Areas of Expertise:
- Working with school districts, special districts, municipalities, and non-profit organizations
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Governmental accounting
- Financial statement and compliance audits
- Comprehensive Annual Financial Reports
- Agreed-upon procedures
- MAS compliance reviews for courts
- Management advisory services
- Instructor for HeinfeldMeech non-profit trainings
- Instructor for workshops on student-generated funds for AASBO and our firm
- Tax return preparation (Form 990) for non-profits
Links to Articles:
- Getting Your Organization Ready for Remote Auditing
- What to Expect from Remote Auditing
- Practical Internal Controls for Small Organizations
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants