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:

Memberships:

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants