Areas of Expertise:
- Working with school districts, community grant schools, municipalities, employee benefit trusts, and non-profit organizations
- Governmental and non-profit accounting
- Financial statement and compliance audits
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Reviews of governmental annual financial reports for ASBO International’s Certificate of Excellence Program
- Reviews of Meritorious Budget Award submissions for ASBO International
- Agreed-upon procedures
- Program-specific audits
- Compliance reviews
- Tax return preparation for non-profits
- Management advisory services
- Instructor at HeinfeldMeech grant school conferences
- Presenter at industry events sponsored by AGA Phoenix Chapter and GFOAz
Articles:
Small Business Office? No Worries! Tips for Effective Segregation of Duties
Memberships:
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants