Sara Wheeler
Audit Manager

Sara has an aptitude for performing detailed calculations and understanding clients’ financial statements. She likes helping her clients to set up efficient processes, to develop best practices and to grow their accounting knowledge. She is excited most when she sees over time how her assistance has influenced positive change.

As part of Holtzman Partners audit and advisory groups, Sara works with clients on financial statement audits and reviews, SOX controls testing, and advisory engagements, including agreed upon procedures and research engagements. Her clients include Austin Regional Clinic, Michael and Susan Dell Foundation, Kendra Scott and Texas Medical Association.

Sara began her accounting career at a firm in Las Vegas. She is a licensed CPA in the states of Texas and Nevada, and she is a member of the AICPA. Sara earned a Bachelor of Science in business administration from the University of Nevada – Las Vegas.

Sara grew up in Newport Beach, California, and Las Vegas. When she isn’t at work, Sara serves on leadership committees with Caritas and the Austin Young Chamber. She also enjoys checking out Austin breweries and spending time with her friends and family.

Q&A With Sara

Where is your favorite place to travel to or visit?
I really loved visiting Ireland, but I also love going to Southern California and spending time on the beach.

What would be impossible for you to give up?
Mexican food and watching sports.

What can’t you stop talking about?
The NFL and college basketball.

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