Sandra Beebe, Client Accounting Services Lead, has more than 25 years of experience providing accounting, tax, advisory, and CFO services to businesses of all sizes in a variety of industries. She focuses on learning her clients’ business needs and tailoring innovative solutions to meet their financial goals.
Sandra oversees Cg Tax, Audit & Advisory’s Client Accounting Services Team, and works closely on multiple client engagements managing the technical review of bookkeeping, monthly and quarterly financial statements, implementation of accounting software and technology, as well as providing advisory services related to business and cash flow management. She also has experience working with Registered Investment Advisors and those operating in the personal wealth and fiduciary services industries.
Sandra earned a Bachelor of Science degree in Accounting from St. Peter’s University.