Areas of Expertise:

  • Working with local governments, school districts, and 501(c) non-profits
  • Governmental and non-profit accounting
  • Financial statement and compliance audits
  • USFR compliance
  • Non-profit tax return (Form 990) preparation
  • Agreed-upon procedures

Articles:

How to Calculate Eligible Students on the Transportation Route Report

The Benefits of Establishing and Communicating Written Policies and Procedures for Non-Profit Organizations

 

 Memberships:

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