Areas of Expertise:

• Working with school districts, local governments, and non-profits
• School district audits
• Financial statement and compliance audits
• Review engagements
• Agreed-upon procedures
• Recipient of the Advanced Single Audit Certificate from the AICPA
• Annual Comprehensive 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 ACFR submissions to ASBO International’s Certificate of Excellence Program
• Meritorious Budget Award reviews for ASBO International
• Tax return preparation (Form 990) for non-profits

Articles and Presentations: 

SEFA 101

Year-End Close Out – How to Make It Easier

Steps Your District Should Take Now to Comply with New Procurement Regulations

Memory like a Steel Trap

Navigating Part VII of the Form 990

Basic Financial Policies for Non-Profits

Donations – A Quick Guide on How to Record Donated Items

• Recording Auction and Raffle Items
• Finding the Right Board Members
• Accounting for Donations at Year-End

Memberships:

• American Institute of Certified Public Accountants
• Arizona Society of Certified Public Accountants
• AICPA Not-for-Profit Section