Areas of Expertise:
- Audit and other assurance services for school districts, municipalities and non-profit organizations
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Comprehensive Annual Financial Reports
- Single Audits (Uniform Guidance)
- Agreed-upon procedures
- Presenter at conferences sponsored by HeinfeldMeech and the Native American Grant School Association
- Instructor for HeinfeldMeech nonprofit lunch workshops
- ASCPA Northern Chapter Board President
- Tax return preparation (Form 990) for non-profits
Links to Articles and Presentations:
- Tips of Effective Capital Asset Reporting for School Districts
- Implementing Appropriate and Timely Corrective Actions (presentation slides)
- How to Run Effective Meetings
- Arizona School District Procurement – When is a Competitive Bid Not Needed?
- What Can You Spend Tax Credits On? (video)
- Identifying Subsequent Events
- Debunking Generational Stereotypes at the Office
- Credit Card Scams Target Nonprofits, Too
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants