volunteers of America National Conference, “Financial Reporting Changes for Nonprofits: Are you Ready?” June 2018
Council of Petroleum Accountants Societies (COPAS), “New Leasing Standard FASB ASU 2016-02 Topic 842,” October 2017
LaPorte Nonprofit Educational Summer Series, “Not-For-Profit: Proposed Accounting Standards Update,” June 2015
Hospitality Financial & Technology Professionals (HFTP) Annual Convention & Tradeshow, “2014 Accounting and Auditing Update,” October 2014
AREAS OF CONCENTRATION
Historic Tax Credits