Sheila Balzer

Sheila Balzer

Financial institutions especially credit unions, employee benefit plans, non-profit organizations, HUD and privately financed assisted living projects, franchisors and, professional and closely-held companies in a variety of industries.

Sheila is a highly accomplished and dedicated Certified Public Accountant with a Magna Cum Laude degree from the University of Denver. She holds a Bachelor of Science degree and Master's degree in Accountancy, highlighting her commitment to professional excellence. Sheila has a demonstrated commitment to the CPA profession, having recently served as a Director on the Board of the American Institute of CPAs and the Association of International Professional Accountants (AICPA). She also holds leadership roles in the AICPA on its Council and Accounting & Review Services Committee, showcasing her expertise and thought leadership in the field. In the state of Colorado, Sheila has served as the Chair of the Colorado Society of CPAs and the Colorado Society of CPAs Educational Foundation. Sheila is also an active volunteer in her community, serving as part of the counting team at her church, as a girls' softball coach, and with several Denver area high schools as part of their business advisory committees. As an audit partner, Sheila has significant experience in helping companies present high-quality financial statements to users, lenders, and investors. She provides assurance services, including audits, reviews, compilations, and due diligence to clients. Sheila is also a value-added consultant to client management personnel on various business matters and a recognized expert in the credit union industry. She is a frequently requested speaker on financial literacy for volunteers serving in Board or Committee oversight roles in the credit union and nonprofit arenas.

Contact Info

Location Denver, CO
Client Services Assurance & Advisory
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