Principal, Sherman Financial Management, LLC.
Terry Sherman, Treasurer for EFI, has been a Certified Public Accountant over twenty years. Terry started her own firm in 2006 to provide more specialized assistance to her not-for-profit clients. She provides accounting, tax, and business consulting services to a wide range of clients, often assisting with the design of accounting systems, budgeting, financial management reporting, and due diligence procedures in connection with the purchase or sale of a business. She has worked with a variety of companies in developing business plans and preparing financing packages/loan proposals. Recent projects include establishing procedures for grant tracking and reporting, and indirect cost allocation systems for not-for-profit organizations.