Accounting and
Financial Management
Your Monthly Financials, Timely and Accurate
How profitable were you last month? If you can’t answer that question with confidence, you are aren’t alone. In fact, many successful funeral and cemetery business owners can’t realistically define the health of their business. That’s where we come in.
Know you’re in the know
Constant up-to-date financial reporting is key to the success of your business—not from your local CPA, accountant or bookkeeper, but from funeral and cemetery experts who bring technical, numerical, and industry-specific expertise to bear. With over $600 million in revenue and more than 145,000 cases under management, JCG has all the know-how and experience to help you thrive in a competitive business environment.
It’s time to raise your expectations
When you partner with JCG, you gain access to a team with more than 600 years of combined industry experience. Our wide range of accounting and financial services are designed to deliver value from day one:
- An experienced financial management representative dedicated specifically to your firm
- Customized financial reports with industry benchmarking against businesses of your size
- Industry specific accounting practices
- Clear and concise cash flow updates
- Monthly, quarterly and annual budgets
- Free access to our Performance Tracker sales analysis software
- Full integration with your point of sale system (POS)
- On-site training with your staff to get you up and running quickly
Performance Tracker
The complete customer experience management tool that evaluates your staff and financial performance, streamlines your success plans and dramatically improves your bottom line. LEARN MORE
Meet our Accounting and Financial Services team
A word from our clients
JCG’s monthly reports are so beneficial, and the quarterly visits with Sheryl, my JCG rep, always make a significant impact. Whenever I have an industry specific question, the JCG experts are always there to answer my concerns, because they know what is going on in the industry, and what industry standards are.
– Todd Schneider
Let’s start the conversation
With a clear understanding of where the profession has been, and a compelling vision of where it’s going, we help our clients reach new levels of success. Let's talk about how we can do the same for you.
Phil Sinn
Director of Accounting and Finance
Phil graduated from Dickinson College with a Bachelor’s Degree in Economics and then continued his education by completing his MBA at LaSalle University with concentration in Finance and Accounting. Phil brings to Johnson Consulting over twenty years of experience working for large and small companies focusing on executing business initiatives and improving processes. For over a decade he held a leadership role at Ditech mortgage developing financial models and performing operational planning and analysis. Previously, he worked on an Arthur Andersen engagement with Hyperion, a large international software company, and managed the revenue accounting group. Phil has a strong technical background working with ERP systems to create forecasts, budgets and financial statements. He strives to exceed the expectations of both internal and external clients.
Scott Gardner
Manager of Accounting
Scott graduated with a Bachelor’s Degree in Business, and a Master’s Degree in Accounting. He has prior experience in the banking industry as a claims analyst. Scott also has extensive accounting experience in the private sector where he has worked as a bookkeeper and as a financial manager. His responsibilities included oversight of financial reporting, implementation of internal controls, and assisting management with strategic planning. Scott’s understanding of business and accounting assist him greatly in his accounting role at Johnson Consulting Group.
Berny Gaarsoe
Lead Accountant
Berny brings extensive experience to Johnson Consulting’s financial services. He graduated from the University of Utah with a Bachelor’s Degree in Accounting. Having served as chief financial officer for several large corporate companies, his areas of expertise are Corporate Finance, Accounting Systems – Implementation and Financial Statement Preparation, Tax Planning, Risk Management, Human Resource Responsibilities, and Governmental Regulation Compliance. Berny also has extensive death care industry experience having created the financial management systems for two large funeral home and cemetery companies, including Prime Succession where he was responsible for finance, accounting, budgeting, reporting, auditing, human resource and risk management functions. Under Mr. Gaarsoe’s direction, Johnson Consulting has created a web based bookkeeping system, employing proprietary death care industry software that will allow independent funeral homes to control cash flow, create accounting reports, and maintain budgets.
Nate Larsen
Lead Accountant
Nate graduated from Utah Valley University with a Bachelor’s Degree in Accounting. His prior work experience involved preparing, analyzing, and evaluating internal and external financial statements. As an accountant with Johnson Consulting Group, Nate is responsible for providing accounting and bookkeeping services to our accounting client base.
