Areas of Expertise:

  • Working with school districts, special districts, municipalities, and non-profit organizations
  • Governmental accounting
  • Financial statement and compliance audits
  • Single Audits (Uniform Guidance)
  • Comprehensive Annual Financial Reports
  • Agreed-upon procedures
  • MAS compliance reviews for courts
  • Management advisory services
  • Capital assets inventory services
  • Instructor for HeinfeldMeech non-profit lunch workshop
  • Instructor for workshops on student-generated funds for AASBO and our firm
  • Tax return preparation (Form 990) for non-profits

Links to Articles:

Memberships:

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