©2019 by Get Balanced

Meet The Owner

Sam Faulkner, CPA, CFE

Sam founded Get Balanced after spending several years in a variety of financial roles in the public accounting and healthcare fields. She worked as a Controller for a large healthcare company, where she implemented many processes to improve and streamline the financial reporting of the business. She thrives on helping others understand their financials and identify cost saving opportunities.

 

In Corporate America, Sam rose through the ranks from an intern to the Controller for a large international healthcare corporation.  During this time, she supervised and improved the timing and efficiency of the month end close process, completed 6 forecast and budget seasons, and lead 4 departments and 35 team members to success.  While in the public accounting sector, Sam worked for a small boutique accounting firm in Metro Atlanta.  She completed corporate, individual, and payroll tax returns, participated in 401k audits, and prepared financial statements.  In addition, Sam quickly became the “Go To” payroll return expert for the entire firm. 

 

On more than one occasion, Sam corrected mistakes made by the IRS; forcing them to conform to her reported financial information.  She is not your average CPA; she is also a Certified Fraud Examiner.  She is willing and able to stand up for you and stand behind her work.

 

After working with her husband’s two businesses, Sam discovered her various roles in the financial community perfectly prepared her to assist small business owners and entrepreneurs.  Whether you need bookkeeping, tax preparation, SBA business plans, controller services, or just a little clean-up work with your financials, Sam and her firm is where you should go to get balanced. 

 

When Sam is not basking in a sea of numbers, she enjoys taking her dogs on hikes on the mountain trails of north Georgia.  She and her husband live in Cumming, GA.