Areas of Expertise:

  • Financial and compliance audits
  • Local governments, including municipalities and school districts
  • 501(c) non-profit organizations
  • Recipient of the Advanced Single Audit Certificate from the AICPA
  • Single Audits (Uniform Guidance)
  • Tax returns for non-profits
  • Federal program-specific audits and agreed-upon procedures
  • Development impact fee assurance reporting

Professional Accomplishments:

  • Instructor at conferences for school districts and other local governments sponsored by Arizona Association of School Business Officials, Government Finance Officers Association of Arizona and our firm
  • Instructor at trainings sponsored by the Alliance of Arizona Nonprofits
  • Member of the ASCPA Not-for-Profit Conference Planning Committee
  • Frequent presenter at lunch workshops for non-profit organizations sponsored by our firm
  • Board member for Girls on the Run Maricopa & Pinal Counties

Articles and Presentations:

DIY Audits for Nonprofits

Preparing for Your First Single Audit

COVID-19 Effects on NFP Financial Statements and Disclosures

Memberships:

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Government Finance Officers Association
  • Government Finance Officers Association of Arizona
  • AICPA Not-for-Profit Section
  • Arizona Association of School Business Officials