The Creator

Sherie Dodsworth is a Certified Public Account with over 32 years of experience in finance and accounting, serving in senior financial roles for public and private companies, and certified public accounting firms. Over the years, Sherie developed many organization and record retention systems for her clients in addition to advising them on insurance, taxes, loans, accounting and other financial transactions. Sherie is a member of the AICPA, the California Society of CPA's. She currently serves as Chair of the Board of Directors of Borel Private Bank and Trust.