Areas of Expertise:

  • Working with school districts, local governments, and non-profits
  • School district audits
  • Financial statement and compliance audits
  • Review engagements
  • Recipient of the Advanced Single Audit Certificate from the AICPA
  • Comprehensive Annual Financial Reports 
  • Instructor for HeinfeldMeech workshops for governments and non-profits
  • Instructor at workshops and conferences sponsored by the Arizona Association of School Business Officials
  • Reviews of CAFR submissions to ASBO International’s Certificate of Excellence Program
  • Meritorious Budget Award reviews for ASBO International
  • 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
  • AICPA Not-for-Profit Section