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:
- Annual Hours of Instruction
- Clarification on High School ADM/FTE
- Uniform Guidance – A Brief Overview of the Methods of Procurement (video)
- Helpful Suggestions to Correct Common Errors in Form 990 Functional Expense Reporting
- What Goes into a Mission Statement Anyway?
- Travel Reimburseables for Arizona School Districts
- Are Your Assets Impaired?
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants