I bring a career that spans public accounting, executive leadership, and private equity environments—leading financial strategy, M&A integration, and building high-performing, scalable finance functions and teams. My experience includes work across construction, SaaS, healthcare, manufacturing, and hospitality, giving me a broad perspective and a diverse playbook for solving complex challenges. I’ve paired a strong technical foundation in public accounting with hands-on operational finance experience, partnering with leadership to improve profitability, streamline processes, and position companies for strategic growth.

With a background that blends technical precision and practical leadership, I navigate both regulatory demands and the operational realities of running a business. Whether guiding assurance engagements, preparing for transactions, or delivering strategic advisory, I focus on providing actionable insight that helps clients make confident, well-informed decisions.

I see financials as more than numbers—they’re a roadmap to opportunity, and my job is to help ensure yours leads to growth and lasting value.

When I’m not problem solving with my clients, I’m likely golfing with my husband or hiking with my two Boston Terriers, Monster and Taco. As a Colorado Native, I love supporting our local small businesses - you can find me at one of our excellent restaurants or shopping our boutiques!

Sarah Montgomery - Partner