Areas of Expertise:
- Working with school districts and non-profits
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Financial statement and compliance audits
- Employee benefit plan audits
- Comprehensive Annual Financial Report submissions to ASBO and GFOA
- Instructor for non-profit lunch workshops sponsored by HeinfeldMeech
- Presenter at AASBO Annual Conferences
- Program-specific audits and agreed-upon procedures
- Tax return preparation (Form 990) for non-profits
Links to Articles and Presentations:
- Public Disclosure of Form 990
- Net Asset Requirement Changes for Non-Profits (video)
- Changes to Not-for-Profit Expense Reporting (Part 1)
- Quick Tips for Spotting Billing Schemes
- Don’t Forget the Millennials! (Recruiting Millennials as Donors)
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants