Areas of Expertise:

  • Working with school districts, municipalities, charter schools, and non-profits
  • Recipient of the Advanced Single Audit Certificate from the AICPA
  • Financial statement and compliance audits
  • Comprehensive Annual Financial Reports 
  • Graduate of the AICPA’s Leadership Academy
  • Instructor for Audit & Compliance Workshops sponsored by the Arizona Association of School Business Officials (AASBO)
  • Presenter at AASBO Conferences
  • Instructor for governmental accounting and compliance workshops sponsored by our firm
  • Instructor for HeinfeldMeech non-profit lunch workshops 
  • Tax return preparation (Form 990) for non-profits
  • Staff development and training

Links to Articles and Presentations:

Memberships:

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants