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.
Berny Gaarsoe
Consulting Chief Financial Officer
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.
Gina Hernandez
Accounting Manager
Gina graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration Degree in Accounting | Management and Human Resources in Administration, and has her CPA License. Gina comes to JCG with over 25 years in accounting experience in both Profit and Non-Profit organizations varying from detailed, small businesses to the most recent Senior Accountant position at a large Casino-Spa-Resort. Gina has vast experience in the preparation and analysis of Financial Statements and budgeting, Human Resource and Payroll functions, and is well versed in many financial platforms, QuickBooks and Excel. She values strong client relationships and communications. As a Lead Accountant, Gina is responsible for providing Accounting and Bookkeeping Services to our Accounting Client Base. Outside of JCG, Gina can be found cooking, enjoying the outdoors, and discovering new restaurants, wineries, breweries, and live music with family and friends.
Nate Larsen
Accounting Manager
Nate first started at JCG in 2012.
Nate holds a bachelors in accounting from Utah Valley University. Nate has heavy previous GAAP and budgeting experience. He enjoys interacting with business owners to communicate financial analysis, budgeting and recommendations. Nate’s responsibilities included oversight of clients’ balance sheet and income statement reporting, implementation of internal controls, trend reporting and a concentrated focus of his clients’ cash position. Nate’s love of all things business assists him greatly in his accounting role at Johnson Consulting Group.
Sheryl Lawary
Manager of Training
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
Consulting Controller
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
Staff 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
Staff 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
Staff 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.
Valerie Walls
Accounting Manager
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.
Madison Swaney
Staff Accountant
Madison graduated from Northern Arizona University with a Bachelor of Science in Business Administration – Management and certificates in Marketing and Accounting. She was on the executive board for the professional business fraternity, Delta Sigma Pi. During her college career, Madison worked at an accounting firm where she found a passion for helping clients with their businesses and assisting in reaching their goals for their business.
Nini Johnston
Director of Accounting and Finance
Nini joins Johnson Consulting Group with more than 20 years of accounting and customer service experience. She has earned multiple degrees including a Bachelor of Psychology from Dartmouth College, a Master of Professional Counseling and a Master of Accounting and Financial Management, which was earned with distinction. Nini has worked in diverse fields throughout her career from non-profit accounting to manufacturing. She has experience in transactional accounting, reporting, treasury, and financial management. Recently she served as the Director of Treasury and Accounting for a mid-size, multinational, contract manufacturing firm. As the Director of Accounting and Financial Management, Nini will lead the Accounting and Financial Management team in providing clients with quality reports and financial insights to fit their business needs. When she is not working, Nini is usually enjoying a good book, swimming or cooking for her family.
Matt Glenn
Staff Accountant
Matt Glenn recently graduated from Northern Arizona University with a degree in Accounting and Marketing. He grew up in Green Bay, Wisconsin and moved to Phoenix with his family when Matt was 13. In his free time Matt enjoys golfing, snowboarding, and cooking. He also enjoys playing with my Labradoodle and reading. Matt plans to get his CPA license in the next few years.
Kacy Guebert
Consulting Controller
Kacy joins Johnson Consulting Group with more than 15 years’ experience in information systems technology and accounting. She has earned multiple degrees including a Bachelor’s in Information Technology to a Master of Accountancy. She has accounting experience ranging from healthcare to tax. Kacy also served in the US Navy honorably for 6 years. When she is not working, she likes to work out and spend time with her two daughters and puppy.