Sandy Saggar, CPA, CGMA, serves as the managing partner of Saggar & Rosenberg, which specializes in providing attestation, tax and consulting services to government contractors and technology companies.
Sandy’s true expertise is in helping organizations scale their business by aligning accounting, tax and operational strategies. In addition to financial and compliance assurance, Sandy’s experience includes corporate structuring, transaction financing, financial management, strategic business planning, mergers & acquisitions on both the buy and sell sides, budgeting, forecasting and process improvement.
Sandy has worked extensively with companies in high tech, government contracting, non-profit, retail, and biotechnology industries, but his core expertise is advising clients in the government contract industry. Sandy is a Subject Matter Expert in FAR compliance, contract negotiation, pricing strategies, and transaction structuring.
Sandy is active in the profession and in the community where he serves on the Board of Directors for Olney Theatre Corporation and as a member of the AICPA and the MACPA. Sandy graduated with a bachelor’s degree in accounting from the University of Maryland.
Partner – Taxation
Susan Rosenberg, CPA, MST, is a founding partner and the partner in charge of taxation at Saggar & Rosenberg. In a Money magazine test of tax preparers, Susan was named one of the top three in the country.
Susan assists clients with federal and state income and estate tax planning, compliance, and examination; international taxation; pension and employee benefit plan design, administration and reporting; financial planning; litigation support; business valuation; mergers and acquisitions; and management advisory services.
As an AICPA member, Susan serves on their Tax Practice and Procedures Committee. She recently completed three-year terms on the Tax Practice Guide and Checklist Task Force, the Tax Practice Quality Control Task Force, Tax Practice Responsibilities Committee and Tax Practice Improvement Committee. She has also served on the AICPA’s Tax Education Committee and was a member of the task force that published the Model Tax Curriculum. Susan also previously served as an editorial adviser to the Journal of Accountancy. Susan is a past chair of the Maryland Association of CPAs Taxation and Planning for Estates, Gifts, and Trusts Committee, and past President of their Capital Area Chapter. Susan is also a past president of the Association of Practicing CPAs.
Susan is active in her local community of Myersville and in the profession as a member of both the AICPA and MACPA. Susan received a Bachelor of Science in Accounting from the University of Maryland at College Park and a Master of Science in Taxation from The American University.
Partner – Management Consulting & Advisory
Christine Heckman-Spano, CPA, MBA., CITP, is the Partner who leads the firm’s consulting practice. She specializes in providing consulting services primarily to the firm’s government contractor clientele.
Christine’s experience spans both public accounting as well as private industry which provides her with a unique understanding of her client’s needs. Christine has significant project management and industry experience at the Controller level in the government contract industry. Christine is a Subject Matter Expert in FAR compliance including the implementation of FAR compliant accounting systems. Christine oversees ERP systems implementations to include Deltek, Unanet, Microsoft Dynamics GP and more. In addition to compliance assurance, Christine’s experience includes strengthening internal controls, developing forward pricing and pricing strategies, budgeting and complex financial modeling.
Christine is very active in her children’s academics, sports, and other activities including the Girl Scouts. She is a member in good standing with both the AICPA and MACPA. Christine earned a Bachelor’s degree in accounting from Shippensburg University of Pennsylvania, an MBA from Johns Hopkins University, and a Master Certificate in Government Contract Management from Villanova University. In addition to being a CPA, Christine is also a Certified Information Technology Professional.
Principal – Audit
Aman Singh, CPA, ACMA, CGMA leads the Audit Practice of Saggar & Rosenberg. He has over 13 years of public accounting experience with a primary focus on audit. As the audit practice leader, Aman oversees Saggar & Rosenberg’s range of clients, serving clients in the government contract, wholesale, manufacturing, professional services, technology, and non-profit industries. Aman also has a number of years of experience working on audits of Employee Benefit Plans as well as audits conducted under Government Auditing Standards and the OMB’s Uniform Guidance.
More than just an auditor, Aman has assisted his clients with cash management, forming related entities, designing and the implementation of internal control structures and operational improvements. His business advisory expertise also includes strategic planning, tax planning, financial analysis, budgeting and regulatory compliance. Prior to joining Saggar & Rosenberg, Aman served as Controller for a NASDAQ listed multinational company.
Aman is active in the Clarksburg community and is a member of both the AICPA and the MACPA. He is also an active member with the MACPA’s Not-for-Profit and Government Contracting committees. Aman earned Bachelor’s degree in Accounting from the Chartered Institute of Management Accountants (London, UK).
Principal – Management Consulting & Advisory
Jessica Hullett is a Principal with Saggar & Rosenberg and specializes in financial systems implementation, financial management reporting and business operations training. Throughout her career, Jessica has delivered expert consulting support and advice to clients, primarily government contractors, nonprofit organizations and commercial entities. Jessica develops and implements the configuration structure designs for client Enterprise Resource Planning (ERP) systems.
Jessica started her career in the private government contracting industry where she gained extensive hands-on experience in accounting and project financial reporting requirements through the daily management of business operations for several small and mid-sized government contractors. Jessica performs financial software implementations, primarily Deltek Costpoint, and provides training to client staff including development of customized written procedures to assist companies with the efficient utilization of their ERP applications. Along with the Deltek implementation group, she heads up the Costpoint outsourcing practice here at the firm. Jessica has extensive knowledge of FAR, CAS and OMB Circulars in addition to considerable experience interfacing with DCAA and other government audit agencies, financial institutions and public accounting auditors.
Jessica graduated with a B.S.B.A in Management with emphasis in Accounting, Management Information Systems and Marketing from the University of Alabama in Huntsville.
Principal – Management Consulting & Advisory
Billy Whittemore, CPA is a Senior Consultant in Saggar & Rosenberg’s Consulting Practice and specializes in providing accounting, compliance, and business guidance to our government contract clients.
Billy primarily assists Government Contractors with navigating the complexities and landmines associated in compliance with Federal Regulation. Working with small and mid-sized companies, he assists them with improving operational efficiencies through developing processes and procedures that lay a foundation for Government compliance. These efforts cover all aspects of the life cycle of a contract, including preparation of the proposal, build-up of estimated direct and indirect costs, establishing an accounting system prior to a contract’s pre-award system audit, invoicing of contracts, submission of incurred cost submissions and ultimately contract close out. He assists clients with any Government audits during the contract’s life cycle.
Providing solutions for issues related to Government compliance cannot be done in a vacuum. Billy combines 10 years’ experience working in industry (both small and large companies) with over 25 years of public accounting experience. This combination of experience uniquely enables him to identify a client’s opportunities to improve and assist them in implementing best practices, while developing compliance tools that work for the client’s individual situation. It is never a one size fits all solution.
Billy is active in overseeing training of S&R staff on the specialized requirements and regulations of the Government contracting industry. He also provides training services to the firm’s client’s project management, accounting staff and executive team.
Billy is a happy road warrior and has worked with clients across the country from Washington, DC to San Francisco, CA. Billy is a member in good standing of the AICPA and the VACPA. Billy has both Accounting and Management Information Systems degrees from George Mason University. Billy has previously served on the Executive Committee of the Board of Directors for the National Capital Area Chapter of the Alzheimer’s Association for eight years in various capacities.
Director – Audit & Assurance
Cindy has 30 years of experience providing services to a broad range of clients. Cindy has led audit services and other engagements for clients in a range of industries, including government contracting, software, technology, manufacturing, and not-for-profits. Cindy’s clients range from early-stage startups to well established middle-market enterprises with domestic and international operations. In addition to assurance engagements, Cindy assists clients with complex accounting issues and transactions, including debt and private equity financing, transfer pricing, revenue recognition, lease accounting and business combinations. Cindy serves as the GAAP technical resource leader for the firm. Cindy provides consulting and advising in areas including revenue recognition, as it pertains to software licensing, multi-element arrangements, SaaS/cloud service arrangements and complex equity transactions such as share-based compensation, warrants, and preferred stock.
Cindy’s business advisory expertise includes strategic planning, design and implementation of internal controls structures, financial planning and analysis, budgets, buy- and sell-side due diligence support and operational process-improvement.
Cindy began her audit career with the Big Four, reaching Manager level. Cindy transitioned to a career in industry as a Controller before returning to public accounting. Cindy is a member of the AICPA, MACPA and CGMA. Cindy graduated Summa Cum Laude with a Bachelor’s degree in Accounting from Bentley University in Waltham, MA.
Principal – Taxation
Ellen Lerche, CPA, is a Director of Taxation at Saggar & Rosenberg and specializes in taxation for multi-state C corporations, S corporations, Consolidated groups, Partnerships, Individuals, and property taxes.
Prior to joining Saggar & Rosenberg, Ellen gained tax experience with both a large national public accounting firm as well as in private industry with a large insurance provider. Ellen has worked closely with companies of various sizes from startups to companies with over $1 billion in revenue. She has experience in a wide variety of industries but has focused primarily on the government contracting industry.
In addition to tax compliance, Ellen has expertise in the determination of tax provision for GAAP basis financial statements. She has also worked on numerous merger & acquisition transactions determining tax compliance, projections and structuring.
Ellen is an avid baseball and hockey fan and can frequently be seen in the stands at both Washington Nationals and Capitals games. Ellen graduated with a Bachelor’s degree in Accounting from the University of Maryland and is a member in good standing with the AICPA and MACPA.
Rick Bockman, CPA, MST, serves as a senior manager of Saggar & Rosenberg’s tax department, which specializes in providing attestation, tax and consulting services primarily to government contractors and technology companies.