Han Ngo
Manager of Business Analytics
Han graduated from Pacific University with a Bachelor of Science in Mathematics. Han previously worked at Ditech and Honeywell as a Senior Financial Analyst and brings her strong analytical experience and technical skills to Johnson Consulting. Her experience includes budgeting, forecasting, financial modeling and reporting. Han focuses on process improvement and is Six Sigma Green Belt certified.
Sheryl Lawary
Lead Accountant
Sheryl brings over 15 years of accounting experience to Johnson Consulting Group. While earning a Bachelor of Science degree in Business Accounting from the University of Phoenix, she worked with certified public accountants and tax attorneys. Prior to her accounting career, Sheryl worked as an Assistant Trust Administrator in Wealth Management and Private Banking. As a Johnson Consulting Group Senior Accountant, Sheryl builds and maintains strong client relationships and anticipates their needs. Integrity is her core value. Sheryl is responsible for providing accounting and bookkeeping services to our Accounting client base. In Sheryl’s off hours, she enjoys the outdoors and the challenges of hiking.
Niccole Delgado
Lead Accountant
Niccole graduated from the University of Phoenix with honors, earning a Bachelor of Science in Accounting. Niccole is a current member of the Delta Mu Delta International Honor Society in Business Administration. Her past work experience in the credit and banking industry as an SR Rapid Cycle Test Analyst provided her analytical and strategic decision making, as well as teamwork skills. Her innovative ideas help strengthen customer relationships, improve processes, and fortify the company brand. Niccole’s dedication to Johnson Consulting Group’s core values and mission to provide the highest quality services, will ensure she is not only meeting, but exceeding, our clients’ expectations.
Lynne Jejna
Accountant
Lynne comes to Johnson Consulting Group with an extensive background in the finance/accounting arena. Her prior work experience encompassed preparing and analyzing monthly financial statements. She has worked closely with her client base to foster an invaluable partnership. This experience has afforded Lynne the essential skills needed to better serve her clients.
Tuyen Tran
Accountant
Tuyen has a Master’s in Accountancy degree from Arizona State University. Her professional career prior to JCG was working for Food Service of America in their Corporate Headquarters in Scottsdale, AZ. In the accounting role she focused on cash management and financial analysis of vender accounts. Tuyen is a team player and prides herself on quick results and accuracy.
Sarah Higby
Accountant
Sarah graduated from Hillsdale College in 2006 with a Bachelor’s Degree in Accounting, passed the last of the CPA certification exams in 2011 and received her CPA license in 2015. Since completing her Bachelor’s Degree, she has continued to expand her accounting experience in various industries including screen printing, automotive dealer online inventory management, residential property management and commercial property management. She has a passion for producing financials that are accurate, attractive and useful and fostering relationships with both her co-workers and clients. When not working on financial reports, Sarah enjoys opening her home to friends and family for delicious meals and exploring northern Arizona with her husband, Caleb.
Anna Christensen
Lead Accountant
Anna graduated from California State University of Sacramento, with a Bachelor’s Degree in Business Administration, Specialization Accountancy. She has over 20 years combined experience in Accounting, Finance and Audit. She started out as a Sales & Use/Special Taxes Auditor for California State Board of Equalization, before moving back to the private sector and taking on Accounting and Human Resource Manager Roles. In her last role, she worked for a publicly traded company and worked directly with external auditors that had demanding quarterly and annual financial controls audits. Anna’s primary roles were in Financial Reporting, Analyzing, Budgeting and Forecasting, as well as HR and Payroll related duties. She has extensive experience with implementing and streamlining new accounting systems and related third party software and implementing and streamlining internal processes and controls.
Valerie Walls
Lead Accountant
Valerie graduated from the University of Central Oklahoma with a Bachelor’s in Business Finance. She has over 20 years of accounting and finance experience with private and public companies. And with knowledge in accounts receivable, accounts payable, bank and balance sheet reconciliations, variance analysis, budget and finance, and financial reporting. She has worked in various industries such as service, distribution, manufacturing, educational and insurance. Valerie takes pride in building a rapport with her co-workers and clients, it is important to her to build a strong foundation and trust in the service that she provides to her internal and external customers.