Roxie is a firm principal and specializes in audit and assurance (A&A) for businesses. As a certified public accountant with more than 20 years of A&A expertise, she is adept in managing Employee Benefit Plan audits and ERISA requirements, as well as foreseeing and remedying any compliance issues.
Roxie’s refined business acumen and attention to detail seamlessly guide organizations through the complex regulatory environment and processes. She monitors ERISA regulations and keeps clients informed of changes and potential issues, while providing proactive advisory for continuous improvements and to create efficiencies. Her specialization and experience provide a sensibility to challenge current processes for better outcomes and results.
In addition, Roxie monitors the firm’s A&A internal quality control processes, continuing education requirements and independence regulations, as well as its adherence to A&A standards. She also trains clients and team members on the most current A&A standards including employee benefit plan regulations and other compliance-related topics.