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 of microcourse at ASBO International’s Envision 2020 Virtual Conference
• 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:

• The Potential Impacts to Nonprofit Organizations Caused by the Coronavirus
• 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