Rick has broad experience in corporate, partnership & individual taxation. Rick’s extensive experience includes M&A transaction work, compliance with multi-state tax returns, representation of clients before the Internal Revenue Service and state taxing authorities, financial and tax planning for high net worth individuals, tax compliance for non-profits, employee benefit plans, and accounting for income tax. Rick’s experience in both public accounting as well as in private industry in corporate tax provide him with unique tax compliance and planning experience.
Rick has worked extensively with companies in the government contracting, technology, real estate, and non-profit industries. Rick’s expertise is also in individual tax compliance and planning as well tax-exempt compliance.
Rick is an active member of the AICPA and VSCPA. He received his Master’s in Taxation from American University and his BS in Business Administration-Accounting (Cum Laude) from Old Dominion University.
Jeffrey S. Burr
Director – Audit & Assurance
Jeffrey S. Burr, CPA, CFF, CFE, MBA, is a Senior Manager with Saggar & Rosenberg, P.C., specializing in attestation and consulting services to a wide range of companies in various industry niches.
In addition to performing financial audits and reviews, Jeff’s experience includes forensic accounting, fraud examinations, due diligence engagements related to mergers and acquisitions, financial, accounting, and operational improvement plans, bank collateral audits, and budgeting and forecasting.
Jeff has worked with companies ranging from wholesalers, retailers, construction contractors, not-for-profit entities, government contractors, software developers, and high-technology firms, but has spent most of his career auditing and advising government contractors. He is considered a Subject Matter Expert in the area of government contracting.
Jeff is a member in good standing with the AICPA, MACPA, and the ACFE. He is an Assistant Scout Master with Boy Scout Troop 1066 in Jefferson, Maryland. Jeff has undergraduate degrees from the University of Maryland, College Park and holds a Master’s Degree in Business Administration from Hood College.
Bryan Hughes, CPA is a Director with Saggar & Rosenberg. He is a motivated and transformative leader with over 13 years of experience in management, accounting and finance. His areas of expertise include auditing, advisory and technical accounting in areas such as consolidations, investments in debt and equity services, investment valuations, loans, allowance for loan losses, debt and single-family real estate. Additionally, Bryan is experienced in the financial services industry, specifically mortgage banking and investment management.
His proven ability to provide excellence across multiple sectors and industries has allowed him to successfully collaborate with others to lead and develop teams that add value to the organization on a consistent basis.
Bryan graduated with a Bachelor’s degree in Accounting from Bucknell University and is an active member of the AICPA and the Virginia Society of CPAs.
Jeffrey A. Davis
Senior Manager – Audit & Assurance
Jeff A. Davis, CPA is a Senior Manager with Saggar & Rosenberg. Jeff has over 12 years of experience performing audits and other types of engagements for both the commercial and federal government industries.
In the commercial sector, Jeff has worked with companies ranging from government contractors, not-for-profit entities, software developers, and technology firms. He is highly adept at planning, conducting external audits, and reporting on audit findings. Jeff also has experience managing benefit plan audits.
In addition to performing audits for commercial entities, Jeff is proficient in performing financial statement and performance audits for federal government entities. He is skilled in planning and conducting financial statement audits for both civilian and defense agencies.
Jeff is a member of the AICPA and the Greater Washington Society of CPAs. Jeff graduated with a Bachelor’s degree in Accounting from Indiana University of Pennsylvania.
Manager – Taxation
Joseph Belcher, CPA, MBA, is a Manger of Taxation at Saggar & Rosenberg and specializes in taxation for multi-state C corporations, S corporations, Partnerships, Individuals, & state and local taxes.
Before joining Saggar & Rosenberg, Joe gained experience with both a large national public accounting firm as well as in private industry with a multinational SAAS corporation. Joe has assisted his clients with their various tax needs as simple as a local sales tax return to as complex as international reporting requirements. He has experience in a wide variety of industries but has focused primarily on the technology and government contracting industries.
Joe graduated with a Bachelor’s degree in Accounting and a Master’s in Business Administration from Mount St. Mary’s University. Joe is a member in good standing with the AICPA and APCPA. In his spare time Joe is an avid home brewer and a proud member of the Friends of the National Zoo.
Manager – Audit & Assurance
Jessica Steenstra, CPA, is an Audit Manager with Saggar & Rosenberg, P.C., specializing in providing attestation and consulting services to a wide range of companies in various industry niches. Her experience includes audits of financial statements, due diligence engagements related to mergers and acquisitions, audits of defined benefit plans, budgeting and forecasting, and financial, accounting, and operational improvement plans.
Jessica has worked with companies ranging from construction contractors, not-for-profit entities, government contractors, software developers, and high-technology firms, but has spent most of her career auditing and advising government contractors.
Jessica earned a Bachelor of Science in Public Accountancy from Calvin College in Grand Rapids, MI. Jessica joined Saggar & Rosenberg as a Staff Auditor shortly after she graduated with her Bachelor’s degree in Accounting. Jessica is a member in good standing with the AICPA.