Stories written by Sarah Menge

Sarah Menge is a certified public accountant and manager at Dalby, Wendland & Co., a full-service accounting firm based in Grand Junction. Menge specializes in audit and accounting services for clients in several industries, including benefit plans, construction, insurance and non-profits. She’s a member of the Colorado Society of Certified Public Accountants. For more information about Dalby, Wendland & Co., call 243-1921 or log on to the website located at www.DalbyCPA.com.

Establish and monitor investment policies

In the ever-changing investment markets, evaluating and monitoring your organization’s investment portfolio has become increasingly more challenging and important. Formal investment policies could be required when working with a third-party investment manager. But all organizations can benefit from establishing a written investment policy. Having a written policy forces management to identify the goals of the […]

Changing accounting software Consider options and timing

Technology has become an increasingly important business tool not only for production and marketing, but also accounting and financial reporting. The ability to anticipate and react to changing technology needs remains essential. Upgrading or changing computer software can be a time consuming and expensive process, but there ways to ease the transition and make sure […]

Take an active role: Monitor your 401(k)

An employer sponsored 401(k) plan constitutes a great tool to help employees save for the future. But it’s important to understand your plan and play an active role in monitoring your benefits to make sure you achieve your retirement goals. The first step in using a 401(k) is understanding the key provisions of the plan […]

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