Our Team
Navigating today’s tax landscape takes experience and understanding. Being in the Accounting Industry for over 40 years, W. J. Gordon & Associates, Inc. has the depth and expertise to help maximize your personal and business resource Accounting and Tax Requirements. Problem solving made easy. Our team of seasoned professionals provides our clients with insightful opportunities and tailors a plan to match their specific accounting and tax requirements.
Sara M. Lotts, CPA - President and Chief Operating Officer
Sara is a CPA with over 15 years of experience in the accounting and tax fields. After earning a Bachelor of Science in Business Administration (with a concentration in Accounting) from the Fisher College of Business at The Ohio State University, Sara worked within the proprietary school industry. There she assisted in converting dated processes into current accounting software. She was the leader in establishing reliable financial statements for the purchase of nearly 30 schools across the United States and further trained personnel at the locations in the accounting software. During this process, she discovered her passion in educating clients in accounting and the importance of history by numbers. Sara joined WJ Gordon & Associates in 2007 and has developed a niche for small business record keeping automation, preparation of timely and reliable financial statements coupled with an educational analysis using the statements to assist in managing the business. She continues to fill the void small and closely held businesses find within their accounting process by providing a proactive approach in managing the business and tax planning. Her proactive concepts assist business owners in understanding their financial statements while having access to a sounding board to substantiate and execute goals.
Arias Mattis – Tax and Accounting Assistant
Arias Mattis is a highly experienced accounting professional with over 13 years of experience supporting business operations, financial processes, and tax preparation functions. She combines a strong bookkeeping and cash applications background with a decade of tax experience serving both individuals and small businesses.
At EduCare Medical Staffing and Community Hospitals, Arias oversaw bookkeeping, payroll, and reconciliations using QuickBooks, while maintaining HIPAA compliance and coordinating with an external CPA.
Her prior roles have given her great experience in working with business owners to help create processes which help them to effectively execute their business models. Arias is known for her professionalism, attention to detail, and ability to take ownership of accounting functions. She enjoys managing the financial details that keep a company running efficiently and values environments where her reliability and thoroughness make a clear impact. She leads our office in the ever changing tax environment to ensure returns are thorough and timely with deadlines.
Stacey L. Keyser - Senior Account Executive and Tax Associate
Before joining W.J. Gordon and Associates, Stacey worked in the retail management industry. This experience has given her a unique understanding of her clients and their day to day operations. She excels in developing streamlined accounting solutions that help in achieving her client's individual goals. She enjoys working in this client-focused environment and forming strong relationships with you, the client, in order to ensure that the your needs are met. As a tax associate, Stacey works diligently to stay up to date on the ever-changing tax landscape and is our firm's local/municipal tax specialist.
Julie Orth – Staff Accountant and Office Support
Julie Orth is an experienced accounting and bookkeeping professional with more than 15 years of hands-on experience supporting financial operations across corporate, hospitality, CPA firm, and small-business environments. Her background includes reconciliations, accounts payable/receivable, month-end close preparation, general ledger maintenance, and financial reporting.
Julie began her career as an Assistant Accounting Manager with Acorn Group (1990–1995), followed by multiple staff accounting positions where she handled full-charge bookkeeping, departmental spending reviews, GL reconciliation, and annual audit prep. She later worked with Gray & McCrone CPA firm, preparing compilations and supporting tax season activities.
Julie’s role is to create and maintain positive working relationships with clients by understanding and creating solutions for their individual and business needs while also assisting with our office support. She will be assisting clients with checking in returns and checking out filed returns to the client. Julie will further assist our team with executing the proactive approach to our small business clients. Julie has strong communication skills, is professional and personable, and easy to talk to.