Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
view leadership team
We provide unprecedented accessibility to all service team members.
view all Team members
Sara has extensive experience serving governmental entities in the areas of internal and external auditing, single audits, taxation, information returns, and financial reporting. As the leader of our governmental services group, Sara is responsible for reviewing all governmental financial statements and assists with the management and delivery of services by facilitating risk assessment and client expectations for our larger governmental clients. She maintains and exceeds the continuing professional education requirements of Government Auditing Standards. In addition to the services she provides to local governments, Sara performs audits and related financial services for commercial businesses and nonprofit organizations.
Sara is a member of the accounting industry’s professional associations including the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants (NYSSCPA), and the Institute of Internal Auditors (IIA). She is a Registered Representative with 1st Global Capital Corp., having passed Series 7 and Series 66 licenses.
Sara completed her maximum-allowed fourth year as chairperson of the Board of Directors of the SPCA Serving Erie County at the end of 2018. During her term, the organization built a 52,000-square foot building as a result of a $15 million-plus capital campaign and hired a new Executive Director/CEO. Sara continues to serve on numerous committees, including finance, governance, and strategic planning.
State University of New York at Geneseo, Bachelor of Science, Accounting
Harvard Business School Executive Education, 2016, Governing for Nonprofit Excellence
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
- Public Schools Accounting Committee
Government Finance Officers' Association, Advisory Committee, WNY Chapter
New York State Association of Counties
Western New York Association of School Business Officials
Institute of Internal Auditors
Buffalo Business First, 40 Under 40 Honoree, 2015
Buffalo Business First, 40 Under 40 Judge
Passed Series 7 and 66 securities exam – Financial Advisor*
Erie County SPCA, Past Board President
Cradle Beach Camp, Inc., Board Member
Sara is an avid animal lover and enjoys spending time at the SPCA and with her beloved dog, Darby. She is also a frequent volunteer at South Line Fire Company. When Sara is not busy helping others, human and animal alike, she enjoys traveling all over the world.
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
External audits aren’t required for every business. But whether required or not, they can provide lenders and investors with assurance that your financial statements are free from material misstatement and prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP).
Auditors rely on more than just random techniques and gut instinct to pick transactions to analyze during internal controls testing.
Your nonprofit’s internal auditors have a unique perspective on your organization’s operations and financial condition. Are you making the most of their knowledge and expertise?
Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
Learn More
