Sarah Hadlock, Cpa, Cfp®

Sarah Hadlock, Cpa, Cfp® Email and Phone Number

President, The Business Guides @ The Business Guides
port townsend, washington, united states
Sarah Hadlock, Cpa, Cfp®'s Location
Port Townsend, Washington, United States, United States
Sarah Hadlock, Cpa, Cfp®'s Contact Details

Sarah Hadlock, Cpa, Cfp® work email

Sarah Hadlock, Cpa, Cfp® personal email

n/a
About Sarah Hadlock, Cpa, Cfp®

Experienced professional with a demonstrated history of working with small business owners to improve their current and future financial positions. Skilled in making financial situations clear, and passionate about helping people create prosperous lives.

Sarah Hadlock, Cpa, Cfp®'s Current Company Details
The Business Guides

The Business Guides

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President, The Business Guides
port townsend, washington, united states
Website:
thebusinessguides.com
Employees:
5
Sarah Hadlock, Cpa, Cfp® Work Experience Details
  • The Business Guides
    Vice President
    The Business Guides Aug 2012 - Present
    Port Townsend, Wa
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  • Kitsap Bank
    Avp, Financial Projects Officer
    Kitsap Bank Dec 2006 - Aug 2012
    Managed financial projects for a community bank with assets of over $900 million. Prepared annual budget and supporting documentation, working with managers of over 20 cost centers to develop annual projections and quarterly tracking. Managed Asset/Liability modeling to assess interest rate risk. Prepared agenda and minutes for the Asset Liability Committee and monthly reports for the board of directors. Organized materials for auditors and examiners during annual reviews and financial statement preparation.
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  • Marinerbank
    Controller
    Marinerbank Mar 2006 - Nov 2006
    Port Townsend, Wa
    Managed the day-to-day financial operations of a privately held community bank with assets of over $50 million. Prepared quarterly filings with federal regulators and monthly reports for the board of directors. Managed accounts payable, payroll, benefits and new hire process. Assisted in the merger of MarinerBank into Kitsap Bank.
  • Northwest Maritime Center & Wooden Boat Foundation
    Development & Grants Manager
    Northwest Maritime Center & Wooden Boat Foundation 2005 - 2006
    Assisted in the creation and implementation of fund development strategy and tactical plans, developed grant proposals and provided updates to foundation donors.
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  • Seattle Public Library Foundation
    Grants & Special Projects Manager
    Seattle Public Library Foundation 2001 - 2005
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  • Seattle Symphony
    Development Coordinator
    Seattle Symphony 1998 - 2001
    View

Sarah Hadlock, Cpa, Cfp® Skills

Budgets Accounting Fundraising Management Accounts Payable Small Business Payroll Nonprofits Non Profits Tax Preparation Strategy Customer Service Strategic Planning Personal Financial Planning

Sarah Hadlock, Cpa, Cfp® Education Details

Frequently Asked Questions about Sarah Hadlock, Cpa, Cfp®

What company does Sarah Hadlock, Cpa, Cfp® work for?

Sarah Hadlock, Cpa, Cfp® works for The Business Guides

What is Sarah Hadlock, Cpa, Cfp®'s role at the current company?

Sarah Hadlock, Cpa, Cfp®'s current role is President, The Business Guides.

What is Sarah Hadlock, Cpa, Cfp®'s email address?

Sarah Hadlock, Cpa, Cfp®'s email address is sa****@****des.com

What schools did Sarah Hadlock, Cpa, Cfp® attend?

Sarah Hadlock, Cpa, Cfp® attended Linfield College.

What are some of Sarah Hadlock, Cpa, Cfp®'s interests?

Sarah Hadlock, Cpa, Cfp® has interest in Arts And Culture.

What skills is Sarah Hadlock, Cpa, Cfp® known for?

Sarah Hadlock, Cpa, Cfp® has skills like Budgets, Accounting, Fundraising, Management, Accounts Payable, Small Business, Payroll, Nonprofits, Non Profits, Tax Preparation, Strategy, Customer Service.

Who are Sarah Hadlock, Cpa, Cfp®'s colleagues?

Sarah Hadlock, Cpa, Cfp®'s colleagues are Megan Eisenman, Lucianne Pugh.

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