HomeTeam MemberCheryl Kerek

Cheryl Kerek

Cheryl Kerek

Cheryl Kerek

Outsourced Controller

Cheryl joined Boulay’s Accounting Advisory team in 2020 as an Outsourced Controller. She has more than 15 years of Big Four public accounting and private accounting experience. Cheryl provides clients with precise financial statements and analysis while maintaining hands-on and accurate general accounting, accounts payable, accounts receivable, and payroll. She enjoys working alongside business owners and helping them understand their financial information so they can make informed decisions.

FOCUS AREAS

  • Month-end close process
  • Variance analysis of financial statements
  • Process and procedure creation and review
  • Account reconciliation
  • New software implementation

SOFTWARE PROFICIENCIES

  • QuickBooks (desktop and online)
  • Gusto
  • Paylocity
  • Sage 100 Contractor
  • Xero

EDUCATION

  • Miami University, Oxford, Ohio—B.S. Accounting
  • Certified Public Accountant (inactive)

PERSONAL INTERESTS

  • Activities including hockey, pickleball and yoga
  • Spending time with family
  • Reading
  • Gardening

DREAM VACATIONS

  • Sailing the Greek Islands
  • Scuba diving at the Great Barrier Reef

GET IN TOUCH

Contact Cheryl
"I’m passionate about problem-solving, finding solutions and creating efficiency. Helping entrepreneurs understand their financial statements, and providing useful information, allows them to focus on running their business effectively."

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.