Headshot of Sarah Shepard

I enjoy sharing my culinary skills at our dinner parties. From laying out a charcuterie plate, to pairing the pappardelle with the veal ragu and the proper wine, and of course, serving a chocolate soufflé for dessert, I do it all.
Sarah Shepard
Partner, CPA, MBA

Experience

I like to think of myself as a builder — a builder of my clients’ profits, of the people I engage with, and of our real estate and construction practice. Many of my clients are real estate entities, construction contractors, engineering companies, and home builders. Whether I’m helping them build their products or their own businesses, I bring more than 20 years of experience in consulting, assurance, and tax services.

I’m known for my deep knowledge of the industry and my ability to assist clients with financial reporting, tax implications, and operational considerations. Clients appreciate my direct communication style and proactive approach.

I love that Plante Moran encourages us to be in charge of our careers — the firm provides the vision and the guidelines, but I’ve been lucky to mold my career to best suit my goals and life choices.

I belong to the AICPA, the International Council of Shopping Centers, the American Council of Engineering Companies of Illinois, and the Construction Financial Management Association. I earned my B.A. in accounting and mathematics from Augustana College and an M.B.A. in finance, management, and strategy from the Kellogg School of Management at Northwestern University.

I enjoy traveling. My family lives throughout the country, and we frequently meet up with them at different cities to connect and celebrate. I also enjoy yoga, pilates, and meditation.